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Establishing Powerful Excel Dashboards
- Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
- Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts
- Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files and other data sources.
- Creating dynamic and interactive graphs with Excel’s PivotChart feature
- Seeing how the Sparkline feature empowers you to create tiny, in-cell charts for showing trends of data
- Filtering data faster by way of the Slicer feature in Excel 2010 and later
- Discovering how pivot tables differ from worksheet formulas and learn the importance of the Refresh command
- Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks
Overview of the webinar
Excel expert David H. Ringstrom, CPA, introduces you to Excel dashboards in this informative webcast. Dashboards offer a variety of techniques that empower you to assimilate large amounts of data quickly and easily via charts and summary tables. David teaches you how to bring data into Excel from other sources, shows you different ways to present information in dashboard form, demonstrates how to use Excel’s PivotTable feature to condense large amounts of data and much more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010 or 2007 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Excel User
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
Why should you attend?
After attending the webcast, participants will be equipped to:
- Identify ways to use Excel dashboards to quickly assimilate large amounts of data
- Define how to create dynamic and interactive graphs with Excel’s PivotChart feature
- State how Microsoft Query allows users to create self-updating links to databases, spreadsheets, text files and other data sources
- Apply Excel’s PivotTable feature to condense large amounts of data
- Create dynamic charts with Excel's PivotChart feature
- Utilize Excel's Sparklines feature to create in-cell charts that allow you to display trends in a compact fashion
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.