Webinar: Excel - Create KPI Dashboards for Maximum Impact

WC1763  |  Partner Virtual Events  |  Intermediate  |  Scheduled

Description

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 event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

Credits

Number of Credits Type of Credits
2 Other

Prerequisites

Excel Data Analysis Series Part 2 - Data Gathering

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

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

Preparation

None

Notes

This webinar is provided by CPA Crossings, LLC. After registering for the course, you will receive an email from CPA Crossings with instructions for logging in to the webinar and obtaining your eMaterials.

Prices

Member (Early Bird)
$79.00
Non-Member (Early Bird)
$79.00
Member
$79.00
Non-Member
$79.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com