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10 December 2021

Data driven dashboard reporting - with Excel

Category: MASTER COURSE

Find out how to create impactful Excel reports with this one day course. Dashboards enable you to make sense of raw numbers by presenting them in visually rich charts and tables, giving valuable insights into the key performance indicators of the business. Find out how.

Who should attend?
All needing to develop their skills in creating dynamic charts and visually appealing data will benefit from this course. Participants will gain the maximum benefit from this course if they have already attended the Data analysis with Excel series of courses and / or have a general all-round understanding of spreadsheets. At a minimum, it is assumed that participants will know how to:

  • use a variety of formulae, including SUM/SUMIF; VLOOKUP; COUNT/COUNTIF
  • navigate confidently in Excel
  • use absolute cell references (e.g. =$A$1)
  • create simple Excel charts, including Column; Pie; Line.

What you will gain
“Dashboard” is a buzzword in business today. A dashboard report is a management tool that measures and presents critical data on the key business performance areas in a summarised manner much like a car dashboard, so management can quickly respond with appropriate decisions. Dashboards enable the reader to make sense of the raw numbers by presenting them in visually rich charts and tables, giving valuable insights into the key performance indicators of the business.

This hands-on one day course gives insight into the mechanics, functionality, and design concepts of an interactive dashboard report, with a holistic approach to summarising data and keeping the reports dynamic and expandable for minimal manual upkeep. It also covers advanced (and at times complex) charting techniques, along with Excel tools and advanced functions to control the dashboard. It will give you an understanding of

  •  the key principles, purpose, relevance, and requirements of the report
  •  creative techniques for overall design, functionality, and capability
  •  how to make vital areas of the dashboard dynamic and interactive using some of the more advanced Excel tools and functions
  •  extra tools and objects which make the dashboard more controllable and visually stunning, and functionally enjoyable for the user(s).

Programme outline
Dashboard fundamentals – fulfilling the core requirements

  •  Researching into the requirements and purpose of a dashboard
  •  Organisation of the file data and its calculations
  •  Core design principles

Key functions

  •  OFFSET / INDEX / MATCH
  •  LARGE / SMALL
  •  COUNT / IF / A
  •  DSUM / DMAX / DMIN
  •  SUMPRODUCT
  •  YEAR / YEARFRAC

Summarising / calculating / organising

  •  Arranging the data that’s conducive for a high-level view
  •  Dynamic named ranges
  •  Expandable calculations

Advanced charting techniques

  •  Making the best type choice
  •  Bullet chart
  •  Stacked / linear chart
  •  Speedometer chart
  •  Dynamic charts / interact with rolling data
  •  Axis fix magic trick: the ghost series

Further enhancement techniques

  •  Scrolling mechanism
  •  Combo box controller
  •  The camera tool

Implementing simple automation techniques

  •  Enhanced functionality with easy VBA code
  •  Creative and fun illuminate technique

All exercises and project files used on the course will be available to take home. Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

Information for Online Live dates
Please read the following guidance carefully, which applies only if you are attending this course online:

  • In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
  • It does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
  • Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor https://support.microsoft.com/en-us/help/4340331/windows-10-set-up-dual-monitors or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
  • Please note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable)

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
10 December 2021 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.


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Data driven dashboard reporting - with Excel

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In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email cima@bpp.com or phone us on: +44 (0)3300 603400.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at: https://www.bpp.com/professional-education/privacy

The information provided to BPP will not be used by BPP for marketing purposes.

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