High Impact Excel: Dashboard Edition

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Follow this link to register or access the recording. After this seminar has passed, the recording will still be available.

CPE CREDIT WILL BE AVAILABLE TO LIVE ATTENDEES ONLY.

Event Date: September 24, 2014, 1 pm ET
 
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted. 
 
Part of this presentation will focus on using pivot tables. If you're new to pivot tables, or need a refresher, consider watching the free recording of High Impact Excel: Pivot Table Edition beforehand.
 
David will teach from Excel 2010, but will note differences in Excel 2007 and 2013 where warranted. The Microsoft Query technique that David will utilize is not available in Excel for Mac.
 
Plan to stick around for the Q&A hour immediately following the presentation. CPE is not available for the Q&A hour, but this serves a way for David to cover several techniques a second time. In addition, you're welcome to ask any questions about Excel during the Q&A hour, even if they don't relate to Dashboards in particular.
 
Who Should Attend:
Practitioners seeking an introduction to developing dashboards in Microsoft Excel.
 
Topics Covered:
  • Use the From Text feature in Excel to establish persistent links to data files exported from your accounting software.
  • Discover how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files and other data sources. 
  • Understand how to use the Slicers feature in Excel 2013 to streamline analyzing data within tables.
  • Discover the Sparklines feature in Excel 2010 and 2013, and how to replicate it in Excel 2007 and earlier.
 
Learning Objectives:
  • Compare the Text Import Wizard to Microsoft Query for connecting to data sources.
  • Use Pivot Tables, Sparklines, and Slicers to condense data into small spaces.
  • Use the Paste Linked Picture feature to creatively combine disparate worksheet areas together.

DOWNLOAD THE HANDOUTS FOR THIS SESSION

Presenter:
David Ringstrom
Owner
Accounting Advisors, Inc.
 
David H. Ringstrom, CPA  is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. He teaches dozens of webinars each year and speaks at conferences on Excel, along with writing freelance articles about spreadsheets that appear internationally. Webinar attendees are often amazed by how much ground David can cover in a short period of time.
 
Program Levelintermediate
Prerequisitesnone
Field of StudySpecialized Knowledge and Apps
Advance Preparation Needednone
Delivery MethodGroup-Internet Based
Recommended CPE Credit1 credit per 50-minute session*
Registration Instructionsregister online
Costfree
Complaint Resolutionpublisher@accountingweb.com
Refund policy/Cancellation policyDue to this program being offered free of charge, there will be no refunds issued

 

Sift Media is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


* To obtain CPE credit, the live session must be attended.  THE RECORDING DOES NOT QUALIFY FOR CPE CREDIT.