April 11, 2023


4 Total CPE Credits


Dashboard and Report Design Principles Using Excel

  • Instructor

    Bernie Smith

Learning Objectives

  • Understand the principles of good dashboard and report visual design
  • Be able to review and identify issues with existing information dashboards and reports
  • Know how to apply those principles using Excel

Major Topics

  • How to design charts for fastest possible user understanding and ease of use
  • Review of case studies for group critique
  • Developing a design standard for your organization
  • Designing tables for rapid understanding and efficient space use
  • How to use commentary, maintaining a consistent style and level of detail
  • Using layout to support long-term memory and improve understanding
  • The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.
  • How to apply these techniques using Excel

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate



Advanced Preparation


Intended Audience

Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.



Register For This Event

  • ASCPA Member

    $ 129 129
  • ASCPA Non-Member

    $ 159 159
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