Establishing Excel Dashboards | March 17, 2016 10:00 AM - March 17, 2016 1:00 PM |

Establishing Excel Dashboards

Event Summary

March 17, 2016
March 17, 2016 10:00 AM
March 17, 2016 1:00 PM
Online Compliance Panel
[email protected]
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Excel expert David H. Ringstrom, CPA, introduces participants to Excel dashboards in this illuminating live webcast. Because dashboards empower users to quickly assimilate large amounts of data by way of charts and summary tables, they are quite popular.
In the first part of his presentation, David using Microsoft Query to automate the import of data from a variety of sources, including text files, other spreadsheets, databases, and software programs. He then demonstrates a variety of techniques for presenting the information in dashboard form.

Objectives of the Presentation
Identify ways to use Excel dashboards to quickly assimilate large amounts of data
Turn off Excel features to make dashboards that look less like an Excel spreadsheet
Apply the Slicer feature in Excel 2010 and later to filter data faster and see at a glance what data is being hidden from a dashboard
Use Pivot Tables and Pivot Charts to create interactive reports
Identify and manage data security prompts that can arise when connecting Excel spreadsheets to other data sources
See the nuances involved in formatting numbers within pivot table reports
Discover features that become disabled within Excel 2003(.XLS) workbooks
Use Sparklines to present charts within worksheet cells

Why Should you Attend
Learn a variety of techniques for presenting Excel data in dashboard form and how to quickly assimilate large amounts of data within charts and summary tables. David's courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. His detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. In addition, he provides an Excel workbook that includes a majority of the examples he uses during each session.

David's materials cover Excel 2016, 2013, 2010, and 2007. He typically demonstrates techniques by using Excel 2013 or 2016, but is able to perform live demonstrations upon request in Excel 2010 and 2007 as well.

Areas Covered
Implementing the Slicer feature in Excel 2010 and later
Creating dynamic and interactive graphs with Excel's PivotChart feature
Using Microsoft Query to create self-updating links to databases, spreadsheets, text files, and other data sources
Learning why certain features, such as Slicers, Sparklines, and even charts, are disabled in some workbooks
Creating dashboards that look less like an Excel spreadsheet by hiding screen elements
Moving beyond worksheet column restrictions using the Paste Picture Link feature to easily present data from various sections of a spreadsheet all in one place
Condensing large amounts of data into manageable chunks
Expanding or collapsing data with Excel's Group and Ungroup feature

Who can Benefit
Financial consultants

Note: Use Promo code SMMSE and get 10% off on registration (Valid till March 31st)


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