Dashboard and Report Design Principles Using Excel
Total Credits: 4 including 4 Personal Development
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Industry | Practice Management | Professional Development | Human Resources | Technology
- Faculty:
- Bernie Smith
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
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
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Course Handouts (93.6 MB) | Available after Purchase |
Timed Outline (13.9 KB) | Available after Purchase |
Faculty

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 - 1:00 PM to 4:36 PM CDT
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Thu, Jul 24, 2025 - 9:00 AM to 12:36 PM CDT
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Tue, Aug 05, 2025 - 6:00 PM to 9:36 PM CDT
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Fri, Aug 22, 2025 - 1:00 PM to 4:36 PM CDT
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Tue, Sep 02, 2025 - 9:00 AM to 12:36 PM CDT
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Wed, Sep 24, 2025 - 11:00 AM to 2:36 PM CDT
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Thu, Oct 09, 2025 - 6:00 PM to 9:36 PM CDT
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Sat, Oct 11, 2025 - 10:00 AM to 1:36 PM CDT
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Mon, Oct 20, 2025 - 9:00 AM to 12:36 PM CDT
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Sat, Nov 01, 2025 - 11:00 AM to 2:36 PM CDT
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Thu, Nov 20, 2025 - 1:00 PM to 4:36 PM CST
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Wed, Dec 03, 2025 - 9:00 AM to 12:36 PM CST
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Mon, Dec 15, 2025 - 11:00 AM to 2:36 PM CST
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Fri, Dec 26, 2025 - 1:00 PM to 4:36 PM CST
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Sat, Dec 27, 2025 - 11:00 AM to 2:36 PM CST
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Fri, Jan 09, 2026 - 9:00 AM to 12:36 PM CST
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Tue, Jan 20, 2026 - 11:00 AM to 2:36 PM CST
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Tue, Feb 03, 2026 - 1:00 PM to 4:36 PM CST
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Sat, Feb 07, 2026 - 9:00 AM to 12:36 PM CST
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Thu, Feb 26, 2026 - 9:00 AM to 12:36 PM CST
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Wed, Mar 11, 2026 - 11:00 AM to 2:36 PM CDT
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Mon, Mar 30, 2026 - 1:00 PM to 4:36 PM CDT
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Thu, Apr 09, 2026 - 9:00 AM to 12:36 PM CDT
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Tue, Apr 21, 2026 - 11:00 AM to 2:36 PM CDT
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Sat, May 09, 2026 - 10:00 AM to 1:36 PM CDT
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Mon, May 11, 2026 - 1:00 PM to 4:36 PM CDT
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Thu, May 21, 2026 - 6:00 PM to 9:36 PM CDT
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Wed, Jun 03, 2026 - 11:00 AM to 2:36 PM CDT
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Tue, Jun 30, 2026 - 1:00 PM to 4:36 PM CDT
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Tue, Jul 07, 2026 - 9:00 AM to 12:36 PM CDT
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Thu, Jul 30, 2026 - 11:00 AM to 2:36 PM CDT
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Tue, Aug 04, 2026 - 1:00 PM to 4:36 PM CDT
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Wed, Aug 26, 2026 - 9:00 AM to 12:36 PM CDT
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Thu, Sep 10, 2026 - 6:00 PM to 9:36 PM CDT
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Tue, Sep 29, 2026 - 1:00 PM to 4:36 PM CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced 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 PolicyPlease 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.