Drive Your Dashboard with Excel

Price: $101.75

CPE Credits: 11

Category: ,

Course Number: CXDASHMC

Excel dashboards

Description: 

 A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown.  In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX.  This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. Table of Contents
Delivery Method: Online QAS Self Study.

Level: Intermediate to Advanced.

Prerequisites: Knowledge of how to create and format a simple  chart are assumed as is knowledge
of simple formulas and functions.

Excel Version: Excel 2016   (Excel 2013 should have no difficulties)

Advanced Preparation: None

AuthorPatricia McCarthy

Publication: February 2017
This course replaces EXMCDASH -Excel Driven Dashboards for Excel 2010.

Format: PDF and Excel exercise files
Pages: 161

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

• Identify and define a dashboard and its different components
• Recognize the design component of the dashboard
• Recognize, create and edit appropriate charts for a dashboard
• Recognize, create and edit in-cell charts and tables
• Recognize and create Sparklines
• Apply different linking methods in a dashboard
• Apply different filtering techniques and data validation to data
• Recognize and understand how to use absolute cell references and range names
• 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 and apply different functions within a dashboard
• Recognize how to protect and distribute dashboards

  • “This was a great course, you gave me some awesome ideas!”  “.and I loved the scroll bar (new to me) and Data Validation to use”David H.
  • “This is an area of Excel that I do not use often and I learned a ton of new techniques for presenting information. I really enjoyed it!” Sarah L.
  • “I don’t usually have a chance to build up my excel knowledge base unless it is for something absolutely required so I’m glad to see these different ways I can increase the usability of my dashboards.” Brian C.

Description: 

 A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown.  In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX.  This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. Table of Contents
Delivery Method: Online QAS Self Study.

Level: Intermediate to Advanced.

Prerequisites: Knowledge of how to create and format a simple  chart are assumed as is knowledge
of simple formulas and functions.

Excel Version: Excel 2016   (Excel 2013 should have no difficulties)

Advanced Preparation: None

AuthorPatricia McCarthy

Publication: February 2017
This course replaces EXMCDASH -Excel Driven Dashboards for Excel 2010.

Format: PDF and Excel exercise files
Pages: 161

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

• Identify and define a dashboard and its different components
• Recognize the design component of the dashboard
• Recognize, create and edit appropriate charts for a dashboard
• Recognize, create and edit in-cell charts and tables
• Recognize and create Sparklines
• Apply different linking methods in a dashboard
• Apply different filtering techniques and data validation to data
• Recognize and understand how to use absolute cell references and range names
• 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 and apply different functions within a dashboard
• Recognize how to protect and distribute dashboards

  • “This was a great course, you gave me some awesome ideas!”  “.and I loved the scroll bar (new to me) and Data Validation to use”David H.
  • “This is an area of Excel that I do not use often and I learned a ton of new techniques for presenting information. I really enjoyed it!” Sarah L.
  • “I don’t usually have a chance to build up my excel knowledge base unless it is for something absolutely required so I’m glad to see these different ways I can increase the usability of my dashboards.” Brian C.
  • “The course on ethics was one of the best correspondence courses I ever used.  It was well organized and the examples used were extremely helpful.”

    - Tommy R.

  • “..may I say it is rarer that I ever have gotten a personal reply from a CPE Site! Glad I have found your site.”

    - Tom

  • “Thank you for a high quality CPE resource. As a CPA in a small nonprofit, I find your library quite helpful to meet my needs. I appreciate the service.”- 

    - Cheryl