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Monday, October 19, 2015 Live

Excel-Based Dashboards (E1510313)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

4 CPE Credits in AA
4 CPE Credits in MT

OVERVIEW

Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data. Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes.

DESIGNED FOR

Accountants in all facets of the profession seeking to improve financial reporting processes.

BENEFITS

Build Excel-based dashboards that extract information from your accounting application along with other databases, and present this data as actionable information in a dashboard setting. Extract and summarize data stored in various databases; chart and graph data, including specialized charts and graphs such as tachometer gauges and thermometer charts; identify and highlight trends in data; distribute dashboard reports throughout the organization; and use Excel add-ins such as Xcelsius and BizExcelerator to enhance the dashboard reporting process.

HIGHLIGHTS

  • Building blocks of Excel-based dashboards, such as open database connectivity; conditional formatting; tables; defined names and dynamic defined names; form controls; and Excel’s RANK function, and using each of these in an Excel-based dashboard environment
  • Creating, formatting and manipulating charts in Excel, including charts based on tables, charts with dynamic text boxes, charts with conditional formatting, interactive charts, sparklines and drill down charts
  • PivotTables and PivotCharts in an Excel-based dashboard environment
  • Creating PivotTables and PivotCharts based on tables as well as dynamic defined names
  • Using specific PivotTable and PivotChart functionality, such as sorting and filtering, slicers, field settings, calculated fields and calculated items in an Excel-based dashboard environment
  • Assembling an Excel-based dashboard

COURSE LEVEL

Advanced

PREREQUISITES

Fundamental knowledge of Excel operations.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This is not a hands-on course.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Karl Egnatoff

Karl W. Egnatoff, CPA, CITP

Phoenix Beach, LLC

Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina. During the past 22 years Mr. Egnatoff has worked as a consultant, trainer and as a software engineer while engaged on projects for business organization of all types. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. Before partnering with Pat Garverick to form Phoenix Beach in 2015, Karl presented and created material in association with other quality CPE organizations for approximately seven years. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses. All of these provided services to other organizations in the business community. The experience he garnered while serving these organizations helps him now as he writes and presents continuing professional education through Phoenix Beach. Mr. Egnatoff is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID). Karl graduated from Marshall University with a Bachelor of Business Administration degree. During his time in college, he participated in division I Cross County competing on the varsity squad. He was also on Marshall’s Track team. Karl and his wife Lana have been married for twenty-seven years. They have two grown sons, Jordan and Steven.

PRICING

$399.00 - Nonmember

$299.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

K2 Enterprises