Excel Accountant: Dashboards Part 1

4.8 (9)

David Ringstrom

Excel Accountant

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

  • CPA Canada
  • CPA
  • Tax Preparer

2 Credits

$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

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

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(
    [no_of_record] => 9
    [average] => 4.7778
)
 

4.8

(9)
78%
22%
0%
0%
0%

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.

VF

Well presented.

MS

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