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Course Description

Excel expert David Ringstrom, CPA, takes you beyond basic dashboard techniques in this informative course. David digs deeper into the benefits of creating and using dashboards to quickly assimilate large amounts of data. He covers pivot tables, pivot charts, slicers, and other features that allow you to present data in summary form, yet still give you easy access to underlying details. David shows you how to create: dashboards that look less like Excel spreadsheets, dynamic and interactive graphs, self-updating titles for charts and pivot charts, and much more.

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.

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.

Who Would Be Interested in This Course:

Practitioners who need to transform large amounts of data into concise, self-updating summaries.

Topics Covered:

Using linked pictures as a navigation tool to return to the source pivot table.
Exploring how to amend queries exported from Microsoft Query.
Understanding the conflict that a linked picture overlaying a slicer can pose.
Creating self-updating chart titles that change automatically as you filter or slice data related to the chart.
Getting past the “PivotTable field name already exists” prompt once and for all.
Jump-starting data visualization with the Quick Analysis feature.
Learning how to hide or reveal Excel’s Ribbon interface using a simple macro technique.
Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.

Key Takeaways

Identify the key you hold down to select two or more nonadjacent columns or rows.
Identify which versions of Excel permit using slicers with both tables and pivot tables.
Recall how Microsoft Query can be used to create self-updating links to a variety of data sources.

Suitable For

Tax Attorney
Tax Practitioners
Accountant
CPA - Small Firm
CPA - Mid Size Firm
CPA (Industry)
Tax Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Director (Industry)
Senior Accountant
Entrepreneurial Accountant
Tax Managers
Tax Preparer
Staff of Accounting Firm
CPA & CPA staff at all levels
Certified Fraud Examiner
Payroll Compliance Practitioner
Certified Payroll Manager
Certified Senior Advisor
Certified Financial Planner
Certified Professional Bookkeeper
Certified Valuation Analyst
Certified Information Technology Professionals
Certified Financial Forensics

Qualifies For

2 CPE credit of Canadian CPAs
2 CPE credit of Computer Software & Applications for all CPAs

FAQ

Excel Accountant Courses are online.
The self-study webinar format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

Excel Accountant division of MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a 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 website: www.NASBARegistry.org.

David Ringstrom, CPAChartered Professional Accoutants

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and m

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

ore. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

4.5

Average Rating

57%

33%

10%

Andrea Garvin Aug 22nd, 2024

Great

Mackenzie Studebaker Nov 29th, 2023

Lots of great tips!

Gini Christensen Feb 19th, 2023

Excellent tips for dashboards!

SDLC

Salvador de la Cruz , CPA Jun 3rd, 2022

Excellent topics

Larry Rothman Apr 29th, 2022

Expected more graphical dashboard-specific material but that is covered well in the level one course. I was impressed with the information presented in level two. Learning how to remove the status bar and menu ribbon does create a clean backdrop for a dashboard, I will have to try that.

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Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.5

Andrea Garvin Aug 22nd, 2024

Mackenzie Studebaker Nov 29th, 2023

Gini Christensen Feb 19th, 2023

Salvador de la Cruz , CPA Jun 3rd, 2022

Larry Rothman Apr 29th, 2022

Details

Popular Category

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Minimizing Errors within Excel Spreadsheets

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Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

Introduction to Excel Dashboards Part 2

SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.5

Andrea Garvin Aug 22nd, 2024

Mackenzie Studebaker Nov 29th, 2023

Gini Christensen Feb 19th, 2023

Salvador de la Cruz , CPA Jun 3rd, 2022

Larry Rothman Apr 29th, 2022

Details

Popular Category

Excel Courses

Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

Automating Excel-based Financial Statements

Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

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