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Mastering Excel Dashboard Creation for Financial Reporting and Analysis

Mastering Excel Dashboard Creation for Financial Reporting and Analysis

$199.00
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Mastering Excel Dashboard Creation for Financial Reporting and Analysis



Course Overview

This comprehensive course is designed to equip financial professionals with the skills and knowledge required to create interactive and dynamic Excel dashboards for financial reporting and analysis. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Curriculum

Chapter 1: Introduction to Excel Dashboard Creation

  • Understanding the importance of dashboards in financial reporting
  • Identifying the benefits of using Excel for dashboard creation
  • Exploring the key components of an effective dashboard
  • Best practices for designing and implementing dashboards

Chapter 2: Excel Fundamentals for Dashboard Creation

  • Review of Excel basics: formulas, functions, and data management
  • Using Excel tables and pivot tables for data analysis
  • Introduction to Excel add-ins and their role in dashboard creation
  • Practical exercises: building a simple dashboard using Excel basics

Chapter 3: Data Visualization and Charting in Excel

  • Understanding the principles of effective data visualization
  • Creating interactive charts and graphs in Excel
  • Using Excel's advanced charting features: sparklines, combo charts, and more
  • Best practices for selecting the right chart type for your data

Chapter 4: Designing and Building Interactive Dashboards

  • Principles of dashboard design: layout, color, and visualization
  • Creating interactive dashboards using Excel's form controls and VBA
  • Using slicers, timelines, and other interactive tools
  • Practical exercises: building an interactive dashboard

Chapter 5: Advanced Excel Techniques for Dashboard Creation

  • Using advanced Excel formulas and functions: INDEX/MATCH, XLOOKUP, and more
  • Creating dynamic ranges and using named ranges
  • Using Excel's Power Pivot and Power Query tools
  • Practical exercises: applying advanced Excel techniques to dashboard creation

Chapter 6: Financial Reporting and Analysis using Excel Dashboards

  • Creating dashboards for financial reporting: income statements, balance sheets, and more
  • Using Excel dashboards for financial analysis: ratio analysis, trend analysis, and more
  • Best practices for presenting financial data in a dashboard
  • Case studies: real-world examples of financial dashboards

Chapter 7: Dashboard Deployment and Maintenance

  • Best practices for deploying and sharing dashboards
  • Using Excel's sharing and collaboration features
  • Maintaining and updating dashboards: data refresh, formatting, and more
  • Practical exercises: deploying and maintaining a dashboard

Chapter 8: Advanced Dashboard Techniques and Tricks

  • Using Excel's advanced visualization tools: 3D maps, treemaps, and more
  • Creating custom visualizations using Excel's API
  • Using VBA to automate dashboard tasks and create custom interactions
  • Practical exercises: applying advanced dashboard techniques


Course Features

  • Interactive and engaging: video lessons, practical exercises, and quizzes
  • Comprehensive and up-to-date: covering the latest Excel features and best practices
  • Personalized learning: learn at your own pace and review material as needed
  • Practical and real-world applications: case studies and examples from finance and accounting
  • High-quality content: developed by expert instructors with extensive experience in finance and Excel
  • Certification: receive a certificate upon completion issued by The Art of Service
  • Flexible learning: access the course from anywhere, on any device with an internet connection
  • User-friendly and mobile-accessible: optimized for learning on-the-go
  • Community-driven: discussion forums and support from instructors and peers
  • Actionable insights and hands-on projects: apply your knowledge to real-world scenarios
  • Bite-sized lessons: easily digestible content for busy professionals
  • Lifetime access: return to the course material at any time
  • Gamification and progress tracking: stay motivated and track your progress


What to Expect Upon Completion

Upon completing the course, you will be able to create interactive and dynamic Excel dashboards for financial reporting and analysis. You will receive a certificate issued by The Art of Service, demonstrating your expertise in Excel dashboard creation.

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