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Live Webcast Replay

Dashboard and Report Design Principles Using Excel


Total Credits: 4 including 4 Personal Development - Non-technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Industry |  Practice Management |  Professional Development |  Human Resources |  Technology
Speaker:
Bernie Smith
Course Levels:
Basic
Duration:
4 Hours
License:
Never Expires.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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 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

Handouts

Speaker

Bernie Smith's Profile

Bernie Smith Related Seminars and Products

Founder

Made to Measure KPIs


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.


Dates

Tue, Jul 08, 2025 - 2:00 PM to 5:36 PM EDT
Thu, Jul 24, 2025 - 10:00 AM to 1:36 PM EDT
Tue, Aug 05, 2025 - 7:00 PM to 10:36 PM EDT
Fri, Aug 22, 2025 - 2:00 PM to 5:36 PM EDT
Tue, Sep 02, 2025 - 10:00 AM to 1:36 PM EDT
Wed, Sep 24, 2025 - 12:00 PM to 3:36 PM EDT
Thu, Oct 09, 2025 - 7:00 PM to 10:36 PM EDT
Sat, Oct 11, 2025 - 11:00 AM to 2:36 PM EDT
Mon, Oct 20, 2025 - 10:00 AM to 1:36 PM EDT
Sat, Nov 01, 2025 - 12:00 PM to 3:36 PM EDT
Thu, Nov 20, 2025 - 2:00 PM to 5:36 PM EST
Wed, Dec 03, 2025 - 10:00 AM to 1:36 PM EST
Mon, Dec 15, 2025 - 12:00 PM to 3:36 PM EST
Fri, Dec 26, 2025 - 2:00 PM to 5:36 PM EST
Sat, Dec 27, 2025 - 12:00 PM to 3:36 PM EST
Fri, Jan 09, 2026 - 10:00 AM to 1:36 PM EST
Tue, Jan 20, 2026 - 12:00 PM to 3:36 PM EST
Tue, Feb 03, 2026 - 2:00 PM to 5:36 PM EST
Sat, Feb 07, 2026 - 10:00 AM to 1:36 PM EST
Thu, Feb 26, 2026 - 10:00 AM to 1:36 PM EST
Wed, Mar 11, 2026 - 12:00 PM to 3:36 PM EDT
Mon, Mar 30, 2026 - 2:00 PM to 5:36 PM EDT
Thu, Apr 09, 2026 - 10:00 AM to 1:36 PM EDT
Tue, Apr 21, 2026 - 12:00 PM to 3:36 PM EDT
Sat, May 09, 2026 - 11:00 AM to 2:36 PM EDT
Mon, May 11, 2026 - 2:00 PM to 5:36 PM EDT
Thu, May 21, 2026 - 7:00 PM to 10:36 PM EDT
Wed, Jun 03, 2026 - 12:00 PM to 3:36 PM EDT
Tue, Jun 30, 2026 - 2:00 PM to 5:36 PM EDT
Tue, Jul 07, 2026 - 10:00 AM to 1:36 PM EDT
Thu, Jul 30, 2026 - 12:00 PM to 3:36 PM EDT
Tue, Aug 04, 2026 - 2:00 PM to 5:36 PM EDT
Wed, Aug 26, 2026 - 10:00 AM to 1:36 PM EDT
Thu, Sep 10, 2026 - 7:00 PM to 10:36 PM EDT
Tue, Sep 29, 2026 - 2:00 PM to 5:36 PM EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

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


Original Recording Date 09/2024
Course Developer Made to Measure KPIs
Date Added to Catalog 09/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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