Microsoft Excel Dashboard Crash Course

Duration: 120 Minutes
This webinar will provide an inside out training on the concept of dashboards in Microsoft excel and its advantages. Dashboards empower Excel users to condense large amount of information into easy to read summaries while preserving the ability to dive deep into the details when needed.
Microsoft Excel Dashboard
Instructor: David H. Ringstrom
Product ID: 500866

The speaker David H. Ringstrom will discuss about using Microsoft Query to set up automated connections to databases, text files, or even other Excel spreadsheets. He will also introduce you on the different techniques for presenting information in dashboard form.

In this session David teaches from Excel 2010. The techniques shown work in the same fashion in Excel 2007 and 2013, and his handouts include alternate instructions for Excel 2003 where applicable. Certain features discussed in this presentation, namely Microsoft Query, are not available in Excel for Mac.

Why Should you Attend:
Attend this webinar to learn how to use features in Excel that minimizes both data integrity risks and spreadsheet maintenance. It will also help you discover the nuance in Excel where the wrong choice of workbook format can disable key features. This webinar will also help you to learn alternatives to manually copying and pasting data that you can manually compile into reports, summaries, and charts.

Objectives of the Presentation:
The key objectives of the presentation are as follows:
  • Create set-and-forget links to text files exported from other programs, such as accounting package.
  • Connect your spreadsheets to text files, Microsoft Access or SQL databases by way of Microsoft Query
  • How Pivot Tables are a key addition to an Excel dashboard, and how the drill-down feature allows users to view additional detail on demand.
  • Explore the Sparklines feature available in Excel 2010 and later, as well as a free add-in that enables this functionality in Excel 2007 and earlier.
  • How the Slicers feature in Excel 2010 and later can enhance dashboard functionality by enabling users to update multiple pivot tables at once.
Who can Benefit:
  • Accounting and Finance Personnel
  • CFOs
  • Controllers
$300
Recorded Session for one participant
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  $450.00 Training CD
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  $550.00 Training USB Flash Drive
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Recorded Session - How it works
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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