Excel Dashboards for CFOs & Finance: Effective Monitoring & Reporting

On-Demand Recording

Summary

Excel Dashboards are a powerful and adaptable tool to quickly combine large and complex financial data into a dynamic and easy-to-read format. Dashboards enable CFOs and financial managers to clearly communicate pertinent information for effective decision making.

Learn the skills to turn complicated financial data into clear and concise reports for your CEOs, managers, consultants and board members. Join us for this interactive, 100-minute webinar to discover how to:

  • Link spreadsheets to other programs like MS Access, SQL databases & text files
  • Utilize Pivot Tables and Pivot Charts to summarize key data
  • Review information at a high level, while keeping detailed information only a couple mouse clicks away
  • Use dashboards to clearly communicate metrics to non-financial audiences

Program Highlights

Excel Dashboards: Arranging your Data into Clear Charts & Tables

  • Discover the power of self-updating chart titles
  • Techniques to bring data into Excel from external sources
  • Creating dynamic visual presentation: Slicers, Sparklines & more
  • How to create a single worksheet that performs multiple tasks

Pivot Tables & Dashboards: Techniques to Present Data At-a-Glance

  • Drill down for the raw information: How to access additional detail
  • Avoid common pivot table conflicts by using linked pictures
  • Set-and-forget links: How to export text files from other programs
  • Jump start dashboards with the Recommended Pivot Tables and Analyze Data features

Tools to Enhance the Dashboard Functionality: Key Features & Techniques

  • Slicers and Timelines: More efficient ways to filter your PivotTable data
  • Self-expanding data ranges: References for graphs, tables, & formulas
  • Visually presenting your information in dashboard form

Program Benefits

In this 100-minute webinar you'll discover how you can create impressive and interactive Excel dashboards to present financial information to decision makers. Effectively monitor key information in a way that anyone can understand.

ABOUT THE SPEAKER

Henry Hansch
Henry Hansch
Henry Hansch III, a seasoned technology professional with a proven track record in driving innovation and efficiency, brings his deep expertise to Resourceful Finance Pro. Leveraging years of experience in developing and implementing cutting-edge tech solutions, Henry provides insightful articles exploring the intersection of technology and finance. His focus is on demystifying complex tech concepts, offering practical advice on how financial professionals can leverage emerging technologies to optimize operations, enhance decision-making, and navigate the rapidly evolving digital landscape.

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HRCI CREDITS

This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org