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Business Intelligence Dashboards–An Excel-based tool for monitoring clinic capacity and productivity, Health Promotion Capacity Building, Public Health Ontario

October 26, 2015

10:30 to 11:30 a.m.

Business intelligence dashboards are user-friendly, graphic presentations of current status, and display trends of key performance indicators.  This tool has traditionally been used in  business environments, but  it is also useful in public health units and community health centres faced with increasing demands and limited resources.   

Although commercially available dashboard software is available, a fully functional and visually appealing dashboard can be created in Microsoft Excel without any add-ons or plugins. The Simcoe Muskoka District Health Unit developed a dashboard to increase their understanding of the capacity and productivity of their Healthy Smiles Ontario (HSO) dental clinic and to inform timely business decisions about clinic operations. The HSO dashboard uses functions such as pivot charts and slicers to display data that can be easily manipulated and only requires basic Excel experience.

This webinar will introduce the concept of a business intelligence dashboard as a tool for monitoring clinic capacity and productivity, and will demonstrate how to  create a dashboard – from lines of data to an interactive final product.  

Speakers: Debby Oakley and Allison Meserve

Learning Objectives

This webinar will allow participants to:

  • Understand the major steps required to create a business intelligence dashboard
  • See an example of how a business intelligence dashboard was used to monitor clinic capacity and efficiency
  • Use Microsoft Excel tools, tips and tricks to create a display which is visually appealing and easy to manipulate without advanced Excel experience

To register visit

Disclaimer: The opinions expressed by speakers and moderators do not necessarily reflect the official policies or views of Public Health Ontario, nor does the mention of trade names, commercial practices, or organizations imply endorsement by Public Health Ontario.


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