Excel - Create KPI Dashboards for Maximum Impact

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.