On course for success

Introduction to MS Excel Dashboard

Programme Overview

Excel Dashboard is a page that allows managers and business leaders to track key KPIs or indicators and to decide appropriately. It includes diagrams / tables / views supported by facts. Nevertheless, not all reports are dashboards. Dashboard reports provide administrators with a high-level company summary. Excel is an excellent tool for producing powerful dashboards which allow managers to evaluate, inspect and alert on time.

Programme Objectives

By the end of the programme, participants will be able to:

  • Understand the Dashboard and its specifications;
  • Use data and formatting to present data accurately so that the report is easily understood;
  • Show the advanced formula to make the report interactive; and
  • Create sophisticated chart such as Speedometer chart & Thermometer Chart

Who Should Attend

This course is suited for any personnel that uses Microsoft Excel to analyse and prepare management reports, especially administrative, operational and middle management staff.


  • Lecture
  • Skill-practices
  • Hybrid learning mode

Programme Outline

Modules Programme Description
About Dashboard
  • Introduction to Dashboard
  • Visual interface – at-a-glance
  • Consists of 3 key attributes
  • Excel Dashboards
  • Magazine-Quality Reporting
  • Flexibility
  • Analytical Power
  • Error Handling
  • What Makes A Good Dashboard?
  • Proper Visualizations
  • Themes
  • Tables
  • Charts
  • What do you need?
  • Data
  • Strong Knowledge
  • Final Question
Understanding Data
  • What is Data Type?
  • Identify Date format
  • How does Data Type affect our formulas or calculations?
Effective Presentation with
Cell Number Format
  • Number Formatting
  • Excel Date Format
  • Excel Number Custom Format
  • Enhance Reports with Conditional Formatting
Conditional Formatting
  • Top/Bottom
  • Actual versus Target
  • Dealing with Icon
Basic PivotTable
  • Insert Pivot Table
  • Pivot Table Interface
  • Pivot Table Layout Options
  • Basic Value Field Settings
Basic Charts
  • Convert Data to basic Charts
  • Clustered Column Chart
  • Filter Chart Data
  • Add Basic Chart Elements
  • Basic Format Chart Elements
Excel Camera Tool
  • Add Camera tool to QAT
  • Using Excel’s Camera Tool
  • Where Is the CAMERA TOOL?
  • Use Camera Tool as easy as 1,2 3… Smiles
Present Calculated Data in a
  • Design a Dashboard CARD
  • Typography techniques
  • Present Data using Simple Charts
Final Touches
  • Arrange Dashboard elements
  • Building Interaction with Report

Programme Delivery

Date Time
24 – 25 October 2022  8:30 am – 12:00 pm & 1:30 pm – 5:00 pm

Your Investment

Categories Stakeholder Non-stakeholder
Normal Price $550.00 (20% SBS) $650.00


Download Brochure Here
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