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Basic Data Analytics Workshop - Part 2


Upcoming
Beginner Friendly
DATE

Wednesday, May 20, 2026
2:30 pm - 4:30 pm

INSTRUCTOR

David Ringstrom

FORMAT

Webinar

$450.00 or 4 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Computer Skills
  • Information Technology/Security
  • Technology/Security
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • IT Professional
  • Trainer

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Part 2 focuses on building dynamic, interactive Excel solutions that respond automatically to user input. Participants will create dynamic date series, convert dates to month-end periods, and develop self-updating chart titles and charts driven by filters and slicers. The session also explores dynamic array techniques, including spill ranges, structured references with UNIQUE, combining multiple ranges, and linking results directly to visualizations without programming.

In addition, attendees will use PivotTables, Timelines, Sparklines, and Quick Analysis to create clear, visual summaries of data. The course also covers working with CSV files, restoring legacy import tools, consolidating worksheets with Power Query, managing queries and refresh settings, and using grouping, Custom Views, and other workbook management features to improve usability and performance across Excel environments.

What You'll Learn

  • Creating dynamic date series, month-end calculations, and self-updating charts and titles
  • Using dynamic array formulas (UNIQUE, spill ranges, structured references) to power interactive reports
  • Building visual summaries with PivotTables, Timelines, Sparklines, and Quick Analysis
  • Importing and managing data from CSV files and external sources
  • Consolidating and refreshing multi-sheet data with Power Query
  • Enhancing workbook usability with grouping, Custom Views, and performance settings

Who Should Attend

Banking professionals who work with Excel data and want practical, hands-on skills to clean, analyze, and report on financial information more efficiently.

David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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