Creating Dashboard Components in Microsoft Excel | 4173378W

Date :
February 13, 2018 6:30 AM - 8:00 AM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Intermediate
Member Price :
70.00
Nonmember Price :
94.00
CPE Credits :
CPE 2.00
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Many organizations are looking for ways to communicate important information to people that are both inside and outside of the company. One way to do so is to create Dashboard objects in Excel that present data in an understandable and concise manner. Excel features such as charts, conditional formatting, tables and table slicers, and form controls can all be used by those creating dashboards. This session shows how and why to use these tools as well as how they can work together to make Excel an interactive data display medium that is both powerful and easy to use!

Objectives:

Once participants have completed this session they should be able to:

Understand what Excel tools can be used to build dashboard components
Add constructs such as tables, table slicers, cell formatting, conditional cell formatting, charts, and form controls
Create a variety of dashboard objects that allow for end user interaction and effectively present information

Major Subjects:

The power of Excel tables
Sorting and filtering tools
Bringing in external data
Charting in Excel
Adding form controls to enhance dashboard objects

Advanced Prep:

None

Misc. Information:

Many organizations are looking for ways to communicate important information to people that are both inside and outside of the company. One way to do so is to create Dashboard objects in Excel that present data in an understandable and concise manner. Excel features such as charts, conditional formatting, tables and table slicers, and form controls can all be used by those creating dashboards. This session shows how and why to use these tools as well as how they can work together to make Excel an interactive data display medium that is both powerful and easy to use!
Level of Difficulty:
Intermediate
Field of Interest:
Computer Software and Applications
Prerequisites:
An understanding of Excel conventions
Designed For:
Accounting and other business professionals that would benefit by understanding the many important steps needed to implement new control measures

Instructors

Karl W. Egnatoff, CPA.CITP
Karl Egnatoff, a member with Phoenix Beach, LLC, is a Certified Public Accountant (CPA) living in Myrtle Beach, South Carolina. He has worked as an information technology services provider and a trainer related to financial and business technology projects since 1995. He has been teaching group-live and web-based continuing education since 2006. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). During his working career, Egnatoff has owned and operated a number of successful businesses, all of which provided consulting and training services. The experience he garnered while running his companies serves him now as he develops and teaches continuing professional education. Egnatoff graduated from Marshall University, where he participated in Division I cross country and track, competing on the varsity squad. He and his wife Lana have been married since 1990 and have two grown sons.
No Agenda or Materials posted.