Training Course Syllabus:

Objectives of the Presentation

• Planning your dashboard


• Integrating multiple data sources in your dashboards


• Using Pivot Tables to create KPIs summaries


• Enhancing your dashboard with user interaction


• Visual communication using charts

Why Should you Attend

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.


Excel dashboard skills are in high demand, with the growing importance of Business Intelligence (BI). The use of dashboards as a display tool is a hot topic right now and consequently being able to create them is a must have skill for the serious Excel user.


There´s no "create a dashboard" command in Excel. Creating a dashboard involves using a combination of tools that are built-in to Excel.

Areas Covered

• Working with data sources


• Using Pivot Tables to create summaries


• Displaying the "Top X"


• Visual communication using charts


• Using formulas to create KPI summaries


• Adding user interaction to your dashboard


• Creating interactive filters with Slicers

Seminar Summary:

Dashboards and reports are a critical tool in your communication armoury. 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. (see full course description)

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