Webinar (CPA Crossings): Excel – Create KPI Dashboards for Maximum Impact

Description

Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when. Integrating functions into each and every one of your spreadsheets not only improves efficiency, it also makes your task easier to execute.

In this webinar, we will focus on Logical, Information and Lookup & Reference functions.

In the Logical function section, you will learn to perform logical test using the IF function along with AND, OR and NOT.

In the Information function section, you will learn various ERROR checking functions that can be combined with the Logical functions.

In the Lookup & Reference section, you will learn to use the various LOOKUP functions and INDIRECT function.

This session is presented using Excel 2013. Regardless of the version you are using, ALL 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.

Learning Objectives

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
Major Topics

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
Provider
CPA Crossings, LLC
Course Level
Intermediate
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

Excel Data Analysis Series Part 2 – Data Gathering

Location
Webinar
Register Now
When
Apr 10, 2020
8:00 am - 10:00 am MDT
Location
Webinar
Total CPE Credits
2.0
Format
Webinar
Instructor
Bryan Smith

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Webinar (CPA Crossings): Excel – Create KPI Dashboards for Maximum Impact


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