Wednesday, August 28, 2019

Tomorrow: Excel Dashboards (2-part series)

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Excel Dashboards (2-part series)
August
 
29-30
3 pm - 4:40 pm ET
Presenter: David Ringstrom, an author and nationally recognized instructor
Credits: CPE (Credit Details)
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Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 

In this 2-part webinar, you will learn how to summarize and present Excel dashboards from Excel expert, David Ringstrom, CPA.

Excel Dashboards: Part 1
August 29th, 2019, 3:00 PM to 4:40 PM, ET


In Part 1 of this comprehensive 2-part webinar, Excel expert, David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards empower you to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features, including the PivotTable feature, PivotChart feature, Quick Analysis feature, and others. After this practical webinar, you'll be equipped to summarize and present your data in an efficient manner. You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar. You will learn how to:

  • Filter two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later
  • Add new data sources to Microsoft Excel so you can extract data from text files, accounting software, and other data sources
  • Prevent pivot tables from automatically resizing columns when you refresh or filter the data
  • Link data from text files to Excel spreadsheets by way of Microsoft Query
  • Determine which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
  • Create self-updating links to databases, spreadsheets, text files, and other data sources using Microsoft Query
  • Minimize visual clutter by hiding worksheet gridlines
  • Assemble a dashboard from multiple pivot tables
  • Add interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later
  • Duplicate Excel worksheets in two different ways

Upon course completion, you will be able to:

  • Identify ways to use Excel dashboards to quickly assimilate large amounts of data
  • Use Microsoft Query to create persistent connections to data you wish to present in a dashboard
  • Apply a variety of features that will help you summarize and present your data with ease

Excel Dashboards: Part 2
August 30th, 2019, 3:00 PM to 4:40 PM, ET


In Part 2 of Excel Dashboards, you will learn how to reap the benefits of using dashboards from Excel expert, David Ringstrom, CPA. In this practical webinar, you will learn how to use pivot tables, pivot charts, sparklines, slicers, and other features that allow you to present data in summary form, while still giving you easy access to the underlying details. You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar. You will learn how to:

  • Use linked pictures as a navigation tool to return to the source pivot table
  • Amend queries exported from Microsoft Query
  • Recognize the conflict that a linked picture overlaying a slicer can pose
  • Create self-updating chart titles that change automatically as you filter or slice data related to the chart
  • Navigate past the "PivotTable field name already exists" prompt once and for all
  • Jump-start data visualization with the Quick Analysis feature
  • Hide or reveal Excel's Ribbon interface using a simple macro technique
  • Streamline filtering of lists in Excel 2013 and later by using the Slicer feature with tables
  • Utilize the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges
  • Use the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets

Upon course completion, you will be able to:

  • Identify which versions of Excel permit using slicers with both tables and pivot tables
  • Identify the key you hold down to select two or more nonadjacent columns or rows
  • State the Excel feature that the Table feature disables within a given workbook
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.
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