Course Overview:
Excel Dashboards for Managers is a practical management-focused course designed
to equip managers with the skills required to create interactive dashboards for
monitoring organizational performance, analyzing trends, tracking KPIs, and
supporting evidence-based decision-making. Participants will learn how to
transform operational and financial data into concise management dashboards
using Excel formulas, PivotTables, PivotCharts, slicers, conditional
formatting, and Power Query.
Target Participants:
- Departmental and functional managers
- Finance and accounting managers
- Operations managers
- Sales and marketing managers
- Human resource managers
- Project and programme managers
- Procurement and supply chain managers
- Monitoring and evaluation managers
- Business and performance managers
- Managers responsible for reporting and decision-making
Course Objectives:
By the end of the course, participants will be able to:
- Develop professional Excel dashboards for management
reporting.
- Identify and design relevant management KPIs.
- Prepare and organize data for dashboard analysis.
- Use PivotTables and PivotCharts to summarize management
information.
- Create interactive dashboards using slicers and
timelines.
- Apply Excel formulas to automate performance
calculations.
- Analyze actual versus target performance.
- Identify trends, variances, and performance gaps.
- Use charts and conditional formatting to communicate
information effectively.
- Use Power Query to clean and transform management data.
- Develop dynamic and refreshable dashboards.
- Use dashboards to support managerial planning and
decision-making.
Course Outline:
- Introduction to Management Dashboards
- Purpose of management dashboards
- Dashboard components
- Types of management dashboards
- Principles of effective dashboard design
- Preparing Management Data
- Data organization and validation
- Data cleaning
- Structuring Excel tables
- Identifying relevant management indicators
- Excel Formulas for Management Reporting
- IF and logical functions
- SUMIFS and COUNTIFS
- XLOOKUP and INDEX/MATCH
- Error handling
- Dynamic calculations
- KPIs and Performance Measurement
- KPI identification
- Targets and actual performance
- Variance analysis
- Trend analysis
- Performance indicators and scorecards
- PivotTables and PivotCharts
- Summarizing management data
- Filtering and grouping
- Creating management reports
- Developing PivotCharts
- Interactive Dashboard Design
- Slicers and timelines
- Interactive filters
- Dynamic charts
- Dashboard navigation
- User-friendly dashboard layouts
- Management Data Visualization
- Selecting appropriate charts
- Trend and comparison charts
- Conditional formatting
- Traffic-light indicators
- Executive-level visual reporting
- Power Query for Management Dashboards
- Importing data
- Cleaning and transforming data
- Combining datasets
- Refreshing dashboard information
- Management Dashboard Applications
- Financial performance dashboard
- Sales performance dashboard
- HR dashboard
- Operations dashboard
- Project performance dashboard