Power BI - Create Excel Dashboards for Maximum Impact (Course 4)

Overview

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.

Highlights

• 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

Prerequisites

Attended the PivotTable course or equivalent

Designed For

Anyone who wants to use Excel to make strategic decisions

Objectives

• Use dashboards to make strategic decisions
• Create KPI dashboards that graphically represent your data
• Use Excel tools to easily create 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.