Expediting Excel: Introduction to Excel Dashboard
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well.
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In this series, Excel expert David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. David demonstrates how to: create self-updating links to databases, spreadsheets, text files, and other data sources; use the Recommended PivotTables feature and the Recommended Charts feature, make a single set of data serve multiple purposes, and much more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention 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.
• Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
• Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
• Filtering data faster by way of the Slicer feature in Excel 2010 and later.
• Creating dynamic and interactive graphs with Excel’s PivotChart feature.
• Seeing how the Sparkline feature empowers you to create tiny, in-cell charts for showing trends of data.
• Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.
• Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later.
• Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
• Learn to use Excel dashboards to quickly assimilate large amounts of data.
• Create a dashboard that looks less like an Excel spreadsheet.
• Use the Slicer feature to instantly control multiple pivot tables and charts.
• Create dynamic and interactive graphs with Excel’s PivotChart feature.
• Use Microsoft Query to create self-updating links to databases, spreadsheets, text files, and other data sources.
• Practitioners tasked with summarizing large amounts of data in Microsoft Excel spreadsheets.
• Excel User
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Human Resource Personnel
• Government Personnel