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Excel Dashboards for CFOs & Finance: Effective Monitoring & Reporting

On-Demand Recording

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

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

Melissa Esquibel
Melissa Esquibel is a technology consultant, coach, trainer and speaker. She is a consultant, frequent speaker and Microsoft Certified Trainer Since 1991, Ms. Esquibel has assisted a variety of companies and industries with Microsoft Office (Excel, Word, PowerPoint, Access, Outlook) all versions through 2010. Melissa has 25+ years' experience in information technology with a background in training, technical writing and business risk analysis.

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HRCI CREDITS

This program has been approved for 1.75 (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

NASBA CREDITS

Credit Hours:

2

Field of Study:

Finance

Program Level:

Basic Knowledge

Prerequisites:

None

Advance Prep:

None

Delivery Method:

Group Internet Based

Progressive Business Conferences is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

SHRM CREDITS

Resourceful Finance Pro is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1.75 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.