Power BI - Create Excel Dashboards for Maximum Impact
Online
2.00 Credits
Member Price $118.00
Non-Member Price $142.00
Overview
This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order.
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 webcast, 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 creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals, in order to make your dashboards easily understood.
This webcast focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, the focus of this webcast is not about using Power BI to create visuals.
This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel.
Explore the other webcasts in the 2020 Power BI Series:
Power BI - Introduction to MS Power BI Tools
Power BI - Prepare Your Data Efficiently for Excel Analysis
Power BI - Analyze Your Data With Excel Pivot Tables
Power BI - Use Power Query to Transform Your Data
Power BI - Go Beyond PivotTables with Power Pivot
Power BI - Use Advanced Calculations with DAX Formulas
Power BI - Use PBI Desktop to Create Reports and Dashboards
Power BI - Share Your Data Analysis using PowerBI.com
Objectives
- Use dashboards to make strategic decisions
- Create KPI dashboards that graphically represent your data
- Use Excel tools to easily create meaningful KPI dashboards
Highlights
Dashboard design guidelines
Using Excel features to create visuals
Using visuals to create dashboards
Introduce new Power BI tools that enhance visual and dashboard creation
Designed For
Anyone who wants to use Excel to make strategic decisions
Prerequisites
Attended the PivotTable course or equivalent
Notice
You will receive an email from the AICPA 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 $142.00
Member Price $118.00