Designing Dashboards for Business in Excel

Harness the power of Excel to create accessible, practical, and interactive dashboards.

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Next course date 10 Mar, 2025

Delivery modules 2d in-person or 10.5h online

Class size Up to 25 learners

Who’s it for Everyone

Course overview

In the Designing Dashboards with Excel workshop, participants will learn to create customized dashboards that facilitate efficient data and insight sharing across the organization. Excel users who are experienced with working with data will find this workshop to be a natural progression for enhancing their technical skills.

By the end of this course, participants will possess the skills and confidence to design impactful dashboards in Excel, enabling them to communicate insights effectively and support data-driven decision-making within their organizations.

Dashboard Design Fundamentals

Understand the principles of effective dashboard design and layout, optimizing user experience and data visualization.

Data Integration and Visualization

Learn techniques for organizing and visualizing data within Excel to create dynamic and informative dashboards.

Interactive Features and Controls

Explore Excel’s interactive features and controls, including slicers, PivotTables, and dynamic charts, to enhance user engagement and data exploration.

How this workshop can help

We upskill people in the core data and communication skills required to make an impact in organizations, transforming professionals into influential contributors.

Expert facilitators

Gerald Valentin

Master Facilitator

Gerald Valentin

Southeast Asia

Karen Keeler

Master Facilitator

Karen Keeler

Southeast Asia

Neil Lyas

Master Facilitator

Neil Lyas

Southeast Asia

What they’re saying

Course delivery options

In-Person Team Training

Gather a group of between 10-25 learners for a private in-person class led by StoryIQ Master Facilitator. Delivered at a venue of your choosing, our private classes are customizable to your team’s needs.

Get started

Course duration

  • 2 days in-person

Course options

Post-training consultation sessions

After completing the course, participants will apply what they have learned to their own data problem as a post-training activity. A StoryIQ Instructor will then meet with small groups of 3-5 participants to evaluate progress and provide feedback.

Department-wide or organization-wide rollout

We provide special additional support for leaders and L&D professionals who are responsible for fostering data analytics skills more widely throughout their organization. Talk to us about your specific needs.

In-Person Public Training

Join a group of up to 25 learners in a public in-person class led by StoryIQ Master Facilitator. Learn alongside attendees from various industries, in a class described by learners as ‘instantly applicable’.

View upcoming events

Course duration

  • 2 days in-person

Virtual Team Training

Gather a group of between 10 – 25 learners for a private online class led by StoryIQ Master Facilitator. Delivered live via Zoom or similar, our private virtual classes are customizable to your team’s needs.

Get started

Course duration

  • 3.5-hour virtual sessions held over three days

Course options

Post-training consultation sessions

After completing the course, participants will apply what they have learned to their own data problem as a post-training activity. A StoryIQ Instructor will then meet with small groups of 3-5 participants to evaluate progress and provide feedback.

Department-wide or organization-wide rollout

We provide special additional support for leaders and L&D professionals who are responsible for fostering data analytics skills more widely throughout their organization. Talk to us about your specific needs.

Virtual Public Training

Join a group of up to 25 learners in a public in-person class led by StoryIQ Master Facilitator. Learn alongside attendees from various industries, in a class described by learners as ‘instantly applicable’.

View upcoming events

Duration

  • 3.5-hour virtual sessions held over three days

Custom workshops

We specialize in private classes for teams. Get in touch and we can discuss your specific needs.

Frequently Asked Questions

This course is designed for professionals seeking to enhance their skills in creating business dashboards in Excel.
Pre-work is not necessary for this course. However, the facilitator may contact or send a pre-class survey before the session to better understand and appropriately prepare for the learners' needs.

Course materials will be provided on the training day and may be shared beforehand upon request.
Enrollment in Designing Dashboards with Excel grants you access to a StoryIQ Master Facilitator who will guide you through the core course material. You will also receive useful resources and practice materials related to the course.
All participants who complete the class will receive a digital certificate of completion that can be shared on LinkedIn.
Learning doesn't have to end when the class is over! Facilitators are available to clarify and answer questions even after the session. Learners may also opt-in to the StoryIQ email list, which includes weekly data literacy and data storytelling tips and tricks.

Do you have more questions?

We’d love to discuss your learning needs. Reach out and a member of our team will get back to you.

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