Excel Dashboard for the Financial Professional - Great for Anyone Interested in Excel Dashboard Techniques 2018

Topics

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

Who should Attend

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