Dynamic Dashboards: Report and Visualize Data is an intermediate course for financial analysts and business professionals who need to transform raw data into powerful, self-service reporting tools. In a world of static spreadsheets, this course teaches you how to build truly interactive dashboards in Excel that empower stakeholders to explore data and discover insights on their own. You will move beyond basic charts to construct a full-fledged dashboard, connecting to data and using PivotTables, PivotCharts, and slicers to create a dynamic, user-driven experience.

Dynamic Dashboards: Report and Visualize Data

Dynamic Dashboards: Report and Visualize Data
This course is part of multiple programs.

Instructor: LearningMate
Access provided by SGCSRC
Recommended experience
What you'll learn
Learners will construct interactive Excel dashboards and optimize their design for clarity and impact using data visualization best practices.
Skills you'll gain
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February 2026
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There are 2 modules in this course
Module 1 focuses on the foundational, technical skill of building an interactive dashboard. This module lays the technical foundation for creating dynamic dashboards. Learners will go from a raw dataset to a functioning, interactive report. You will learn how to structure data, build PivotTables and PivotCharts to summarize information, and integrate slicers that allow users to filter and explore the data in real time, turning a static report into a powerful analytical tool.
What's included
2 videos2 readings2 assignments
This module addresses the crucial next step: transforming a mere collection of charts into a powerful tool for communication and decision-making. A dashboard fails if it is cluttered, confusing, or unintentionally misleading. In this module, you will learn the art and science of effective data visualization, focusing on how to design with the end-user in mind. We will move from theory to practice, exploring foundational principles from world-renowned experts like Stephen Few. You will learn to critically evaluate every visual element on your screen, asking the core question: "Does this serve the data?" Through a series of compelling case studies, guided critiques, and hands-on formatting exercises, you will master the techniques to eliminate "chart junk," maximize your data–ink ratio, and adhere to strict readability standards. By the end of this module, you will be able to confidently defend your design choices and optimize any dashboard for maximum clarity, impact, and user comprehension.
What's included
3 videos2 readings3 assignments
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Felipe M.

Jennifer J.

Larry W.

Chaitanya A.
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