Seattle Evaluation Association

Local Affiliate of the American Evaluation Association

  • Home
  • Designing Interactive Dashboards Using Excel and Sheets: Beginner Level

Designing Interactive Dashboards Using Excel and Sheets: Beginner Level

  • Friday, August 20, 2021
  • 2:00 PM - 5:00 PM
  • Virtual


Registration is closed

In a world that revolves around the collection, interpretation, and visualization of data, the need for visually compelling, interactive dashboards has never been as great as it is today. Institutional researchers, evaluators and stakeholders are increasingly eager to drill into their data and quickly extrapolate meaning from a clear visualization. While other popular BI-tools offer an exciting opportunity to create dynamic data dashboards, there are frequent impediments to their use and adoption such as cost, data reshaping, learning curve, familiarity.

The Beginner Session takes you through all you need to design interactive dashboards in Excel and Google Sheets. Shelly and Tom will provide you with practical, hands-on, step-by-step instructions to turn your static data into a dynamic dashboard that will “wow” your stakeholders. They will demonstrate Pivot Tables, Pivot Charts, and Slicers to create well-designed dashboards that your stakeholders can use to slice-and-dice data in seconds. You will leave the workshop with clear steps that you can immediately implement to create stunning dashboards that are pliable and easy to reproduce.

You will learn:

  • How to use PivotTables, PivotCharts, and Slicers to create interactive dashboards
  • Quick visualization tips and tricks to customize your dashboards for stakeholders
  • How to secure your dashboard using built-in protection features
  • Different chart types to display data in the most meaningful way


  • Basic knowledge of Excel (e.g., charts, basic formulas)
  • PivotTable knowledge is helpful, but not necessary

System Requirements: 

Please make sure that you are using Excel 2010 or a more recent version for the workshop. Older versions of Excel do not include the built-in features needed to generate an interactive dashboard. (We will be using Excel 2016 for the workshop.) Mac users should be fine as well, as long as you are not using a very old version of Excel.

About the Presenters:

Tom Withee is a Senior Researcher at Goshen Education Consulting Inc and is their data visualization expert. His involvement with STEM Education for over 15 years and his passion to make STEM Education accessible for everyone is evident throughout his work. Tom is an active member of the American Evaluation Association, with a focus of STEM Education, K-12 Education, and Data Visualization. As a founding member of the Evaluation Association of St. Louis, he shares his insights on data visualization and clear, concise reporting. Tom lives in rural Edwardsville with his wife, two children, a dog, three cats and five chickens. When he is not crunching numbers, he enjoys training in Tae Kwon Do with his family.

Shelly Engelman, Ph.D., is the Director of Research and Evaluation at Custom EduEval LLC in Austin, TX. She earned her PhD in Social Psychology and has over 10 years of research and evaluation experience. Dr. Engelman has been a lead data analyst and behavior science methodologist on over 40 federal and state funded grants and programs. She has a strong knowledge of evaluation and research methodology and theory, as well as an expertise in survey design and advanced statistical modeling techniques (e.g., Structural Equation Modeling, Propensity Score Matching, etc.). Dr. Engelman has led over 20 workshops, seminars, and demonstrations for a variety of clients including, Centers for Disease Control and Prevention (CDC), Governor’s Office of Student Achievement (GOSA), and the University of Texas at Austin (UT Austin). Prior to working as an evaluation and research consultant, Dr. Engelman taught an array of undergraduate courses at the University of Delaware, such as Research Methods, Statistics, and Social Psychology. 

Note that this event has limited seats available. Unfortunately we are not able to allow for cancellations/refunds after registering.

Affiliate of:

(c) 2021 Seattle Evaluation Association

Seattle Evaluation Association is a 501(c)(3) non-profit organization

Powered by Wild Apricot Membership Software