FP&A Modeling Pt.7 - Dashboard Visualizations

Overview

Explore functions that operate on’and return’date values and text strings. You’ll continue to integrate these features as we proceed throughout the series. This is part 5 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Highlights

• Prepare FP&A financial model data to present it in rich and compelling graphs for a dashboard.
• Use Excel formulas and intended errors to control which line items appear on the graphs and charts.
• Present monthly, quarterly, and annual data for actuals and forecasts and compare these to a budget forecast.

Prerequisites

Although not required, it is recommended to take the sections of this eight-part series in order.

Objectives

• Restructure FP&A data from a financial model to prepare it for graphing and visualization.
• Use specific types of errors in Excel to purposely make various lines not appear on a graph in Excel.
• Format exhibits to show monthly, quarterly, and annual data for actuals and forecasts against the budget.

Preparation

Attendees should have a basic understanding of accounting fundamentals and financial reporting.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.