Excel Dashboard: How to Build an Effective Dashboard with Microsoft Excel

An Excel dashboard is a single page of “interactive” charts that display important information relevant to the business (or a specific department/process of the business)

In this informative webcast, Excel expert David H. Ringstrom, CPA, introduces you to the concept of Microsoft Excel dashboards. Dashboards offer valuable techniques that will allow you to assimilate large amounts of data quickly and easily by way of charts and summary tables.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

• An easy way to take raw data and make it presentable with Excel dashboards
  
• Identify ways to use Excel dashboards to quickly assimilate large amounts of data. 
• Recall how to create a dashboard that looks less like an Excel spreadsheet. 
  
• Define how to create dynamic and interactive graphs with Excel’s PivotChart feature.

• Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  
• Managing information overload by creating a Top 10 pivot table.
• Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
• Assembling a dashboard from multiple pivot tables.
• Linking data from text files to Excel spreadsheets by way of Microsoft Query.
• Understanding the conflicts that can arise when you position two or more pivot tables too close in proximity to each other.
• Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.
• Linking data from text files to Excel spreadsheets by way of Microsoft Query.
• Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
• Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.
• Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
• Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.

• All practitioners who may benefit from using Excel charts more effectively.
• Financial Professionals Including CFO's, Controllers, Accounting and Finance Managers and Staff
• Financial Analysts, Budget Directors and Staff, CPAs, Auditors, Administrators and Managers
• HR and Sales professionals who prepare reports using Excel
• Engineers and Production Managers who prepare reports using Excel
• Users of Excel who want to learn about Excel dashboards