Excel Dynamic Dashboard Reporting

Microsoft Excel Dynamic Dashboard Reporting is a comprehensive course that equips participants with the skills to construct clear and easily understandable dashboards. It is targeted towards managers and professionals requiring data analysis and presentation. Dashboard reports offer a clear and concise view of business information, making it easily readable, understandable, and updatable. By condensing various results into a single page for comparison, these reports simplify the reporting process and reduce the time required to assess organisational performance.

3-Day Course

Max 15 Learners

Virtual, On-Site or Hybrid


Participants must have advanced knowledge and skills in Excel.

Why Attend?

With the huge amount of data available to us every day, a well-built and designed dashboard report is one of the best ways to interpret and communicate large quantities of information. You will learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs using Excel.


What Will You Gain?

After this course, you will learn how to:

  1. Organise and format lists
  2. Capture data correctly in excel
  3. Apply custom Number formatting
  4. Insert text functions
  5. Work with text
  6. Use flash fill to save time
  7. Manage and apply conditional formatting
  8. Insert and format Excel tables
  9. Create and customise Sparklines to enable you to analyse trends
  10. Create PivotTable Reports
  11. Apply PivotTable Report Options
  12. Create a PivotChart for an existing PivotTable
  13. Dashboard Reporting
  14. Use Slicers to filter data
  15. Use a Timeline to filter by time period

What Learning Materials Are Included?

We supply the following for virtual and face to face training:

  1. Comprehensive learner manual
  2. Digital cue cards with quick tips and shortcut keys
  3. Highly practical, integrated and engaging learning experience

For all virtual sessions we provide an end-to-end service including:

  1. Scheduling and hosting of all Microsoft Teams sessions
  2. Delegate invitations and reminders
  3. All related training correspondence and IT support during workshops

Took my skills to a whole new level!

I really enjoyed the course, lots of tips and made my work so much easier to do. I attended an advance course (with another company), and it was information overload. With Key Steps, I feel the examples used were better and more practical. The course kept my attention and has helped me take my skills to a whole new level. I recommend this to everyone using Excel. Thanks so much! I gained practical knowledge through the use of the training examples and shortcuts. Thank you!

Sharon Mitchell

Sale and Operations Support, BASF

Learned new tricks!

The trainer was great! The workshop was great! I learned new tricks and so many things that I didn’t know.

Reitumetse Monyani

Sale and Operations Support, BASF