Dashboard and Report Design Principles Using Excel
Overview
If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- Have many different styles of dashboards and reports in use and want to simplify things
- Need to create a consistent “house style” that can be replicated by different teams
- Want to look like a star by creating reports and dashboards that your internal customers love
... this workshop can help. In this session we explore the principles of what makes reports and dashboards easy, or hard, to understand, distil this into a simple set of rules and show you how to apply these rules using Excel.
Highlights
- How to design charts for fastest possible user understanding and ease of use
- Review of case studies for group critique
- Developing a design standard for your organization
- Designing tables for rapid understanding and efficient space use
- How to use commentary, maintaining a consistent style and level of detail
- Using layout to support long-term memory and improve understanding
- The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.
- How to apply these techniques using Excel
Prerequisites
None
Designed For
Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.
Objectives
- Understand the principles of good dashboard and report visual design
- Be able to review and identify issues with existing information dashboards and reports
- Know how to apply those principles using Excel
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Bernie Smith
Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.
His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.
Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.
Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.
Non-Member Price $159.00
Member Price $129.00