Excel Chart Speed Tips
Author: David H. Ringstrom
| CPE Credit: |
2 hours for CPAs |
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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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 course.
Publication Date: December 2018
Designed For
Practitioners who can benefit by creating and automating Excel charts.
Topics 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
- Enlivening your charts with clip art in any version of Excel
Learning Objectives
- 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
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
A basic understanding of Excel.
Advance Preparation
None
