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
Important CE Recertification Credit Information
(0.46 MB)
Available after Purchase
Dashboard and Report Design Principles Using Excel Handouts
(46.8 MB)
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.
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
5
4
3
2
1
Overall:
5
Total Reviews: 4
Bundle(s) Pricing
This product is part of a bundle(s) which includes special pricing as displayed below.