Financial dashboard for reporting - Workshop 2018

This workshop is available in Kuala Lumpur (3&4-Dec). You’ll learn neat excel functions and charts to create easy yet effective dashboard reports – plus, combining what-if analysis functions and buttons, it allows for interactive management analysis. After attending this workshop, you are on your way to create a business intelligence tool!

My Offerings

Overview

For REPs, Member staff and Group (3+) registrations, complete & email the registration form to cpd.malaysia@cpaaustralia.com.au

Download brochure & registration form
 

Presenter:
Mr Bryan Ng

 

You’ll learn neat excel functions and charts to create easy yet effective dashboard reports – plus, combining what-if analysis functions and buttons, it allows for interactive management analysis. After attending this workshop, you are on your way to create a business intelligence tool!

 

Key topics covered:

  • Introduction: get it right from the start…
  • The model: interactive financial dashboard
  • Protect & share: protect and share your dashboard

NOTE: Please bring along your laptop with software Version: MS 2010

Objectives

  • Use Excel to prepare Dashboards - making use of advance features in Excel
  • Explore the difference between Reports vs. Dashboards
  • Design an effective Finance Dashboard that draws focus
  • Creatively use Excel functions to manage data & link to objects
  • Learn good practices when building charts and graphs

All our workshops are available via in-house training.

Audience

Accountant, Finance Manager, Financial Controller, Financial Management, Financial Planner, Management Accountant, Business Advisor, Management Consultant, Risk Manager, Treasury, Taxation Manager, Financial Analyst

Details

80005914

2 days

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