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Agile Excel: Dashboards - Part 1 (Video) (Course Id 1457)

QAS / Registry
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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 15

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Agile Excel: Dashboards - Part 1 (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course introduces Excel dashboards, teaching how to assimilate large amounts of data using pivot tables, charts, and other Excel features.

  • Introduces the concept of Excel dashboards for quickly assimilating large amounts of data.
  • Explains how dashboards allow presentation of data by way of pivot tables, charts, and a variety of Excel features.
  • Prepares learners to summarize and present Excel data efficiently after completing the presentation.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on introductory Excel dashboard techniques, requiring a 15 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This Agile Excel Dashboards Part 1 course teaches how to identify ways to use Excel dashboards to quickly assimilate large amounts of data.

This course teaches how to define how to create dynamic and interactive graphs with Excels PivotChart feature.

This course introduces pivot tables as a foundational building block for summarizing data in a dashboard.

This Agile Excel Dashboards Part 1 video course carries 2.0 CPE credits in Computer Software and Applications as a Nontechnical, self study course, requiring a 15 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

In this broad-reaching course, Excel expert David Ringstrom, CPA, introduces you to Excel dashboards. Dashboards empower you to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and a variety of Excel features. After the presentation, you’ll be equipped to summarize and present your Excel data in an efficient manner.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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. Also watch the Agile Excel: Dashboards - Part 2 video.

Usage Rank:

10000

Release:

2019

Version:

1.0

Prerequisites:

Experience with Excel.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

22-Apr-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Agile Excel: Dashboards - Part 1 (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

  • Identify ways to use Excel dashboards to quickly assimilate large amounts of data.
  • Recall how to create a dashboard that looks less like an Excel spreadsheet.
  • Define how to create dynamic and interactive graphs with Excel’s PivotChart feature.

  • Course Contents:

    Chapter 1 - Agile Excel: Dashboards - Part 1

    Chapter 1 Review Questions

    Glossary - Key Terms

    Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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