CPE Course Creating Dynamic Excel Dashboards

November 1, 2017

12:45pm — 4:30pm

Location Manchester

Member Price $139.50
Non-member Price $189.50

Curriculum Other

Field of Interest Computer Training, Other

Level Intermediate

Designed For

Accounting and financial professionals who need to create an interactive one page Excel Dashboard overview that provides an at-a-glance view of key performance business indicators

4.00 credits

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Dynamic Excel Dashboards are rapidly becoming the new standard for reporting. As a result, it’s becoming a must-have skill for Excel users who need to prepare reports. Dashboards provide a visual snapshot of mission-critical data in an on-demand environment. With greatly enhanced charting capabilities, along with the ability to handle much larger volumes of data, Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes.
This class will teach you step-by-step how to work with data and transform it into an easy to understand visual format in a dynamic Excel-based dashboard.
Don’t miss this chance to learn how to create insightful, professional quality Excel-based dashboard reports.

Learn how to create an interactive, dynamic Excel dashboard to:
• Provide insight, analysis and alerts
• Display key trends, comparisons and data graphically
• Assist with project management and financial forecasting

Upon completion of this course, participants will be able to:
• Reformat data with the TEXT functions
• Use DATE functions in calculations and data analysis 
• Calculate & summarizing data with SUMIF and SUBTOTAL functions 
• Test conditions with the LOGICAL functions (IF, AND, OR, NOT) 
• Learn the art of nesting formulas and troubleshooting complex formulas
• Extract data stored in various sources; Excel, Access, etc.
• Understand advantages of tabular formatted data
• Apply conditional formatting to highlight key indicators
• Create filters to switch between categories to measure, e.g. month, region, product, etc.
• Design an easy to update dashboard template based on drop down lists and formulas to identify and highlight trends in data


Major Topics
• Identifying dashboard data source options
• Understanding why “less is more” in Dashboard design
• Selecting the right charts to display your data effectively
• Building interactive controls
• Using PivotTables, PivotCharts and Slicers to analyze data
• Automating the Dashboard to incorporate new data


Marie McCooey

I’m Marie McCooey, better known as the Software Trainer™. I help organizations become more productive, simply by delivering the best Microsoft Office training available anywhere.I’ve been training for over 20 years, and I still get excited when a workshop attendee has one of those “aha” moments! See, these tips and techniques are more than just shortcuts. They’re a way to maximize your productivity and make you more of an asset to your organization.That’s why I’m passionate about what I do.I love helping people! I love sharing things with people, and I love training and teaching.I didn’t actually set out to be a trainer. I had just finished my MBA at Bryant University when my professor asked if I could teach her class while she took a sabbatical. I said “yes,” and over time developed my own curriculum and specialized training. Over 10,000 students later, I’m still going strong and excited to impact the bottom line for individuals and companies every day.Today I’m a Microsoft Certified Trainer (MCT) providing training in Microsoft Office applications, including Excel, Word, PowerPoint, Access, and Visio. I help people in Fortune 100 companies, small businesses, and universities become more productive, more efficient, and less frazzled, simply by learning, remembering, and implementing these powerful (and rarely taught) Microsoft Office tips.Whether you’re “technologically challenged,” an advanced user, or somewhere in between, chances are I’ll help you get more done in less time. I’m able to convey complex information in a manner that’s easy to understand, and help you apply it immediately.One last thing you should know – learning Microsoft Office inside and out is actually quite fun! Yes, I know the material could seem dry, but people who come to my training are surprised at how engaging and lively it is, and you will, too. During our time together in the training, I’ll give you practical, useable, easy-to-retain tips and tools that will make you a rock star of productivity back in the office.close


We highly recommend bringing a laptop with excel on it.


The Software Trainer

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