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Power BI – Create Excel Dashboards for Maximum Impact

Description

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.

Learning Objectives

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

Major Topics

*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

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Technology
CPE Field of Study
Computer Software & Applications
2
Who Should Attend

Anyone who wants to use Excel to make strategic decisions

Prerequisites

Attended the PivotTable course or equivalent

Advanced Preparation

None

Location
Online
Event Information
When
Oct 11, 2021
11:00 am - 1:00 pm EDT
Location
Online
Total CPE Credits
2
Format
Webcast Replay

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Power BI – Create Excel Dashboards for Maximum Impact


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