Maximize Excel: Dashboards Part 1


CPE Credit: 2 hours

You’ll learn the basics of creating and utilizing Excel dashboards in this course 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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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 webcast.  



Topics Covered

• Creating self-updating titles for charts and pivot charts.
• Exploring the Recommended Charts feature in Excel 2013 and later.
• Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
• Seeing how the Sparkline feature empowers you to create tiny, in-cell charts for showing trends of data.
• Using the Group and Ungroup feature to expand or collapse rows and/or columns.
• Jump-starting data visualization with the Quick Analysis feature.
• Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
• Learning how to hide or unhide Excel’s Ribbon interface using a simple macro technique.
• Creating dynamic and interactive graphs with Excel’s PivotChart feature.
• Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
• Understanding how to use the Slicer feature to streamline data analysis within tables and pivot tables.
• Creating a dashboard that looks less like an Excel spreadsheet by hiding screen elements.

 
Learning Objectives:

• Describe how to create a dashboard that looks less like an Excel spreadsheet.
• Identify ways to use Excel dashboards to quickly assimilate large amounts of data.
• Define how to create dynamic and interactive graphs with Excel’s PivotChart feature.

 
Course Number: 
DR1906
NASBA Field of Study: 
Computer Software and Applications
Level: 
Intermediate
Presenter:
David Ringstrom
Prerequisites: 
Experience with Excel
Advanced Preparation: 
None