Power BI - Create Excel Dashboards for Maximum Impact

Speaker: Bryan Smith, CPA, CITP, CISA

Format

Video

Level

Intermediate

Duration

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.

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

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

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 - 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

Who should take this course?

Anyone who wants to use Excel to make strategic decisions

Professional development

This Video offers 2 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:	Attended the PivotTable course or equivalent
Programme level:	Intermediate
Duration:	2h
Format:	Video
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Speaker

Bryan Smith, CPA, CITP, CISA
Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

Qualifications and Experience:

• Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years.
• Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security.
• Specialized knowledge in project management systems
• Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan
• Treasurer of the Microsoft Project Users Group - Michigan
• Member of the AICPA CITP (Certified Information technology Professional) Credential Committee
• Past Chair of the Michigan Association of CPAs Information
• Technology Committee and Leadership Committee

Accessibility

The 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 product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional 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.