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Data Driven Dashboard Reporting - with Excel

BPP Professional Education
Course summary
1 day
634 GBP excl. VAT
Online courses
Next available date: Enquire for more information - Online courses
Professional Training

Course description

Data Driven Dashboard Reporting - with Excel

The term “dashboard” is a buzzword in the world of Excel and in businesses today. A dashboard report is a management tool that measures and presents critical data on the key business performance areas in a summarised manner much like a car dashboard, so management can quickly respond with appropriate decisions.

Dashboards enable the reader to make sense of the raw numbers by presenting them in visually rich charts and tables and give valuable insights into the key performance indicators of the business.

By the end of the course the delegate will have gained skills in the following key areas:

  • Understanding the key principles, purpose, relevance, and requirements of the report.
  • Creative techniques in overall design, functionality, and capability.
  • Making vital areas of the Dashboard dynamic and interactive using some of the more advanced Excel tools and functions.
  • Become familiar with extra tools and objects which make the Dashboard more controllable and visually stunning, and functionally enjoyable for the user(s).

This hands-on one day course covers a comprehensive look at the mechanics, functionality, and design concepts of an interactive Dashboard report. One of the key objectives is to create a holistic approach to summarising data and keeping the reports dynamic and expandable for minimal manual upkeep. The course also covers advanced (and at times complex) charting techniques, along with Excel tools and advanced functions to control the Dashboard.

Suitability - Who should attend?

Spreadsheet authors, Excel developers, power users and all kinds of analysts who want to gain skills in designing visual reports. Those who want to start getting creative with an interest in learning about dynamic charts and visually appealing data will benefit from this course.

Outcome / Qualification etc.

Dashboard fundamentals – fulfilling the core requirements

  • Researching into the requirements and purpose of a dashboard
  • Organisation of the file data and its calculations
  • Core design principles

Key functions

  • COUNT / IF / A

Summarising / calculating / organising

  • Arranging the data that’s conducive for a high-level view
  • Dynamic named ranges
  • Expandable calculations

Advanced charting techniques

  • Making the best type choice
  • Bullet chart
  • Stacked / linear chart
  • Speedometer chart
  • Dynamic charts / interact with rolling data
  • Axis fix magic trick: the ghost series

Further enhancement techniques

  • Scrolling mechanism
  • Combo box controller
  • The camera tool

Implementing simple automation techniques

  • Enhanced functionality with easy VBA code
  • Creative and fun illuminate technique

All exercises and project files used on the course will be available to take home. Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

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About provider

BPP Professional Education

BPP Professional Education -  Accountancy, Tax, Financial Services, Law & Insolvency Courses

BPP Professional Education is one of the specialist examination-based and professional development training arm of the BPP Group, Europe's biggest professional education and publishing provider with 2,000 staff members across 40 countries and over 30,000 students per year. BPP Professional Education...

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BPP Professional Education

3 London Wall Buildings
EC2M 5PD London

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