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Seminar: Business Intelligence Dashboards– An Excel-based tool in monitoring clinic capacity and productivity
Monday, October 26, 2015 10:30 am to 11:30 am
Venue: by webinar only
Health Promotion
City: Online
Format: Webinar

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. 

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.


Debby Oakley is an epidemiologist with Simcoe Muskoka District Health Unit, whose portfolio is dedicated to the oral health program. She has a bachelor’s degree in Biological Sciences and a Master's Degree in Public Health from the University of Guelph. Debby has created tools and resources that assist staff with streamlining data entry processes and collecting valuable information. Her knowledge of Microsoft Excel is entirely self-taught, mostly from an ongoing desire for simple solutions to everyday data management and visualization problems.

Allison Meserve is a health promotion consultant focusing on program planning and evaluation in the Health Promotion Capacity Building group at PHO. Allison holds a Masters of Public Health from Columbia University, and has worked in various public health roles over the past fifteen years, including program manager of a social marketing program targeting youth and internal evaluator for a large community based organization. For the past seven years, she has provided planning, evaluation, research and ethics support to public health practitioners. 

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


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Public Health Ontario is committed to complying with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodations to participate in this event, please contact 647-260-7471or


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