About This Course

Transform your data into interactive, visually compelling dashboards. Learn to analyse with Pivot Tables, Slicers, and Timelines, present insights with charts, Sparklines, and conditional formatting, and enhance reports using objects, shapes, and images. By the end, you’ll create dynamic, professional dashboards that deliver clear, actionable insights. Perfect for users who wish to produce front end user Dashboards.

Prerequisites: Delegates must have an excellent knowledge of Excel, be familiar with Pivot Tables and using various functions.

Course Outline

During this course, participants will develop the skills to design, build, and present interactive dashboards that deliver clear and actionable insights.

  • Dashboard Fundamentals – Understand the purpose of dashboards and how they provide at-a-glance insights.
  • Advanced Functions – Use IF, AND, OR, SUMIF, COUNTIFS, VLOOKUP, MATCH, and IFERROR to build dynamic dashboards.
  • Named Ranges and Conditional Formatting – Apply formatting tools such as icon sets, data bars, and colour scales to highlight trends.
  • Graphical Elements and Images – Enhance dashboards with shapes, images, and visual elements.
  • Using the Camera Tool – Create dynamic snapshots of data and charts for interactive displays.
  • Charting and Sparklines – Use a range of chart types and Sparklines to visualise data clearly.
  • Pivot Tables and Tables – Analyse data using tables, Pivot Tables, Slicers, and Timelines.
  • Macros and Form Controls – Automate tasks and improve navigation with buttons and controls.
  • Dashboard Management and Finalisation – Optimise dashboards, manage visibility, and apply security settings.

Who should attend

This course is ideal for experienced Excel users who want to create professional dashboards and improve how they present data. It is particularly valuable for professionals working in reporting, analytics, or decision-making roles who need to deliver clear, interactive insights.

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Learning Outcomes

  • Use Excel functions to analyse and manipulate data effectively.
  • Create Pivot Tables to summarise and explore data dynamically.
  • Apply Slicers and Timelines to filter and interact with reports.
  • Build visual dashboards using charts, formatting, and reporting tools.
  • Automate and enhance dashboards with dynamic links, controls, and macros.

Course Reviews

Excel Intermediate

Course was one of the best I have ever attended in professional development and will make me more efficient

Anon
Asmodee UK
June 15, 2026

Excel Intermediate

I was amazed by Tony's knowledge and his ability to convey things concisely and clearly. I really enjoyed the course and am confident in my ability to apply some of the knowledge to my day to day work which is what I wanted to get out of it.

Anon
Crown Agents Bank
June 11, 2026

Excel Introduction

Excel - Gary help me loads with a spreadsheet I had! I’ll book onto the intermediate

Anon
Wessex Water
June 2, 2026

Excel

Gary made the information very attainable, it was good we could do the work alongside him.

Anon
Welwyn Hatfield Borough Council
June 2, 2026

Excel Advanced

Tony Barrett is highly knowledgeable in Excel and was able to explain each concept in a way that made it easy for me to understand how to apply it directly to my role.

Anon
CWG
June 16, 2026

PowerPoint

Great course, Louise, great to learn small everyday skills to help speed up

Anon
Stellantis
June 16, 2026

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Yes. Our courses can be tailored to your organisation, team and objectives. We can adapt the course content, examples, exercises, case studies and delivery style to reflect your sector, systems, processes and workplace priorities.

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Yes. If you require a course that is not listed on our website, we can design a bespoke training programme around your specific requirements. This is ideal for internal projects, new systems, company initiatives, role-specific development or specialist skills training.

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