Excel Enlightenment: Creating and Using Dashboards
|Speaker||:||David H. Ringstrom|
Excel expert David Ringstrom, CPA, introduces Excel dashboards in this broad-reaching presentation. Dashboards enable users to quickly assimilate copious amounts of data into spreadsheets by way of Excel features, such as the Recommended Charts feature, PivotTable feature, PivotChart feature, Quick Analysis feature, and others. After the webcast, participants will be equipped to summarize and present their Excel data in an efficient manner.
Why Should You Attend:
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.
Areas Covered in the Session:
- Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.
- Adding new data sources to Microsoft Excel so you can extract data from text files, accounting software, and other data sources.
- Assembling a dashboard from multiple pivot tables.
- Avoiding the dreaded PivotTable Field Name Already Exists error prompt.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
- Displaying two or more pivot tables on a single worksheet close together without triggering a conflict.
- Duplicating Excel worksheets in two different ways.
- Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
- Getting an overview of what a dashboard is within the context of a Microsoft Excel spreadsheet.
- Linking data from text files to Excel spreadsheets by way of Microsoft Query.
- Managing data security prompts that may appear when you link external data into Excel spreadsheets.
Who will Benefit:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- Government Personnel
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.