Webinar: Excel-Based Dashboards

WK347  |  Partner Virtual Events  |  Advanced  |  Scheduled


Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes; and in this program, you will learn how to create Excel-based dashboards that provide users with real-time access to mission-critical data. Much more than just a program on charting, this course will demonstrate how to put advanced Excel features, such as data queries, Power Query, PivotTables, and even macros, to work so that you can build Excel-based dashboards that will enhance your financial and operational reporting processes.


Number of Credits Type of Credits
4 Accounting and Auditing
4 Other


Fundamental knowledge of Microsoft Office Excel 2007 or newer


Advanced Excel techniques for extracting and summarizing dashboard dataCreating visualizations for more effective communicationsPivotTables and PivotCharts in Excel-based dashboardsBuilding and sharing Excel-based dashboards


Upon completing this course, you should be able to:

  • Implement building blocks of Excel-based dashboards such as Open Database Connectivity, conditional formatting, tables and data models, defined names and dynamic defined names, form controls, and Excel's RANK function
  • Identify the processes for creating, formatting, and manipulating charts in Excel; additionally, enhance reader's comprehension of trends by using Sparklines for trend analysis
  • Define the relevance of and create PivotTables and PivotCharts in Excel-based dashboards for use in dashboards; additionally, apply specific PivotTable and PivotChart features
  • Describe how to assemble an Excel-based dashboard using the techniques learned throughout this program




This webinar is provided by K2 Enterprises. After registering for the course, you will receive an email from K2 with instructions for logging in to the webinar and obtaining your eMaterials.


Member (Early Bird)
Non-Member (Early Bird)
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


Brian F. Tankersley, CITP, CGMA

Brian Tankersley is a consultant based in Farragut, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com) and frequently posts articles to the K2 blog on AccountingWeb.com.

Tankersley's areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His public accounting experience includes accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian's industry experience includes retail, financial services, wholesale, and manufacturing. His information technology experience includes technology strategy, technology management, systems implementation, technical training and documentation.

Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He is a certified public accountant (Tennessee), and a certified information technology professional (CITP). In 2007 and 2008, Brian was selected as a "40 Under 40" honoree for his leadership in the profession by the CPA Technology Advisor.

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