Best Practices in Visualizing & Dash-Boarding Data

Field: Auditing | Delivery Method: Self Study | CPE Hours: 2.0

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Visualizing data has become one of the hottest trends in analytics not only because it works to more quickly identifying anomalies but in also explaining the results to management. In this case study focused training, you’ll learn how to translate unwieldy files of financial data into a single compact scatter graph, pie chart, or overlay—and then to pick out the key items that merit sampling and follow-up. Once the graphs are built, using Microsoft Excel templates, approaches will be explained to build audit-specific dashboards for a particular audit or for senior management discussion.

Specific learning objectives include:

  • Understand graph types and their different analytical strengths from an audit perspective
  • Learn best practices in dash-boarding results through a review of a variety of example dashboard templates
  • See how to quickly turn a visualization exercise into a sampling approach by sampling multiple categories to identify highest-risk items
  • Learn to improve data quality reviews through a variety of statistical techniques transformed into graphical analysis
  • Use auto-formatting and dynamic data-grabbing tools so new data can create new graphs each audit period, at the touch of a button
  • Maximize Power Pivot to efficiently visualize data in the millions of records, far beyond the limits of a normal Excel sheet

This 2 hour training includes downloadable templates, so you can follow along with the practical examples.

This is an AUDITNET® previously recorded webinar with Jim Kaplan and Rich Lanza.

Field: Auditing
CPE: 2
Delivery Method: Self-Study
Format: Video

Your Instructor

Jim Kaplan
Jim Kaplan

AuditNet® is the Global Resource for Auditors, and serves the global audit community as the primary communications resource with an online digital network where auditors share resources, tools, and experiences including audit work programs and other audit documentation.

As the first online portal for the global audit community, AuditNet® has been at the forefront of audit websites dedicated to promoting the use of technology.

Jim Kaplan, the founder of AuditNet®, became a Certified Internal Auditor in 1984. He has continuously promoted and encouraged the use of technology and the Internet for audit productivity.

As an active member of the IIA, he has held many positions at the local and International level. He is a founding member of the Northern Virginia Chapter and served as Chapter President in 1989. He retired from his government audit director position in 2005. He is the founder and President of AuditNet®, the global resource for auditors, and has been identified as an Internet for Auditors pioneer. Jim's contributions to the profession were recognized by the IIA (2007 Bradford Cadmus award) and the Association of Local Government Auditors (Lifetime Achievement Award). In addition to the IIA, he is a member of the Association of Local Government Auditors and the Association of Certified Fraud Examiners.

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