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Creating a Dashboard Using Microsoft Excel

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I am sorry this event is sold out. Please add yourself to the waitlist or get in touch to register your interest for a repeat session.
Event description
Create a one-page dashboard in Excel to help you track KPIs or metrics in real time.

About this Event

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 only to exist in the domain of expensive software and company boardrooms, an Excel dashboard is a 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.

The course time will allow for a five minute break during the session.

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.

We'll cover:

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

Trainer/s

Alice Linell is the Superhighways Data and Evaluation Adviser, supporting small charities and community groups gain skills to better use data to help shape services and influence others.

More about the programme

This training event forms part of the Datawise London programme, funded by City Bridge Trust as part of the Cornerstone Fund. London’s community data is one of our greatest assets. Our mission at Datawise is to help you unlock it.

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