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.
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