ComplianceOnline

Excel 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, one-day workshop will leave you with Excel techniques you can immediately put to use making killer dashboards that set your skill level apart from others

There are two major methods to produce Excel Dashboards: (1) Pivot Tables and (2) Dynamic Interactive Charts which are different and much more complex than normally produced charts. The first method is easier and this one day seminar will focus on How to Create Excel Dashboards Using Pivot Tables.

This one-day workshop is designed for the professional who has used Excel often but does not have a crystal-clear understanding of Charts, Pivot Tables, Pivot Charts, Pivot Slicers and how to use these features to construct dynamic, interactive, automatically-updating Excel Dashboards. Our one-day workshop will help you master three critical Excel skills in just one day: (1) Charts, (2) Pivot Tables and (3) Dashboards. Pivot Tables also include Pivot Charts and Slicers.

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 "snap shot" view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations. You can buy expensive software to create dashboards, but before you do, take one day to learn about incredible Excel tools you can use to save thousands in new software purchases.

This one-day practical workshop 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 seminar you'll be able to create amazing, interactive Excel dashboards that update at the click of a button and leave a lasting 'wow' impression.

This seminar is for you if you:
  • Are interested in building a dashboard, but don't know where or how to begin
  • Know how to create charts but aren't sure how to package them
  • Already prepare reports of any kind that require updating with new data on a regular basis or;
  • Work with charts or; work with large volumes of data or;
  • Import data into Excel from another source or database: Access, Web, Text files etc. or;
  • Don't know the best way to display your data but want to produce professional quality work

In order to create eye-catching Excel dashboards you need to understand how to create professional-level Excel charts and use Excel Pivot Tables, Pivot Tables and Slicers. We’ll show you this and much more – in just one practical, incredibly informative day!

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 workshop 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.

Learning Objectives:

CHARTS - By the End of the Seminar You Will:

  • Create Charts Instantly with Shortcuts - Move and Resize Charts
  • Use the Design Tab To Fine Tune Your Chart for Stunning Visual Displays
  • Leverage Visual Analysis for Titles, Numbers, Striking Visual Displays and Greater Impact

PIVOT TABLES - By the End of the Seminar You Will:

  • Understand and Create Pivot Tables – The Backbone of Most Dashboards
  • Set Up Your Data and Create a Pivot Table in Less Than 5 Minutes.
  • Use the Pivot Table Field List to Slice and Dice Your Data
  • Instantly Interchange Rows and Columns of Information for Added Clarity and Analysis
  • Use Slicers to Filter Pivot Tables - Format and Size Slicers for Easy Client Use
  • Instantly Organize, Subtotal, Sort, Group and Summarize Numeric Data; Alphabetize as Necessary.
  • Add Dynamically Linked Tables, Drill-down Capacity, Charts and Slicers (Filters) to the Data Model
  • Create Slicers & Pivot Charts with WOW Power That Commands Respect for Your Work
  • Place Key Business Metrics in an Interactive Pivot Table for Instant Dashboard Analysis

DASHBOARDS - By the End of the Seminar You Will:

  • Use Excel Features to Build Interactive, User-defined Dashboards
  • Build an Optimum Dashboard for At-a-Glance Analysis and Decision Making
  • Follow Three Step-by-Step Case-Studies and Comprehensive Practical Examples:
    1. Sales Team Effectiveness;
    2. Profitability KPIs; and
    3. HR Metrics and Analysis
  • Determine Which KPIs Will Be Used in Your Dashboard
  • Determine Charts To Use and How To Arrange Multiple Charts on a Dashboard - Size and Align
  • Create Professional-Level Interactive User Navigation and Filter Controls with Slicers
  • Follow Simple Excel Techniques To Make Powerful Dashboards - Separate Your Skill Level from Others
Seminar Fee Includes:
Lunch
AM-PM Tea/Coffee
Seminar Material
USB with seminar presentation
Hard copy of presentation
Attendance Certificate
$100 Gift Cert for next seminar

Who will Benefit:

  • CFO's,
  • Financial Controllers,
  • Accounting and Finance Managers and Staff,
  • Financial Analysts,
  • Budget Directors and staff,
  • CPAs,
  • Auditors,
  • Administrators and Managers
  • HR and Sales professionals who prepare reports using Excel
  • Engineers and Production Managers who prepare reports using Excel
  • IT Professionals Who Want a CPA/Financial Analyst's Point of View on Analytical Reporting
Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure
  • 08.30 AM - 04.45 AM: Registration
  • 04.45 AM: Session Start
  • 8:45 am – 9:00 am Introduction To Dashboards - Essential Elements
  • 9:00 am – 10:30 am Excel Charts - Essentials to Professional Quality
  • 10:30 am – 10:40 am Break
  • 10:40 am – 12:00 noon Excel Pivot Tables - Fundamental to Intricate
    • Your Detailed Flowchart To Slice 'n Dice Data
    • Pivot Table, Design and Filter
    • Pivot Chart and Design Principles
    • Slicers, Function and Design
    • Setting up the Dashboard: Sizing and Aligning
  • 12:10 pm Break

  • 12:10 pm – 1:00 pm Dashboard Walkthrough Example I: Sales KPIs
  • 1:00 pm – 2:00 pm Lunch
  • 2:00 pm – 2:50 pm Dashboard Walkthrough Example II: Finance KPIs
  • 2:50 pm – 3:40 pm Dashboard Walkthrough Example III: HR KPIs
  • 3:40 pm – 3:50 pm Break
  • 3:50 pm – 4:15 pm Introduction To Dynamic Interactive Charts
  • 4:15 pm – 4:30 pm Course Wrap-up & Closing Comments (if any)
Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure
Joe Weil

Joe Weil
CEO, NCCE

Joe Weil, CPA, M. Acc., is a seasoned business professional and exciting professional speaker. Mr. Weil has served as a securities fraud auditor, internal auditing coordinator for a large organization, divisional corporate controller and owned/sold his own CPA firm focusing on auditing, financial reporting, financial analysis, and Excel consulting.

He is a dynamic, professional speaker, college professor in auditing and Excel for business applications, and a consultant who has presented over 500 seminars on a variety of business and financial topics, such as financial analysis, financial modeling, forecasts and projections, accounting, auditing, strategic planning, budgeting, and Excel applications.

Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure

Register Now

Online using Credit card


Get the Invitation
Pre-Register yourself and get the official Invite when venue and dates are announced for this seminar.
Call here to register +1-888-717-2436 or email at customercare@complianceonline.com

Other Registration Option

By order form / PO#

Payment Mode

By Check -
Pay your check to (payee name) “MetricStream Inc” our parent company and Mail the check to:

ComplianceOnline (MetricStream, Inc),
2479 East Bayshore Road Suite 200
Palo Alto, CA 94303
USA

By Wire -

Register / Pay by Wire Transfer

Please contact us to get details of wire transfer option.

Terms & Conditions to Register for the Seminar/Conference/Event

Your registration for the seminar is subject to following terms and conditions. If you need any clarification before registering for this seminar please call us @ +1-888-717-2436 or email us @ customercare@complianceonline.com

Payment:
Payment is required 2 days before the date of the conference. We accept American Express, Visa and MasterCard. Make checks payable to MetricStream Inc. (our parent company).

Cancellations and substitutions:
Written cancellations through fax or email (from the person who has registered for this conference) received at least 10 calendar days prior to the start date of the event will receive a refund - less a $75 administration fee. No cancellations will be accepted - nor refunds issued - within 10 calendar days before the start date of the event.

On request by email or fax (before the seminar) a credit for the amount paid minus administration fees ($75) will be transferred to any future ComplianceOnline event and a credit note will be issued.

Substitutions may be made at any time. No-shows will be charged the full amount.

We discourage onsite registrations, however if you wish to register onsite, payment to happen through credit card immediately or check to be submitted onsite. Conference material will be given on the spot if it is available after distributing to other attendees. In case it is not available, we will send the material after the conference is over.

In the event ComplianceOnline cancels the seminar, ComplianceOnline is not responsible for any airfare, hotel, other costs or losses incurred by registrants. Some topics and speakers may be subject to change without notice.

Attendance confirmation and documents to carry to the seminar venue:
After we receive the payment from the registered attendee, an electronic event pass will be sent to the email address associated with the registrant 5 working days before the seminar date. Please bring the pass to the venue of the event.

Conference photograph / video:
By registering and attending ComplianceOnline conference, you agree to have your photographs or videos taken at the conference venue and you do not have any objections to ComplianceOnline using these photos and videos for marketing, archiving or any other conference related activities. You agree to release ComplianceOnline from any kind of claims arising out of copyright or privacy violations.

Media Partners
Platinum Partner
  • Logo on name cards
  • Logo placement on the podium
  • Logo on the lanyards for all speakers
  • Exclusive stall at the entrance
  • A full page brochure advert
  • Moving banner ad on the website
Gold Partner
  • Logo on promotional email campaign
  • Logo on name cards
  • A half page brochure advert
  • Exclusive stall at the entrance
  • A quarter page brochure advert
  • Moving banner ad on the website
Silver Partner
  • Logo on name cards
  • Logo placement on the podium
  • Logo on the lanyards for all speakers
  • Exclusive stall at the entrance
  • A full page brochure advert
  • Moving banner ad on the website
Bronze Partner
  • Logo on promotional email campaign
  • Logo on name cards
  • A half page brochure advert
  • Exclusive stall at the entrance
  • A quarter page brochure advert

If you wish to partner with us for this event please contact us: partner@complianceonline.com or call us: +1-888-717-2436.

Sponsors
Platinum Partner
  • Logo on name cards
  • Logo placement on the podium
  • Logo on the lanyards for all speakers
  • Exclusive stall at the entrance
  • A full page brochure advert
Gold Partner
  • Logo on promotional email campaign
  • Logo on name cards
  • A half page brochure advert
  • Exclusive stall at the entrance
  • A quarter page brochure advert
  • Moving banner ad on the website
Silver Partner
  • Logo on name cards
  • Logo placement on the podium
  • Logo on the lanyards for all speakers
  • Exclusive stall at the entrance
  • A full page brochure advert
  • Moving banner ad on the website
Bronze Partner
  • Logo on promotional email campaign
  • Logo on name cards
  • A half page brochure advert
  • Exclusive stall at the entrance
  • A quarter page brochure advert
  • Moving banner ad on the website

If you wish to sponsor this event please contact Cruise Webster: cwebster@complianceonline.com or call us: (207) 576-4173

Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure

Local Attractions of New Jersey, NJ

The New Jersey Performing Arts Center

The New Jersey Performing Arts Center (NJPAC) has garnered national attention during its first 11 seasons, serving as a model for programming, audience diversity, education initiatives and the catalytic role it has played in returning nightlife and economic activity to NJ's largest urban community.

The facility, initially served the needs of the New Jersey Symphony Orchestra, the New Jersey State Opera and other state dance and theater companies. In addition to that, NJPAC routinely hosts national and international performers plus touring companies and has become a world-class entertainment destination.

The Newark Museum

The Newark Museum

The Newark Museum in Newark, the state's largest city, offers outstanding collections, exhibitions, programs and educational resources in its multibuilding campus in the heart of Newark’s Downtown/Arts District.

Founded in 1909, the Newark Museum underwent an extensive four-year, $23 million renovation and expansion program, which was completed in 1989. The design, by world-famous architect Michael Graves, garnered the American Institute of Architects’ Honor Award. The museum complex weaves together 80 galleries of art and science, a miniature zoo, planetarium, gift shops, café, auditorium, sculpture garden, schoolhouse and the Ballantine House, a restored 1885 mansion that is a National Historic Landmark.

The Ironbound District

The Ironbound District

Dining defines The Ironbound District as a culinary experience par excellence. It's an adventure enriched by quality service, cultural authenticity and delicious infinite variety. Visitors can choose from the District's more than 170 restaurants and eateries that serve lunch or dinner in an excursion into world-class international cuisine.

Predominantly Portuguese, Spanish and Brazilian, flavored by Mexican and Central and South American influences, the district also offers an abundance of fresh seafood, a scintillating selection of meat and chicken dishes and regional favorites are served up in generous portions and at affordable prices.

Cathedral Basilica of the Sacred Heart Concert Series

Cathedral Basilica of the Sacred Heart Concert Series

French Gothic cathedral famous for its stained glass. Organ recitals.

Branch Brook Park

Branch Brook Park

The park's more than 2,000 cherry trees exceed both the variety and number found in Washington, D.C., Each spring, the park is home to the annual Cherry Blossom Festival. Branch Brook Park is the first county park to be opened for public use in the United States.

Register by phone or need assistance? Call +1-888-717-2436 Register Now Download Brochure

We need below information to serve you better

Best Sellers
You Recently Viewed
    Loading