Webcast: Creating Dashboard Components in Microsoft Excel (XCCDXLW17)
Tell a Friend About This EventTell a Friend
 

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 a

8/2/2017
When: 08/02/2017
8:30 AM until 12:00 PM
Where: Webcast
CALCPA
4173378Z
United States
Presenter: Karl Egnatoff, CPA


Online registration is closed.
« Go to Upcoming Event List  

Acronym XCCDXLW17
CPE 4 hours
Vendor CalCPA
Category
Management
Level Intermediate
Prerequisite An understanding of Excel conventions
Adv Prep None
Yellow Book? No
Designed for Accounting and other business professionals that would benefit by understanding the many important steps needed to implement new control measures
Registration
Member $120
CPA Non-Member $188

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

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 Topics

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