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Thursday, January 16, 2020 Webcast

Power BI - Create Excel Dashboards for Maximum Impact (X2-12348)

10:00 AM - 12:00 PM EST
webcast

Webcast

2.0 CPE Credits in CS

OVERVIEW

* This course is #4 in the Microsoft Power BI series of webinars. Click button in Program Highlights section below to see 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 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

DESIGNED FOR

Anyone who wants to use Excel to make strategic decisions.

BENEFITS

After attending this presentation you will be able to...

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

HIGHLIGHTS

The major topics that will be covered in this class include:

  • 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
This course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

Power BI Series

COURSE LEVEL

Intermediate

PREREQUISITES

Attended the PivotTable course or equivalent.

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$79.00 - Member

$79.00 - Non Member

$0.00 - Student Member

$0.00 - CPA Candidate Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings