Drive Your Dashboard with Excel (SHMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate
Credits
11
Qualifies For
CPE



Price:  $109.99

A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions.

Additional information

Credits

11

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Computer Software & Applications (11)

Field of Study Department

Computer Software & Applications

Course Version

2022-01

CPE Approved

1

Pre-requistes:

Knowledge of how to create and format a simple chart are assumed as is knowledge of simple formulas and functions.

Knowledge Level:

Intermediate

Major Topics:

  • Overview of Dashboard design and structure
  • Creating and using charts
  • Linking Charts and Cells
  • Conditional Formatting
  • Dynamic Chart Components Dynamic Legends
  • Overview of different charts and their functions
  • Overview of Pivot Tables

Designed For:

All CPAs