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Dashboard and Report Design Principles Using Excel

Total Credits: 4 including 4 General

Average Rating:
Not yet rated
Competency/Category:
Human Resource Development |  Business Management & Strategy |  Leadership & Navigation
Faculty:
Bernie Smith
Course Level:
All Levels
License:
Never Expires.
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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

Faculty

Bernie Smith's Profile

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 None
Advanced 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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