Excel - Create KPI Dashboards for Maximum Impact Webinar
May 28 1:00 - 3:00 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
Bryan L. Smith, CPA.CITP, CISA
Bryan is an author and top-rated presenter of numerous courses on technology
related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and
professional service organizations. He focuses on helping firm leaders
understand the issues and opportunities associated with deploying information
technology to improve productivity and enhance client services and increase
profitability.
Professional Experience and Credentials
Past Chair, MACPA Information Technology Task Force
Master of Science in Information Assurance
Past Member, AICPA CITP Credential Committee
Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
Past Chair, MACPA Leadership Task Force
Regional Director in charge of mid-market technology services for top 10
accounting firm
Executive Manager of top 100 firm serving as Regional Director of
consulting and IT audit services
Former Senior Manager of top 100 firm responsible for developing and
leading IT consulting services group
Certified Information System Auditor (CISA)
Member of the Information System Audit and Control Association
Extensive experience in leading world class organizations through mission
critical IT systems deployment