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Creating Dashboard Components in Microsoft Excel (4173378W)

 
Date:Tuesday, February 13, 2018
Time:9:30 AM - 11:10AM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Karl Egnatoff
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$120.00 FICPA Members, $180.00 Non-Members

Description:

Many organizations are looking for ways to communicate important information to people that are both inside and outside of the company. One way to do so is to create Dashboard objects in Excel that present data in an understandable and concise manner. Excel features such as charts, conditional formatting, tables and table slicers, and form controls can all be used by those creating dashboards. This session shows how and why to use these tools as well as how they can work together to make Excel an interactive data display medium that is both powerful and easy to use!



Objectives:

 Once participants have completed this session they should be able to:

  •  Understand what Excel tools can be used to build dashboard components
  •  Add constructs such as tables, table slicers, cell formatting, conditional cell formatting, charts, and form controls
  •  Create a variety of dashboard objects that allow for end user interaction and effectively present information


Major Topics:
  •    The power of Excel tables
  •   Sorting and filtering tools
  •   Bringing in external data
  •   Charting in Excel
  •   Adding form controls to enhance dashboard objects


Who Should Attend:

 Accounting and other business professionals that would benefit by understanding the many important steps needed to implement new control measures



Prerequisite:
An understanding of Excel conventions

Advanced Preparation:
None

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Registration Status: OPEN