Excel: How to Build an Effective Dashboard


December 21, 2016


Mike Thomas

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT


Dashboards and Reports are great tools. A well-designed dashboard offers valuable insight into the Key Performance Indicators (KPIs) based on which a business or project is measured. This will help you determine the future direction of the business or project. Learn how to easily create a dashboard using Microsoft Excel, in this webinar.

Microsoft Excel offers a wide variety of useful features, many of which remain unknown to the average user. During this webinar, our speaker will reveal some of its helpful features, and instruct you on how you can use them to maximize efficiency. This webinar focuses on Excel dashboards, but will also touch upon some other useful features, such as Excel’s Pivot Tables.

A dashboard can be created using many tools, but of these, Microsoft Excel is favoured the most due to its power, flexibility, ease, and because most people already have the software installed on their device.

However, you cannot create a dashboard by simply clicking on a button. To do so, you need to use a combination of tools, and our speaker will walk you through the technique – which is quite easy, once you get the hang of it. Other subjects which will be touched upon during the webinar include: working with data sources, creating summaries with the help of Pivot Tables, visual communication with charts, using infographics in your dashboard, creating KPI summaries using formulas, adding user interaction to your dashboard, and others.

All attendees will be provided handouts including a demo file, which will help them make the most of this webinar. The training will be delivered using Microsoft Excel 2016 for Windows, but most of the features and functionality explored in the webinar is available in Excel 2013 and 2010, and also in Excel 2016 for Mac OS.

Training Highlights:

  • Creating summaries using Pivot Tables
  • Working with data sources
  • Visual communication with the help of charts
  • Displaying the “Top x”
  • Using infographics in your dashboard
  • Creating KPI summaries using formulas
  • Adding user interaction to your dashboard

Who will benefit:

The following people will benefit from, and should therefore attend, this webinar:

  • All users of Microsoft Excel
  • Users of Excel who want to learn about Excel dashboards
  • People with an intermediate level of knowledge about Excel