Microsoft Excel Dynamic Dashboards for Management Reporting

Course date:
07/08/2023 to 11/08/2023
5 Days
Course fee:
USD 900, KES 80,000


Microsoft Excel Dashboards are reporting mechanisms that can deliver Business Intelligence (BI) in graphical form. Dashboards take raw data; allow it to be analysed and presented in a form that is of most benefit to the end user.

The idea of information dashboards is to have the most important information such as KPIs presented within a single page that allows people to understand what is going on and make decisions.



5 Days



At the end of this  training course , participants will be able to:

  • Differentiate between Reports and dashboards
  • Discuss the benefits of an Excel dashboard
  • Assemble all data needed for a dashboard
  • Identify ground rules for creating effective dashboards
  • Show how to enable the Developer tab in Excel
  • Understand the Data Model
  • Create dynamic charts
  • Create Pivot tables
  • Create Pivot Charts
  • Modify Pivot tables and charts
  • Apply conditional formatting to a dashboard
  • Identify and apply Excel functions (IF, CHOOSE and VLOOKUP)
  • Design and build a dashboard from raw data to the finished product



Module 1: Introduction

Understanding Management Dashboards

  • What is a Dashboard?
  • Principles of Great Dashboard Design
  • Dashboard Do’s and Don’t’s


Working with your Data

  • Understanding Data Quality issues
  • Gathering data from different sources
  • Linking Data
  • Merging and Consolidating Data
  • Excel Hints and Tips when working with data


Module 2: Using Advanced Formulas & Functions in Excel 2010/2013

  • Referencing & Ranges
  • Advanced Lookup
  • Advanced Formatting


Analysing Data with Advanced Pivot Table Techniques in Excel 2010

  • Percentage
  • Computed Columns
  • Grouping & Sorting
  • Top Views
  • Multiple data sources
  • Using the dashboards with Excel Pivot Tables
  • Pivot Charts & Visual Dashboarding Techniques
  • Using external data sources such as The Web


Module 3: Advanced Power Charting Techniques

  • Thermometer Chart
  • Doughnut Chart
  • Pareto chart
  • Using Shapes to make Charts more attractive
  • Using Alerts to draw attention to dashboards


Creating Dynamic Dashboards with Excel 2010 / Excel 2013 for Management Reporting

  • Complete Management Dashboard for project KPIs
  • Complete Management Dashboard for Sales & Services
  • Best Practices in Dashboard Design
  • Versatile management dashboards
  • Dashboards Publishing Excel Dashboards to the Web


Module 4: Dashboard Macros

  • Simple & Complex Macros
  • Dynamic Dashboards using Macros


Module 5: Building Your Own Dashboard

  • This last session will be used to build some relevant Dashboards. Delegates are encouraged to bring examples of the dashboarding they would like to create during the training.




This training can also be customized for your institution upon request. You can also have it delivered your preferred location.

For further inquiries, please contact us through Mobile: +254 732 776 700 or Email:



Participants should be reasonably proficient in English.  During the trainings, participants should come with their own laptops.



The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.



Accommodation is arranged upon request. For reservations contact us through Mobile: +254 732 776 700 or Email:



Payment should be transferred to FineResults Research Limited bank before commencement of training. Send proof of payment through the email:



  • All requests for cancellations must be received in writing.
  • Changes will become effective on the date of written confirmation being received.



Course Date:
07/08/2023 to 11/08/2023
5 Days
Course fee:
USD 900 , KES 80,000
Call us on +254 732 776 700/ +254 759 285 295
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