Excel Dashboard for the Financial Professional - Great for Anyone Interested in Excel Dashboard Techniques 2018 is a webinar that covers topics such as:
- 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
Excel Dashboard for the Financial Professional - Great for Anyone Interested in Excel Dashboard Techniques 2018 is intended for:
- 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
