How to Build an Effective Dashboard with Microsoft Excel


August 10, 2020


David H. Ringstrom, CPA

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 75 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


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.

Area's covered in this session:

  • 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.
  • Linking data from text files to Excel spreadsheets by way of Microsoft Query.
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets.
  • Assembling a dashboard from multiple pivot tables.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • Displaying two or more pivot tables close together on a single worksheet without triggering a conflict.
  • Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.

Who Will Benefit:

  • Practitioners tasked with summarizing large amounts of data in Microsoft Excel spreadsheets.

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