CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Drive Your Dashboard with Excel

Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
11 Credits: Computer Software & Applications

Course Description

A dashboard is a dynamic tool that provides pertinent summary information to help assist in management decision making. Designed to provide an instant view into key performance indicators, a dashboard essentially provides the analysis which allows users to draw a quick conclusion based on the trends and comparisons shown. This course focuses on using Excel to create an effective dashboard using charts, conditional formatting, data validation, and more. The materials are presented in an easy to follow format, complete with practice exercise files to aid in the understanding of the techniques and tools provided.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Define a dashboard, noting its characteristics, components, and how it differs from a report
  • Recognize the design component of the dashboard
  • Identify different types of charts and their appropriate usage, and note the process for creating and editing appropriate charts for a dashboard
  • Recognize the process of creating and editing in-cell charts and tables, noting efficient methods to format for consistency
  • Define a Sparkline and note its historical significance
  • Note the application of different linking methods in a dashboard
  • Note the different filtering techniques and data validation to data
  • Recognize absolute cell references and range names, noting their application
  • 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 the different functions within a dashboard, noting their syntax and application
  • Recognize the process of protecting and distributing dashboards

Course Specifics

Course ID
2174528
Revision Date
September 23, 2020
Advanced Preparation

Excel 2013/2016. Some features are not available with earlier versions. Differences in step by step instructions as well as screen shots are noted where applicable.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

Patricia McCarthy, MBA Read More »

Drive Your Dashboard with Excel

Expert Instructors
Format
CPE CREDITS
11 Credits: Computer Software & Applications

$308.00$348.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
11 Credits: Computer Software & Applications

Course Description

A dashboard is a dynamic tool that provides pertinent summary information to help assist in management decision making. Designed to provide an instant view into key performance indicators, a dashboard essentially provides the analysis which allows users to draw a quick conclusion based on the trends and comparisons shown. This course focuses on using Excel to create an effective dashboard using charts, conditional formatting, data validation, and more. The materials are presented in an easy to follow format, complete with practice exercise files to aid in the understanding of the techniques and tools provided.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Define a dashboard, noting its characteristics, components, and how it differs from a report
  • Recognize the design component of the dashboard
  • Identify different types of charts and their appropriate usage, and note the process for creating and editing appropriate charts for a dashboard
  • Recognize the process of creating and editing in-cell charts and tables, noting efficient methods to format for consistency
  • Define a Sparkline and note its historical significance
  • Note the application of different linking methods in a dashboard
  • Note the different filtering techniques and data validation to data
  • Recognize absolute cell references and range names, noting their application
  • 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 the different functions within a dashboard, noting their syntax and application
  • Recognize the process of protecting and distributing dashboards

Course Specifics

Course ID
2174528
Revision Date
September 23, 2020
Advanced Preparation

Excel 2013/2016. Some features are not available with earlier versions. Differences in step by step instructions as well as screen shots are noted where applicable.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

Patricia McCarthy, MBA Read More »

Drive Your Dashboard with Excel

Expert Instructors
Format
CPE CREDITS
11 Credits: Computer Software & Applications

$308.00$348.00

Clear