Creating and Using an Interactive Dashboard in Excel

On-Demand Webinar Starts on Apr 30, 2019
With 30 Days Access

  • Home
  • Recorded
  • Creating and Using an Interactive Dashboard in Excel
About The Event

Excel dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. In this webinar Excel Prowess: Establishing and Using Powerful Dashboards, Excel expert David Ringstrom, CPA, covers the basics of creating and utilizing Excel dashboards. He shows you 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 much 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 Typically Covered:

  • Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Duplicating Excel worksheets in two different ways.
  • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • Linking data from text files to Excel spreadsheets by way of Microsoft Query.
  • Assembling a dashboard from multiple pivot tables.
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets.
  • Adding new data sources to Microsoft Excel so you can extract data from text files, accounting software, and other data sources.
  • Displaying two or more pivot tables on a single worksheet close together without triggering a conflict.
  • Managing information overload by creating a Top 10 pivot table.
  • Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.

Learning Objectives:

  • Identify ways to use Excel dashboards to quickly assimilate large amounts of data.
  • Recall how to 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.

Who Should Attend:

Practitioners tasked with summarizing large amounts of data in Excel spreadsheets.


Industries: Human Resource, Payroll & Accounting, BFSI, Microsoft Office, Education, Accounting And Taxation , Banking, Payroll, Excel, Performance Management
308161b8c91426ba0e234d4daed83d72.jpg
David H. Ringstrom, CPA

Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

A Webinar is simply a web based seminar, where a participant can interact directly with the presenter and can ask questions during Q&A.
Purchase a Webinar. Then login to your user account. Go to Orders > Webinar. You will see a “How to Join” button. Click on that, and you will be taken to Event Details page, where you can see “How to Join” tab.
Yes, you can ask Question directly to the speaker over the call or via chat.
You will be provided a link to access the webinar, this will install a very small software just once. You don’t have to download it again in future.
While signing up, please use your details on Sign Up page and once you complete your order, you can login to your account and add actual attendee details against your order.
You can add the actual attendee detail from your Compliance Prime account after logging in.
You can download the Invoice by Logging into your account. You can find that under order history.
Yes, you can save upto 50% on group registration. Please contact us to find your exact discount. You can chat with us, call at 888-527-3477 or email at help@complianceprime.com
You can apply those coupons/credits on checkout page.
While registering online for any course you need to choose the quantity of the webinar. You can also change the quantity in your shopping cart. On next page, please use the billing details for creating account and once your registration is completed, you can add all attendee details from your account.
No, the login details are unique to each paid registrants. You need to buy additional registration for each of the other participants
Login to your user account. Go to Orders > Webinar. You will see a “How to Join” button. Click on that, and you will be taken to Event Details page, where you can see “How to Join” tab.

Also, please check your junk mail or spam folder for events@complianceprime.email or customercare@gotowebinar.com. If you are still unable to find it, contact our Customer Service at (888) 527-3477, 8:00am-4:30pm EST Monday-Friday, for a new one.
Please login to your account and download your “Certificate of Participation” against the webinar you are registered for. It usually available there in next 48 hours after the webinar.

For that, login to your user account. Go to Orders > Webinar. You will see a “Attendees” button. Click on that, it will go to Add Attendee page. There you can add Attendee details. Once you have added the details, you will be taken to Attendee Listing page, where you can see “Certificate Download” button to download certificate.
If you opt for Recording we will share a link of the respective webinar which you have chosen within 10 business days after the webinar day. You need to login to your account to download this webinar recording in mp3/mp4 format on your computer system.
After you have purchased a recording, login to user account. Go to Orders->Recording tab. There you will find a Download link. Click on that to download the video.
No. You need to buy additional recordings for each of the other participants.
On Demand webinars are the online programs that allow you to earn CEUs at your convenience. You can watch it multiple times for 30 days from the date of your purchase. You just need to go into your Compliance Prime account to access that.

Once you have purchased a On-demand video, login to user account. Go to Orders->On-demand tab. You will find a Watch Now button. Click Watch Now button to watch the video.
In recording you can download the webinar and keep it with you forever. Where as in On-demand you can stream the webinar for a period of 30 days and you cannot download this.
A Transcript is the written PDF file, which contain word-to-word recording of presentation. You can download it and read it whenever you want. In order to get the transcript, please login to your account. Then go to Orders->Transcript tab. You will find a Download link. Click Download link to download the transcript
A conference room with Unlimited Participants will allow you to gather as many people you want in a conference room and attend together. You will get a single login details which you can use to access the webinar from a conference room with unlimited attendees.
Continuing Education Credits can be availed for On-Demand option but not for the recordings.
You may register online up to one-half hour prior to the live webinar.
Yes, please contact us to request for this. You can chat with us, call at 888-527-3477 or email at help@complianceprime.com
We have created some packages of previously held webinars from similar interest group. By going for this option, you can save almost 50% every time as compare to the individual products.
Yes you can. Please select the webinars and let us know. We will adjust the price accordingly for you.

Access Unlimited Webinars

Let's get unlimited with compliance Prime All Access Membership Plans and Access Hundreds of Courses Each Year.
SUBSCRIBE NOW
Why You Should Subscribe?
Unlimited Live and On-Demand Courses

Attend any of our live webinars, more than 100 every year and all previously recorded webinars in On-Demand format related to HR, Payroll, Affordable Housing, Construction Law Management, Microsoft Office and Performance Management Office.

Unlimited SHRM and HRCI Credits

All our HR related programs are pre-approved for HRCI and SHRM credits, for which you don't have to pay anything.

Free Access to Course Materials

Each program comes with Additional Course Materials, which you can download and read anytime.

Group Discounts

If you have a group, we offer good discounts on group membership.

Call Now At

888-527-3477

What people are saying about us
Our Accreditation Partner
  • HCI
  • APHR
  • SHRM
  • SPHR
  • CPE