Creating Business Dashboards in MS Excel

Duration: 90 minutes

For every manager, expectations for performance reporting have grown. Today, 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 information visually and succinctly is a key leadership skill.

That’s why business dashboards have become a management essential. (more details below)


WHY ATTEND

But it takes time to gather all the data you need from multiple sources and manually compile a report that shows at a glance what’s working and what’s not. How do you pull all of your 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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