Maximize Excel: Dashboards Part 2​


CPE Credit: 2 hours

In this comprehensive on-demand webcast, Excel expert David Ringstrom, CPA, expands on his discussion of dashboards. David digs deeper into the benefits of using dashboards to quickly assimilate large amounts of data. He covers pivot tables, pivot charts, slicers, and other features that allow you to present data in summary form, yet still give you easy access to underlying details. David shows you how to create dashboards that look less like Excel spreadsheets, dynamic and interactive graphs, self-updating titles for charts and pivot charts, 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

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

 
Learning Objectives:

• Recall how Microsoft Query can be used to create self-updating links to a variety of data sources.
• State how to apply the Slicer feature in Excel 2010 and later to filter data faster.
• Identify the key you hold down to select two or more nonadjacent columns or rows.

Course Number: 
DR1907
NASBA Field of Study: 
Computer Software and Applications
Level: 
Intermediate
Presenter:
David Ringstrom
Prerequisites: 
Experience with Pivot Tables Is Recommended
Advanced Preparation: 
None