Excel Accountant: Dashboards Part 1

4.5 (4)

David Ringstrom

Excel Accountant

Tuesday, March 16, 2021 | 10:00 AM EST

  • CPA Canada
  • CPA
  • Tax Pros

2 CPE | 2 CPD

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

earn your salt : comprehensive state and local tax

(2)

Jan 26, 2021 | 12:00 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

introduction to excel pivottables

(11)

Feb 22, 2021 | 10:30 AM EST View Details

tax practitioners ethics - latest

(4124)

Mar 01, 2021 | 12:30 PM EST View Details

excel accountant: speed tips part 1

(6)

Mar 03, 2021 | 09:30 AM EST View Details

qbo: build right chart of accounts - base for accounting and reading financial statement

(160)

Mar 03, 2021 | 09:30 AM EST View Details

12 powerful tax saving strategies for your small business owner clients

(12)

Mar 03, 2021 | 09:30 AM EST View Details

creative collection techniques best practices in accounts receivable collection

Mar 03, 2021 | 09:30 AM EST View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(82)

Mar 03, 2021 | 10:00 AM EST View Details

how to maximize itemized deduction (latest 2021)

(63)

Mar 03, 2021 | 10:00 AM EST View Details

practical guide to fraud 2020: including cash, inventory & general frauds

(35)

Mar 03, 2021 | 10:00 AM EST View Details

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

Testimonial

4.5

(4)
50%
50%
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.

MB

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

VF

Well presented.

MS

I appreciate the variety of options that my-CPE provides.