Drive Your Dashboard with Excel FLEXCAST

Overview

In the fast-paced world of business, the need for quick, effective decision-making is paramount, yet sifting through extensive data can be overwhelming. This is where the power of a well-designed dashboard comes into play. This course addresses the challenge of transforming raw data into insightful, easily digestible information. It agitates the problem of traditional report analysis - often time-consuming and complex - and presents a solution through the use of dynamic Excel dashboards. You’ll learn to define, design, and deploy dashboards, distinguishing them from standard reports. The course covers practical skills in creating and editing various types of charts, applying conditional formatting, and utilizing data validation. By mastering these Excel techniques, including Sparklines, pivot charts, and effective data linking, you’ll be equipped to create dashboards that not only streamline data analysis but also enhance management decision-making processes.

Highlights

Dashboard mockup. Chart overview. Creating charts. Chart basics. In-cell charts. Linking charts and cells. Camera tool. Sparklines. Creating mini charts. Dynamic charts.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to drive your dashboard with Excel.

Objectives

Define a dashboard, noting its characteristics, components, and how it differs from a report. Recognize the design component of the dashboard. Identify different types of charts and their appropriate usage, and note the process for creating and editing appropriate charts for a dashboard. Recognize the process of creating and editing in-cell charts and tables, noting efficient methods to format for consistency. Define a Sparkline and note its historical significance. Note the application of different linking methods in a dashboard. Note the different filtering techniques and data validation to data. Recognize absolute cell references and range names, noting their application. Recognize the pros and cons of pivot charts and how to use them in a dashboard. Recognize the different types of conditional formatting and how to apply them. Recognize the different functions within a dashboard, noting their syntax and application. Recognize the process of protecting and distributing dashboards.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.