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Excel Reporting Series - Creating KPI Dashboards - 5668
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In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel.

When: 10:00 AM - 12:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym EX142W
CPE 2 hours
Level Intermediate
Vendor CPA Crossings, LLC
Who should attend Anyone who wants to use Excel to make strategic decisions
Excel Data Analysis Series Part 2 - Data Gathering
Fees: Early Bird
Member N/A
Non-Member: N/A


Most accountants use Excel to help them make decisions about their data but as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data.  In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel.   

We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics.  Then, we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. We will also show how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood.

Specific topics include:

  • Dashboard design guidelines
  • Setting up a Data Model
  • Creating calculated fields and columns
  • Creating KPIs
  • Adding a linked table to the data model
  • Creating PivotTables and PivotCharts
  • Adding Power View visualizations
  • Reviewing the completed dashboard


  • Understand how you can make strategic decisions based on dashboards
  • Create KPI dashboards
  • Use various Excel tools to easily create meaningful KPI dashboards



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