Dashboard Design: How to Make Static Dashboards in Excel
Design static dashboards in Excel that inform, inspire, and look great.
Does this sound familiar?
"I'm the Executive Director and I report to the Board. Tried an Excel style dashboard but needs improvement."
"I struggle to adapt dashboards for different audiences. When I ask a stakeholder what type of data they need to drive decision-making, they practically shrug their shoulders and leave it up to me. I make the best decisions I can and hope for the best."
"I work on programs that will eventually be rolled out across my organization.I create clinic dashboards, unit dashboards, and hospital wide reports now.They are all made in excel.There are so many messages that can be conveyed by these data, but I am not sure how to visualize the reports better at this time.I would like to learn different alternatives to sharing my messages."
"I like to try to keep my reports looking fresh and airy with a mix of text and infographics - but I don't always win that battle.In addition, our scorecards and corporate KPI reports are static and relatively inflexible. I'd like to be able to design engaging material that people are interested in reading."
Why wait until the end of the year to write a lengthy report when you can share data early and often with dashboards? Leaders have more important things to do than read lengthy reports. Dashboards get to the point so that leaders can understand the numbers and take action.
During this course, we’ll build a dozen static dashboards together from scratch right inside of good ol' Microsoft Excel. These dashboards will live inside of Excel and get shared with stakeholders as PDFs through email or as printed handouts during meetings.
You’ll see sample dashboards from organizations like yours. I’ll share the story behind each dashboard so that you can learn about each dashboard’s audience and goals. For example, some of the dashboards were designed to track progress towards goals. Other dashboards were designed to help organizations compare their different program areas. You can decide which elements of each dashboard would be most applicable to your own work.
Is this course right for you?! I designed this course for people who want to get their numbers out of spreadsheets and into real-world conversations. Do you need to share data early, often, and easily with others? You might need to share numbers with your clients, supervisors, colleagues, or Board of Directors. Ditch the hundred-page Dusty Shelf Report and bloated slideshows. Design one-pagers of key stats so that leaders can understand the numbers and take action.
Browse the full course curriculum (below). You'll learn about:
- data visualization design principles (a brief overview, not a full course);
- page layout considerations (graphic design techniques like grids, sketching, white space, and text hierarchies);
- major dashboard types (comparing categories, tracking progress towards goals, etc.); and
- dashboard design how-tos in Excel.
- access to dozens of video lessons;
- Excel files to create sample dashboards from scratch alongside my lessons;
- a detailed handout that illustrates the key points; and
- my Dashboard Cheat Sheet.
Your data deserves to be out in the world--actionable, talked about, used--not gathering dust in spreadsheets. Let me transform your technical information for non-technical audiences. I've consulted to clients like the United Nations, State Department, and Centers for Disease Control, plus dozens more foundations, nonprofits, film companies, banks, hospitals, and universities worldwide. Each year, I lead dozens of in-person workshops for thousands of people. My online courses bring those skills to you, too.