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The WSCPA will be closed Monday, May 27th in observance of Memorial Day.

Dashboard and Report Design Principles Using Excel WEBCAST

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00

Overview

If you produce or revise dashboards and reports, find your current reports and dashboards confusing, 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, or 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 and distil this into a simple set of rules and show you how to apply these rules using Excel.

Highlights

How to design charts for the 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

Prerequisites

None.

Designed For

Managers, subject matter experts, and management information professionals involved in the design of reports and information dashboards.

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.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Bernie Smith, BPN Inc

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.

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Non-Member Price $159.00

Member Price $129.00