CPE Course Creating Dynamic Excel Dashboards
November 1, 2017
12:45pm — 4:30pm
Field of Interest Computer Training, Other
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 creditsView Cart
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
• 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
We highly recommend bringing a laptop with excel on it.
The Software Trainer