Drive Your Dashboard with Excel ON DEMAND
Available Until
Your Desk
6.0 Credits
Member Price $174.00
Non-Member Price $200.00
Overview
A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. This is NOT a Power BI or Power Query course. The emphasis here is on using basic Excel functions that everyone has access. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. There is a strong emphasis on charts due to the visual nature of a dashboard. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions.
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
Identify and define a dashboard and its different components. Recognize the design component of the dashboard. Recognize, create and edit appropriate charts for a dashboard. Recognize, create and edit in-cell charts and tables. Recognize and create Sparklines. Apply different linking methods in a dashboard. Apply different filtering techniques and data validation to data. Recognize and understand how to use absolute cell references and range names. 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 and apply different functions within a dashboard. Recognize how to protect and distribute dashboards.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $200.00
Member Price $174.00