In Part 1 of this comprehensive 2-part webinar, Excel expert, David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards empower you to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features, including the PivotTable feature, PivotChart feature, Quick Analysis feature, and others. After this practical webinar, you’ll be equipped to summarize and present your data in an efficient manner.
You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.
You will learn how to:
- Filter two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later
- Add new data sources to Microsoft Excel so you can extract data from text files, accounting software, and other data sources
- Prevent pivot tables from automatically resizing columns when you refresh or filter the data
- Link data from text files to Excel spreadsheets by way of Microsoft Query
- Determine which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
- Create self-updating links to databases, spreadsheets, text files, and other data sources using Microsoft Query
- Minimize visual clutter by hiding worksheet gridlines
- Assemble a dashboard from multiple pivot tables
- Add interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later
- Duplicate Excel worksheets in two different ways
Upon course completion, you will be able to:
- Identify ways to use Excel dashboards to quickly assimilate large amounts of data
- Use Microsoft Query to create persistent connections to data you wish to present in a dashboard
- Apply a variety of features that will help you summarize and present your data with ease
To register for both parts of this webinar series together, please click here.
Prerequisites: None. Experience with Excel Pivot Tables Recommended.
Advance Preparation: None
Program Level: Intermediate
Field of Study: Computer & Software Applications (2 hours for each part, 4 hours total)
Format: Live Webcast
Credit Type: Self-Study credit (Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.)