Create Dashboard Using Excel – Excel Dashboard & Reporting Skills
In today’s data-driven business environment, the ability to transform raw information into meaningful insights is a highly valued professional skill. Organisations rely on dashboards and reports to monitor performance, track progress, and support informed decision-making. This practical course introduces learners to the techniques required to create dashboard using excel, helping them present data in a clear, visual, and actionable format.
Designed for beginners and professionals seeking to enhance their reporting capabilities, this free online course explores the essential principles of dashboard design, data presentation, and performance analysis. Learners will discover how to organise information effectively, select meaningful metrics, and create visual reports that communicate important findings quickly and accurately.
A key focus of the programme is understanding how reporting tools such as charts, visual indicators, and an excel pivot report can be used to simplify complex datasets. Through practical examples, learners will develop the confidence needed to transform spreadsheet information into professional reporting solutions suitable for business, finance, operations, and management environments.
Whether your goal is to improve workplace reporting, enhance analytical skills, or learn how to excel create a dashboard that supports decision-making, this course provides a strong foundation in dashboard creation and data storytelling. The skills gained can be applied across a wide range of industries where clear reporting and performance tracking are essential.
Learning Outcomes
By the end of this course the learner will be able to:
- Understand the purpose and value of dashboards in business reporting.
- Select relevant metrics and organise data for effective dashboard design.
- Create professional visual reports using charts and reporting tools.
- Analyse dashboard information to identify trends and performance changes.
- Present data-driven insights confidently to support decision-making.
Certification
Oxford Home Study Centre offers this course completely free of charge, providing unrestricted access to all learning materials without tuition fees. Students can study entirely online and progress through the course at a pace that fits their individual schedules and commitments.
After completing the programme, learners have the option to obtain formal recognition of their achievement by purchasing either a CPD Accredited Certificate or a Quality Licence Scheme Endorsed Certificate. These certification options are entirely optional and are not required to complete the course.
For those seeking to strengthen their professional credentials, certification can provide valuable evidence of newly acquired skills and knowledge, supporting career development, promotion opportunities, and future job applications. All course resources are included to ensure a convenient and accessible learning experience from start to finish.
COURSE CONTENT
Module 1: Planning a Professional Dashboard
Successful dashboards begin with careful planning and a clear understanding of reporting objectives. In this module, learners will explore how dashboards are used to communicate key information efficiently. The lessons focus on identifying the right metrics, organising data effectively, and designing structures that make reporting both meaningful and easy to interpret.
Topics:
- Choosing the purpose of a dashboard
- Selecting useful metrics
- Structuring data for reporting
Learning Outcomes:
- Understand how dashboards are used to summarise key information quickly
- Select meaningful metrics that match the purpose of a report
- Structure spreadsheet data so it can be used effectively in dashboards
Module 2: Creating Visual Reports in Excel
Clear visual communication is critical when presenting data. This module teaches learners how to build reports that combine charts, formatting techniques, and visual elements to highlight important information. By focusing on layout, readability, and presentation quality, learners will create reports that are both informative and visually appealing.
Topics:
- Charts and visual elements
- Layout and readability
- Highlighting important results
Learning Outcomes:
- Create visual reports that make spreadsheet data easier to understand
- Use charts and layout techniques to highlight the most important information
- Present results in a clear, attractive and professional format
Module 3: Turning Data into Actionable Insights
A well-designed dashboard should do more than display information—it should support decision-making. In this module, learners will discover how to interpret dashboard outputs, identify trends, monitor performance changes, and communicate findings effectively. The focus is on transforming data into valuable insights that can guide business actions and strategic planning.
Topics:
- Interpreting dashboard results
- Identifying trends and performance changes
- Presenting insights to others
Learning Outcomes:
- Interpret dashboard information to identify trends, changes and key messages
- Explain spreadsheet findings in a way that supports decision-making
- Present data insights clearly to managers, clients or team members
HOW IT WORKS
Enhance your skills with our highly informative courses.
Pass the assignments by getting the required marks.
Get certified and enhance the worth of your CV.
WHY GET CERTIFIED
Earning a certification builds employer confidence in your skills. You can effortlessly add the credential to your portfolio and share it across platforms.
Earning a certification showcases your advanced skills and commitment to professional growth. This significantly increases your chances of getting hired.
Expanding your knowledge and skills is essential for landing a job, advancing to higher positions, and exploring new career paths.
RELATED COURSES
Student Feedback
4.8
Course Info
| Course Level | 0 |
| Awarding Body | OHSC |
| Course Duration | 25 hours |
| Entry Requirements | Open to All |
| Start Date | Ongoing |