Dashboards: Part 2

Level: Intermediate

Available Durations:

  • 90 minutes
  • 100 minutes
  • 120 minutes
This topic is best presented in 90 minutes or more.

Description:

In Part 2 of Excel Dashboards, Excel expert David Ringstrom, CPA, digs deeper into the benefits of creating and using dashboards to quickly assimilate large amounts of data. He covers pivot tables, pivot charts, slicers, and other features that allow you to present data in summary form, yet still give you easy access to underlying details. David shows you how to create dashboards that look less like Excel spreadsheets, dynamic and interactive graphs, self-updating titles for charts and pivot charts, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
  • Learning how to hide or reveal Excel’s Ribbon interface using a simple macro technique.
  • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • Exploring the Recommended Charts feature in Excel 2013 and later.
  • Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.
  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Using the Group and Ungroup feature to expand or collapse rows and/or columns.
  • Creating self-updating titles for charts and pivot charts.
  • Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later.
  • Getting past the “PivotTable field name already exists” prompt once and for all.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.

Learning Objectives/Why You Should Attend:

  • Identify ways to use Excel dashboards to quickly assimilate large amounts of data.
  • Apply Microsoft Query to create self-updating links to a variety of data sources.
  • Apply the Slicer feature in Excel 2010 and later to filter data faster.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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