New Course – BI Dashboard Design using Microsoft Excel

On recent advanced Microsoft Excel training courses we have been asked to tailor content to include good Business Intelligence (BI) reports, commonly dashboard design.  When designed well BI Dashboards help to engage the power of visual perception to communicate information efficiently. BI Dashboard design using Microsoft Excel is increasing popular and covers a range of specific topics, so we at Eident have decided to create a dedicated training course focusing on this area.  Learn how professional dashboards can be achieved by applying visual design skills in Microsoft Excel that address the unique challenges of dashboards during this specialised one day training course.


This course aims to enable delegates to:Miscrosoft Excel 2016

  • Match your message to the right type of display
  • Design tables and graphs to communicate information simply, clearly, and accurately
  • Recognise common issues in dashboard design
  • Avoid clutter and arrange data in a way that communicates clearly and at a glance
  • Recognize the visual characteristics of data that are meaningful
  • Understand each of the prominent quantitative relationships (time, distribution, correlation, etc.)
  • Use the best graphs, visual analysis techniques, and practices for analysing each type of quantitative relationship
  • Navigate through data analytically and efficiently
  • Apply the findings of information visualization research to the analysis of business data


  • Challenges of quantitative data presentation
  • Introduction to table and graph design
    • Fundamental challenges of data presentation
    • Key characteristics of quantitative information
    • Differing characteristics and uses of tables and graphs
    • Common quantitative relationships featured in graphs
    • Visual perception and how it applies to data presentation
    • Steps in the visual design process
  • Table design
    • Structure, layout & formatting
  • Graph design
    • Visual objects used to encode values in graphs
    • Matching the right visual encoding objects to the fundamental quantitative relationships in graphs
    • Graph design at the component level
  • The definition and potential benefits of dashboards
  • Current trends in dashboard design
  • Common mistakes in dashboard design
  • The characteristics of well-designed dashboards
  • Steps in the dashboard design process
  • Common dashboard information and techniques for enhancing meaning
  • Selecting appropriate media for displaying the data
  • A library of dashboard display mechanisms
  • The best practices of dashboard design
  • An introduction to visual data analysis
  • Visual characteristics to look for in the data
  • Quantitative business analysis techniques by type
    • Analysing time series
    • Analysing rankings
    • Analysing deviations
    • Analysing distributions
    • Analysing correlations
    • Analysing geo-spatial data

Target Audience: Students who have advanced skills with Microsoft Excel who want to learn about dashboard design using Microsoft Excel

Scheduled courses will be held regularly in Glasgow & Edinburgh, on-site courses by arrangement across Scotland.