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How to Go from Excel Pivot Tables to KPI Dashboards - Webinar (Recorded)

  • Webinar

  • 90 Minutes
  • May 2021
  • NetZealous LLC
  • ID: 5318065
Overview:

Dashboards are the new buzzword employers are searching for. If you have or want a career that involves creating reports in Excel, then you need to know how to build impressive, interactive, visually stunning, Excel dashboards. This practical, 100-minute webinar will leave you with Excel techniques you can immediately put to use making killer dashboards that set your skill level apart from others.

Microsoft Excel dashboards are powerful tools that summarize spreadsheet data to render a concise overview of critical business metrics. Dashboards provide an excellent and succinct way to share a 'snapshot' view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations.

This webinar will update your Excel skills by teaching you how to create impressive Dashboards even if you don’t have artistic talent. At the conclusion of this webinar you'll be able to create amazing, interactive Excel dashboards that update at the click of a button and leave a lasting 'wow' impression.

The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. This on-the-job, nut-'n-bolts training webinar will deliver the skills you need to design well-planned Excel dashboards that present answers to questions in real-time, render visually striking displays, turn insight into action, help accomplish your firm’s objectives and improve your Excel skills.

Easily Monitor Business Performance with Interactive Excel Dashboards You Create .

Create dashboards the easy way. Pivot Tables are among the easiest methods of creating dashboards. Why pay thousands to a consultant when you can learn this technique in just 100 fun minutes.

Why you should Attend :

An easy way to take raw data and make it presentable with Excel dashboards

Best Practices Dashboard Design - turning data easy to interpret information

How to use Excel Pivot Tables to build interactive, user-defined dashboards

How to construct a navigational menu using Excel

What charts to use and how to quickly arrange multiple graphs on a dashboard

Determining which KPIs to use in your dashboard

Using the Pivot Table drill down capabilities in your dashboard

Building an optimum dashboard for at-a-glance analysis and decision making

Simple Excel techniques to make powerful dashboards - separate your skill level from others

Areas Covered in the Session

Overview of Excel Dashboard Construction and Methodologies

KPIs and Analytics

Dashboard Design Dos and Don’ts

Data Range vs Table or Pivot Table for Dashboard Dynamic Updates

Rapid Pivot Table Review - A Mix of Basics with a Few Advanced Topics

Rapid Set Up - One-Minute Pivot Table Quick Start

Understanding the Pivot Field and Filtering Options

Analyze and Design Tab

Pivot Charts and Slicers

Updating Data - Using Refresh

Speed Tips - When/How To Copy and Paste Pivot Tables and Charts

Pivot Table Example: Analyzing Sales Tends by State, Salesman and Location

Dashboard Example: Pivot Table to Dashboard

Determine Spec Sheet, Layout, and then Copy and Paste Charts

Symmetry: Size and Align Charts Simultaneously with Format Tools

Slicers and the Critical Importance of Report Connections

Logos, Headings and Drawing Tools for Professional Touches

Hyperlinks for Navigation Between Dashboard and Database

Eliminating Gridlines, Headings, Formula Bar and Ribbon for Professional Appearance

The Critical Importance of Testing

KPI Analysis and Management Recommendations

Speaker

Joseph Weil has a Master of Accounting Degree from Florida State University and is an actively licensed Florida CPA. Joe’s work experience includes staff accountant with large CPA firm, corporate controller, state agency director of auditing and former municipal CFO. Joe also started and sold his own CPA firm. Joe is the owner and CEO of the National Center for Continuing Education, a nation-wide financial and technology training firm. Joe has led over 500 seminars and over 100 webinars.

Past in-house seminar/webinar clients have included Harley-Davidson, Hewlett-Packard, General Mills, Oracle, Burger King, Deloitte, Florida Power and Light and many similar organizations.

Who Should Attend

  • Accountants (staff through manager)
  • Financial Analysts
  • Budget Managers/Directors
  • Data Analysts
  • IT Analysts
  • Business Intelligence Analyst
  • CFO’sControllers
  • Internal Auditors
  • Anyone who repeatedly organizes large databases.