Power BI - Create Excel Dashboards for Maximum Impact

In this webcast you will learn how to build robust dashboards for analyzing key metrics in Excel; from dashboard design guidelines, to creating KP...

6/5/2023 11:00am - 1:00pm  |  Online  |  AICPA

Members: $118.00, Non-members: $142.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order.

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 webcast, 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 webcast focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, the focus of this webcast is not about using Power BI to create visuals.

This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel.

Explore the other webcasts in the 2020 Power BI Series:

Power BI - Introduction to MS Power BI Tools

Power BI - Prepare Your Data Efficiently for Excel Analysis

Power BI - Analyze Your Data With Excel Pivot Tables

Power BI - Use Power Query to Transform Your Data

Power BI - Go Beyond PivotTables with Power Pivot

Power BI - Use Advanced Calculations with DAX Formulas

Power BI - Use PBI Desktop to Create Reports and Dashboards

Power BI - Share Your Data Analysis using PowerBI.com

Instructor: Bryan Smith

Target Audience

Anyone who wants to use Excel to make strategic decisions

Course Objectives

Use dashboards to make strategic decisions

Create KPI dashboards that graphically represent your data

Use Excel tools to easily create meaningful KPI dashboards

Subjects

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