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

Prerequisites: An intermediate knowledge of Excel is assumed. Version: Excel – Microsoft 365

Revision Date:  8/16/22
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
Student Data Files
The files to be used with this eBook can be found at the same location as the eBook. Using this manual and these files you will be able to work at your own pace. The answers to each of the exercises are also in the file or a separate file labeled answer.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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