Management dashboard with Excel

This hands-on course introduces participants to the techniques and best practices for designing interactive business dashboards in Microsoft Excel. Learners will gain practical experience transforming static data into dynamic, visually compelling dashboards that provide actionable insights. Through guided exercises, participants will explore Excel’s advanced tools—such as PivotTables, PivotCharts, Combo Charts, Conditional Formatting, and Form Controls—to create dashboards that automate data updates, visualize key performance indicators (KPIs), and communicate business stories effectively.

Topic 1: Understanding Business Dashboards

• What makes an effective dashboard?
• Characteristics of good dashboards — clarity, simplicity, interactivity, and visual storytelling.
• Identifying dashboard objectives and target users.
• Key elements of dashboard design — KPIs, layout, and usability.

 Topic 2: Creating Analytical Views with PivotTables and Charts

• Building PivotTables to summarize business data.
• Creating PivotCharts and Combo Charts for multi-variable visualization.
• Designing trend, comparison, and composition visuals.
• Adding Slicers and Timelines for interactive filtering.

 Topic 3: Enhancing Dashboards with Dynamic Visuals

• Using Conditional Formatting for heatmaps, KPIs, and thresholds.
• Integrating Sparklines to show mini trend indicators.
• Creating Drop-Down Lists for user-driven selections.
• Automating dashboards with Dynamic Ranges and Table Lookups.

Topic 4: Adding Interactivity with Form Controls

• Understanding Excel Form Controls and their applications.
• Creating interactive elements:
• Checkboxes for on/off data views.
• Option Buttons for category selection.
• Combo Boxes and Scroll Bars for flexible visualization.
• Linking Form Controls with cell references and formulas.
• Building dynamic dashboards that respond to user input.

Contact:;+65 85124032    neurotek2025@gmail.com

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