Building Interactive Dashboards in Excel

Today, data is everywhere. In nonprofits, we now have access to a massive amount of data about finances, clients, and program effectiveness. Extracting useful takeaway messages and next steps from our massive data can be very challenging. This is where a dashboard comes in handy! Dashboards can help an organization synthesize and make meaning from a large amount of data. Like your car’s dashboard, they summarize your organization's data in a visually engaging way that is simple and easy-to-understand. They can be shared with boards, staff, donors, and grantmakers. The best part is that these can be built in a way where they are interactive and auto-update when new data is added.

When we can engage our audiences with intentional reporting, they will be more equipped to make data-driven decisions. In this training, we will make an interactive dashboard in Excel from scratch. Jennifer will teach best practices, grounded in the literature, that will make your data come to life in a meaningful and time-efficient manner. Participants will learn how to use pivot tables, pivot charts, graphics, and strategic text in designing the dashboard.