Excel: Creating & Interactive Dashboard

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Live Webinar

  • 90 minutes

This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table. The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of the application.

No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, the presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, it’s flexibility and the fact that most people have it installed on their computer.

In this webinar join expert speaker Mike Thomas, where you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.

Session Highlights:

  • Best practice for setting up data sources

  • Using Pivot Tables to summarize data

  • Visual communication using charts

  • Using formulas to create KPI summaries

  • Creating interactive filters with Slicers

  • Automating the dashboard with a simple macro

  • Using protection to prevent accidental changes

Why You Should Attend:

You'll learn how to make the dashboard maintenance-free when new data becomes available; create the pivot tables needed to drive the dashboard; create great looking visuals; add interactivity using slicers; automate elements of the dashboard with a macro and protect the cells containing critical formulas.

Who Should Attend:

  • Accountants

  • CPAs

  • CFOs

  • Financial Managers/Staff 

  • Financial Analysts

  • Budget Directors Staff

  • Auditors

  • Administrators

  • Managers

  • HR

  • Sales Professionals (Who prepare report using excel)

  • Controllers

  • Banking 

  • Insurance

  • Education

  • IT Professionals (Who want CPA/Financial Analysts point of view on Analytical Reporting)

Advanced Preparation: None

Program Level: Intermediate

Prerequisites: Basic knowledge of Excel

Field of Study: Computer Systems

*You may ask your Question directly to our expert during the Q&A session. 

** You can buy On-Demand and view it as per your convenience.

Mike  Thomas

Mike Thomas

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. 

Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organisations across a diverse range of sectors. 

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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Edupliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 844- 810-1151.

PLEASE NOTE: To receive credit through the NASBA for this program you MUST attend the Live program in its entirety and complete the required progress checks.

Number of CPE Credits Awarded for This Course: 1.5 (Computer Systems - 1.5)

Delivery Method: Group Internet Based

Want to attend in a Group? Call 844-810-1151 and Save upto 50%

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