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

version

01

Credits

11

Company Code

Self Study

Format

On Demand

Yellow Book Approved

No

CFP Approved

No

IRS Approved

No

CTEC Approved

No

Field of Study Credits

Computer Software & Applications (11)

Field of Study Department

Computer Software & Applications

Course Version

2023-01

CPE Approved

Yes

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

Customer Reviews

Based on 3 reviews
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P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)