Drive Your Dashboard with Excel

6 Credits: Computer Software & Applications


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Drive Your Dashboard with Excel

Course Level
CPE Credits

6 Credits: Computer Software & Applications

Course Description

In the fast-paced world of business, the need for quick, effective decision-making is paramount, yet sifting through extensive data can be overwhelming. This is where the power of a well-designed dashboard comes into play. This course addresses the challenge of transforming raw data into insightful, easily digestible information. It agitates the problem of traditional report analysis – often time-consuming and complex – and presents a solution through the use of dynamic Excel dashboards. You’ll learn to define, design, and deploy dashboards, distinguishing them from standard reports. The course covers practical skills in creating and editing various types of charts, applying conditional formatting, and utilizing data validation. By mastering these Excel techniques, including Sparklines, pivot charts, and effective data linking, you’ll be equipped to create dashboards that not only streamline data analysis but also enhance management decision-making processes.

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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; and
  • Recognize the process of protecting and distributing dashboards.
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Course Specifics

Course ID
Revision Date
November 30, 2023

Basic knowledge of Excel including formatting and charting as well as familiarity with Pivot Tables, formulas, and functions.

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.

Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

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 …