Establishing Excel Dashboards

Duration: 120 Minutes
In this webcast, Excel expert David Ringstrom, CPA, introduces participants to Microsoft Excel dashboards. Dashboard techniques empower users to assimilate large amounts of data quickly and easily by way of charts and summary tables. David explains how to bring data into Excel from other sources, outlines different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more.
Establishing Excel Dashboards
Instructor: David H. Ringstrom
Product ID: 501494
Objectives of the Presentation
  • Apply a variety of Excel features and worksheet functions-all focused on helping you use Excel far more effectively
  • Define how to create "set-and-forget" tools that others can use to monitor financial results
  • Identify methods you can use to bring data into Excel from other sources
  • Recall how to create a dashboard that looks less like an Excel spreadsheet
  • Define the time-saving benefits of Excel dashboards
  • Identify how to use the PivotTable feature to condense large amounts of data
Why Should you Attend
Anyone tasked with summarizing large amounts of data in budget spreadsheets will benefit from attending this webcast.

David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts 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. David's detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Areas Covered
  • Summarizing large amounts of data in Excel spreadsheets
  • Creating interactive graphs with Excel's PivotChart feature
  • Learning how to use the Slicer feature in Excel 2010 and later
  • Using Excel's Custom Views feature to make a set of data serve multiple purposes
  • Discovering how to create self-updating links
  • Using a simple macro technique to hide or unhide the Ribbon interface
  • Implementing the Group and Ungroup feature to expand or collapse rows and/or columns
Who can Benefit
  • Accountants and CPAs
  • CFOs
  • Financial consultants
  • Controllers
  • Accounting Personnel
  • Human Resources Personnel
Topic Background
Excel dashboards provide at-a-glance views into key measurements relevant to a particular objective or business process. Because they're designed for a specific purpose, they inherently contain predefined conclusions that relieve end users from performing their own analysis, thereby saving users time and effort.
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Live Session - How it works
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  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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