Dashboards and Excel Reports – Creating Professional Cockpits with Microsoft Excel

Visualize your business metrics intelligently and clearly

In this practical 2‑day Excel workshop, you will learn how to create, design, and use interactive dashboards and reports in Microsoft Excel to support data‑driven decision‑making.

You will discover how to use PivotTables, slicers, modern charts, and form controls to transform complex datasets into clear, dynamic, and compelling visualizations. Whether you need a management dashboard, controlling cockpit, or KPI report — after this seminar, you will present your metrics professionally, understandably, and visually appealing.

Our experienced trainers will show you:

• how to build dynamic status reports, rolling time periods, and KPI visualizations
• how to structure and analyze complex datasets effectively
• which chart types, formatting options, and controls are best suited for your dashboard
• how to use modern visualizations such as gauge charts and waterfall charts
• how to optimize dashboards for management, reporting, and presentations

Your Benefits at a Glance

• Create interactive dashboards, KPI reports & management cockpits
• Prepare metrics visually, clearly, and data‑driven
• Hands‑on tips, best practices & practical exercises
• Hybrid workshop: join on-site or live online
• Inspiration for modern, well‑designed dashboard layouts

Seminar Content

Design Rules for Tables

• Use cell formats to improve readability
• Apply custom formats for clearer structures
• Navigate and manage large workbooks efficiently

Data Analysis with Excel

• Structure tables and lists effectively
• Create dynamic (intelligent) tables
• Build multidimensional analyses with PivotTables

The Foundation of Dashboards: Reports

• Create dynamic status reports
• Build KPI visualizations with traffic light indicators or color coding
• Calculate and display rolling time periods
• Aggregate and analyze date‑based data

Management Dashboards & Cockpits

• Build interactive dashboards from your reports
• Filter flexibly with slicers, timelines, and form controls
• Integrate sparklines, mini charts & conditional formatting
• Use page layout and print areas professionally

Choosing the Right Charts for Your Dashboard

• Select the optimal chart type for each KPI
• Work with waterfall charts, gauge charts & multidimensional visuals
• Apply consistent axis scaling & dynamic labels
• Animate charts and optimize for presentations

Integration into PowerPoint

• Insert tables and charts into PowerPoint professionally
• Best practices for transferring data
• Start Excel during a presentation & display relevant tables live

Target Audience

This seminar is ideal for anyone who regularly analyzes large datasets and wants to create meaningful dashboards and KPI reports.

Ideal for:

• Professionals in controlling, finance, business intelligence, reporting or management
• Managers and analysts who want to visualize data‑driven decisions
• Excel users who want to design professional interactive dashboards

Prerequisites

• Solid basic knowledge of Microsoft Excel
• Experience with formulas, charts, and tables is helpful for optimal use of dashboard functions