Performance Analysis, Dashboard & Reporting Using Excel

Course Description

Unlock the power of data and transform the way you report performance. This hands-on course takes you from raw data to a polished, interactive dashboard that tells a compelling story. You’ll learn how to structure data, build metrics that matter, design visually engaging dashboards, and apply professional reporting techniques used by analysts and business leaders.

By the end, you’ll not only know how to build dashboards, you’ll understand why great dashboards drive better decisions. Get ready to analyze smarter, visualize confidently, and report with impact.

Course Outline

Module 1 – Foundations of Performance Analysis

Define the problem statement & business questions
Understand performance metrics & KPIs

Module 2 – Data Preparation & Transformation

Import, clean, and organize data
Translate objectives into measurable outcomes
Apply essential transformations for accurate reporting
Create data models using pivot tables

Module 3 – KPI Creation & Analytics with Excel

Build custom KPIs using formulas & DAX concepts
Create headers, scorecards, and metric indicators
Control outputs and errors using IFERROR

Module 4 – Visual Storytelling with Excel

Build impactful pivot charts & visuals
Format visuals like a pro (Parts I & II)
Add icons, images & conditional formatting to enhance readability

Module 5 – Interactive Dashboards & User Experience

Design dashboard layouts that communicate instantly
Create and format slicers for deeper interactivity (Parts I–III)
Finalize a dashboard that empowers decision-making

What You’ll Achieve

✔ Turn scattered data into insights

✔ Build dashboards that stakeholders actually use

✔ Gain confidence in data-driven performance reporting

✔ Level up your analytical & visualization skills, using tools you already have in Excel

Performance Analysis, Dashboard and Reporting using Excel

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