Excel - Create KPI Dashboards for Maximum Impact

Overview

Description:

In this course, 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 importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards.

Most business professionals use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes more difficult to make strategic decisions based on rows and rows and columns and columns of data. You will learn how to add charts and eye-catching visuals with Power View, which will make your dashboards easily understood.

This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Learning Objectives:

After completing this course you will have the ability to...

• Create KPI dashboards
• Make strategic decisions based on the dashboards you've created
• Use various Excel tools to easily create even more meaningful KPI dashboards

Program Content:

The major topics that will be covered in this class include:

• Dashboard design guidelines
• Setting up a Data Model
• Creating calculated fields and columns
• Creating KPIs
• Adding a linked table to the data model
• Creating PivotTables and PivotCharts
• Adding Power View visualizations
• Reviewing the completed dashboard

Who should attend: Anyone who wants to use data gleaned from Excel to make strategic decisions

Field of Study: Computer Software & Applications

Program Level: Intermediate

Developed By: CPA Crossings, LLC

Instructor: Bryan L. Smith, CPA.CITP, CISA

Prerequisites: Excel Data Analysis Series Part 2 - Data Gathering

Advanced Preparation: None

Format: QAS Self-Study

Highlights

• Dashboard design guidelines
• Setting up a Data Model
• Creating calculated fields and columns
• Creating KPIs
• Adding a linked table to the data model
• Creating PivotTables and PivotCharts
• Adding Power View visualizations
• Reviewing the completed dashboard

Prerequisites

Excel Data Analysis Series Part 2 - Data Gathering

Designed For

Anyone who wants to use data gleaned from Excel to make strategic decisions

Objectives

• Create KPI dashboards
• Make strategic decisions based on the dashboards you've created
• Use various Excel tools to easily create even more meaningful KPI dashboards

Preparation

None