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.