CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Excel Accountant: Dashboards Part 1

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Example of an Excel Dashboard
    2 mins
  • Microsoft Query
    6 mins
  • Summarize With Pivot Table
    38 mins
  • Autofit Column Widths
    46 mins
  • Top 10 Pivot Table
    55 mins
  • Formatting Slicers (Excel 2010+)
    68 mins
  • Pivot Table Conflicts
    78 mins
  • Assembling the Dashboard
    82 mins
  • Blank Cell within Data
    98 mins

Course Description

Excel expert David Ringstrom, CPA, covers the basics of creating and utilizing Excel dashboards in this comprehensive course. Dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. David shows you how to streamline data analysis, expand or collapse rows and/or columns, create dashboards that look less like Excel spreadsheets, filter pivot table data based on date ranges, and more.

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

Who Would Be Interested in This Course:

Practitioners tasked with summarizing large amounts of data in Excel spreadsheets.

Topics Covered:

  • Creating self-updating titles for charts and pivot charts.
  • Exploring the Recommended Charts feature in Excel 2013 and later.
  • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • Seeing how the Sparkline feature empowers you to create tiny, in-cell charts for showing trends of data.
  • Using the Group and Ungroup feature to expand or collapse rows and/or columns.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
  • Learning how to hide or unhide Excel’s Ribbon interface using a simple macro technique.
  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
  • Understanding how to use the Slicer feature to streamline data analysis within tables and pivot tables.
  • Creating a dashboard that looks less like an Excel spreadsheet by hiding screen elements.

Learning Objectives

  • To define how to use the Quick Analysis feature for data visualization.
  • To recall how to use Microsoft Query to create persistent connections to data you wish to present in a dashboard.
  • To recognize how to create a dashboard that looks less like an Excel spreadsheet.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.8

(13)
77%
23%
0%
0%
0%

LS

A wonderful webinar full of some great shortcuts which are going to make my work on excel that bit easier and quicker. When it comes to presentation, David is great. I have attended other webinars of his as well. Well done David and myCPE.

TS

A fantastic webinar for those dealing Excel day-in and day-out. The pace was ideal for anyone to follow and understand. Overall enjoyed the webinar. Thank you David.

MB

The pace, the entire composition and the presentation skills, all excellent. Great variety of topics covered by David.

MU

This is the best class I have taken in a while. The material was well explained step by step in a clear manner. I have bee working with pivots for several years and this class definitely taught me several tips and resources. Thank you so much.

JLS

Super webinar.

VF

Well presented.