Excel-Based Dashboards

Date/Time

Thursday, November 1, 2012
8:30am – 4:00pm

Location

Crowne Plaza- Overland Park
12601 W 95th St
Lenexa, KS 66215
913-217-1000

Course Type

Live Courses

CPE Credit

8 hours CPE credit

Instructor

Lawrence A McClelland

Level of Knowledge

Advanced

Designed For

Accountants who want to learn how to use Excel to create dashbaords

Vendor

K2 Enterprises

Prerequisites

Fundamental knowledge of Excel operations

Member Fee $280.00
Non-Member Fee $330.00
Late Fee
on or after October 22, 2012
$30.00
Your Price $330.00

Description

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 covered in this course 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; and using Excel add-ins such as Xcelsius and BizExcelerator to enhance the dashboard reporting process.

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.

Highlights

Creating and implementing Excel-based dashboard reports to improve the financial and operational reporting processes in your organization

Objectives

  • Identify building blocks of Excel-based Dashboards such as an Open Database Connectivity, Conditional Formatting, Tables, Defined Names and Dynamic 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 Dashboards environment and describe how to create PivotTables and PivotCharts based on Tables as well as Dynamic Defined Names; additionally, describe how to use specific PivotTable and PivotChart functionality such as Sorting and Filtering, Slicers, Field Settings, Calculated Fields, and Calculated Items in an Excel-based Dashboard environment
  • Describe how to assemble an Excel-based Dashboard using the components learned elsewhere in this course

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