Creating Business Dashboards in MS Excel

Tuesday, December 18, 2018 at 1pm ET           Duration: 60 minutes

Performance metrics are no longer nice-to-have documents you update monthly. Today, your Key Performance Indicators (KPIs) have to be accessible in the moment of need. Visibility into every quantifiable aspect of a business or project is a must -- and presenting that information visually and succinctly is a key leadership skill. That’s why business dashboards have become a management essential. This program will give you a roadmap for building powerful KPI dashboards using MS Excel. (more details below)


WHY ATTEND

It’s a common complaint from managers at every level: It takes time to gather all the data I need from multiple sources and manually compile a report that shows at a glance what’s working and what’s not. Time I don’t have. How do I pull all of my KPIs together into one easy-to-view screen without a major IT project that would take months to complete?

Thankfully, there’s Excel, which already has everything you need to present your KPIs, big-picture metrics, and key indicators—from multiple sources, all in one place. And if you get a little knowledge and put in a little effort now, you’ll never be unprepared.

That’s why we’re hosting this information-packed webinar with MS Excel expert Mike Thomas. While there’s no “create dashboard” button in Excel, you can learn how to use everything you need to build one that keeps current as your business progresses—pivot tables, charts, Sparklines, conditional formatting, lookup, and more.

LEARNING OBJECTIVES

Topics covered:

  • Planning your dashboard—determine exactly what you need to display- and what you don’t.
  • Integrating multiple data sources in your dashboards
  • Using Pivot Tables to create KPIs summaries
  • A review of common formulas you’ll need to create your dashboard
  • Enhancing your dashboard with user interaction—for example, dynamic criteria selection
  • Best practices for communicating a specific message using charts
  • Creating and using infographics in a dashboard

    Attendees may find it helpful to have a basic understanding of Excel functions like pivot tables and conditional formatting, but it is not required for this session. The presenter will provide a quick, basic review of each function used to create the dashboard.

    This webinar will be delivered using Excel 2016 for Windows. However, much of the functionality is available in Excel 2013 and 2010 and 2016 for Mac.

          ABOUT THE SPEAKER

          Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.

          Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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          What You Get With Each Option close

          Live Recording

          Live Only

          Participation in the live upcoming webinar

          Recording

          Recording Only

          Full MP4 recording of webinar, including Q&A. Choose digital download or CD-ROM by mail.

          Live and Recording

          Live + Recording

          Participation in the live webinar + Full MP4 Recording. For recording, choose digital download or CD-ROM by mail.

          Event Package

          Event Value Pack

          Participation in the live webinar + Full MP4 Recording + Audio-only MP3 recording. For recordings, choose digital download or CD-ROM by mail.

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