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 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 more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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:

  • Creating self-updating chart titles that change automatically as you filter or slice data related to the chart.
  • Understanding the conflict that a linked picture overlaying a slicer can pose.
  • Using linked pictures as a navigation tool to return to the source pivot table.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
  • Summarizing lists of data into instant reports by way of pivot tables.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Opening .CSV files versus opening Excel workbooks.
  • Recovering the From Text command in Excel 2019 and Office 365.
  • Exploring how to amend queries exported from Microsoft Query.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Streamlining Custom Views by adding a drop-down list to Excel’s Quick Access Toolbar.
  • Identifying the feature conflict that arises when you utilize tables within Excel workbooks.

Learning Objectives/Why You Should Attend:

  • Identify the location of the Text Import command within Excel’s menu structure.
  • Recall which character allows you to select all fields from a table or query.
  • 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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