Developing Dashboards


No schedule at the moment

If you have three or more candidates or you would like to run this course as an in-house programme, please contact us.


The Developing Dashboards course is focused on two aspects of Excel, namely Charting and Formulas. The intent of a dashboard is to make key aspects of data available to the user which supports and facilitates decision-making. A great deal of this data is presented through charts.

Before attending this course, delegates must have attended MS Excel Level 3 or have equivalent knowledge and skills.


  • Design user-customisable dashboards to powerfully present the most relevant data at a glance.
  • Build custom controls to engage and empower consumers of your spread sheet data
  • Design dashboards for optimum usability which highlights data for greater decision-making value.
  • Enable consumers of your data to customise dashboard layout and content.
  • Test dashboard layouts rapidly for an optimal end product.


Below is an example of the course content. The content can be tailored to meet the exact requirements of the client.

Advanced Chart Creation
  • Inserting a Chart
  • Edit the Chart Data
  • Changing the Chart Type
  • Adding and Removing Data
  • Changing Chart Options
  • Changing the Chart Location
  • Copy a Chart
  • Add a Secondary Axis
  • Accommodating extreme values
  • Chart alignment
Advanced Chart Formatting
  • Reformat the Chart
  • Changing Colours
  • Axis Formatting
  • Manage Chart Labels
Supporting Skills for Dashboard Creation
  • Absolute References
  • Working with Ranges
  • The TEXT function
  • The CHAR Function
  • The MAX and MIN Functions
  • The NA Function
  • The IF Function
  • The ISERROR Function
  • The OFFSET Function
  • The CHOOSE Function
  • The INDEX Function
  • Importing Information
  • Linking Programs
The Excel Camera Tool
  • Add the Camera Tool to the Quick Access Toolbar
  • Use the Camera Tool
  • Manipulate the Camera Object
  • Assign a Range to the Camera Object
  • Display a Dynamic List in a Camera Object
Setting up Traffic Lights
  • Traffic lights facilitate Stop-Go Decision Making
Dashboard Reports
  • Introduction
  • Setting up the Dashboards
  • Tables
  • Pivot Charts
  • KPIs
  • Slicers
  • Sparklines


The foundation of our training is anchored in activity-based experiential learning. This methodology takes into consideration different learning and communication styles, and more importantly language and cultural differences. It is through active participation that the adoption and application of theory is expedited.

Our training team pays careful attention to planning and designing effective instructional methods essential for the transfer of knowledge. It is the creative skill of our management trainers and consultants that reveal untapped skills of the delegates through:

  • Group discussion
  • Individual and syndicate activities
  • Individual and group tasks
  • Case studies
  • Role plays
  • Audio and video evaluation
  • Action planning
  • Experiential learning games
  • Presentations

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