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Thursday, January 14, 2021 Webcast

Power BI - Create Excel Dashboards for Maximum Impact (X2-14704)

2:00 PM - 4:00 PM EST

Webcast


2.0 CPE Credits in SK

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.

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.

View Series Sequence

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

$69.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

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COURSE DEVELOPER

CPA Crossings

AREAS OF INTEREST