BREAKOUT SESSIONS II

17 Sep 2018
10:40 am - 11:30 am

BREAKOUT SESSIONS II

BizNet: Dashboards and KPIs with BizInsight

Why are you creating a dashboard and are you making the most of it? Who is your target audience and do dashboard elements matter? What KPIs are meaningful to you? Dashboards can provide you with quick, visual status updates on your projects and enable you to drill down into details. Add dashboards to BizInsight reports and you can take them from static to dynamic with a single refreshable workbook! In this session, you will get a better understanding of best practices with dashboarding and KPIs.

Top 10 Financial Metrics

Did you know that 28% of businesses fail due to problems with the financial structure of the company?

If you don’t understand your key financial metrics, you have no way of monitoring your business’s health. Think of financial metrics as your modern-day Fitbit for your business’ health. It is essential to not only understand what each of these key metrics can tell you about the health of your business but also to monitor how these metrics are performing on an ongoing basis. Regularly reviewing these key metrics will help you spot potential problems before they become serious.

In this session, we will define what a metric is, what are the top metrics you should consider monitoring, how they are calculated, and tips on how to improve results.

Pivot Table Data Crunching

Learn the ins and outs about pivot tables, from the guy who wrote the book. Take a deep dive into settings that let you quickly create a year-over-year analysis. Create a true top 10 report. AutoFilter a pivot table, and more. Use Pivot Tables to compare lists, do pareto analyses, and stratifications. This session focuses on the pivot table functionality built into Excel.

Power Query: The bridge to External Data

Power Query provides users with sophisticated capabilities for accessing, manipulating, transforming, and importing data into Excel and the Data Model. Power Query is integrated into all versions of Excel 2016 and can be added to Excel 2013 with an add-in from Microsoft. It provides built-in data connectors for a wide range of external data sources and uses the M query language to manipulate and transform data. Don’t miss this opportunity to see Power Query in action.