Note: Don't forget to sign up for Part 1 on August 27th, 2026 -
https://www.irem.org/webinars/id-webfasw-0826hq01/introduction_to_excel_dashboards_2026_-_part_1
09/03/2026
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
You’ll learn the basics of creating and utilizing Excel dashboards in this course developed by Excel expert David Ringstrom, CPA. Dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. David demonstrates how to streamline data analysis, expand or collapse rows and/or columns, create dashboards that look less like Excel spreadsheets, filter pivot table data based on date ranges, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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.
Microsoft 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 2021, Excel 2019, and so on.
Who should attend: Practitioners tasked with summarizing large amounts of data in Excel spreadsheets.
Topics covered:
- Assembling a dashboard from multiple pivot tables
- Determining how to refresh all pivot tables in a workbook at once
- Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later
- Managing information overload by creating a Top 10 pivot table
- Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges
Learning objectives:
- Identify the command that enables you to connect two or more pivot tables to a Slicer
- Recall the keyboard shortcut that enables you to post a formula or value to multiple cells at once
- Recall which versions of Excel offer the Slicer feature for use with pivot tables
Level: Intermediate
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.