How to Build an Effective Dashboard With Microsoft Excel

Training Details

Training Format : Recorded Webinar

Webinar Date: Wednesday, May 24, 2017

Format Type: DVD

Presenter(s):Mike Thomas

Training Duration:75 minutes

Training Material Download Conference Material
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(1.68 MB)

Supporting File(s) Download Zip
(1.09 MB)

Training Description


Improve your Excel and data visualization skills with these tips

Dashboards and Reports are a critical tool in your communication armory. A well-designed and meaningful dashboard offers a CEO, shareholder or Project Manager a valuable insight into the Key Performance Indicators (KPI’s) upon which a business or project is measured and enables them to determine the future direction of the business or project.
Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility and the fact that most people have it installed on their computer or mobile device. There’s no “create a dashboard” command in Excel. Creating a dashboard involves using a combination of tools that are built-in to Excel.
This webinar Excel – How to Build an Effective Dashboard by Mike Thomas will enable attendees to improve their Excel and data visualization skills.

Learning Objectives


After attending this webinar, you’ll be able to learn the quickest and best ways to explore, visualize and present your data:

  • Present key information through the use of high-impact, meaningful reports and dashboards
  • Learn how to analyze large amounts of data and report the results in a meaningful visualization
  • Learn to use different perspectives to achieve better visibility into data
  • Learn how to slice data into various views on the fly
  • Learn how to automate redundant reporting and analyses
  • Moving from spreadsheets to dashboards
  • Going beyond tables and charts
  • Creating advanced dashboard components
  • Automating your dashboards and reports

Session Highlights

You will learn the best data visualization tricks, including these capabilities:

  • Working with data sources
  • Using Pivot Tables to create summaries
  • Displaying the "Top X"
  • Creating a rolling 30-day summary
  • Visual communication using charts
  • Using formulas to create KPI summaries
  • Adding user interaction to your dashboard

Who Should Attend

Novice or expert Excel users who Any Excel user who want to know how to represent data visually..

  • Data analysts
  • C Level Executives
  • Executive Assistants
  • Accountants
  • Administrators
  • Office Managers
  • Attorneys
  • CPA
  • Finance Professionals
  • Bookkeeper
  • HR Professionals
  • Leaders
  • Staff
  • All Excel users

About Trainer

Mike Thomas , ,

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in..

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