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Power BI - Create Excel Dashboards for Maximum Impact
Webcast

Power BI - Create Excel Dashboards for Maximum Impact

In this webcast you will learn how to build robust dashboards for analyzing key metrics in Excel; from dashboard design guidelines, to creating KPIs and adding charts and visuals.

Format

Webcast

NASBA Field of Study

Computer Software and Applications

Level

Intermediate

CPE Credits

2

Author(s)

Bryan Smith

Availability

3 months

Learning Outcomes
  • Use dashboards to make strategic decisions.
  • Create KPI dashboards that graphically represent your data.
  • Use Excel tools to easily create meaningful KPI dashboards.
Key Topics
  • Dashboard design guidelines
  • Using Excel features to create visuals
  • Using visuals to create dashboards
  • Introduce new Power BI tools that enhance visual and dashboard creation
Product Details

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order.

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this webcast, you will learn how to build robust dashboards for analyzing key metrics in Excel.

We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals, in order to make your dashboards easily understood.

This webcast focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, the focus of this webcast is not about using Power BI to create visuals.

This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel.

Explore the other webcasts in the 2020 Power BI Series:

Who Will Benefit
  • Anyone who wants to use Excel to make strategic decisions
Pricing
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Contact us
More Details
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
Prerequisites
Attended the PivotTable course or equivalent
Access
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2 hrs
Speakers
Bryan Smith
CPA, CITP, CISA
Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Power BI - Create Excel Dashboards for Maximum Impact
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