Copilot for Dynamic Dashboards
2-Hour Course
Stop drowning in spreadsheets—start leading with clarity.
In this dynamic, hands-on course, you’ll learn how to harness Microsoft Copilot to transform raw data into dashboards that actually drive action. Whether you’re in a for-profit company tracking KPIs or a foundation measuring impact, this workshop equips you with the skills to design dashboards that speak to executives, funders, and frontline teams alike.
What You'll Learn
- Copilot Essentials: How to use AI to clean, summarize, and structure messy datasets.
- Dashboard Design Secrets: Proven frameworks for visuals that engage, not overwhelm.
- Data Storytelling: Techniques to turn charts into compelling narratives that win buy-in.
- Executive Summaries on Demand: Generate slide-ready headlines, taglines, and insights instantly.
- Hands-On Practice: Build dashboards step by step with real-world scenarios.
Who It's For
- Business leaders who need dashboards that move the needle.
- Analysts tired of spending hours formatting data instead of interpreting it.
- Foundations and grantmakers who want to showcase measurable impact with confidence.
Curriculum
Course Curriculum
-
StartMise en Place: Prerequisites (WHERE DOES THIS GO?)
-
StartMise en Place: Get High-Level Dashboard Instructions
-
StartMise en Place: Brainstorm KPIs
-
StartIngredient 1: The Dataset (Stored as an Excel Table)
-
StartIngredient 1: The Dataset (with Calculated Fields)
-
StartIngredient 2: Pivot Tables (to Summarize the Dataset)
-
StartIngredient 3: Pivot Charts (to Visualize Key Patterns)
-
StartIngredient 4: Slicers (for Interactivity)
-
StartPlating: Combine Slicers and Charts to Create a Dashboard
About the Instructor
Your Instructor
Ann K. Emery is an internationally-acclaimed speaker who equips organizations to get their data out of dusty spreadsheets and into real-world conversations.
Each year, she delivers over 100 keynotes, workshops, and webinars with the aim of equipping organizations to visualize data more effectively.
She has been invited to speak in 31 states and 11 countries; 10,000 people have enrolled in her online training academy; and she has consulted to 200 organizations, including the United Nations, Centers for Disease Control, and Harvard University.
She earned a Bachelor’s degree from the University of Virginia and a Master’s degree from George Mason University.
After traveling full-time as a digital nomad, Ann now resides in Florida along with her husband and five children.
FAQs
Frequently Asked Questions
Dashboards aren’t just pretty charts—they’re decision-making engines. With Copilot as your partner, you’ll learn to design dashboards that cut through the noise, highlight what matters, and inspire action.