Build your first dashboard


This intermediate course by Kubicle will teach you how to build interactive, reporting dashboards in Excel. Dashboards are a very popular business tool for summarizing and generating insights from data. Using a fictional set of sales data, this course takes you from a blank Excel sheet to fully functioning dashboard in less than an hour!  C reated & customized for Chartered Accountants Ireland by

Venue details:  
Online EU, ,
Start date & time:  
01 January 2021 00:00
End date & time:  
01 January 2022 00:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
2.00 Training Tickets accepted
CPD hours:  
Speaker details
No speakers have been associated with this event.


Product type:  
CPD online course
Kubicle, Technology and data

Who Should Attend?

This course is suitable for intermediate learners who have some familiarity with building charts in Microsoft Excel. It is best suited to accountants, management consultants, analysts and other business professionals.

Course Overview

This Kubicle course contains 11 lessons, 3 exercises and 1 Exam. It covers the following topics:

  • Why build dashboards?
  • Designing the layout of your dashboard
  • Calculating headline values
  • Adding charts to your dashboard
  • Creating time-based charts
  • Segmenting the data by customer size
  • Performing sales team analysis
  • Adding interactive buttons to the dashboard
  • Linking sales KPIs to interactive buttons
  • Ranking metrics
  • Formatting the dashboard

Key Outcomes

Once you have completed this course you will know how to design a full sales reporting dashboard in Excel, add charts to your dashboard and even include interactive dropdown buttons on your dashboard. What’s more, you’ll know which data and which visualisations to use for different KPIs and analyses.