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Creating Dynamic Dashboards with Excel for Management Reporting Course


Microsoft Excel Dashboards are reporting mechanisms that can deliver Business Intelligence (BI) in graphical form. Dashboards take raw data; allow it to be analysed and presented in a form that is of most benefit to the end user.

The idea of information dashboards is to have the most important information such as KPIs presented within a single page that allows people to understand what is going on and make decisions.


10 days.


This training course is ideal for individuals working in Monitoring and Evaluation officers, Statistician, Porgrammes and Project managers, Project officers, Managing Directors, General Managers, Sales &Marketing analysts, Financial Analysts, IT Executives, Engineers, Directors, and Data Warriors who dabble with data and want to learn advanced techniques to convert Data into actionable Information.


Upon completion of this  training course , participants are expected to be able to:

  • Differentiate between Reports and dashboards
  • Discuss the benefits of an Excel dashboard
  • Assemble all data needed for a dashboard
  • Identify ground rules for creating effective dashboards
  • Show how to enable the Developer tab in Excel
  • Understand the Data Model
  • Create dynamic charts
  • Create Pivot tables
  • Create Pivot Charts
  • Modify Pivot tables and charts
  • Apply conditional formatting to a dashboard
  • Identify and apply Excel functions (IF, CHOOSE and VLOOKUP)
  • Design and build a dashboard from raw data to the finished product



Understanding Management Dashboards

  • What is a Dashboard?
  • Principles of Great Dashboard Design
  • Dashboard Do’s and Don’t’s

Working with your Data

  • Understanding Data Quality issues
  • Gathering data from different sources
  • Linking Data
  • Merging and Consolidating Data
  • Excel Hints and Tips when working with data

Using Advanced Formulas & Functions in Excel 2010/2013

  • Referencing & Ranges
  • Advanced Lookup
  • Advanced Formatting

Analysing Data with Advanced Pivot Table Techniques in Excel 2010

  • Percentage
  • Computed Columns
  • Grouping & Sorting
  • Top Views
  • Multiple data sources
  • Using the dashboards with Excel Pivot Tables
  • Pivot Charts & Visual Dashboarding Techniques
  • Using external data sources such as The Web

 Advanced Power Charting Techniques

  • Thermometer Chart
  • Doughnut Chart
  • Pareto chart
  • Using Shapes to make Charts more attractive
  • Using Alerts to draw attention to dashboards

Creating Dynamic Dashboards with Excel 2010 / Excel 2013 for Management Reporting

  • Complete Management Dashboard for project KPIs
  • Complete Management Dashboard for Sales & Services
  • Best Practices in Dashboard Design
  • Versatile management dashboards
  • Dashboards Publishing Excel Dashboards to the Web

Dashboard Macros

  • Simple & Complex Macros
  • Dynamic Dashboards using Macros

Build Your Own Dashboard

  • This last session will be used to build some relevant Dashboards. Delegates are encouraged to bring examples of the dashboarding they would like to create during the training.


This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our IRES Training Centre or at a convenient location.

For further inquiries, please contact us on 

Tel: +254 (020) 211 3814.

Mob: +254 715 077 817, +254 731 240 802, +254 735 331 020.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it..


Participants should be reasonably proficient in English. Applicants must live up to Indepth Research Services (IRES) admission criteria.


The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.


The training is residential and will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation is arranged upon request. For reservations contact the Training Officer.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it..

Mob: +254 715 077 817

Tel: 020 211 3814


Payment should be transferred to IRES account through bank on or before C.O.B 11th November 2019. Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it..

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

Event Properties

Event Duration 10 Days
Event Date 18-11-2019
Event End Date 29-11-2019
Cut off date 11-11-2019
Individual Price(Kenyan) KES 139,000
Individual Price (International) EUR 1,592
Individual Price(International in Dollars) USD 1,853
Location Mombasa, Kenya
We are no longer accepting registration for this event
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