Dashboard and Report Design Principles Using Excel
Total Credits: 4 including 4 Computer Software & Applications - Non-technical
- Average Rating:
- 72
- Categories:
- Professional Development | Technology | ACPEN Industry Institute | Human Resources
- Faculty:
- Bernie Smith
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- Have many different styles of dashboards and reports in use and want to simplify things
- Need to create a consistent “house style” that can be replicated by different teams
- Want to look like a star by creating reports and dashboards that your internal customers love
... this workshop can help. In this session we explore the principles of what makes reports and dashboards easy, or hard, to understand, distil this into a simple set of rules and show you how to apply these rules using Excel.
Basic Course Information
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 Subjects
- How to design charts for fastest possible user understanding and ease of use
- Review of case studies for group critique
- Developing a design standard for your organization
- Designing tables for rapid understanding and efficient space use
- How to use commentary, maintaining a consistent style and level of detail
- Using layout to support long-term memory and improve understanding
- The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.
- How to apply these techniques using Excel
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Dashboard and Report Design Principles Using Excel Handouts (46.8 MB) | Available after Purchase | ||
Faculty
Bernie Smith Related Seminars and Products
Founder
Made to Measure KPIs
Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.
His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.
Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.
Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.
Dates
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Wed, Apr 16, 2025 - 10:00am to 01:38pm EDT
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Sat, May 10, 2025 - 12:00pm to 03:38pm EDT
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Fri, May 30, 2025 - 02:00pm to 05:38pm EDT
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Mon, Jun 09, 2025 - 04:00pm to 07:38pm EDT
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Mon, Jun 16, 2025 - 10:00am to 01:38pm EDT
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Thu, Jun 26, 2025 - 07:00pm to 10:38pm EDT
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Sat, Jun 28, 2025 - 11:00am to 02:38pm EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.
Original Recording Date 07/2022
Course Developer Bernie Smith
Date Added to Catalog 07/07/2022
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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