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. In this webcast, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals, in order to make your dashboards easily understood. This webcast focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, the focus of this webcast is not about using Power BI to create visuals. This webcast is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast applies to all versions of Excel.
Dashboard design guidelines. Using Excel features to create visuals. Using visuals to create dashboards. Introduce new Power BI tools that enhance visual and dashboard creation.
Familiarity with the PivotTable function.
Anyone who wants to use Excel to make strategic decisions.
Use dashboards to make strategic decisions. Create KPI dashboards that graphically represent your data. Use Excel tools to easily create meaningful KPI dashboards.
Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA.
Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology.
He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.
Non-Member Price $99.00
Member Price $79.00