Understanding How to Use Pivot Tables and Charts for Dashboard Construction - Putting It All Together!

Why Should You Attend:

Pivot Table Charts give your data a dynamic view. Pivot Table Slicers allow you to automate data selection changes for those who do not use Excel on a regular basis. In this webinar, the instructor will demonstrate how to incorporate Pivot Table Slicers into your Pivot Table Charts for dynamic dashboard presentations. It’s easy to learn. For Slicers and Dashboards, Excel 2010 or higher is recommended.

The webinar will conclude with a presentation on how to use Pivot Tables, Charts and Slicers to display Key Performance Indicators (KPIs) in a dynamic, user-interactive dashboard format and also illustrate the basics of Dashboard Construction.

Learning Objectives:

• Set up your data and create a Pivot Table in less than 5 minutes
• Understand how to activate the Pivot Table and use the Pivot Field for instant versatility
• Place key business metrics in an interactive Pivot Table for improved, instant analysis
• Expand and collapse levels of data for focused results
• Create Slicers and Pivot Charts
• Instantly interchange rows and columns of information for added clarity and analysis
• Instantly organize, subtotal, sort and analyze numeric data - alphabetize as necessary
• Summarize your data by categories and subcategories
• Creating custom Pivot Charts to illustrate your data
• Create Slicers to allow any user to automatically manipulate your data
• Show your data as numbers or percent of totals
• Group your data by numeric ranges
• Learn the keys to moving from Pivot Table to KPI Dashboard Display
• Understand how to use Slicers for dynamic dashboard presentations
• Use Excel tools to achieve symmetry in placing dynamic, user-interactive charts

Areas Covered in the Webinar:

• Pivot Table Basics – Overview – How Excel Pivot Tables Work
• Creating a Pivot Table and Pivot Chart – Excel Commands
• Creating or Importing Your Data Base
• Understanding the Columns or Fields
• Using the Pivot Table Field List to Slice and Dice Your Data
• Activating Your Pivot Table and Using the Special Pivot Table Toolbar
• Field Selection, Row Labels, Values, Filters
• Changing Rows and Columns Instantly
• Using the Pivot Table Tools – Basics
• Design – Styles, Page Layout, Subtotals, Format, More!
• Options – Sort/Filter, Data Calculation, Logical Operands, More!
• Creating and Manipulating Pivot Charts
• How to Create and Format Your Pivot Chart
• Filtering a Pivot Chart with Slicers
• Using Slicers to Filter Pivot Tables – Formatting Filters for Easy Client Use
• Grouping Data by Numeric Ranges
• Overview – How to Go From Pivot Tables to Dashboard Displays

Who Will Benefit:

• Financial Professionals
• IT Personnel
• Managers
• Supervisors
• CPAs
• Budget Directors
• Financial Analysts
• Administrative Assistants
• Sales Professionals
• Marketers
• Anyone who uses Microsoft Excel and wants to save hours, avoid using cumbersome tables and analyze data in the most proficient manner possible

Joe Weil
CEO, NCCE

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.

Follow us :