Loading...

Basic Data Analytics Workshop - Part 2


OnDemand
Beginner Friendly
DATE

Recorded Wednesday,
May 20, 2026

INSTRUCTOR

David Ringstrom

DURATION

2 Hours

FORMAT

Webinar

$450.00 or 4 Tokens

Includes: 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

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

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, has more than 30 years of experience as a spreadsheet and accounting software consultant, educator, and speaker. He has presented more than 2,500 live webinars to professionals nationwide.


David is the author or co‑author of ten books, including Microsoft 365 Excel For Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online For Dummies, and Idiot’s Guide to Introductory Accounting.


 


 

Print this page