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Self-Study

Excel: Create KPI Dashboards for Maximum Impact

Valid for one year from purchase date
Self-study - On-Demand
2 CPE (2 non-technical)

Course code: 24SX-0043
View pricing

Online orders are not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to order.

Alternate dates & more options

  • Tuesday, April 1-Tuesday, March 31, 2025 - On-Demand

In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards.Most business professionals use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes more difficult to make strategic decisions based on rows and rows and columns and columns of data. You will learn how to add charts and eye-catching visuals with Power View, which will make your dashboards easily understood.This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Major subjects

  • 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

Learning objectives

  • Create KPI dashboards
  • Make strategic decisions based on the dashboards you've created
  • Use various Excel tools to easily create even more meaningful KPI dashboards

Who should take this program?

  • Anyone who wants to use data gleaned from Excel to make strategic decisions

Pricing

Standard Member Fee $58.00
checkmark Standard Nonmember Fee $58.00
Our records indicate you are a nonmember. If you register, you will be charged $58.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online orders are not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to order.

More program information

Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Intermediate
Format Self-study - On-Demand
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Excel Data Analysis Series Part 2 - Data Gathering
Advance
prep
None

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