Take an advanced approach to financial reporting using the power of Excel®.
In this presentation Excel® expert David H. Ringstrom, will walk you through creating a dashboard to facilitate analyzing a general ledger report, and will begin with showing how to create a self-updating dashboard by using Microsoft® Query® to automatically pull data from an Excel® workbook that you can overwrite each month. You will learn how to use pivot tables to create different summary views of your data and be able to control these pivot tables simultaneously with the Slicers feature in Excel® 2013 and later. Other topics covered include pivot charts, self-updating chart titles, and creating waterfall charts in Excel® to illustrate a profit and loss or income statement. The topic closes with a discussion of sparklines and conditional formatting, which are two other tools commonly used in Excel® dashboards.
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Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Adding Interactivity to Pivot Tables by Using the Slicer Feature for Filtering in Excel® 2010 and Later
Assembling a Dashboard From Multiple Pivot Tables
Avoiding the Dreaded Pivottable Field Name Already Exists Error Prompt
Creating Self-Updating Chart Titles That Change Automatically as You Filter or Slice Data Related to the Chart
Displaying Two or More Pivot Tables Close Together on a Single Worksheet Without Triggering a Conflict
Eliminating the Risk of Workbook Links by Using Microsoft® Query® to Get Data From One Workbook Into Another
Illustrating Financial Statements With the Waterfall Chart in Excel® 2016 and Later
Jump-Starting Data Visualization With the Quick Analysis Feature
Managing Information Overload by Creating a Top 10 Pivot Table
Minimizing Visual Clutter by Hiding Worksheet Grid Lines
Presenting the Largest or Smallest Values in Chart Form by Way of a Top 10 Pivot Chart
Preventing Pivot Tables From Automatically Resizing Columns When You Refresh or Filter the Data
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
Using Linked Pictures as a Navigation Tool to Return to the Source Pivot Table
Credit
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 20, 2019.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
David H. Ringstrom, CPA
Accounting Advisors, Inc.
- President and owner of Accounting Advisors, Inc. based in Atlanta, Georgia
- Founded Accounting Advisors in 1991 as a consulting services business, but in 2007, he began teaching for continuing education providers as well; his mission since then has been to offer quality training on Excel® and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements
- Widely sought after as a webinar speaker on Microsoft® Excel® for both public and in-house engagements
- His Excel® courses cover the gamut of the features and functions to provide professionals the knowledge they need to work more efficiently and effectively
- Coined the phrase, "Either you work Excel®, or it works you;" his training sessions focus on what users often don’t know but should know about Microsoft® Excel®
- His comprehensive yet easy to understand presentations cover Excel® 2016, 2013, 2010, and 2007
- His webcasts are fast-paced, and he welcomes questions; his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses
- Co-wrote Idiot’s Guides: Introductory Accounting
- Current and previous articles include Accounting Web (staff writer); Sleeter Report (blog columnist); Microsoft’s Professional Accountants’ Network; The Successful California Accountant; New Jersey Society of CPAs; Microsoft Office and VBA Developer; Microsoft Small Business Accounting; Inside Lotus 1-2-3; Inside Quattro Pro; Inside FileMaker Pro; Inside Peachtree; Inside QuickBooks
- Technical editor of more than 34 books, many in the For Dummies® series, including QuickBooks® Simple Start for Dummies; QuickBooks® for Dummies; QuickBooks® All-in-One Desk Reference for Dummies; Quicken for Dummies; Quicken All-in-One Desk Reference for Dummies; Peachtree for Dummies; and .com for Dummies
- Public speaking includes American Woman’s Society of Certified Public Accountants Atlanta Chapter; Georgia Government Finance Officers Association; Georgia Society of CPAs, North Perimeter Chapter; Georgia Society of CPAs, Southeastern Accounting Show; Georgia Tech’s Center for Manufacturing Information Technology; South Carolina Society of CPAs; and dozens of webinar providers
- B.B.A. degree in accounting, Georgia State University
- Can be contacted at Twitter® @excelwriter
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