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Public Webinar: Excel Dashboards via Drop-Down Menus

January 19, 2015 @ 12:00 pm - 1:30 pm

| $40

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?

During this 90-minute webinar, I’ll demonstrate how to create Excel-based dashboards through drop-down menus. For examples of this technique, please visit http://www.annkemery.com/excel/together/ and watch “automatic tables” and “automatic snapshots.”

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. Finally, you’ll get to keep several Excel templates so that you can try this technique with your own data.


To create data tables for your appendices – one table per school/program/grantee:

To create one-page summaries with a mix of charts and text – one summary per school/program/grantee:


Intermediate to advanced spreadsheet and data analysis knowledge. I suggest watching a few of my free tutorials prior to the webinar: www.annkemery.com/excel

Target Audience

Social scientists who need to churn out a series of visual reports, e.g., one snapshot per school, district, program, initiative, grantee, etc.

What People are Saying about this Course

“I did get a lot out of the webinar, but the support materials and videos make all the difference.  And it’s smart and generous of you to give us access to the webinar for review. You are offering something very special. I’m feel pretty skilled with analyzing, interpreting, and presenting data, but I’m going to be able to bump my skill set up to a whole new level with your help.”

About the Presenter

Ann K. Emery, M.S. is an independent consultant who specializes in data visualization and evaluation capacity building. She is the Co-Chair of the American Evaluation Association’s (AEA) Data Visualization and Reporting Topical Interest Group, Secretary for the Washington Evaluators, Advisory Board Member for AEA’s Potent Presentations Initiative, member of the Nonprofit Technology Network’s Research Committee, and a past conference planner for the Eastern Evaluation Research Society. She has taught workshops about data visualization, data analysis, and dashboards for dozens of nonprofits, foundations, and professional societies, and co-authored the Data Visualization Checklist with Stephanie Evergreen. Her work has been featured on Beth Kanter’s blog, Visualising Data, Markets for Good, and the National Center for Family Philanthropy, among others. Connect with Ann through her blog (www.annkemery.com/blog) and through Twitter (@annkemery).


  1. First, please RSVP through GoToWebinar: https://attendee.gotowebinar.com/register/1909037322069495810
  2. Second, please pay through PayPal using the link below.


Wondering whether this webinar is right for you? Can’t attend the live webinar, but want to view the recording? Need customized assistance with your own dataset? Contact me anytime.


January 19, 2015
12:00 pm - 1:30 pm
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Ann K. Emery

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