Seminar In-Depth

Excel - Based Dashboards
Course Description

Getting Better Information, Now!

Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data, usually in an on-demand environment, thereby allowing users to get the information they need when they need it.  With greatly enhanced charting and graphing capabilities, along with the ability to handle much larger volumes of data, Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes.  In this course, learn how to build Excel-based dashboards that extract information from your accounting application along with other databases and to present this data as actionable information in a dashboard setting. 

Key topics covered in this course include extracting and summarizing data stored in various databases; charting and graphing data, including specialized charts and graphs such as tachometer gauges and thermometer charts; identifying and highlighting trends in data; distributing dashboard reports throughout the organization; and using Excel add-ins such as Xcelsius and BizExcelerator to enhance the dashboard reporting process.

Don't miss this chance to learn how to create and implement Excel-based dashboard reports as a means of improving the financial and operational reporting processes in your organization.

 

"Great presentation - lots of good stuff to implement." C.K., CPA MI

"One of the best classes I've taken. Very practical skills that I can use for my job." B.C., CPA MI

Course Information

CPE Credit:

Instructional
delivery method:

Prerequisites:


Program level:


Advanced preparation:


Designed for:

Who should attend:

Recommended for 4 hours Accounting and 4 hours Specialized Knowledge and Applications


Group - live demo and discussion using color computer projection - NOT a hands-on course

None

Advanced

None

Accountants who want to learn how to use Excel to create dashboards

Accountants in all facets of the profession seeking to improve financial reporting processes

Course Highlights
  • Learning dashboard fundamentals
  • Exploring advanced Excel charting and graphing techniques
  • Turbo-charging your dashboards with simple macros
  • Learning how to use third-party products such as Xcelsius to create dashboards
  • Extracting dashboard data through ODBC queries
  • Distributing dashboard reports throughout an organization
Dates & Locations
Event Date: Location: Sponsor Name:
8/10/2010 Madison, WI Wisconsin Institute of CPAs
8/31/2010 New York, NY New York State Society of CPAs
9/15/2010 Pelham, AL Alabama Society of CPAs
9/21/2010 Albuquerque, NM New Mexico CPA Foundation
10/5/2010 Indianapolis, IN Indiana CPA Society
10/7/2010 Nashville, TN Tennessee Society of CPAs
10/21/2010 Phoenix, AZ Arizona Society of CPAs
11/8/2010 Bloomington, MN Minnesota Society of CPAs
11/10/2010 Portland, OR Oregon Society of CPAs
11/11/2010 Charlotte, NC North Carolina Association of CPAs
11/12/2010 CA California CPA Education Foundation
11/16/2010 Wintergreen, VA Virginia Society of CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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