Creating Dashboards in Excel

Summary

This course will guide you through the fundamentals of creating dashboards in Excel, enabling you to produce professional charts and interactive visualisations that will inform users

This course is provided by a third party provider accountingcpd.net and the fee charged is exclusive of VAT. 

Venue details:  
Online EU, ,
Start date & time:  
01 January 2021 00:00
End date & time:  
01 January 2022 00:00
Price:  
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
3.50 Training Tickets accepted
CPD hours:  
4.00
Speaker details
First nameLast name
AccountingCPD. net

Description

Product type:  
CPD online course
Category:  
AccountingCPD.net, Financial reporting

Booking with a Training Ticket

Once you have booked your course, you will receive an email with your booking confirmation. The steps you will need to follow to access your online course will arrive in a separate email within 48 hours of your order being processed

Please be aware that participants will have access to this course for120 days from the date of receiving access via email notification

Course Overview

As accountants, we often have vast amounts of data to present. Creating dashboards is a very useful way of transforming complex data into clear, and presentable information. Using dashboards, we can convey the meaning behind data quickly and effectively. This course will enable you to create visually appealing and informative dashboards in Excel. It guides you through the steps needed to organise and collect your data, and how to create professional charts and interactive visualisations that will inform users.

What's a dashboard?

  • What's a dashboard?
  • Where to start
  • The dashboard review
  • Design fundamentals

Charting demonstrations

  • Inputs and calculation sheets
  • Creating a custom visual overlay
  • Waterfall charts
  • Gauge charts
  • Sales versus budget
  • Tidying up our chart
  • Technique time

Making dynamic and interactive visualisations

  • The function junction
  • Automating charts with named ranges
  • Continuing with automating charts with named ranges
  • Named ranges
  • Chart enhancement
  • Form controls
  • Dynamic discussion

Putting it all together

  • Putting it all together
  • Dashboard protection
  • Hidden and very hidden sheets
  • Setting scroll lock
  • What is an impairment?
  • What is a business combination?
  • What is a net foreign exchange difference on translation?
  • Are there other additional disclosures necessary?
  • What about disclosures relating to revaluations?

      Impairments

      • What is the overall objective of IAS 36?
      • Are any specific areas omitted from IAS 36?
      • What might indicate an asset is impaired?
      • How do we measure "recoverable amount"?
      • What are the rules on estimating future cash flows?
      • How do we recognise and measure an impairment loss?