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| Author : | Patricia McCarthy, MBA |
| Course Length : | Pages: 54 ||| Review Questions: 33 ||| Final Exam Questions: 55 |
| CPE Credits : | 11.0 |
| IRS Credits : | 0 |
| Price : | $97.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - Technical - NASBA Registry |
| Primary Subject-Field Of Study: | Specialized Knowledge - Specialized Knowledge for Course Id 1196 |
| Description : | 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. |
| Usage Rank : | 0 |
| Release : | 2022 |
| Version : | 1.0 |
| Prerequisites : | An intermediate knowledge of Excel is assumed.
Version: Excel - Microsoft 365 |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
New: Build an Excel dashboard with our new Spreadsheets integration
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| Advance Preparation : | |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 09-Jul-2022 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | NASBA QAS - Text - Technical - NASBA Registry - 1196 |
| Keywords : | Specialized Knowledge and Applications, Drive, Your, Dashboard, Excel, cpe, cpa, online course |
| Learning Objectives : |
Course Objective: To improve analysis of key performance measurements through effective presentation of information.
Learning Objectives: By the end of this course, you should be able to:
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| Course Contents : | Chapter 1 - Drive Your Dashboard with Excel Course Objective Learning Objectives Student Data Files What is a dashboard? Report versus Dashboard How Much? Overview Design Design Layout Dashboard Structure Dashboard Components Dashboard Mockup Space Review Questions - Section 1 Chart Overview Bar charts Column Charts Line Charts Pie Charts Combination Charts Creating Charts Chart Basics Creating a Chart Contextual Tabs Review Questions - Section 2 In-Cell Charts In-Cell Chart Using Symbols In-cell Stencil Font Size 7 In-Cell Histogram Chart using BarGraph Font Review Questions - Section 3 Linking Charts and Cells Linked Picture Camera Tool Review Exercise: Sparklines Review Exercise Review Questions - Section 4 Conditional Formatting Overview Data Bars Icon Set Icons in a Separate Column Formulas and Colors Review Exercise Review Questions - Section 5 Dynamic Chart Components Dynamic Legends Shapes Scroll Bars Scrolling Chart Review Question - Section 6 Overlapping Charts Linking Charts Creating Mini Charts The Chart Makeover Combination Charts Review Questions - Section 7 Dynamic Charts Slicers Pivot Tables Review Questions - Section 8 Dynamic Chart: 4 in 1 SUMIFs LOOKUP FUNCTIONS INDEX MATCH INDEX Review Questions - Section 9 Table of Contents Protecting your Dashboard and Data To Save a File as Read-Only or Password Protected Protecting Worksheets and Workbooks Distribute your Dashboard using PDF Files SUMMARY Review Questions - Section 10 Chapter 2 - Links for Spreadsheet Appendix Glossary |
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