11 CPE This course explains 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.
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.
- Identify and apply different linking methods in a dashboard.
- Identify and 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.
Last updated/reviewed: October 11, 2023
27 Reviews (97 ratings)
Reviews
Anonymous
(Inventory Accounting Manager)
There was so much information. This is a great class. The tips and tricks are things I want to use again and again. I finally got a handle on Index-Match. Most functions are so easy and now that I know how to read this one it will be easy to use as well.
Anonymous
(controller)
Excellent summary and very useful for any business setting as a few KPIs on a dashboard are very useful to ensure the critical points of measurement are easily trackable
Anonymous
(Controller)
Some these topics I was familiar with, but there were several new items that I have seen but not known how to perform. The PDF document will be a great reference.
Anonymous
()
Great course, lots of good info within the materials and everything is very clear and organized. I will be looking for more of Patricia's programs in the future.
Mark McCaghren
(VP of Finance and Accounting at Baseline Energy Services, LP)
As someone who has built countless dashboards, this is both a great foundational course for beginners as well as a good refersher for advanced users.
Anonymous
()
I learned about some really useful Excel features that I didn't know about - slicers, other forms of conditional formatting, and dynamic charts.
Cody Compton
(CFO at ENTACT, LLC)
Good course with relevant info and examples. Found that is was easy to follow and templates provided will be good starts for future dashboards.
Lindsey Tookey
(Director of Financial Accounting at Instacart)
Great reminder of some fun features in excel. However, I did notice one of the review questions were wrong. So worth having a second review.
Anonymous
(CFO)
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Anonymous
(Senior Internal Auditor)
ExcelLent :)
Well-structured and easy to study Text Based Course.
Very useful supporting materials.
Interesting info.
Anonymous
()
This was an outstanding class and I am grateful I read through the document. This will help me with upcoming projects.
Anonymous
(Controller)
Great course for a beginner dashboard user! I found the material easy to follow and the example files were great.
Anonymous
()
This course contains a lot useful information and tools that are easily implemented! Examples were easy to follow.
Anonymous
(Senior Tax Accountant)
Very detailed and easy to understand. Excel examples are easy to follow. Highly recommended, easy to get CPE.
James Shelton
( at CPA)
Excellent class, the supporting PDF and excel templates will provide immense value in generating dashboards.
Anonymous
()
Great information - the textbook was a good resource and I plan on saving it as a future reference material.
Anonymous
(Financial Systems)
this course was extremely informative and I really enjoyed taking it. thank you for putting it together
Kimberly McLamb
( at Kimberly McLamb, CPA)
Level up your dashboard skills with this fabulous course! Extremely thorough and easy to follow!
Anonymous
(Sr Analyst)
Very good, in-depth course covering multiple aspects of building an Excel based Dashboard.
Andy Williams
(CFO at Foursight Capital)
Lots of useful information, but difficult to read through. Great reference guide.
Michael Brannan
(Financial Analyst at Google)
Awesome content, this really helped me understand both excel and dashboarding!
Tammy Juarbe
(Controller at Kasasa)
I found the information presented in this course to be relevant and useful.
Jennifer Tripp
( at DESC)
Outdated information needs to be refreshed for latest version of Excel
Anonymous
(Analyst)
everything you need to know to create a dynamic dashboard with excel.
JIE SUN
( at China Resources)
very useful and down to the basic course, very helpful in daily works
Peter Creighton
(Semi-retired at Peter E. Creighton)
Very good overview of topics that should be in everyone's toolbox.
Susan Nielsen
( at MasterControl)
So many great tips and instructions. Can’t wait to apply them!
Prerequisites
Course Complexity: Foundational
An intermediate knowledge of Excel is assumed. Version: Excel - Microsoft 365. Earlier versions such as 2013 and later should not have any trouble although you may not have a feature or two discussed in the eBook. • 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, Advance Preparation: • 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.
An intermediate knowledge of Excel is assumed. Version: Excel - Microsoft 365. Earlier versions such as 2013 and later should not have any trouble although you may not have a feature or two discussed in the eBook. • 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, Advance Preparation: • 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.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Patricia McCarthyMember
About Illumeo
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