Excel Charts

Level: Basic

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

Excel expert David Ringstrom, CPA, will share a variety of tricks and techniques you can use to create and automate Excel charts in this informative session. He covers several helpful features Excel offers, including the Recommended Charts feature, the Sparkline feature, and the PivotChart feature. In addition, David shows you step-by-step how to avoid repetitive formatting, create self-updating chart titles, summarize data based on a single criterion, and liven up your charts with clip art.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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.

Office 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 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Summarizing complex data sets quickly with Excel’s PivotChart feature.
  • Using the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes.
  • Creating self-updating chart titles that are linked to formulas within a worksheet cell.
  • Seeing how the Sparkline feature empowers you to create tiny in-cell charts for showing trends of data.
  • Comparing user interface changes in Excel 2013 and 2016 that have vastly simplified chart-related tasks.
  • Exploring the Recommended Charts feature in Excel 2013 and later.
  • Learning to avoid repetitive formatting by using chart templates and determining where this feature was relocated in Excel 2013 and later.
  • Creating a full-page printout of a chart that resides on a worksheet.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Enlivening your charts with clip art in any version of Excel.

Learning Objectives/Why You Should Attend:

  • Identify how to create self-expanding charts by way of Excel’s Table feature.
  • Define how to save time by copying chart formatting between charts and using chart templates.
  • Recall new charting capabilities in Excel 2013 and later.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

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).

Pricing and Format Options:

Click here to learn about the presentation format and view pricing information.

Click here to view other topics.