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

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

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