
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
Date
Apr 12, 2023
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
CPE Credits
2
Author(s)
Bryan Smith
Availability
3 months
Product Number
VCXOPBIS423030
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:
- Power BI - Introduction to MS Power BI Tools
- Power BI - Prepare Your Data Efficiently for Excel Analysis
- Power BI - Analyze Your Data With Excel Pivot Tables
- Power BI - Create Excel Dashboards for Maximum Impact
- Power BI - Use Power Query to Transform Your Data
- Power BI - Go Beyond PivotTables with Power Pivot
- Power BI - Use Advanced Calculations with DAX Formulas
- Power BI - Use PBI Desktop to Create Reports and Dashboards
- Power BI - Share Your Data Analysis using PowerBI.com
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 Outcomes
- Use dashboards to make strategic decisions
- Create KPI dashboards that graphically represent your data
- Use Excel tools to easily create meaningful KPI dashboards
Who Will Benefit
- Anyone who uses or wants to use Excel for data analysis
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
Contact usThe 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.
Ratings and reviews
Log in to apply your member discount.