Creating Dashboard Components in Microsoft Excel

The start date for this course has passed. Registration is no longer available.

This course is 4.00 credits
Field of Study
Technology
Course Level
Intermediate
Vendor
California Society of CPAs

Registration Fees

MSCPA-AICPA Member
$120.00
MSCPA Member
$120.00
AICPA Member
$188.00
Non-Member
$188.00
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Tuesday, Feb 13, 2018
11:30am – 3:00pm

Many organizations are looking for ways to communicate important information to people that are both inside and outside of the company. One way to do so is to create Dashboard objects in Excel that present data in an understandable and concise manner. Excel features such as charts, conditional formatting, tables and table slicers, and form controls can all be used by those creating dashboards. This session shows how and why to use these tools as well as how they can work together to make Excel an interactive data display medium that is both powerful and easy to use!

Many organizations are looking for ways to communicate important information to people that are both inside and outside of the company. One way to do so is to create Dashboard objects in Excel that present data in an understandable and concise manner. Excel features such as charts, conditional formatting, tables and table slicers, and form controls can all be used by those creating dashboards. This session shows how and why to use these tools as well as how they can work together to make Excel an interactive data display medium that is both powerful and easy to use!

Designed For

 Accounting and other business professionals that would benefit by understanding the many important steps needed to implement new control measures

Course Objectives

 Once participants have completed this session they should be able to:

  •  Understand what Excel tools can be used to build dashboard components
  •  Add constructs such as tables, table slicers, cell formatting, conditional cell formatting, charts, and form controls
  •  Create a variety of dashboard objects that allow for end user interaction and effectively present information

Major Subjects

  •    The power of Excel tables
  •   Sorting and filtering tools
  •   Bringing in external data
  •   Charting in Excel
  •   Adding form controls to enhance dashboard objects

Prerequisites

 An understanding of Excel conve

The start date for this course has passed. Registration is no longer available.