In this 2-part webinar, you will learn how to summarize and present Excel dashboards from Excel expert, David Ringstrom, CPA.

Excel Dashboards: Part 1
August 29th, 2019, 3:00 PM to 4:40 PM, ET

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

If you want to register for just this part of the 2-part webinar series, please click here.

Excel Dashboards: Part 2
August 30th, 2019, 3:00 PM to 4:40 PM, ET

In Part 2 of Excel Dashboards, you will learn how to reap the benefits of using dashboards from Excel expert, David Ringstrom, CPA. In this practical webinar, you will learn how to use pivot tables, pivot charts, sparklines, slicers, and other features that allow you to present data in summary form, while still giving you easy access to the underlying details.

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:

  • Use linked pictures as a navigation tool to return to the source pivot table
  • Amend queries exported from Microsoft Query
  • Recognize the conflict that a linked picture overlaying a slicer can pose
  • Create self-updating chart titles that change automatically as you filter or slice data related to the chart
  • Navigate past the “PivotTable field name already exists” prompt once and for all
  • Jump-start data visualization with the Quick Analysis feature
  • Hide or reveal Excel’s Ribbon interface using a simple macro technique
  • Streamline filtering of lists in Excel 2013 and later by using the Slicer feature with tables
  • Utilize the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges
  • Use the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets

Upon course completion, you will be able to:

  • Identify which versions of Excel permit using slicers with both tables and pivot tables
  • Identify the key you hold down to select two or more nonadjacent columns or rows
  • State the Excel feature that the Table feature disables within a given workbook

If you want to register for just this part of the 2-part webinar series, 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: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]

Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

Accounting Credits

CreditValueField of StudyFormat
CPE2.0 Computer Software & ApplicationsLive
CPE2.0 Computer Software & ApplicationsOn-Demand/Recording

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

94% of attendees recommend this webinar

5 out of 5 stars
from 33 customer reviews

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5 out of 5

Really liked the content of the presentation.

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4 out of 5

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5 out of 5

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5 out of 5

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4 out of 5

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5 out of 5

Excellent

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5 out of 5

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4 out of 5

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5 out of 5

One of the best webinars I have ever attended. In general, the material presented was not easy to understand, but Mr. Ringstrom made it as easy as possible. Having the initial screens showing what he was going to do, and then actually doing it, was incredibly helpful. A great experience! I’m looking forward to trying what was demonstrated today, and looking forward to tomorrow’s webinar.

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4 out of 5

The content was informative and useful for those who use pivot tables for presentations. Speaker moved in a good manner, not too fast and not too slow.

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5 out of 5

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5 out of 5

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5 out of 5

Stepped through rather quickly but supporting materials available as reference are helpful.

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5 out of 5

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4 out of 5

The content was tough to follow since the excel file provided was not something that could be used while the instructor was presenting the material, and, as such, I got lost early on. I listened and watched but will not be able to do anything on my own without going back over the material.

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4 out of 5

We spent a lot of time on pivot tables and less on creating dynamic dashboards. I hope that tomorrow’s session will focus more on dashboards and the bells and whistles that can be created.

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5 out of 5

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5 out of 5

Very helpful information

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5 out of 5

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5 out of 5

Great webinar. The interactive Excel worksheets is very helpful.

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5 out of 5

Webinar provided great information.

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4 out of 5

Professional speakers – easy to understand

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4 out of 5

I would not have started the presentation with the information on the ODBC driver and Microsoft Query. That part was very technical and confusing. The rest of the presentation was excellent

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5 out of 5

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5 out of 5

Loved it. Can’t wait until tomorrow. Thank you.

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5 out of 5

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5 out of 5

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5 out of 5

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5 out of 5

Great start to dashboards

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5 out of 5

Nice presentation, very informative. Will practice now with the slide deck.

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5 out of 5

was excellent
wish they would start a little early to tell attendants will need the files to walk through. I was trying to download then lost that screen to presentation.

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5 out of 5

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5 out of 5

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