Excel expert David Ringstrom, CPA, takes you beyond basic dashboard techniques in this informative course. David digs deeper into the benefits of creating and using dashboards to quickly assimilate large amounts of data. He covers pivot tables, pivot charts, slicers, and other features that allow you to present data in summary form, yet still give you easy access to underlying details. David shows you how to create: dashboards that look less like Excel spreadsheets, dynamic and interactive graphs, self-updating titles for charts and pivot charts, 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 Covered:

  • Using linked pictures as a navigation tool to return to the source pivot table.
  • Exploring how to amend queries exported from Microsoft Query.
  • Understanding the conflict that a linked picture overlaying a slicer can pose.
  • Creating self-updating chart titles that change automatically as you filter or slice data related to the chart.
  • Getting past the “PivotTable field name already exists” prompt once and for all.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Learning how to hide or reveal Excel’s Ribbon interface using a simple macro technique.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
Learning Objectives
  • Identify the key you hold down to select two or more nonadjacent columns or rows.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.
  • Recognize how Microsoft Query can be used to create self-updating links to a variety of data sources.
Last updated/reviewed: March 20, 2024
5 Reviews (31 ratings)

Reviews

4
Anonymous Author
Good content but dated. Needs to be redone foe power query/power pivot. Many references to Excel 2007. I took it in 2022 and still learned things, though. Like Custom View — and I’ve been using Excel since it first was released.

4
Anonymous Author
The course was very informative and was explained and presented very clearly. The instructor gave great insights and tips that will be useful in the professional world. I would recommend this course to others.

5
Member's Profile
The course was very effective. Learned lots of techniques which I wasn't aware of.

5
Anonymous Author
As always. David's course are so easy to follow and understand.

4
Anonymous Author
This was a great course. I liked it very, very, very, very much.

Prerequisites
Course Complexity: Advanced

Program Prerequisites: Experience with Pivot Tables Is Recommended. It is recommended to take the first course in this series prior to completing this one.

Advance Preparation: None

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCITON AND OVERVIEW
  Introduction to Excel Efficiency: Dashboards Part 211:51
  Dynamic Pivot Chart Titles, Linked Picture/Slicer Conflict and Linked Picture/Drill Down10:18
  Slicers with Tables (Excel 2013+) and Timeline Feature (Excel 2013+)9:40
  Protecting Workbooks to Block Drill-Down, Sparklines and Timelines Compatibility Issues, Sparkline Features 8:22
  Dashboard Sparklines, Removing Sparklines and Quick Analysis (Excel 2013+)8:17
  Dashboard Data Source, Opening Source Files in Excel and Enabling From Text in Office 36510:23
  Text Import Wizard and Properties 10:46
  Combine Multiple Worksheets and Set PivotTable to Refresh Automatically12:05
  Add Formulas to Query Results; Group and Ungroup Rows and Columns7:50
  Custom Views - Multipurpose Worksheets4:56
  Streamlining Custom Views, Tables Conflict With Custom Views and Controlling Excel's Look and Feel7:11
  Show/Hide Excel Ribbon and Conclusion6:10
CONTINUOUS PLAY
  Excel Efficiency: Dashboards Part 21:47:53
SUPPORTING MATERIALS
  Slides: Excel Efficiency: Dashboards Part 2PDF
  Excel Efficiency: Dashboards Part 2 Glossary/IndexPDf
  Workbook: Excel Efficiency: Dashboards Part 2XLSX
  TransactionsCSV
  12 Month Income StatementXLSB
  Dashboard ExampleXLSM
  Fruit SalesCSV
REVIEW AND TEST
  REVIEW QUESTIONS quiz
 FINAL EXAMexam