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 is a dynamic tool that provides pertinent summary information to help assist in management decision making. Designed to provide an instant view into key performance indicators, a dashboard essentially provides the analysis which allows users to draw a quick conclusion based on the trends and comparisons shown. This course focuses on using Excel to create an effective dashboard using charts, conditional formatting, data validation, and more. The materials are presented in an easy to follow format, complete with practice exercise files to aid in the understanding of the techniques and tools provided.
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
Define a dashboard, noting its characteristics, components, and how it differs from a report. Recognize the design component of the dashboard. Identify different types of charts and their appropriate usage and note the process for creating and editing appropriate charts for a dashboard. Recognize the process of creating and editing in-cell charts and tables, noting efficient methods to format for consistency. Define a Sparkline and note its historical significance. Note the application of different linking methods in a dashboard. Note the different filtering techniques and data validation to data. Recognize absolute cell references and range names, noting their application. 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 the different functions within a dashboard, noting their syntax and application. Recognize the process of protecting and distributing 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