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ESG Data Collection, KPI Development and Excel Dashboards

Categories: ESG
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About Course

Develop an ESG data dictionary, clean site-month records, calculate meaningful KPIs and build an editable Excel dashboard. Includes a worked workbook, a deliberately flawed CSV and a correction log for private practice.

What Will You Learn?

  • LO01: Define KPIs before collecting data
  • LO02: Design a practical collection process
  • LO03: Structure records for Excel analysis
  • LO04: Clean data with an evidence trail
  • LO05: Aggregate data with SUMIFS and COUNTIFS
  • LO06: Calculate ratios and annual KPIs correctly
  • LO07: Build charts that answer useful questions
  • LO08: Write evidence-based performance commentary
  • LO09: Protect formulas and manage controlled updates
  • LO10: Complete the Cedar data-to-dashboard exercise

Course Content

Define data and collection
Work through two practical lessons. Define KPIs before collecting data. Design a practical collection process.

  • Define KPIs before collecting data
  • Design a practical collection process

Structure and clean records
Work through two practical lessons. Structure records for Excel analysis. Clean data with an evidence trail.

Calculate KPIs
Work through two practical lessons. Aggregate data with SUMIFS and COUNTIFS. Calculate ratios and annual KPIs correctly.

Dashboard and commentary
Work through two practical lessons. Build charts that answer useful questions. Write evidence-based performance commentary.

Controls and integrated exercise
Work through two practical lessons. Protect formulas and manage controlled updates. Complete the Cedar data-to-dashboard exercise.

Assessment

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