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Excel as a BI Tool - Creating a Dashboard

  • Training

  • 90 Minutes
  • Compliance Online
  • ID: 5974258
In this webinar, attendees will learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.

Why Should You Attend:

No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility and the fact that most people have it installed on their computer.

This webinar focuses on what you need to know to create an interactive professional-looking dashboard using Excel. You'll learn how to: make the dashboard maintenance-free when new data becomes available; create the pivot tables needed to drive the dashboard; create great looking visuals; add interactivity using slicers; automate elements of the dashboard with a macro and protect the cells containing critical formulas.

Areas Covered in the Webinar:

  • Best practice for setting up data sources
  • Using Pivot Tables to summarize data
  • Visual communication using charts
  • Creating a rolling 30-day summary
  • Using formulas to create KPI summaries
  • Creating interactive filters with Slicers
  • Automating the dashboard with a simple macro
  • Using protection to prevent accidental changes

Who Will Benefit:

This webinar is for any user of Excel who wants to learn how to create Excel dashboards.
  • Accountants
  • CPAs
  • CFOs
  • Financial consultants
  • Controllers
  • Banking
  • Finance
  • Insurance
  • Education
  • Telecom
  • IT
  • Marketing
  • Sales
  • Investments
  • Pharmaceutical
  • Medical Devices
  • FDA
  • Aviation
  • Energy
  • Retail
  • Human Resource
  • Logistics & Supply Chain
  • Accounts
  • Audit

Course Provider

  • Mike Thomas
  • Mike Thomas,