Creating Dynamic Dashboards Using Excel: Transforming data into valuable insights


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In today’s fast-moving economy, we receive an overwhelming amount of data every day. Hence, knowing how to build and design dashboards is one of the most effective ways to interpret and communicate large quantities of information.

This hands-on workshop will teach you how to summarise it into a meaningful format, and then display the summary into easy-to-read charts and graphs. It is specifically designed for Managers and Professionals who need to create dashboards in order to analyse, interpret and present information.

You will get to build on your existing knowledge of Excel tools and functions and incorporate these into complex and dynamic dashboards.

What you will learn

By the end of the workshop, you will :

  • Know how to use visual effects to improve your reports and presentations
  • Know how to summarise, present and communicate data clearly and concisely
  • Learn the principles of good dashboard design and presenting data graphically
  • Discover the tools to analyse data & build dashboard for decision-making using advanced Excel tools and skills

Programme Outline

  • Understanding the differences between reports and dashboards
  • Categorising your dashboards
  • Best Practices and Design Principles in designing of dashboards
  • Creating Advanced excel formula and functions through use of referencing and ranges, lookup and reference formulas and logical functions
  • Establishing visualization through charts and tables
  • How to create interactive dashboards using Macro, Data validation and Form control
  • How to create advance and powerful charts like Bullet graph, Waterfall chart, Speedometer... to best display the data and aid in decision making
  • Techniques to automate Dashboard presentation
  • Case studies

This is a 2-day intensive programme where participants will get to apply their knowledge with hands-on exercises, guided by the Trainer. Participants are required to bring along their laptops, equipped with Excel 2013 and above with full installation.

Target Audience

Accountants, Finance Professionals and Business Managers with basic knowledge of Excel, and need to prepare and present monthly / weekly dashboards and KPI reports with data exported from systems

Expert Speaker

Wong Suet Yin

Suet Yin graduated from the National University of Singapore with an accounting degree and is a member of the Institute of Singapore Chartered Accountants (ISCA). She has more than 20 years of working experience in the areas of accounting, tax, project management and training, and has held several management positions with large MNCs.

Suet Yin is very passionate in training and is always ready to share her knowledge with others. She also customises her training to suit individuals’ and their corporations’ requirements. She adopts a pragmatic real world approach during training and believes in making her training fun and enjoyable.

This is a 2-days Face-to-Face event, to be conducted on 10 - 11 March 2021.

  • Mar 10
    Wed, 9:00 AM - Thu, 5:00 PM Hotel Venue to be Advised
    • $856.00 incl. GST (7%)
    • PD hours: 14

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Our webinars operate on a 'one-connection-one-fee' basis, so you can have your whole team participate together in a boardroom setting for one cost effective price, using one registered log-in connection. The registered attendee will receive a CPD certificate.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! Recordings are provided for webinars with a duration of 3 hours and less.