Dashboard and Report Design Principles Using Excel
Total Credits: 4 including 4 Business
- Average Rating:
- 1
- Competency/Category:
- Human Resource Development | Business Management & Strategy | Leadership & Navigation
- Speaker:
- Bernie Smith
- Duration:
- 4 Hours
- License:
- Access till 09/26/2026 after purchase.
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 Efficience
- 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 CE Recertification Credit Information (0.46 MB) | Available after Purchase | ||
| Timed Outline (13.9 KB) | Available after Purchase | ||
| Course Handouts (93.6 MB) | Available after Purchase | ||
Speaker
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.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For HR Professionals
Course Developer Made to Measure KPIs
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.
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