Excel Dashboard for the Financial Professional - Great for Anyone Interested in Excel Dashboard Techniques

Instructor: Joe Weil
Product ID: 705156
  • Duration: 90 Min
The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. This training webinar will deliver the skills needed 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. Attendees will be able to define key performance indicators and build a dashboard in Excel to monitor them.

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section
Last Recorded Date: Mar-2017

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions

Why Should You Attend:

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.

If you create reports in Excel, then you need to know how to build impressive, interactive, visually stunning, Excel dashboards. This practical, 100-minute webinar will focus on financial analysis with dashboard skills that can be used for any discipline. The training program will help attendees explore Excel tools that can help avoid new software purchases and ensure better flexibility in your presentations.

For instance, from an eleven-year financial statement database attendees will be able to instantly display simultaneously:

  • Liquidity Metrics: Current Ratio, Quick Ratio and Cash Ratio
  • Efficiency Metrics: Days Sales Outstanding (DSO), Days Sales in Inventory (DSI), and Asset Turnover
  • Leverage Metrics: Debt to Equity and Times Interest Earned
  • Profitability Metrics: Return on Equity, Gross and Net Margin, P-E Multiple, More!
  • Construct a Time Slicer to Instantly Change the time period simultaneously for a dozen charts

Foundation courses for this intermediate level Excel webinar include an understanding of Excel charting and a basic knowledge of Excel Pivot Tables.

Learning Objectives:

  • How to transform financial statements into dynamic Excel dashboards
  • 5 key features of good dashboards
  • Best practices dashboard design for financial analysis – change data to meaningful information
  • How to use Excel features to build interactive, user-defined financial analysis dashboards
  • What is a navigational menu and how to construct it using Excel
  • What financial graphs to use and how to arrange multiple graphs on a financial dashboard
  • Determining which financial KPIs will be grouped and used in your dashboard
  • Build an optimum dashboard for at-a-glance analysis and analytical trouble shooting
  • Simple Excel techniques to make powerful dashboards – separate your skill level from others

Areas Covered in the Webinar:

  • Dashboard design guidelines - best practices for sales performance and CRM reporting
  • Creating key performance indicators (KPIs)
  • Using PivotTables, PivotCharts and Slicers to create interactive dashboards
  • Adding linked tables, charts and slicers (filters) to the data model
  • Graphical presentation of business performance measures - best practices
  • Leverage visual analysis for striking visual displays and greater impact
  • Choosing color and typography – making all charts the same size and alignment
  • Select visualizations that best communicate the message your KPI needs to convey
  • Choose the right chart for your data - which type of chart will best display your data
  • Improving the user experience – professional-level navigations via links and filters
  • Fully interactive - the user can filter data and change the view themselves
  • Displays, key trends, comparisons and data graphically or in small tables
  • Instant dashboard navigation back to database
  • Reviewing the completed dashboard

Who Will Benefit:

  • Financial professionals including CFOs, controllers, accounting and finance managers and staff, budget directors and staff, CPAs, auditors, administrators and managers
  • Financial analysts and security analysts
  • CEOs and business owners who want an overview of financial reporting dashboards
  • IT professionals who want a CPA/financial analyst’s point of view on analytical reporting
Instructor Profile:
Joe Weil

Joe Weil

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

Topic Background:

This webinar is for you if you:

  • Are interested in building a dashboard, but don’t know where or how to begin
  • Know how to create basic charts but aren’t sure how to package them
  • Already prepare financial reports of any kind that require updating with new data on a regular basis
  • Work with charts or work with large volumes of data
  • Import data into Excel from another source or database: Access, Web, Text files, etc.
  • Import data into Excel from a general ledger such as QuickBooks and want a flexible, dynamic and robust dashboard system
  • Work as an accountant, auditor or financial analyst
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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).

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