Drive Your Dashboard with Excel
A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions.

Course Publication Date: June 22, 2017

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $55.00!

Author:Mill Creek Publishing
Recommended CPE:5.50
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Advanced Preparation:The participant should have:
  • Basic understanding of file management- how to open and save files. 
  • Knowledge of how to create and format a simple chart and pivot table. 
  • How to use formulas and basic functions such as IF.
  • Understanding of absolute cell references
Recommended Field of Study:Computer Software and Applications
Learning Objectives
  • Identify and define a dashboard and its different components.
  • Recognize the design component of the dashboard.
  • Recognize, create and edit appropriate charts for a dashboard.
  • Recognize, create and edit in-cell charts and tables.
  • Recognize and create Sparklines.
  • Apply different linking methods in a dashboard.
  • Apply different filtering techniques and data validation to data.
  • Recognize and understand how to use absolute cell references and range names.
  • Recognize the pros and cons of pivot charts and how to use them in a dashboard.
  • Recognize the different types of conditional formatting and how to apply them.
  • Recognize and apply different functions within a dashboard.
  • Recognize how to protect and distribute dashboards.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Sponsor Number: 109423


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