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Agile Excel: Dashboards - Part 2 (Video) (Course Id 1458)

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 2 (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 digs deeper into building Excel dashboards, covering pivot tables, pivot charts, slicers, and dynamic graphs for summarizing large data sets.

  • Covers pivot tables, pivot charts, slicers, and other features that present data in summary form while giving access to underlying details.
  • Shows how to create dashboards that look less like Excel spreadsheets and more like formal reports.
  • Demonstrates how to build self updating titles for charts and pivot charts.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on advanced 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 2 course teaches how to recall how to create a dashboard that looks less like an Excel spreadsheet.

This course teaches how to recall how Microsoft Query can be used to create self updating links to a variety of data sources.

This course covers slicers as a feature for filtering data presented in a dashboard, building on the pivot table and pivot chart basics from Part 1.

This Agile Excel Dashboards Part 2 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:

If you’re interested in learning more about Excel dashboards, this outstanding course by Excel expert David Ringstrom, CPA, is just what you need. 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 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. 

Usage Rank:

12000

Release:

2019

Version:

1.0

Prerequisites:

Experience with Pivot Tables Is Recommended

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 2 (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.
  • Recall how Microsoft Query can be used to create self-updating links to a variety of data sources.

  • Course Contents:

    Chapter 1 - Agile Excel: Dashboards - Part 2

    Chapter 1 Review Questions

    Glossary - Key Terms

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