Course Description

Is This Course Right For Me?    

Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes; and in this program, you will learn how to create Excel-based dashboards that provide users with real-time access to mission-critical data. Much more than just a program on charting, this course will demonstrate how to put advanced Excel features, such as data queries, Power Query, PivotTables, and even macros, to work so that you can build Excel-based dashboards that will enhance your financial and operational reporting processes.

Key topics covered in this course include extracting and summarizing data stored in various databases; visualization techniques to present your data more effectively, including advanced charting tools and techniques; identifying and highlighting trends in data; distributing dashboard reports throughout the organization; and using Excel add-ins to enhance the dashboard reporting process. As a means of improving your reporting processes, you do not want to miss this chance to learn how to create and implement Excel-based dashboards in your organization reports.

“Great presentation – lots of good stuff to implement.” C.K., CPA MI

“One of the best classes I’ve taken. Very practical skills that I can use for my job.” B.C., CPA MI

Course Information

CPE Credit: Recommended for 4 hours Accounting and 4 hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files

Prerequisites: Fundamental knowledge of Microsoft Office Excel 2007 or newer

Program level: Advanced

Advance preparation: None

Who should attend: Accounting and financial professionals seeking to improve financial reporting processes

Learning Objectives

Upon completing this course, you should be able to:

  • Implement building blocks of Excel-based dashboards such as Open Database Connectivity, conditional formatting, tables and data models, defined names and dynamic defined names, form controls, and Excel’s RANK function
  • Identify the processes for creating, formatting, and manipulating charts in Excel, including charts based on tables, charts that incorporate dynamic text, charts with conditional formatting, interactive charts, and drill-down charts; additionally, enhance reader’s comprehension of trends by using Sparklines for trend analysis
  • Define the relevance of PivotTables and PivotCharts in Excel-based dashboards and create PivotTables and PivotCharts for use in dashboards; additionally, apply specific PivotTable and PivotChart features, such as Slicers, Field Settings, Calculated Fields, and Calculated Items in an Excel-based dashboard environment
  • Describe how to assemble an Excel-based dashboard using the techniques learned throughout this program

Dates & Locations

Event Date Location Sponsor Name