Excel Accountant: Dashboards In-Depth

Excel Accountant: Dashboards In-Depth : 

David covers the basics of creating and utilizing Excel dashboards in this comprehensive online continuing education course. Dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. In this online CPE/CE/CPD webinar, David shows you how to streamline data analysis, expand or collapse rows and/or columns, create dashboards that look less like Excel spreadsheets, filter pivot table data based on date ranges, and more.

Excel expert David Ringstrom, CPA, demonstrates every technique at least twice in this online CPE/CE/CPD course: 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 Online CPE/CE/CPD Webinar as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Learning Objectives:-

- To define how to use the Quick Analysis feature for data visualization.

- To recall how to use Microsoft Query to create persistent connections to data you wish to present in a dashboard.

- To recognize how to create a dashboard that looks less like an Excel spreadsheet.

- To identify the key you hold down to select two or more nonadjacent columns or rows.

- To identify which versions of Excel permit using slicers with both tables and pivot tables.

- To recall how Microsoft Query can be used to create self-updating links to a variety of data sources.

Who Will Benefit:

• CPA Enrolled Agents (EAs)|
• Tax Professionals Attorneys
• Other
• Tax Preparers
• Finance professionals
• Financial planners
  

Credits and Other information:-

      - Session Duration: 4 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Introductory

      - Delivery method: Group Internet Based

      - IRS Credits: 4 Tax Hours

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes