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Establishing Excel Dashboards  

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Online Compliance Panel   

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Accountants and CPAs, CFOs, Financial consultants, Controllers, Accounting Personnel, Human Resources Personnel

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Seminar Summary:

In this webcast, Excel expert David Ringstrom, CPA, introduces participants to Microsoft Excel dashboards. Dashboard techniques empower users to assimilate large amounts of data quickly and easily by way of charts and summary tables. David explains how to bring data into Excel from other sources, outlines different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more. (see full course description)

 

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Training Course Syllabus:


Objectives of the Presentation

Apply a variety of Excel features and worksheet functions-all focused on helping you use Excel far more effectively
Define how to create "set-and-forget" tools that others can use to monitor financial results
Identify methods you can use to bring data into Excel from other sources
Recall how to create a dashboard that looks less like an Excel spreadsheet
Define the time-saving benefits of Excel dashboards
Identify how to use the PivotTable feature to condense large amounts of data

Why Should you Attend

Anyone tasked with summarizing large amounts of data in budget spreadsheets will benefit from attending this webcast.

David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants´ questions, so come ready to pick his brain. David´s detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Areas Covered

Summarizing large amounts of data in Excel spreadsheets
Creating interactive graphs with Excel´s PivotChart feature
Learning how to use the Slicer feature in Excel 2010 and later
Using Excel´s custom views feature to make a set of data serve multiple purposes
Discovering how to create self-updating links
Using a simple macro technique to hide or unhide the ribbon interface
Implementing the group and ungroup feature to expand or collapse rows and/or columns

Seminar Summary:

In this webcast, Excel expert David Ringstrom, CPA, introduces participants to Microsoft Excel dashboards. Dashboard techniques empower users to assimilate large amounts of data quickly and easily by way of charts and summary tables. David explains how to bring data into Excel from other sources, outlines different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more. (see full course description)

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