Knowing your numbers - your core metrics - is absolutely critical to your success.
Sometimes the numbers you need to track are spread out across different systems. It's so useful to have everything on one screen and all you need is to give it a glance. Yes, it's time to make a dashboard. It's like the instrument panel for your business. Your car has one. Planes have one.
Let's make one for your business too.
This material will be taught over two x 3-hour sessions
The differences between Dashboards and Reports
Questions before you start
Dashboard design principles
• Golden Rules
• Formatting numbers effectively
• Custom Number formats
Useful Formulas for Dashboards
• Charts that show trending
• Side-by-side comparison charts
• Secondary axis
• Conditional Formatting
• Using Symbols to enhance Reporting
• Camera Tool
• Issues with file size
• Pivot Table reports
• Interactivity with slicers
• Dynamically rearranging pivot table data
Grouping & bucketing data
Showing performance against target
• Useful macros for dashboards
• Navigation buttons
• Form Controls
Protecting your dashboards
10 Questions before distributing your dashboard
Delegates should have completed up to and including Level 3 Excel skills, or equivalent experience.