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14EBD: Excel-Based Dashboards

If you have questions about this event, please call us at 952-831-2707.

Wednesday, September 24, 2014
8:30am - 4:30pm Central Time
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

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If you're not using dashboard reporting, you're wasting time trying to find the information you need. Dashboards improve your company's financial and operational reporting processes and give you easy, on-demand access to critical data so you can get the information you need when you need it. Learn how to use Excel to build high-impact dashboards that extract information from your accounting application and other databases, and discover how to present this data as actionable information. Come away with practical tools and techniques you can use immediately when you get back to your office.

Major subjects

  • Building blocks of Excel-based dashboards and how to use them
  • How to combine data and assemble a dashboard
  • Tips for creating, formatting and manipulating charts and graphs
  • How to use PivotTables and PivotCharts in a dashboard environment, including sorting, filtering, slicers, calculated fields and more
  • Tips for extracting and summarizing data stored in various databases
  • How to identify and highlight data trends
  • How to distribute dashboard reports throughout the company
  • Excel add-ins to enhance the dashboard reporting process

Learning objective(s)

  • Understand how to use Excel tools and functions to build dashboards

Who should take this program?

CPAs in industry and public practice

Fees

Our records indicate you are a nonmember. If you register, you will be charged $349.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $349.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Level Advanced
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Basic Excel knowledge recommended.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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If you have questions about this event, please call us at 952-831-2707.