April 10, 2025

Webcast Replay

2 CPE

Power BI - Create Excel Dashboards for Maximum Impact

April 10, 2025
Webcast Replay
2 CPE

Power BI - Create Excel Dashboards for Maximum Impact

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan L. Smith, CPA.CITP, CISA

    Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability. 

    Professional Experience and Credentials

    • Past Chair, MACPA Information Technology Task Force
    • Master of Science in Information Assurance
    • Past Member, AICPA CITP Credential Committee
    • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
    • Past Chair, MACPA Leadership Task Force
    • Regional Director in charge of mid-market technology services for top 10 accounting firm
    • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
    • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
    • Certified Information System Auditor (CISA)
    • Member of the Information System Audit and Control Association
    • Extensive experience in leading world class organizations through mission critical IT systems deployment
  • This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. Most accountants use Excel to help them make decisions about their data. However, 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 webcast, 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 creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals, in order to make your dashboards easily understood. This webcast focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, the focus of this webcast is not about using Power BI to create visuals. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. Explore the other webcasts in the 2020 Power BI Series: Power BI
  • Introduction to MS Power BI Tools Power BI
  • Prepare Your Data Efficiently for Excel Analysis Power BI
  • Analyze Your Data With Excel Pivot Tables Power BI
  • Use Power Query to Transform Your Data Power BI
  • Go Beyond PivotTables with Power Pivot Power BI
  • Use Advanced Calculations with DAX Formulas Power BI
  • Use PBI Desktop to Create Reports and Dashboards Power BI
  • Share Your Data Analysis using PowerBI.com

Learning Objectives

  • Use dashboards to make strategic decisions
  • Create KPI dashboards that graphically represent your data
  • Use Excel tools to easily create meaningful KPI dashboards

Major Topics

Dashboard design guidelines Using Excel features to create visuals Using visuals to create dashboards Introduce new Power BI tools that enhance visual and dashboard creation

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Industry
  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Technology

Prerequisites

Attended the PivotTable course or equivalent

Advanced Preparation

None

Intended Audience

Anyone who wants to use Excel to make strategic decisions

Provider

AICPA

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