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On Demand

Dashboard and Report Design Principles Using Excel

Total Credits: 4 including 4 General

Average Rating:
Human Resource Development |  Business Management & Strategy
Bernie Smith
Course Level:
Never expires.


If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- 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
- 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, distil this into a simple set of rules and show you how to apply these rules using Excel.

Basic Course Information

Learning 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

Major Subjects
  • Types of visual encoding: when and why to use them
  • How to design charts for fastest possible user understanding and ease of use
  • Review of case studies for group critique
  • Developing a design standard for your organisation
  • 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.

Course Materials


Bernie Smith's Profile

Bernie Smith Related Seminars and Products


Made to Measure KPIs and KPI Academy

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.

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.
Course Developer Bernie Smith

Additional Information

Complaint Resolution Policy Please contact Jessica Vieira with any complaints at, (617-519-6790).
Course Registration Requirements Online Registration
Instructional Delivery Method

Group Internet Based 

Refund/Cancellation Policy

Please contact the HREN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

SHRM Accreditation Information HR Education Network is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for PDCs. See the course registration page for more information on number of credits and credit types.  For more information about certification or recertification, please visit
HRCI Accreditation Information HR Education Network is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for credits towards aPHRTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification.  See the course registration page for more information on number of credits and credit types.  



Overall:      5

Total Reviews: 4


Jezmarie C - Valley Center, California

"Thank you for offering this course."