Excel Accountant: Dashboards Part 2

David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)
  • CIA

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

Overview

  • Dynamic Pivot Chart Titles3 mins
  • Linked Picture/Slicer Conflict13 mins
  • Resolving Disabled Slicers20 mins
  • Timeline Feature (Excel 2013+)25 mins
  • Sparklines Feature (Excel 2010+)36 mins
  • Quick Analysis (Excel 2013+)45 mins
  • Enabling From Text in Office 36557 mins
  • Text Import Wizard59 mins
  • Combine Multiple Worksheets70 mins
  • Set Query to Refresh Automatically80 mins
  • Add Formulas to Query Results82 mins
  • Streamlining Custom Views95 mins

Course Description

Excel expert David Ringstrom, CPA, takes you beyond basic dashboard techniques in this informative course. David digs deeper into the benefits of creating and using dashboards to quickly assimilate large amounts of data. He covers pivot tables, pivot charts, slicers, and other features that allow you to present data in summary form, yet still give you easy access to underlying details. David shows you how to create: dashboards that look less like Excel spreadsheets, dynamic and interactive graphs, self-updating titles for charts and pivot charts, and much 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 who need to transform large amounts of data into concise, self-updating summaries.

Topics Covered:

  • Using linked pictures as a navigation tool to return to the source pivot table.
  • Exploring how to amend queries exported from Microsoft Query.
  • Understanding the conflict that a linked picture overlaying a slicer can pose.
  • Creating self-updating chart titles that change automatically as you filter or slice data related to the chart.
  • Getting past the “PivotTable field name already exists” prompt once and for all.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Learning how to hide or reveal Excel’s Ribbon interface using a simple macro technique.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.

Learning Objectives

  • To iIdentify the key you hold down to select two or more nonadjacent columns or rows.
  • To identify which versions of Excel permit using slicers with both tables and pivot tables.
  • To recall how Microsoft Query can be used to create self-updating links to a variety of data sources.

Who Should Attend?

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