Creating a dashboard using Excel

29May 202010:00



Robust, data informed decisions can help with your service planning and show what's already working to funders, commissioners and your key stakeholders. It can also help you make the case for change, evidence need in your funding applications and share your impact with the world.

Dashboards don't have to only exist in the domain of expensive software and company boardrooms, an Excel dashboard is one-pager that will help you track key KPIs or metrics in real time.  It contains charts/tables/views that are backed by data and which update  as you update your data source.

In this training session you learn how to create a simple dashboard to visualise your information for easier reporting and clever planning. Ultimately helping you, your trustees, key stakeholders and others see the big picture of your work.

After the session we'll be happy to provide follow up support, so you can put learning into practice with your own organisational data.

Is this training for me?

This course is for anyone working in a voluntary or community organisation that is responsible for monitoring and evaluating outcomes and designing services.

It is at Intermediate Level so is appropriate for people who already have a working knowledge of Excel. It is not suitable for complete beginners.

It will cover:

  • Creating pivot tables
  • Adding filters & sliders
  • Choosing & adding the right chart
  • Formatting your dashboard 

Book your place

To join this training, book your place here.

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