Dashboard Reporting with Excel


Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes. In this course, learn how to build Excel-based dashboards that extract information from accounting applications, and databases, and to present this data as actionable information in a dashboard setting.

Venue details:  
Virtual Classroom, , Online
Start date & time:  
13 August 2020 09:30
End date & time:  
13 August 2020 17:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
CPD hours:  
Speaker details
First nameLast name
Professional Training


Product type:  
CPD course
Technology and data


This course will be delivered over one day via Zoom.

Who should attend

The course is aimed at Intermediate users of Excel and PowerPoint who want to take a systematic approach to Data Visualisation and assists in identifying areas for further study and practice. This course is an ideal foundation for our advanced courses in Dashboard Reporting, PowerPivot and Power B.

Course overview

  • The Benefits of Dashboard Reporting
  • Dashboards? Or Scorecards?
  • How to Create Mini-Charts for Dashboard Reporting
  • Charting Techniques for Dashboard Reporting
  • Using Charts with Worksheets
  • Using Excel's Camera Tool
  • Funnelling Data into Dashboard Reports
  • Using Spreadsheet Databases for Dashboard Reporting
  • How to Build Dashboard Reports in Excel
  • Make It All Fit
  • Magazine-Quality Dashboard Designs

Key learning outcomes

By the end of this course, participants wil be able to:

  • Produce professional, interactive dashboards
  • Link dashboards to accounts packages or relevant databases

What do you need to access this course

  • To get the most from your course, it is strongly recommended that participants have two monitors. This allows the Zoom window to be in one monitor and the application that is the subject of the training in the other
  • It is possible to attend the training with a single monitor and there are some specific techniques that we can demonstrate to make the most of the available screen real estate. Please make sure you inform the trainer at info@professional.ie and ensure to attend the test session before your course if you have a single monitor
  • It is strongly advised that all participants attend the test session prior to the training - this will allow you to verify that your computer and internet connection will work properly and iron out any technical issues in advance
  • The course will be delivered using Microsoft Office 365 Professional. If you are using this software, please ensure it is installed and that you are logged in properly - some features are disabled until you log in. Please inform the trainer or email us if you are using an older version of Microsoft Office and be aware that some of the features covered in the training may not be available
  • We prepare our files on Windows 10 - if you would like to us an Apple MacBook please ensure that Office is installed and verify that the course files open properly prior to the training

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie