Advanced dashboard design in Excel - Workshop 2017

This workshop will demonstrate how to produce dashboards in Microsoft Excel that can provide insight, analysis and early alerts of business critical information. Beyond just the practical examples of building Excel dashboards, this course covers the fundamental principles of visual perception, dashboard planning, design, and working with your data in Excel. 

This workshop also involves the use of Visual Basic Applications (VBA), however all coding will be providing and knowledge of VBA is not required.

Click on the image below for Marcus Small's biography.

Key topics:

  • The tools to implement and build an advanced dashboard
  • How to segregate information into a logical order and summarise into a meaningful format
  • The difference between good and bad dashboard design and which charts to use to enhance your dataset
  • Using active X controls – combo buttons and radio buttons – to activate key datasets within your dashboard

Learning objectives

  • Create an informative, interactive and whole of organisation dashboard
  • Build a whole of company dashboard detailing historical v actual P&L, sales, expenses and customer churn rates
  • Develop your own dynamic dashboard template incorporating the tools and techniques learnt in the course


This workshop is designed specifically for finance and accounting professionals who use Excel in their day to day roles.

Participants will gain the maximum benefit from this course if they are already competent spreadsheets users. The course is designed for people who use Excel on a regular basis, and are comfortable with using its tools and functions.

Please bring a USB.

Please note enrolments close 2 working days prior to the workshop date.

Looking for a customised learning solution for your organisation or team? Contact us today to discuss in-house learning options.

1 day