Excel - Create KPI Dashboards for Maximum Impact

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

This course is 2.00 credits
Instructor
Bryan L. Smith, CPA.CITP, CISA
Field of Study
Technology
Course Level
Intermediate
Vendor
CPA Crossings LLC

Instructor

Bryan L. Smith, CPA.CITP, CISA

Registration Fees

MSCPA-AICPA Member
$79.00
MSCPA Member
$79.00
AICPA Member
$79.00
Non-Member
$79.00
Return to Webinars List

Wednesday, Jan 3, 2018
1:00pm – 3:00pm

Add this event to my calendar

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

Designed For

Anyone who wants to use Excel to make strategic decisions

Course Objectives

After completing this class you will have the ability to...

  • Understand how you can make strategic decisions based on dashboards
  • Create KPI dashboards
  • Use various Excel tools to easily create meaningful KPI dashboards

Major Subjects

The major topics that will be covered in this class include:

  • Dashboard design guidelines
  • Setting up a Data Model
  • Creating calculated fields and columns
  • Creating KPIs
  • Adding a linked table to the data model
  • Creating PivotTables and PivotCharts
  • Adding Power View visualizations
  • Reviewing the completed dashboard

Prerequisites

Excel Data Analysis Series Part 2 - Data Gathering

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