* 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.
After attending this presentation, you will be able to * Determine the advantages of using PivotTables to analyze data from multiple dimensions * Apply the step-by-step process to create PivotTables
The major topics that will be covered in this class include * Dashboard design guidelines
Who Should Attend
Anyone who wants to use Excel® to make strategic decisions
Attended the PivotTable course or equivalent
Additional Event Information
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 email 30 minutes prior to the start of a live online program.
Test Your System
You may test your system by clicking here. Please test your system to ensure you have the proper components installed.
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.
Also Available As
Tuesday, August 16, 2022 (10:00 am–11:40 am ET)
Wednesday, September 28, 2022 (2:00 pm–3:40 pm ET)
Monday, March 6, 2023 (1:00 pm–2:40 pm ET)
Share This Event
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.