Designing and Building Interactive Dashboards in Excel

Why wait until the end of the year to write a lengthy report when you can share data early and often with dashboards? Your organization’s leaders have more important things to do than read lengthy reports. Dashboards get to the point so that leaders can understand the numbers and take action.

First, you’ll see sample dashboards from a dozen organizations like yours.

You’ll hear the story behind each dashboard so that you can learn about each dashboard’s audience and goals. For example, some of the dashboards were designed to track progress towards goals. Other dashboards were designed to help organizations compare their different program areas. You can decide which elements of each dashboard would be most applicable to your own work.

Then, you’ll design an interactive dashboard in Excel. You’ll turn your regular table into an Excel Table; you’ll tabulate your dataset with pivot tables; you’ll design pivot charts to showcase your key findings; and you’ll link everything together with slicers. Interactive dashboards are a great fit for technical audiences who have time to explore the data themselves.

What topics will be covered?

• Excel Tables
• Pivot Tables
• Pivot Charts
• Slicers
• Research-based best practices behind data visualization design

Prerequisites: None.

This is an online-ony Masterclass that will take place on 5 February 2024 between 5-8pm GMT.