1. DATA ANALYTICS,
DASHBOARDS &
REPORTING
Using MS EXCEL
A Guide to Creating Dashboards
That delivers results

2. Effective dashboard use can have a dramatic impact on business
performance. Dashboards keep everyone on the same page and put
the most important facts about your business where they can have most
impact.
Our Two-part guide will show you the concepts and give you the best
practices to create a high-impact dashboard that will have a direct
impact on decision making process.
“A dashboard is a visual display of the
most important information needed to
achieve one or more objectives;
consolidated and arranged on a
single screen so the information can
be monitored at a glance”

3. Key Results & Benefits of Reporting
Is This Course Right For You?
Effective Decision Making
Making leaders & Executives more effectively capable of taking
right choices and better decisions to drive their departments to
achieve high standards.
Getting More Value of Your Data
A well designed dashboard has the ability to inform users across the organization
of valuable information and offer an opportunity to expose core values.
Performance Impact: Eye on Key Metrics
Numbers don’t lie, they hide the truth behind it and with special
attention, and you can easily track and identify your KPIs. The type of
dashboard you create depends on the metrics and KPIs that you
need to track. By identifying these metrics, you will get closer to
what you're trying to accomplish.
Enable Predictive and Corrective Analysis
By having a close eye on the trends and patterns, you will gain the insights to
look into the future by analyzing numbers in patterns, you will also reveal gaps
and deficiencies and be able to predict.

4. Unlock insights on
any data
Being knowledgeable about
KPIs and working with the
most current set of data is
intimately connected to a
business's success
Data has a story
to tell
A dashboard for answering
and asking questions
Identify the key
metrics

5. Course Outline
SECTION ONE
BUILDING AND DESIGNING DASHBOARDS
This section will introduce you with a foundation that will help you identify your target
audience, understand what type of dashboard you want to create and why it is valuable
to your organization
1 Foundation
A Purpose-Filled Dashboard
2 Structure
Framing the Dashboard
3 Information Design
Clear presentation of information
4 Information display
Choosing the right chart

6. SECTION TWO
BUILDING DYNAMIC DASHBOARDS USING
MS EXCEL
This section will introduce you to how to use Excel features and techniques to create
dynamic dashboards in order to present complex data.
1 MS Excel Foundation
An introduction to MS Excel
2 Managing & Formatting Data
Dynamic Formatting
3 Formulas & Functions
Numbers & data Interaction
4 Visual Communication Using Charts
Know the strength behind visual reports
5 Building Dynamic Dashboards
Present your data in great visualization

7. Dashboard Examples
Is This Course Right For You?
Executive Summary
Drive your business forward with the right
data.
KPI Dashboards
Organizations use KPIs to evaluate their success at
reaching targets.
Sales Dashboards
Analyze the pace at which your sales
revenue is increasing or decreasing.
Call Center Dashboards
Identify trends in your call center by monitoring the
right KPIs.
HelpDesk Metrics Dashboards
Reach a higher satisfaction rate by identifying key
metrics.

8. Is This Course Right For You?
Is This Course Right For You?
 Do you have large amount of raw data that needs to be processed regularly?
 Do you get overwhelming data from different systems?
 Do you spend too much time trying to find key information?
 Do you need reporting solutions to enable you to explore your daily or
weekly activity?
 Do you need a standard set of KPIs to manage your department?
 Do you need to be able to rapidly identify how well your department is
adhering to its goals?
 Do you need to be able to rapidly create reports using ready-made
templates that fit exactly your needs?
 Are you dedicating too many resources to creating and distributing
department reports?
 Do you need to share different information with different
teams/constituencies/executives?
If you answered Yes to most of the questions then you will get what you need
through the course.
For more information please contact cshahin12@gmail.com