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.

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