Skip to main content
Not Found
Live Webcast Replay

Dashboard and Report Design Principles Using Excel


Total Credits: 4 including 4 General

Average Rating:
Not yet rated
Competency/Category:
Human Resource Development |  Business Management & Strategy
Speaker:
Bernie Smith
Duration:
4 Hours

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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
  • Types of visual encoding: when and why to use them
  • 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 organisation
  • 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.

Course Materials

Speaker

Bernie Smith's Profile

Bernie Smith Related seminars and products

Founder

Made to Measure KPIs and KPI Academy


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

Mon, Dec 12, 2022 - 01:00pm to 04:38pm CST
Thu, Dec 22, 2022 - 03:00pm to 06:38pm CST
Wed, Dec 28, 2022 - 09:00am to 12:38pm CST
Wed, Jan 04, 2023 - 11:00am to 02:38pm CST
Mon, Jan 23, 2023 - 01:00pm to 04:38pm CST
Tue, Feb 07, 2023 - 03:00pm to 06:38pm CST
Thu, Feb 23, 2023 - 09:00am to 12:38pm CST
Mon, Mar 06, 2023 - 11:00am to 02:38pm CST
Thu, Mar 30, 2023 - 01:00pm to 04:38pm CDT
Tue, Apr 11, 2023 - 03:00pm to 06:38pm CDT
Sat, Apr 22, 2023 - 09:00am to 12:38pm CDT
Tue, May 09, 2023 - 11:00am to 02:38pm CDT
Fri, May 19, 2023 - 01:00pm to 04:38pm CDT
Sat, Jun 10, 2023 - 03:00pm to 06:38pm CDT
Thu, Jun 22, 2023 - 09:00am to 12:38pm CDT
Wed, Jun 28, 2023 - 11:00am to 02:38pm CDT
Tue, Jul 11, 2023 - 01:00pm to 04:38pm CDT
Thu, Jul 27, 2023 - 03:00pm to 06:38pm CDT
Wed, Aug 02, 2023 - 09:00am to 12:38pm CDT
Fri, Aug 25, 2023 - 11:00am to 02:38pm CDT
Thu, Sep 07, 2023 - 01:00pm to 04:38pm CDT
Tue, Sep 26, 2023 - 03:00pm to 06:38pm CDT
Tue, Oct 10, 2023 - 09:00am to 12:38pm CDT
Sun, Oct 29, 2023 - 11:00am to 02:38pm CDT
Thu, Nov 09, 2023 - 01:00pm to 04:38pm CST
Tue, Nov 21, 2023 - 03:00pm to 06:38pm CST
Thu, Dec 07, 2023 - 09:00am to 12:38pm CST
Wed, Dec 20, 2023 - 11:00am to 02:38pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.
Course Developer Bernie Smith

Additional Information

Complaint Resolution Policy Please contact Jessica Vieira with any complaints at jessica.vieira@acpen.com, (617-519-6790).
Course Registration Requirements Online Registration
Instructional Delivery Method

Group Internet Based 


Refund/Cancellation Policy

Please contact the HREN help desk 1-877-602-9877 or help@HREducationNetwork.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


SHRM Accreditation Information HR Education Network is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for PDCs. See the course registration page for more information on number of credits and credit types.  For more information about certification or recertification, please visit shrmcertification.org
HRCI Accreditation Information HR Education Network is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for credits towards aPHRTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification.  See the course registration page for more information on number of credits and credit types.  

Reviews

Please wait ...

Back to Top