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Monday, December 16, 2024 Live Webcast

Excel - Create KPI Dashboards for Maximum Impact (X2-44643)

3:30 PM - 5:30 PM EST
webcast

Vendor Platform

2 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.

DESIGNED FOR

Anyone who wants to use Excel to make strategic decisions

BENEFITS

After completing this class you will have the ability to...

  • Understand how you can make strategic decisions based on dashboards
  • Create KPI dashboards
  • Use various Excel tools to easily create meaningful KPI dashboards

HIGHLIGHTS

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

  • Dashboard design guidelines
  • Setting up a Data Model
  • Creating calculated fields and columns
  • Creating KPIs
  • Adding a linked table to the data model
  • Creating PivotTables and PivotCharts
  • Adding Power View visualizations
  • Reviewing the completed dashboard

COURSE LEVEL

Intermediate

PREREQUISITES

Excel Data Analysis Series Part 2 - Data Gathering

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

$99.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings