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

Excel Accountant: Dashboards In-Depth

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • Tax Preparer
Excel Accountant: Dashboards In-Depth

4 Credits

$40

Subject Area

Computer Software and Applications

Webinar Qualifies For

4 CPE credit of Computer Software & Applications for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPD credit (Verifiable) for Canadian CPAs

4 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

4 CE credit of Computer Technology for Maryland Tax Preparers

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Excel expert David Ringstrom, CPA, covers the basics of creating and utilizing Excel dashboards in this comprehensive online continuing education course. Dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. In this online CPE/CE/CPD webinar, 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 in this online CPE/CE/CPD course: 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 Online CPE/CE/CPD Webinar 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.

This Online Excel CPE/CE/CPD Webinar covers the following key topics:

  • 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.
  • 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 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
  • Accounting Managers
  • Certified Management Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA