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Friday, June 28, 2024 Live Webcast

Excel - Create KPI Dashboards for Maximum Impact (X2-44637)

9:30 AM - 11:30 AM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data.

DESIGNED FOR

Anyone who wants to use Excel to make strategic decisions

BENEFITS

After completing this class you will have the ability to...

  • Understand how you can make strategic decisions based on dashboards
  • Create KPI dashboards
  • Use various Excel tools to easily create meaningful KPI dashboards

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Dashboard design guidelines
  • Setting up a Data Model
  • Creating calculated fields and columns
  • Creating KPIs
  • Adding a linked table to the data model
  • Creating PivotTables and PivotCharts
  • Adding Power View visualizations
  • Reviewing the completed dashboard

COURSE LEVEL

Intermediate

PREREQUISITES

Excel Data Analysis Series Part 2 - Data Gathering

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Read bio

PRICING

$79.00 - Member

$99.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings