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How to Go from Pivot Tables to Dashboards Using Excel - Webinar (Recorded)

  • Webinar

  • 60 Minutes
  • November 2019
  • Compliance Online
  • ID: 4899825
Why Should You Attend:

Excel Dashboards are the new buzzword employers are searching for. If you have, or want a career that involves creating reports in Excel, then you need to know how to build impressive, interactive, visually stunning, Excel dashboards. This practical, 90-minute webinar will leave you with Excel techniques you can immediately put to use making killer dashboards that set your skill level apart from others.

Microsoft Excel dashboards are powerful tools that summarize spreadsheet data to render a concise overview of critical business metrics. Dashboards provide an excellent and succinct way to share a "snap shot" view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations

The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. This on-the-job, nut-'n-bolts training webinar will deliver the skills you need to design well-planned Excel dashboards that present answers to questions in real-time, render visually striking displays, turn insight into action, help accomplish your firm’s objectives and improve your Excel skills.

Easily Monitor Business Performance with Interactive Excel Dashboards You Create . . .
Create dashboards the easy way. Pivot Tables are among the easiest methods of creating Excel dashboards. Why pay thousands to a consultant when you can learn this technique in just 90 fun minutes?

Areas Covered in the Webinar:

Overview of Excel Dashboard Construction and Methodologies
KPIs and Analytics
Dashboard Design Dos and Don’ts
Data Range vs Table or Pivot Table for Dashboard Dynamic Updates
Rapid Pivot Table Review – A Mix of Basics with a Few Advanced Topics
Rapid Set Up – One-Minute Pivot Table Quick Start
Understanding the Pivot Field and Filtering Options
Analyze and Design Tab
Pivot Charts and Slicers
Updating Data - Using Refresh
Speed Tips – When/How To Copy and Paste Pivot Tables and Charts
Pivot Table Example: Analyzing Sales Tends by State, Salesman and Location
Dashboard Example: Pivot Table to Dashboard
Determine Spec Sheet, Layout, and then Copy and Paste Charts
Symmetry: Size and Align Charts Simultaneously with Format Tools
Slicers and the Critical Importance of Report Connections
Logos, Headings and Drawing Tools for Professional Touches
Hyperlinks for Navigation Between Dashboard and Database
Eliminating Gridlines, Headings, Formula Bar and Ribbon for Professional Appearance
The Critical Importance of Testing
KPI Analysis and Management Recommendations

Speakers

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.