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Power BI®: Create Excel® Dashboards for Maximum Impact

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits

2

Description

Please note: This
course must be completed by
Friday,
December 31, 2021 at 11:59 pm ET
. Please complete the course AND
submit credit before the deadline. Save a copy of your Certificate of
Completion for your records. Once submitted, your CPE hours will also reflect
in your official CPE transcript.

This course is No. 4 in the Microsoft® Power BI® series of webinars. Click button in Program Content section below to see suggested viewing order. 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 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 course focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, this course is NOT about using Power BI to create visuals. This session is presented using Excel 2019. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objective

After attending this presentation, you will be able to * Use dashboards to make strategic decisions * Create KPI dashboards that graphically represent your data * Use Excel® tools to easily create meaningful KPI dashboards

Highlights

The major topics that will be covered in this class include * 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 * This course is No. 4 in the Microsoft® Power BI® series of webinars

Who Should Attend

Anyone who wants to use Excel® to make strategic decisions

Required Knowledge

Attended the Pivot Table course or equivalent

Advanced Prep

None

Event Speaker(s)

Bryan L. Smith, CPA, CITP, CISA ( CPA Crossings LLC, Rochester, MI ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected].

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

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.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

Test Your System
You may test your system by clicking here. Please test your system to ensure you have the proper components installed.

Share This Event

Event Vendor:CPA Crossings, LLC
Field of Study:Computer Software & Applications
Level: Intermediate
Other:New Course

Event Type:On Demand
NASBA Instructional Method:Self Study
Event Code:OD001621

Registration Fees

RegistrationEarly BirdRegular
CPE SelectN/A$0.00
NCACPA MemberN/A$90.00
Non-MemberN/A$125.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.