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In this video course, When Bots Attack: Safeguarding Against AI Cyber Threats, expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting with a focus on its significance and evolution.  This course includes a detailed discussion of key AI concepts as well as ethical considerations, regulatory frameworks, and its use in data analysis and reporting.  This course also provides examples of how AI can be used in both audit and tax practices and provides strategies that can be used to most effectively implement its use in organizations.  This course concludes with a discussion of future trends in AI.

AI Essentials for CPAs - Exploring Cutting-Edge Technology (8 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting.  This course includes a detailed discussion of key AI concepts as well as its use in data analysis and reporting.  This course also provides an overview of how organizations can implement AI solutions as well as the factors to consider when implementing these software solutions.  This course concludes with a discussion of the common challenges and barriers to AI adoption. 

AI and Accounting - What You Need to Know (4 Hrs)
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Suggested Courses

In this video course, When Bots Attack: Safeguarding Against AI Cyber Threats, expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting with a focus on its significance and evolution.  This course includes a detailed discussion of key AI concepts as well as ethical considerations, regulatory frameworks, and its use in data analysis and reporting.  This course also provides examples of how AI can be used in both audit and tax practices and provides strategies that can be used to most effectively implement its use in organizations.  This course concludes with a discussion of future trends in AI.

AI Essentials for CPAs - Exploring Cutting-Edge Technology (8 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting.  This course includes a detailed discussion of key AI concepts as well as its use in data analysis and reporting.  This course also provides an overview of how organizations can implement AI solutions as well as the factors to consider when implementing these software solutions.  This course concludes with a discussion of the common challenges and barriers to AI adoption. 

AI and Accounting - What You Need to Know (4 Hrs)
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Similar Courses

In this video course, When Bots Attack: Safeguarding Against AI Cyber Threats, expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting with a focus on its significance and evolution.  This course includes a detailed discussion of key AI concepts as well as ethical considerations, regulatory frameworks, and its use in data analysis and reporting.  This course also provides examples of how AI can be used in both audit and tax practices and provides strategies that can be used to most effectively implement its use in organizations.  This course concludes with a discussion of future trends in AI.

AI Essentials for CPAs - Exploring Cutting-Edge Technology (8 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting.  This course includes a detailed discussion of key AI concepts as well as its use in data analysis and reporting.  This course also provides an overview of how organizations can implement AI solutions as well as the factors to consider when implementing these software solutions.  This course concludes with a discussion of the common challenges and barriers to AI adoption. 

AI and Accounting - What You Need to Know (4 Hrs)
Suggested Courses

In this video course, When Bots Attack: Safeguarding Against AI Cyber Threats, expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting with a focus on its significance and evolution.  This course includes a detailed discussion of key AI concepts as well as ethical considerations, regulatory frameworks, and its use in data analysis and reporting.  This course also provides examples of how AI can be used in both audit and tax practices and provides strategies that can be used to most effectively implement its use in organizations.  This course concludes with a discussion of future trends in AI.

AI Essentials for CPAs - Exploring Cutting-Edge Technology (8 Hrs)

This course provides an overview of Artificial Intelligence (AI) in accounting.  This course includes a detailed discussion of key AI concepts as well as its use in data analysis and reporting.  This course also provides an overview of how organizations can implement AI solutions as well as the factors to consider when implementing these software solutions.  This course concludes with a discussion of the common challenges and barriers to AI adoption. 

AI and Accounting - What You Need to Know (4 Hrs)
Course Details

Drive Your Dashboard with Excel (Course Id 1196)

Updated / QAS / Registry
  Add to Cart 
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 - NASBA Registry
Technical Designation: Technical
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 : 26333
Release : 2023
Version : 1.0
Prerequisites : 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.

Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Simplifying Excel for charts: learn to use Excel like the pros in a few easy steps
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
    		•
    Delivery Method : QAS Self Study
    Intended Participants : Anyone needing Continuing Professional Education (CPE).
    Revision Date : 25-Oct-2023
    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 - 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:
    • 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
    • Apply different linking methods in a dashboard
    • 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
    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

    Links for Spreadsheet

    Appendix

    Creating a Mockup

    Glossary
    Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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