Excel Dashboard Mastery – Transform Data Into Insights

Who should attend?

This intensive program is designed for professionals in Business Intelligence, Data Management, Analytics, and Project Management who want to elevate their reporting skills. It is also ideal for anyone seeking to unlock the advanced capabilities of Excel to deliver impactful, interactive, and visually engaging dashboards that drive smarter business decisions.

Why attend?

In today’s fast-paced business environment, decision-makers need clear, concise, and actionable insights at a glance—just like a car dashboard provides instant updates on performance. An Excel dashboard transforms raw data into an intuitive visual story, enabling leaders to:

• Quickly monitor key business drivers
• Detect trends, risks, and opportunities in real-time
• Make faster, more informed decisions with confidence

This course empowers you to build dashboards that are not only visually compelling but also strategically powerful, leveraging Excel as a robust, flexible, and widely accessible tool for data visualization and performance reporting.

Learning benefits

By the end of this course, you will:

• Understand the principles of effective dashboards and what sets them apart.
• Gain hands-on experience in building key dashboard components from scratch.
• Complete a full dashboard project during the training, equipping you with a ready-to-use template and fresh inspiration for your own business solutions.

Pre-requisites

Participants should have working knowledge of the following Excel skills:

• Basic formulas: addition, subtraction, multiplication, division
• Essential functions: AutoSum, AVERAGE, COUNT, MAX, MIN
• Basic PivotTable usage
• Foundational database knowledge
• Ability to align and arrange objects in Excel

Course outline

Unit 1: Foundations of Dashboards

• Why dashboards matter in business performance
• Essential features of high-impact dashboards
• Why Excel is a powerful dashboarding tool
• Preparing data for dashboard development

Unit 2: Building with PivotTables

• Understanding PivotTables and their role in dashboards
• Creating and formatting PivotTables effectively
• Keeping data dynamic with refresh and grouping options

Unit 3: Data Visualization with Charts

• Creating PivotCharts for insightful analysis
• Professional formatting for impactful visuals
• Using combination charts and secondary axes for deeper insights
• Saving and reusing chart templates for consistency

Unit 4: Enhancing and Refining Dashboards

• Adding interactivity with Slicers and Timelines
• Applying Sparklines and Conditional Formatting for instant trend analysis
• Aligning, theming, and hyperlinking for professional polish
• Designing dashboards that are both functional and visually appealing