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Excel - Create KPI Dashboards for Maximum Impact

Available Until

OnDemand

2.00 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

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.


Most business professionals use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes more difficult to make strategic decisions based on rows and rows and columns and columns of data. You will learn how to add charts and eye-catching visuals with Power View, which will make your dashboards easily understood.


This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

  • Course Instructor: Bryan L. Smith, CPA.CITP, CISA
  • Highlights

    • Dashboard design guidelines
    • Setting up a Data Model
    • Creating calculated fields and columns
    • Creating KPIs
    • Adding a linked table to the data model
    • Creating PivotTables and PivotCharts
    • Adding Power View visualizations
    • Reviewing the completed dashboard

    Prerequisites

    Excel Data Analysis Series Part 2 - Data Gathering

    Designed For

    Anyone who wants to use data gleaned from Excel to make strategic decisions

    Objectives

    • Create KPI dashboards
    • Make strategic decisions based on the dashboards you've created
    • Use various Excel tools to easily create even more meaningful KPI dashboards

    Preparation

    None

    Notice

    This is an OnDemand course offered by a third-party vendor. To access the course after purchase, go to My NESCPA and then My CPE and click on My OnDemand. Individual courses are available 90 days from the date of purchase.

    Non-Member Price $109.00

    Member Price $79.00