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Live Webcast Replay

Dashboard and Report Design Principles Using Excel

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
Professional Development |  Technology |  ACPEN Industry Institute |  Human Resources
Bernie Smith
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- Have many different styles of dashboards and reports in use and want to simplify things
- Need to create a consistent “house style” that can be replicated by different teams
- Want to look like a star by creating reports and dashboards that your internal customers love

... this workshop can help. In this session we explore the principles of what makes reports and dashboards easy, or hard, to understand, distil this into a simple set of rules and show you how to apply these rules using Excel.

Basic Course Information

Learning Objectives
  • Understand the principles of good dashboard and report visual design
  • Be able to review and identify issues with existing information dashboards and reports
  • Know how to apply those principles using Excel

Major Subjects
  • How to design charts for fastest possible user understanding and ease of use
  • Review of case studies for group critique
  • Developing a design standard for your organization
  • Designing tables for rapid understanding and efficient space use
  • How to use commentary, maintaining a consistent style and level of detail
  • Using layout to support long-term memory and improve understanding
  • The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.
  • How to apply these techniques using Excel

Course Materials


Bernie Smith's Profile

Bernie Smith Related Seminars and Products


Made to Measure KPIs

Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.
His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.

Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.

Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.


Tue, Apr 23, 2024 - 12:00pm to 03:38pm MDT
Wed, May 01, 2024 - 08:00am to 11:38am MDT
Thu, May 09, 2024 - 04:00pm to 07:38pm MDT
Fri, May 17, 2024 - 12:00pm to 03:38pm MDT
Mon, Jun 03, 2024 - 08:00am to 11:38am MDT
Tue, Jun 11, 2024 - 04:00pm to 07:38pm MDT
Tue, Jun 18, 2024 - 08:00am to 11:38am MDT
Sat, Jun 29, 2024 - 09:00am to 12:38pm MDT
Mon, Jul 01, 2024 - 12:00pm to 03:38pm MDT
Thu, Jul 18, 2024 - 04:00pm to 07:38pm MDT
Fri, Aug 02, 2024 - 12:00pm to 03:38pm MDT
Mon, Aug 19, 2024 - 08:00am to 11:38am MDT
Mon, Sep 09, 2024 - 12:00pm to 03:38pm MDT
Wed, Sep 25, 2024 - 08:00am to 11:38am MDT
Sat, Oct 05, 2024 - 08:00am to 11:38am MDT
Tue, Oct 08, 2024 - 12:00pm to 03:38pm MDT
Wed, Oct 30, 2024 - 08:00am to 11:38am MDT
Thu, Nov 07, 2024 - 12:00pm to 03:38pm MST
Fri, Nov 15, 2024 - 08:00am to 11:38am MST
Mon, Dec 02, 2024 - 12:00pm to 03:38pm MST
Sat, Dec 07, 2024 - 09:00am to 12:38pm MST
Thu, Dec 19, 2024 - 04:00pm to 07:38pm MST
Fri, Dec 27, 2024 - 12:00pm to 03:38pm MST
Wed, Jan 15, 2025 - 10:00am to 01:38pm MST
Tue, Jan 28, 2025 - 12:00pm to 03:38pm MST
Mon, Feb 03, 2025 - 02:00pm to 05:38pm MST
Tue, Feb 25, 2025 - 04:00pm to 07:38pm MST
Mon, Mar 10, 2025 - 10:00am to 01:38pm MDT
Mon, Mar 24, 2025 - 12:00pm to 03:38pm MDT
Tue, Apr 01, 2025 - 02:00pm to 05:38pm MDT
Wed, Apr 16, 2025 - 08:00am to 11:38am MDT
Sat, May 10, 2025 - 10:00am to 01:38pm MDT
Fri, May 30, 2025 - 12:00pm to 03:38pm MDT
Mon, Jun 09, 2025 - 02:00pm to 05:38pm MDT
Mon, Jun 16, 2025 - 08:00am to 11:38am MDT
Thu, Jun 26, 2025 - 05:00pm to 08:38pm MDT
Sat, Jun 28, 2025 - 09:00am to 12:38pm MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.
Original Recording Date 07/2022
Course Developer Bernie Smith
Date Added to Catalog 07/07/2022
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.8

Total Reviews: 32


Kent F

"Great course"

Jan F

"His presentation was amazing!"

Reece G - Montgomery, Texas

"This is easily in the top 3 of any CPE courses I have ever taken."

Allen V

"I very much appreciate all the working templates in the materials, as well as the step by step guides!"

Thomas H

"Very informative."

Edward J - Monroe, Louisiana

"Great job , enjoyed the presentation "