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  • Designing Interactive Dashboards Using Excel and Sheets: Advanced Level

Designing Interactive Dashboards Using Excel and Sheets: Advanced Level

  • Monday, August 23, 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.

Building on the skills learned in the Beginner Session, the Advanced Session will take your dashboards to the next level. Shelly and Tom will share best practices in dashboard design to make your dashboards really pop. They will also teach you how to incorporate inferential statistics (e.g., t-tests) in your dashboard that update as you slice and dice your data. In this course, you will learn "smart" visualizations that your clients will be asking "how'd you do that?".

You will learn:

  • Best practices in designing your dashboards to maximize impact
  • Four effective dashboard layout techniques
  • Advanced features in Excel to customize your dashboards for various stakeholders
  • How to integrate inferential statistics (e.g. t-tests) into your dashboards


  • Knowledge of both PivotTables and Slicers in Excel is required (consider taking the beginner workshop on August 20th to get caught up!)

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.

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(c) 2021 Seattle Evaluation Association

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

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