Excel Dashboards via Drop-Down Menus

On Demand Webinar

Webinar Details $219

  • Webinar Length: 100 Minutes
  • Guest Speaker:   Ann Emery
  • Topic:   Business Administration, Finance, Human Resources, Taxation and Accounting
  • Credit:   ATAAA 1.5, ATATX 1.5, ATAOP 1.5

All Access Membership

Need to churn out dozens of matching visual reports — one per company, school, program, city, etc — but don’t have the time or energy to copy and paste back and forth a million times between Excel and Word? First, I’ll give you a quick overview of the technique. Next, I’ll build a snapshot from scratch so that you’ll know what to do first, second, and third.

Agenda:

Introduction to Dashboards

  • What is a dashboard?
  • Types
  • Value of automation process

Overview of 7-Step Automation Process

  • Designing the dashboard
  • Setting up the spreadsheet
  • Building drop-down menus
  • Building the data table
  • Building charts
  • Finalizing alignment
  • Printing or PDFing

Live Demo of Automation Process Attendees will receive:

  • A 3-page guide that spells out the automation process in more detail
  • The primary dataset used during the webinar (population statistics for Virginia counties)
  • A secondary dataset that you can explore on your own (an organization’s social media statistics)

ATAAA Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

Guest Speaker

  • Ann Emery

    Ann Emery

    Through her workshops, webinars, and consulting services, Ann K. Emery equips organizations to visualize data more effectively. She leads 30 to 50 workshops each year about Excel, Tableau, dashboard design, and spreadsheet skills for nonprofits, foundations, and professional societies, both domestic [...]

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