Power BI – Create Excel Dashboards for Maximum Impact

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

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
Future Ready
Pracitioner
Practitioners
CPE Field of Study
Computer Software & Applications
2
Who Should Attend

*Anyone who wants to use Excel to make strategic decisions

Instructor(s)
Bryan Smith
Prerequisites

Attended the PivotTable course or equivalent

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Apr 12, 2023
11:00 am - 1:00 pm EST
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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Power BI – Create Excel Dashboards for Maximum Impact


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