Build dynamic financial dashboards to analyze and drive performance
Without being in the finance department, you may be required to follow up on projects from an accounting point of view: performance, return on investment, sales and revenue breakdown, invoice management, budget follow-up, etc. This Excel training shows you how to set up your dashboards to facilitate follow-ups, limit errors and make informed decisions.
Is it for you ?
Managers and employees
Prerequisites
Intermediate knowledge of MS Excel. Experience with dynamic pivot tables (Course CH166).
What You'll Walk Away With
- ✓ Design clear financial dashboards by selecting the right indicators and visuals (thermometers, gauges, Gantt charts)
- ✓ Leverage advanced Excel functions and pivot tables to automate your budget and project tracking
Training content
1 Visualizing results
Examples of dashboards: information systems, project management, budget preparation and monitoring, etc.
Construction of the dashboard signage page: choice of indicators and visuals.
Functions :
- INDIRECT
- REPT
- ISERROR
- OFFSET
- VLOOKUP
Visuals and graphics :
- Thermometer
- Gantt charts
- Gauges
- etc.
2 Dashboards
Advanced pivot tables
- GETPIVOTDATA
- PivotTable Wizard
- Etc.
Advanced macro commands with control buttons
Keep in Mind
At the end of this training, yoiu will have a real exemple of dashboard for a company.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
