Chat with us, powered by LiveChat

Drive Your Dashboard with Excel (SHMC)

Customer Rating
Field of Study
Computer Software & Applications
Qualifies For

Price:  $109.99
A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions.

Additional information




Self-Study Download

Company Code

Self Study

Yellow Book Approved


CFP Approved


IRS Approved


CTEC Approved


Field of Study Credits

Computer Software & Applications (Non-Technical) (11)

Field of Study Department

Computer Software & Applications (Non-Technical)

Course Version


CPE Approved



Knowledge of how to create and format a simple chart are assumed as is knowledge of simple formulas and functions.

Knowledge Level:


Major Topics:

  • Overview of Dashboard design and structure
  • Creating and using charts
  • Linking Charts and Cells
  • Conditional Formatting
  • Dynamic Chart Components Dynamic Legends
  • Overview of different charts and their functions
  • Overview of Pivot Tables

Learning Objectives:

Identify and define a dashboard and its different components
Recognize the design component of the dashboard
Recognize, create and edit appropriate charts for a dashboard
Recognize, create and edit in-cell charts and tables
Recognize and create Sparklines
Apply different linking methods in a dashboard
Apply different filtering techniques and data validation to data
Recognize and understand how to use absolute cell references and range names
Recognize the pros and cons of pivot charts and how to use them in a dashboard
Recognize the different types of conditional formatting and how to apply them
Recognize and apply different functions within a dashboard
Recognize how to protect and distribute dashboards

Designed For:

All CPAs