| Excel Dashboards (2-part series) | | | | | | | | August | | | | 17&18 | | 1 pm - 2:40 pm ET each day | | | Presenter: David Ringstrom, Owner and Founder of Accounting Advisors, Inc. | | | Credits: CPE (Credit Details) | | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. | | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | | | Excel Dashboards: Part 1
August 17th, 2016, 1:00 PM to 2:40 PM, ET
Dashboards empower users to quickly transform large amounts of data into concise, self-updating summaries by way of pivot tables, charts, and other Excel features. In part 1 of this two-part webinar series, you'll learn how to use Excel dashboards to quickly and effectively present your data, import data from other sources into Excel, and implement the Recommended PivotTables, Charts, Quick Analysis and From Text features, and more. Upon completion of this course, you'll be able to: - Identify ways to use Excel dashboards to quickly assimilate large amounts of data
- Use Microsoft Query to create self-updating links to databases, spreadsheets, text files, and other data sources
- Apply the Custom Views feature in Excel and enable a single worksheet to present data in multiple summary and detail formats
- Utilize the Recommended PivotTables feature
- Establish persistent links to data files exported from your accounting software using Excel's From Text feature
- Explore the Recommended Charts feature in Excel 2013 and later
- Utilize data visualization with the Quick Analysis feature
- Apply the Group and Ungroup feature to expand or collapse rows and columns
Excel Dashboards: Part 2
August 18th, 2016, 1:00 PM to 2:40 PM, ET
In part 2 of this two-part webinar series, you'll learn how to use pivot tables, pivot charts, Sparklines, slicers, and other Excel features to present data in summary form while maintaining easy access to the underlying details. Upon completion of this course, you'll be able to: - Create a dashboard that looks less like an Excel spreadsheet
- Construct dynamic and interactive graphs with Excel's PivotChart feature
- Apply the Slicer feature in Excel 2010 and later to filter data faster and streamline data analysis within tables and pivot tables
- Create self-updating titles for charts and pivot charts
- Differentiate between pivot tables and worksheet formulas
- Recognize the importance of the Refresh command
- Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
- Hide and unhide Excel's Ribbon interface using a simple macro technique
- Recognize why certain features – including slicers, sparklines, and charts – are disabled in some workbooks
- Use Excel's PivotTable feature to condense large amounts of information into manageable chunks
| | | | | | | | | | David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom provides Microsoft Excel training and consulting services nationwide. He frequently presents on Microsoft Excel at webinars and conferences, regularly publishes articles about spreadsheets, and has edited dozens of books on accounting software. | | | | | | | | | | | ● Earn continuing education credit for no additional fee
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