Inside Excel Dashboards: Building for Scenario and Risk Analysis

Whether you are a financial analyst, a project manager, or a data enthusiast, the ability to turn raw data into actionable insights is a superpower. In the world of Excel and Power BI, this means moving beyond simple tables and into the realm of dynamic dashboards that map out "what-if" scenarios.

How do you build a dashboard that doesn't just show "what happened," but helps you decide "what to do next"? Dr. Eugene Lai will join us to break down the art of building Excel dashboards specifically designed for Scenario and Risk Analysis. We’ll start with a tool-agnostic refresher on dashboard best practices—focusing on your audience and requirements—before diving into a live demo. We will explore how to perform scenario modeling and risk assessment, ensuring your reports provide a clear path forward in uncertain environments. This session is designed for everyone, from those just starting their Excel journey to seasoned Power BI users looking to sharpen their modeling and visualization logic.

Agenda: (NZ time)
11:45 am – Virtual doors open for informal catch-up
12:00 pm – Dashboard 101: Requirements & Best Practices (Tool Agnostic)
12:15 pm – Navigation & Dashboard Demo
12:25 pm – Scenario & Risk Analysis Techniques 12:40 pm – Q&A

Presenter: Dr. Eugene Lai, C.A.
Date: Wednesday 25 March
Time: 11:45 am – 12:45 pm
Format: Online via Teams