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OnDemand Course

Utilizing Excel® Dashboards for Effective Reporting

Get a crash course on creating Excel® dashboards that help present your data.

In today's world, there is tons of data to manage. Data is coming from many different sources. It is very important to be able to process that data quickly and then summarize it into meaningful information. Many companies have reduced their IT staff, so more and more, it is up to each person to deal with all of this data. This material will show you how to take large amounts of data from many sources and process into great reports and user-friendly dashboards.

Learning Objectives

  • You will be able to identify how to customize the Quick Access toolbar
  • You will be able to recognize how to make Your Spreadsheets more Interactive - Classic Dashboards
  • You will be able to identify how to Interact With Pivot Table Dashboards
  • You will be able to recognize how to Add Controls to a Workbook for Extra Dashboard Effects

89 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 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

Making Your Spreadsheets More Interactive - Classic Dashboards

  • Sorts
  • Filters
  • Formatted Tables
  • Slicers
  • Total Row
  • Charts
  • Subtotal
  • Groups
  • Icon Sets

Interacting With PivotTable Dashboards

  • Drilldown
  • Filters
  • Slicers
  • Timelines
  • Pivot Charts
  • Measures
  • KPIs

Adding Controls to a Workbook for Extra Dashboard Effects

  • Spin Button
  • Combo Boxes
  • Scroll Bar
  • Check Boxes
  • Command Buttons
  • Option Buttons
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Why Lorman?

Over 37 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 reviewed on December 7, 2023.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.2 including Computer Software & Applications 2.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 2.2 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 37 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

Tom Fragale

Tom Fragale

The PC Guy, Inc.

  • Computer professional with over 30 years of professional experience
  • Microsoft® Certified Trainer, Microsoft® Certified Office Master, Microsoft® Certified Expert in Word® and Excel®, and a Microsoft® Certified Specialist in Access®, Outlook®, and PowerPoint®
  • Trained over 30,000 businesspeople in online webinars, public seminars, and onsite training
  • Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, and retail
  • Topics of expertise include Access®, Excel®, Word®, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®, among others
  • His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft® Access®
  • B.A. degree in computer science, LaSalle University
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Why Lorman?

Over 37 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.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408402
Published 2021
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Available in Multiple Formats

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