Use Excel Dashboard to Help Your Clients Check Under the Hood

Source: Journal of Accountancy

This article provides step-by-step instructions for creating a powerful Excel “dashboard.” By customizing the dashboard for your clients, you can help them quickly download and analyze financial and operational data in a variety of visual formats. The authors provide downloadable sample dashboards in Excel 2007 and Excel 2010, as well as the Excel worksheet used to create the sample.

For the complete article, read “Dashboard Your Scorecard: Unleash the power of Excel for visual data analysis.” 

From Journal of Accountancy, American Institute of Certified Public Accountants, February 2011, http://www.journalofaccountancy.com/Issues/2011/Feb.