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Technical

Power BI - Create Excel Dashboards for Maximum Impact Logo aicpa

  Free |   CPE: 2.0 |   AICPA |   04 Jun 2020 |   Computer Science |   AICPA Store
Who Will Benefit?
  • Anyone who wants to use Excel to make strategic decisions
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
Learning Objectives
  • Use dashboards to make strategic decisions.
  • Create KPI dashboards that graphically represent your data.
  • Use Excel tools to easily create meaningful KPI dashboards.

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:

Topics covered:
  • Management accounting: Technical: Management reporting & analysis: Management reporting, Foundational
  • Management accounting: Technical: Accounting information systems: Information systems environment, Foundational
  • Management accounting: Digital skills: Data analytics, Foundational

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