Dashboard and Report Design Principles Using Excel
Total Credits: 4 including 4 Personal Development
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Industry | Practice Management | Professional Development | Human Resources | Technology
- Faculty:
- Bernie Smith
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:
- Regularly produce or update dashboards and reports
- Struggle with confusing or overly complex reporting tools
- Seek to streamline varied reporting styles across their organization
- Aim to establish a consistent, replicable "house style" for reporting
- Want to impress stakeholders with clear, user-friendly data presentations
Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in 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
- Principles of Visual Design for Dashboards and Reports
- Chart Design for Rapid Understanding
- Table Design for Efficiency
- Effective Use of Commentary
- Strategic Layout Techniques
- Trend Analysis Methods
- Developing Organizational Design Standards
- Excel Application Techniques
- Critical Review Skills
- Best Practices for Data Presentation
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Course Handouts (93.6 MB) | Available after Purchase | ||
| Timed Outline (13.9 KB) | 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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Tue, Jul 08, 2025 - 11:00am to 02:36pm PDT
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Thu, Jul 24, 2025 - 07:00am to 10:36am PDT
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Tue, Aug 05, 2025 - 04:00pm to 07:36pm PDT
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Fri, Aug 22, 2025 - 11:00am to 02:36pm PDT
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Tue, Sep 02, 2025 - 07:00am to 10:36am PDT
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Wed, Sep 24, 2025 - 09:00am to 12:36pm PDT
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Thu, Oct 09, 2025 - 04:00pm to 07:36pm PDT
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Sat, Oct 11, 2025 - 08:00am to 11:36am PDT
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Mon, Oct 20, 2025 - 07:00am to 10:36am PDT
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Sat, Nov 01, 2025 - 09:00am to 12:36pm PDT
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Thu, Nov 20, 2025 - 11:00am to 02:36pm PST
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Wed, Dec 03, 2025 - 07:00am to 10:36am PST
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Mon, Dec 15, 2025 - 09:00am to 12:36pm PST
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Fri, Dec 26, 2025 - 11:00am to 02:36pm PST
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Sat, Dec 27, 2025 - 09:00am to 12:36pm PST
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Fri, Jan 09, 2026 - 07:00am to 10:36am PST
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Tue, Jan 20, 2026 - 09:00am to 12:36pm PST
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Tue, Feb 03, 2026 - 11:00am to 02:36pm PST
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Sat, Feb 07, 2026 - 07:00am to 10:36am PST
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Thu, Feb 26, 2026 - 07:00am to 10:36am PST
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Wed, Mar 11, 2026 - 09:00am to 12:36pm PDT
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Mon, Mar 30, 2026 - 11:00am to 02:36pm PDT
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Thu, Apr 09, 2026 - 07:00am to 10:36am PDT
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Tue, Apr 21, 2026 - 09:00am to 12:36pm PDT
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Sat, May 09, 2026 - 08:00am to 11:36am PDT
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Mon, May 11, 2026 - 11:00am to 02:36pm PDT
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Thu, May 21, 2026 - 04:00pm to 07:36pm PDT
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Wed, Jun 03, 2026 - 09:00am to 12:36pm PDT
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Tue, Jun 30, 2026 - 11:00am to 02:36pm PDT
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Tue, Jul 07, 2026 - 07:00am to 10:36am PDT
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Thu, Jul 30, 2026 - 09:00am to 12:36pm PDT
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Tue, Aug 04, 2026 - 11:00am to 02:36pm PDT
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Wed, Aug 26, 2026 - 07:00am to 10:36am PDT
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Thu, Sep 10, 2026 - 04:00pm to 07:36pm PDT
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Tue, Sep 29, 2026 - 11:00am to 02:36pm PDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
Anyone interested in, or involved in designing or producing, reports or dashboards using Microsoft Excel
Original Recording Date 09/2024
Course Developer Made to Measure KPIs
Date Added to Catalog 09/2024
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.