Business Data Analytics & Advanced Excel · Beginner level

Beginner level · Module 3 of 5 · 10 guided hours

Excel Dashboards and Business Reports

Use PivotTables and slicers to build interactive Excel dashboards, and write reports that lead to action.

Learning objectives

  • Summarise data with PivotTables for reporting
  • Build an interactive dashboard with slicers
  • Write a short business report with findings and recommendations

Topics

  • PivotTables for reporting
  • grouping by month
  • slicers
  • dashboard layout
  • key figures
  • report narrative

Lessons

  1. Lesson 1 PivotTables for Reporting

    Summarise the cleaned data quickly with PivotTables grouped by month, branch and product.

    PivotTablegrouping by month% of totalrefresh

  2. Lesson 2 Building an Excel Dashboard

    Combine key figures, PivotCharts and slicers into a one-page dashboard.

    key figure cardsPivotChartsslicerslayout

  3. Lesson 3 Writing a Business Report

    Turn analysis into a short report with findings, explanations and recommendations.

    headline findingsupporting evidencerecommendationscaveats

Practical activity

Build the quarterly Excel dashboard with slicers and write the one-page report narrative.

Expected outcomes

  • Interactive Excel dashboards
  • Reports that managers act on

Assessment

Dashboard and report reviewed against a checklist for accuracy, clarity and usefulness.

Free taster lesson Dashboard Creation & Business Reporting Read a free self-study lesson on this topic in the Free Course Library.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.