Dashboard and Report Design Principles Using Excel

Overview

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.

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

Highlights

• Principles of Visual Design for Dashboards and Reports
• Chart Design for Rapid Understanding
• Table Design for Efficiency
• 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

Designed For

Anyone interested in, or involved in designing or producing, reports or dashboards using Microsoft Excel

Prerequisites

None

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/login. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.