Excel Reporting and Insights (Multi-Session) 18th May 2026

Excel Reporting and Insights (Multi-Session) Two x Half days. 18/05/2026-19/05/2026

Knowing your numbers - your core metrics - is absolutely critical to your success.

Sometimes the numbers you need to track are spread out across different systems. It's so useful to have everything on one screen and all you need is to give it a glance.

Yes, it's time to make a dashboard. It's like the instrument panel for your business. Your car has one. Planes have one. Let's make one for your business too.

Dashboard design principles

Golden Rules
Formatting numbers effectively
Custom Number formats
Useful Formulas for Dashboards
Data tables
Charts- Sparklines
Charts that show trending
Side-by-side comparison charts
Secondary axis
Conditional Formatting
Using Symbols to enhance
Reporting
Camera
Tool
Pivot Tables- Creating
Sorting
Filtering
Re-arranging
PivotCharts
Issues with file size
Pivot Table reports
Interactivity with slicers
Dynamically rearranging pivot table data
Grouping & bucketing data
Showing performance against target Macros- Useful macros for dashboards
Navigation buttons
Form Controls
Time slicers
People graphs
Protecting your dashboards
10 Questions before distributing your dashboard

Delegates should have completed up to and including Level 3 Excel skills, or equivalent experience.

Venue: Enjoy expert-led training live online via Microsoft Teams, delivered by a qualified Microsoft Certified Trainer. Join from home, office or desk—no travel, no extra cost, no wasted time. You receive full access to a video recording of your session, so you can revisit every tip and technique.