This event is part of PEAK's Data Visualization Learning Series. Click here to learn more.

Ready to move beyond basic tables and elevate your board books to a more polished, professional standard? In this practical webinar for PEAK Grantmaking members, you will learn how to enhance plain black-and-white tables using software you already have—Microsoft Excel. We’ll explore efficient techniques such as conditional formatting, sparklines, data bars, heat tables, and symbol fonts, along with time-saving strategies for designing directly in Excel and exporting to PDF. You’ll also discover how to incorporate logos, adjust page breaks, configure print layout settings, and add page numbers, custom footers, brand colors, and fonts—ensuring your board materials reflect the same level of excellence as your organization’s work. 

Learning Objectives

In this session, participants will be able to: 

• Apply advanced Microsoft Excel features to transform plain tables into visually engaging and informative data visualizations. 
• Design and format professional-quality tables in Excel using time-saving strategies 
• Configure print-layout and export settings to ensure tables are presented cleanly and professionally in board books. 
• Incorporate organizational branding elements to ensure board materials maintain a consistent, high-quality look. 

What to Expect

Each session is 3.5 hours with 2.5 hours of training to be followed by 1 hour of office hours for participants to ask additional questions, troubleshoot, and receive guidance from Ann.

What You’ll Need

• A desktop or laptop computer (no tablets or phones), preferably a PC running Windows. Macs can be used, but a Windows PC is preferred. If your work computer has any restrictions, consider using a personal device.
• Microsoft Excel, preferably the newest version, Microsoft 365

Register