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Creating Excel Dashboards: Effective Solutions for CFOs and Finance


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Excel dashboards empower users to quickly incorporate large amounts of financial data using charts and summary tables, but they can be frustrating to build. So how can you transform your raw data into readable figures that are clear, concise, and useful to CEOs, managers, business owners, consultants, and board members? Join us for this 90-minute, hands-on training session to discover:

  • Link your spreadsheets to Microsoft Access, SQL databases & text files
  • Working with Pivot Tables: Simple additions to Excel dashboards
  • How to build charts that automatically expand to include new data
  • Use dashboards to present hard metrics to non-financial audiences

Program Highlights

  • Excel Dashboards: How to Arrange your Data into Readable Charts & Tables

    • Conditional formatting and advanced functions for data manipulation
    • Best methods for bringing data into Excel from other sources
    • Visual presentation techniques: Custom Views, Sparklines, & more
    • Tools to create a single worksheet that performs multiple tasks
  • Pivot Tables & Dashboards: Techniques to Present Data At A Glance

    • Simple dashboard design concepts: Elevate your data
    • Drill down for the raw information: Access additional detail
    • Dashboards for presentations: Building for a non-financial audience
    • Set-and-forget links: How to export text files from other programs
  • Tools to Enhance the Dashboard Functionality: New Features & Techniques

    • Real-time updates and data validation: Maintain accuracy
    • "Slicers" feature: More efficient ways to filter your PivotTable data
    • Self-expanding data ranges: References for graphs, tables, & formulas
    • Best ways to visually present your information in dashboard form
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

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. Her strong foundation in finance and accounting was built over years in the banking and accounting industries.
  • Melissa has 25+ years of experience in information technology with a background in training, finance, technical writing and business risk analysis.

Program Benefits

Join us for this 90-minute webinar to discover the best methods to create and manipulate Excel dashboards for financial presentations that anyone can understand.