Dashboard and Report Design Principles Using Excel

Instructor

Bernie
Smith

Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

Regularly produce or update dashboards and reports
Struggle with confusing or overly complex reporting tools
Seek to streamline varied reporting styles across their organization
Aim to establish a consistent, replicable "house style" for reporting
Want to impress stakeholders with clear, user-friendly data presentations

Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.

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

Principles of Visual Design for Dashboards and Reports
Chart Design for Rapid Understanding
Table Design for Efficiency
Effective Use of Commentary
Strategic Layout Techniques
Trend Analysis Methods
Developing Organizational Design Standards
Excel Application Techniques
Critical Review Skills
Best Practices for Data Presentation

CPE Credits Available

4 CPE

4: Personal Development

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Personal Development

Advanced Preparation

None

Intended Audience

Anyone interested in, or involved in designing or producing, reports or dashboards using Microsoft Excel

Provider

ACPEN