Excel - Create KPI Dashboards for Maximum Impact Webinar

Jul 26
2:00 - 4:00 p.m.

Online

2-Other
CPE Credits

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 session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights

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

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. CXOXLS142W2

Level: Intermediate

Prerequisites: Excel Data Analysis Series Part 2 - Data Gathering

Speaker(s)

Bryan Smith

DataSmith Pro LLC

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