ACPEN: Dashboard and Report Design Principles Using Excel
Availability
Registration Required
Online Meeting
Jul 23, 2026 8:00 AM - 11:36 AM CT
Cost
Member: $260.00
Non-Member: $345.00
Retired: $260.00
Educator & Government & Non-Profit Employee: $260.00
Credit Offered
4 CPE Credits

Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

  • Regularly produce or update dashboards and reports
  • Struggle with confusing or overly complex reporting tools
  • Seek to streamline varied reporting styles across their organization
  • Aim to establish a consistent, replicable "house style" for reporting
  • Want to impress stakeholders with clear, user-friendly data presentations

Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.

  • 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
  • Principles of Visual Design for Dashboards and Reports
  • Chart Design for Rapid Understanding
  • Table Design for Efficiency
  • Effective Use of Commentary
  • Strategic Layout Techniques
  • Trend Analysis Methods
  • Developing Organizational Design Standards
  • Excel Application Techniques
  • Critical Review Skills
  • Best Practices for Data Presentation
Anyone interested in, or involved in designing or producing, reports or dashboards using Microsoft Excel
ACPEN
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