Drive Your Dashboard with Excel (SHMC)

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

Learning Objectives:

• Identify and define a dashboard and its different components
• Recognize the design component of the dashboard
• Recognize, create and edit appropriate charts for a dashboard
• Recognize, create and edit in-cell charts and tables
• Recognize and create Sparklines
• Apply different linking methods in a dashboard
• Apply different filtering techniques and data validation to data
• Recognize and understand how to use absolute cell references and range names
• Recognize the pros and cons of pivot charts and how to use them in a dashboard
• Recognize the different types of conditional formatting and how to apply them
• Recognize and apply different functions within a dashboard
• Recognize how to protect and distribute dashboards

Designed For:

All CPAs