Excel - Create KPI Dashboards for Maximum Impact
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
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.
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
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
Designed For
Anyone who wants to use Excel to make strategic decisions
Prerequisites
Excel Data Analysis Series Part 2 - Data Gathering
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
Bryan Smith, CPA Crossings LLC
Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee
Non-Member Price $124.00
Member Price $89.00