Course Description
(This course is the second part of a two-part series. Register here for Part One.)
In Part Two of this two-part series, Excel expert David Ringstrom, CPA, will continue to review the basics of creating and utilizing Excel dashboards.
You’ll learn the basics of creating and utilizing Excel dashboards in this course developed by Excel expert David Ringstrom, CPA. 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 streamline data analysis, expand or collapse rows and/or columns, create dashboards that look less like Excel spreadsheets, filter pivot table data based on date ranges, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) 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 course.
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.
Who should attend: Practitioners tasked with summarizing large amounts of data in Excel spreadsheets.
Level: Intermediate
Learning objectives:
• Assembling a dashboard from multiple pivot tables
• Determining how to refresh all pivot tables in a workbook at once
• Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later
• Managing information overload by creating a Top 10 pivot table
• Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges
Review our course policies and procedures page for further information