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High Impact Excel: Dashboard Edition

Webinar: ID# 1001716
About This Course:
The flow of information crossing your desk, as well as your clients, accelerates seemingly daily. One way to stem the tide is by way of Excel-based dashboards, which can aggregate content from numerous sources into a compact resource that allows users to assimilate mass amounts of information at once, but also quickly drill down into the details when needed.

In this presentation, Excel expert David Ringstrom, CPA - who is also the Tech Editor-at-Large for AccountingWEB - shares with you a number of techniques that you can use to construct dashboard applications in Excel. David teaches from Excel 2010 in this presentation, but his course materials include alternate instructions for Excel 2013, 2007, and 2003 when needed. He also provides an example workbook that includes copies of the related PowerPoint slides on each worksheet.What You'll Learn:
  • Master a variety of Excel features and worksheet functions that will help you use Excel far more effectively
  • Create set-and-forget spreadsheets that others can use to monitor financial results

  • Use the From Text feature in Excel to establish persistent links to data files exported from your accounting software
  • Discover how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files and other data sources
  • Use Excel's Pivot Table feature to condense large amounts of information into manageable chunks
  • Create dynamic and interactive graphs with Excel's Pivot Chart feature
  • Filter data faster by way of the Slicers feature in Excel 2010 and 2013
  • Control multiple pivot tables/charts at once with the Slicer feature in Excel 2010 and 2013
  • Move beyond worksheet column restrictions by using the Paste Linked Pictures feature to easily present data from various sections of a spreadsheet in one place
  • Learn why certain features like slicers, Sparklines, and even charts are disabled in some workbooks
  • Use Excel's Custom Views feature to make a single set of data serve multiple purposes
  • Use the Group and Ungroup feature to expand or collapse
  • Master the versatile SUMIF function
  • Use the SUMIFS to sum value based on multiple criteria
  • Compare the MIN, SMALL, MAX and LARGE functions
  • Make your dashboard look less like Excel by hiding screen elements
  • Use a simple macro technique to hide or unhide Excel's Ribbon interface
  • Discover the new Recommended Pivot Tables feature in Excel 2013
  • Explore the new Recommended Charts feature in Excel 2013
  • Capitalize on new features in Excel 2013 that empower anyone to quickly analyze dataLevel: Basic
    Prerequisites: None
    Advance Preparation: None
    Continuing Education Credits:

    Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.
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