January 21, 2025


Webinar


2 CPE

Webinar (CPA Crossings): Excel - Create KPI Dashboards for Maximum Impact 🗓️

January 21, 2025
Webinar
2 CPE

Webinar (CPA Crossings): Excel - Create KPI Dashboards for Maximum Impact 🗓️

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

Learning Objectives

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

  • Understand how you can make strategic decisions based on dashboards
  • Create KPI dashboards
  • Use various Excel tools to easily create meaningful KPI dashboards

Major Topics

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

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

  • Excel Data Analysis Series Part 2
  • Data Gathering

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone who wants to use Excel to make strategic decisions

Provider

CPA Crossings, LLC

This event has ended.