Excel - Business Intelligence - Creating a Dashboard

In this training session, you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training ...
About this Event

Live Webinar or Recording

May 30, 2024, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATATX: 1.5, ATAOP: 1.5, ATAPU: 1.5, ATAAA: 1.5, ATAHR: 1.5 (Live Only)

In this training session, you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.
This training focuses on what you need to know to create an interactive professional-looking dashboard using Excel. You'll learn how to: make the dashboard maintenance-free when new data becomes available; create the pivot tables needed to drive the dashboard; create great-looking visuals; add interactivity using slicers; automate elements of the dashboard with a macro and protect the cells containing critical formulas.
No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility, and the fact that most people have it installed on their computers.

Topics covered:

Best practice for setting up data sources
Using Pivot Tables to summarize data
Visual communication using charts
Creating a rolling 30-day summary
Using formulas to create KPI summaries
Creating interactive filters with Slicers
Automating the dashboard with a simple macro
Using protection to prevent accidental changes

Who should attend
This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table. The training will be delivered using Excel 2016 for Windows. However, much of the functionality is available in Excel 2013 and 2010.

Level: Basic
Format: Group Internet Based
Instructional Method: Live Webcast
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: None
Advance Preparation: None

Guest Speaker: Mike Thomas

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Program Prerequisites: None
Advanced Preparation: None

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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