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Dashboards and reports are a critical tool in your communication armory. A well-designed and meaningful dashboard offers a CEO, shareholder or Project Manager a valuable insight into the Key Performance Indicators (KPI’s) upon which a business or project is measured and enables them to determine the future direction of the business or project. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility and the fact that most people have it installed on their computer or mobile device. In this 120 minutes session, David explains how to bring data into Excel from other sources, outlines
different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more.
Key Learning Objectives- Apply a variety of Excel features and worksheet functions-all focused on helping you use Excel far more effectively
- Define how to create "set-and-forget" tools that others can use to monitor financial results
- Identify methods you can use to bring data into Excel from other sources
- Recall how to create a dashboard that looks less like an Excel spreadsheet
- Define the time-saving benefits of Excel dashboards
- Identify how to use the PivotTable feature to condense large amounts of data
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 | David H. Ringstrom
CPA consultant
David, CPA, presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern.
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