Dashboards & Reporting
What you will be able to do
- Plan a management report
- Build KPI cards and RAG indicators
- Make interactive, print-ready dashboards
- Use Copilot in Excel safely (optional)
19 lessons and projects. Short, practical steps in a spreadsheet, with real Excel for the features a browser cannot run.
Outline
Module 1: Report design
- Planning a management report
- Separating data, calculations and report sheets
- KPI cards
- RAG and arrow indicators
- Sparklines in reportsReal Excel
Module 2: Interactive dashboards
- Drop-down selectors
- Charts that follow the selectionReal Excel
- One slicer for several pivotsReal Excel
- Dynamic titles and commentary
- Top-N and bottom-N tables
Module 3: Finishing
- Layout: alignment, colour, white space
- Protecting sheets and locking input cellsReal Excel
- Print-ready reportsReal Excel
- Export to PDF and shareReal Excel
Module 4: AI in Excel
- What Copilot in Excel can and cannot doReal ExcelOptional
- Writing good promptsReal ExcelOptional
- Formula help from CopilotReal ExcelOptional
- Checking AI answersOptional
Project: monthly management dashboard
Completing it earns a certificate of completion. It is not an accreditation or a professional qualification.
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