Creating Dynamic Dashboards with Excel for Management Reporting Course

Course Name: Creating Dynamic Dashboards with Excel for Management Reporting Course

Venue: Tech for Development Training Center, Nairobi, Kenya

Event Date: 9th to 13th Dec,2019

Course Fee: KES 60,000 OR USD 800

Online Registration: Register here

Tech For Development -T4D would like to invite you to a high impact Training Course in Creating Dynamic Dashboards with Excel for Management Reporting Course to be held in Nairobi, Kenya from 9th to 13th Dec,2019


Microsoft Excel Dashboards are reporting mechanisms that can deliver Business Intelligence (BI) in graphical form. Dashboards take raw data; allow it to be analysed and presented in a form that is of most benefit to the end user.

The idea of information dashboards is to have the most important information such as KPIs presented within a single page that allows people to understand what is going on and make decisions.


5 days.

Who should attend

This training course is ideal for individuals working in Monitoring and Evaluation officers, Statistician, Porgrammes and Project managers, Project officers, Managing Directors, General Managers, Sales &Marketing analysts, Financial Analysts, IT Executives, Engineers, Directors, and Data Warriors who dabble with data and want to learn advanced techniques to convert Data into actionable Information.


This course is designed for participants who are reasonably proficient in English and have an understanding of basic ICT concepts.

Course objectives

Upon completion of this training course , participants are expected to be able to:

Differentiate between Reports and dashboards

Discuss the benefits of an Excel dashboard

Assemble all data needed for a dashboard

Identify ground rules for creating effective dashboards

Show how to enable the Developer tab in Excel

Understand the Data Model

Create dynamic charts

Create Pivot tables

Create Pivot Charts

Modify Pivot tables and charts

Apply conditional formatting to a dashboard

Identify and apply Excel functions (IF, CHOOSE and VLOOKUP)

Design and build a dashboard from raw data to the finished product

Topics to be covered


Understanding Management Dashboards

What is a Dashboard?

Principles of Great Dashboard Design

Dashboard Do’s and Don’t’s

Working with your Data

Understanding Data Quality issues

Gathering data from different sources

Linking Data

Merging and Consolidating Data

Excel Hints and Tips when working with data

Using Advanced Formulas & Functions in Excel 2010/2013

Referencing & Ranges

Advanced Lookup

Advanced Formatting

Analysing Data with Advanced Pivot Table Techniques in Excel 2010


Computed Columns

Grouping & Sorting

Top Views

Multiple data sources

Using the dashboards with Excel Pivot Tables

Pivot Charts & Visual Dashboarding Techniques

Using external data sources such as The Web

Advanced Power Charting Techniques

Thermometer Chart

Doughnut Chart

Pareto chart

Using Shapes to make Charts more attractive

Using Alerts to draw attention to dashboards

Creating Dynamic Dashboards with Excel 2010 / Excel 2013 for Management Reporting

Complete Management Dashboard for project KPIs

Complete Management Dashboard for Sales & Services

Best Practices in Dashboard Design

Versatile management dashboards

Dashboards Publishing Excel Dashboards to the Web

Dashboard Macros

Simple & Complex Macros

Dynamic Dashboards using Macros

Build Your Own Dashboard

This last session will be used to build some relevant Dashboards. Delegates are encouraged to bring examples of the dashboarding they would like to create during the training.


The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with a certificate of participation.

Hand-on Exercise

Action plan

Visit our website for more details.

Tailor-made training

This training course can also be tailored for your organization. This way, your organization will benefit by:

Using own datasets and tools during the training.

Being able to choose areas of interest you wish the trainer to put more emphasis on.

Taking the course in-house or at a venue of choice.

Cutting on the cost of transport and accommodation.


Kindly visit this link to see video and photo testimonials of our previous training events.


Need more information? Kindly visit this link to see answers to frequently asked questions.

How to participate

Register as individual.

Contact information

Email: [email protected]
Tel: +254 706909947

Kind regards.

Sylvia Kura,
Customer Relationship Officer,
Tech For Development
Innovation for impact