Smart Financial Dashboards
Dashboards that present financial indicators and flag unusual changes.
Course contents
- 1Choosing the financial indicators
- 2Connecting and refreshing data
- 3Alerts on deviations
- 4Automatic text summaries
- 5Presenting the dashboard to management
- 6Building a dashboard fed directly by a point-of-sale or accounting program the accountant built with AI
What you gain from the course
You can design a financial dashboard that points management to what needs attention.
Other courses in the same track
Excel and data
AI in Excel for Accountants
The AI tools available in and alongside Excel, and using them for an accountant’s tasks.
Writing Formulas and Macros with AI Assistance
Describing what is needed in words and getting the formula or macro, then testing it before relying on it.
Analysing Financial Data without Programming
Analysing financial data and drawing conclusions with tools that need no code.
Power BI and AI in Financial Reporting
Building interactive financial reports in Power BI and using its AI features for analysis.
Python for Accountants: Automation and Analysis
Python basics for reading, cleaning and analysing accounting files, and automating repetitive tasks.