Excel Based Dashboards
Half Day Course
Getting Better Information, Now!
Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data, usually in an on-demand environment, thereby allowing users to get the information they need when they need it. With greatly enhanced charting and graphing capabilities, along with the ability to handle much larger volumes of data, Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes. In this course, learn how to build Excel-based dashboards that extract information from your accounting application along with other databases and to present this data as actionable information in a dashboard setting.
Key topics include extracting and summarizing data stored in various databases; charting and graphing data, including specialized charts and graphs such as tachometer gauges and thermometer charts; identifying and highlighting trends in data; distributing dashboard reports throughout the organization.
Don’t miss this chance to learn how to create and implement Excel-based dashboard reports as a means of improving the financial and operational reporting processes in your organization.
“One of the best classes I’ve taken. Very practical skills that I can use for my job.” B.C.
Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data, usually in an on-demand environment, thereby allowing users to get the information they need when they need it. With greatly enhanced charting and graphing capabilities, along with the ability to handle much larger volumes of data, Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes. In this course, learn how to build Excel-based dashboards that extract information from your accounting application along with other databases and to present this data as actionable information in a dashboard setting.
Key topics include extracting and summarizing data stored in various databases; charting and graphing data, including specialized charts and graphs such as tachometer gauges and thermometer charts; identifying and highlighting trends in data; distributing dashboard reports throughout the organization.
Don’t miss this chance to learn how to create and implement Excel-based dashboard reports as a means of improving the financial and operational reporting processes in your organization.
“One of the best classes I’ve taken. Very practical skills that I can use for my job.” B.C.
Learning Objectives
- Identify building blocks of Excel-based Dashboards such as Open Database Connectivity, Conditional Formatting, Tables, Defined Names, Form Controls, and Excel’s RANK function and describe how to use each of these in an Excel-based Dashboard environment
- Describe the processes for creating, formatting, and manipulating charts in Excel, including Charts based on Tables, Charts with Dynamic Text Boxes, Charts with Conditional Formatting, Interactive Charts, Sparklines, and Drill Down Charts
- Define the relevance of PivotTables and PivotCharts in an Excel-based Dashboard environment and describe how to create PivotTables and PivotCharts based on Tables as well as Dynamic Defined Names; additionally, describe how to use PivotTable functionality such as Sorting and Filtering, Slicers, Field Settings, Calculated Fields, and Items in an Excel-based Dashboard environment
- Describe how to assemble an Excel-based Dashboard using the components learned in this course
Course Information
- CPD Credit: Recommended for 3.5 hours
- Instructional delivery method: Group-live demo and discussion using color computer projection - this course is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or above
- Prerequisites: Fundamental knowledge of Excel operations
- Program level: Advanced
- Advance preparation: None
- Designed for: Accountants who want to learn how to use Excel to create dashboards
- Who should attend: Users of Excel.
Note: This course will be taught in Excel 2016. Reference will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007.
Excel Based Dashboards - Dates & Locations
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