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Course Details

Drive Your Dashboard with Excel (Course Id 1196)

Updated / QAS / Registry
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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 - 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 : 25172
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 :
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?



    Design Layout

    Dashboard Structure

    Dashboard Components

    Dashboard Mockup


    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:


    Review Exercise

    Review Questions - Section 4

    Conditional Formatting


    Data Bars

    Icon Set

    Icons in a Separate Column

    Formulas and Colors

    Review Exercise

    Review Questions - Section 5

    Dynamic Chart Components Dynamic Legends


    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


    Pivot Tables

    Review Questions - Section 8

    Dynamic Chart: 4 in 1





    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


    Review Questions - Section 10

    Links for Spreadsheet


    Creating a Mockup


    CPE Specialized Knowledge Course: https://www.cpethink.com/excel-cpa-courses
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