Data to Insights: Creating Engaging Excel Dashboards
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Speaker : TERRY WINSHIP
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When : Tuesday, March 18, 2025
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Time : 01 : 00 PM EST
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Terry Winship is Microsoft Certified Trainer (MCT) | Excel & AI Expert | Public Speaking Coach | Instructional Skills Certification (ISC) Trainer
Terry Winship is a Microsoft Certified Trainer (MCT) Regional Lead and an expert in Excel, data visualisation, and effective communication. With decades of experience, she has trained thousands of professionals worldwide, helping them transform complex data into clear, actionable insights using Excel dashboards, pivot tables, and advanced reporting techniques.
Terry is the developer and lead trainer of the Instructional Skills Certification (ISC) programme, a critical certification for Microsoft Certified Trainers (MCTs). Her deep expertise in training methodology ensures that her sessions are engaging, structured, and highly practical, equipping participants with skills they can apply immediately.
With expert certifications in Excel, Word, and PowerPoint, Terry specialises in:
- Excel Dashboards & Data Visualisation
- Pivot Tables, Pivot Charts & Slicers
- Presentation Skills & Public Speaking
- Creating Engaging and Interactive Training Sessions
Terry has been recognised as one of the 'Most Inspiring Education Experts in Africa, 2024' by The Education View magazine, a testament to her impact in the field of education and professional training.
As a PechaKucha City Organiser, TEDx Speaker Coach, and Distinguised Toastmaster, Terry blends technical expertise with exceptional communication skills, making complex concepts easy to understand and implement.
Her sessions are highly interactive and results-driven, ensuring that participants leave with practical knowledge and the confidence to apply it in their professional roles.
In today’s data-driven world, having access to information isn’t enough—what matters is how effectively you can transform raw data into clear, actionable insights. Many professionals find themselves overwhelmed by endless spreadsheets, struggling to extract meaningful patterns and present data in a way that drives decision-making. This is where Excel dashboards come in.
An engaging, well-structured dashboard allows you to summarise complex data at a glance, providing key metrics and trends in an interactive, visually appealing format. But what makes a great dashboard? It’s not just about throwing together charts and tables—it’s about using the right tools to organise, filter, and visualise information effectively.
- Unlocking the Power of Excel Dashboards - This webinar will introduce you to some of Excel’s most powerful features for creating dynamic dashboards that help tell a story with your data. Whether you work in finance, sales, HR, or any other field that relies on reporting, mastering these tools will enhance your ability to present information clearly and persuasively.
- Pivot Tables: The Foundation of Data Analysis - Pivot tables are one of the most powerful tools in Excel for summarising and analyzing large datasets. They allow you to quickly group, sort, and filter data to identify trends and insights without the need for complex formulas. Instead of manually calculating totals or cross-referencing information, pivot tables automate the process, making data exploration faster and more intuitive.
- Slicers: Making Data Interaction Effortless - Slicers take filtering to the next level, allowing you to interact with your data in a more intuitive and user-friendly way. Instead of using drop-down menus, slicers provide visual buttons that make it easy to filter information dynamically. This feature enhances dashboards by enabling users to quickly refine data views without altering the underlying dataset.
- Pivot Charts: Bringing Data to Life - While pivot tables provide structured summaries, pivot charts help translate those numbers into meaningful visuals. A well-designed pivot chart can highlight trends, outliers, and comparisons in an instant, making it easier to communicate insights effectively. Choosing the right type of chart—whether a bar chart, line graph, or pie chart—ensures that the story behind the data is both clear and impactful.
- Shapes and Visual Elements: Enhancing Dashboard Design - Beyond numbers and charts, the best dashboards incorporate thoughtful design elements that guide the user’s eye and improve readability. Shapes, icons, and colour-coded highlights can draw attention to key figures and provide context at a glance. Effective use of formatting and layout ensures that dashboards remain clean, professional, and easy to navigate.
- Why This Matters - Many professionals struggle with information overload, where data is available but difficult to interpret. A well-structured dashboard cuts through the noise, presenting the right insights in a format that is both accessible and actionable. By mastering pivot tables, slicers, pivot charts, and design techniques, you’ll be able to create dashboards that not only look impressive but also drive better decisions.
Areas Covered
- Understanding the Essentials of Dashboards
- What makes a great dashboard? Key principles of clarity, structure, and impact
- Common mistakes and how to avoid cluttered, confusing designs - Mastering Pivot Tables for Quick Data Summarisation
- Creating and customising pivot tables to summarise large datasets
- Grouping, sorting, and filtering data for better analysis
- Using calculated fields to add custom metrics - Enhancing Interactivity with Slicers
- Adding slicers to filter data dynamically
- Formatting slicers for a clean, professional look
- Connecting multiple slicers to different pivot tables - Creating Impactful Pivot Charts
- Selecting the right chart type to tell your data story
- Formatting pivot charts for clarity and readability
- Linking pivot charts to pivot tables for real-time updates - Using Shapes and Visual Elements for Better Design
- Enhancing dashboards with shapes, icons, and text boxes
- Applying colour coding and conditional formatting for better data interpretation
- Aligning and organising elements for a polished, professional look - Automating and Refreshing Data for Efficiency
- Ensuring your dashboard updates automatically with minimal effort
- Refreshing pivot tables and slicers with new data
- Best practices for sharing dashboards effectively
This hands-on session will provide practical techniques to simplify complex data and create engaging, interactive dashboards that help you make smarter, faster decisions!
Who Should Attend
- Data Analysts – Turn raw data into meaningful insights with ease.
- Business Intelligence Professionals – Build interactive dashboards for real-time decision-making.
- Finance & Accounting Professionals – Simplify financial reporting and trend analysis.
- Sales & Marketing Teams – Track KPIs and performance metrics effectively.
- HR & Operations Managers – Visualise workforce data and process efficiencies.
- Project Managers – Monitor progress and resource allocation using dynamic reports.
- Administrative Professionals – Organise and present data clearly for stakeholders.
- Educators & Trainers – Teach and present data in an engaging, structured way.
If you work with data, reports, or decision-making, this session will equip you with the skills to create compelling Excel dashboards that drive action!
Why Should You Attend
Are Your Excel Reports Failing to Deliver Real Insights?
You're not alone. Many professionals spend hours crunching numbers, only to end up with cluttered spreadsheets that confuse rather than clarify. The truth is, raw data without structure leads to misinterpretation, poor decisions, and lost opportunities.
Imagine presenting a report that tells a compelling story at a glance, where trends, outliers, and key metrics jump out effortlessly. Yet, without the right dashboarding skills, you might be:
- Overwhelmed by scattered data and complex formulas
- Struggling to make your reports visually engaging
- Frustrated that your insights don’t drive action
The cost of not mastering Excel dashboards? Delayed decisions, missed trends, and lost credibility. But what if you could turn this around—quickly and effectively?
In this webinar, you'll discover how to:
- Build interactive dashboards that bring your data to life
- Use visual best practices to make insights clear and impactful
- Automate reports, so you spend less time formatting and more time analyzing
Don’t let poor reporting hold you back. Master Excel dashboards and become the go-to expert in your organization.
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$160.00
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