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 course, 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 importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood.
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
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 Pivot Tables and Pivot Charts * Adding Power View visualizations * Reviewing the completed dashboard
Who Should Attend
Anyone who wants to use Excel® to make strategic decisions
Excel® Data Analysis Series Part 2—Data Gathering
Additional Event Information
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CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.
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