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21WX-2764: Excel: Create KPI Dashboards for Maximum Impact (Webinar)

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

Friday, January 21, 2022
1:00pm - 3:00pm Central Time
2 CPE (2 non-technical)

Alternate dates & more options

  • Wednesday, April 3, 2024 - Webinar

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.

Major subjects

  • 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

Learning objective(s)

  • Understand how you can make strategic decisions based on dashboards
  • Create KPI dashboards
  • Use various Excel tools to easily create meaningful KPI dashboards

Who should take this program?

Anyone who wants to use Excel to make strategic decisions

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Bryan Smith, CPA, CITP, CISA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Excel Data Analysis Series Part 2 - Data Gathering
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.