Excel Reporting and Insights 9th April 2026

You’ll also receive full access to a video recording of your session, so you can revisit every tip and technique whenever you need a refresher.

Save on all online bookings (Enter Promo Code: WINTER25 at checkout).

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.

The differences between Dashboards and Reports

• Questions before you start
• 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

Participants are expected to have successfully completed our Level 1, 2, and 3 courses, or to demonstrate equivalent practical experience, consistently applying the competencies covered at these levels in their day-to-day roles.

Venue: Live online via Teams with recording available