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Excel Accountant - Charts

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • Maryland Tax Preparer
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Would you like to learn how to create dynamic Excel charts that will save you time? If so, this course by David Ringstrom, CPA, can help you accomplish those goals. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, 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. 

This Online CPE/CE Webinar on Excel covers the following Key Topics:

  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Understanding how Pivot Chart formatting works is much like formatting other types of charts in Excel.
  • Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later.
  • Applying a consistent look and feel to your charts by way of chart templates.
  • Enlivening charts with clip art.
  • Managing the pivot chart buttons that control filtering and other aspects of pivot charts.
  • Illustrating financial statements with the Waterfall chart in Excel 2016 and later.

You may be interested in the Excel Certification course the Certified Excel Specialist.

Learning Objectives

  • To identify the hide and unhide worksheets feature.
  • To implement the Custom Views feature to make a single set of data serve multiple purposes.
  • To recognize the Zoom feature in worksheets.
  • To recall making the same edits on multiple worksheets at once.
  • Identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.

Recommended For

  • This Online CPE/CE webinar on Excel is recommended for CPA, CMA, CVA, ACCA, and Other Accounting, Tax, and Finance professionals who desire to improve their Excel skills. 
  • This Continuing Education Online Course on Excel is also recommended for professionals, students, Staff of Accounting firms, Business Owners, Managers, et. al. who want to use charts in excel proficiently.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Maryland Tax Preparers
  • Others
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01024-22-O)
  • 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 2 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Intermediate
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

David Ringstrom, CPA (US)

President, Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

105 Ratings

Excellent

60

Very Good

36

Average

9

Poor

0

Terrible

0

GP

George Pappas, Tax Professional

Jan 6th, 2022

Outstanding information, presentation and support materials. David Ringstrom presents the information in a very easily understood manner coupled with outstanding support materials (training aids such as lecture brief and excel spreadsheet files). I recommend all excel instruction prepared and presented by David to anyone. Thanks so much!

ADK

Anna Degtyareva Kovaleva, Accountant

Apr 10th, 2022

Because the instructor went over the subscription service excel version, the 2009-current, and pre-2009 versions of Excel it felt a bit repetitive, but otherwise good/informative! Thank you!

SG

Suzanne Gratch-mycpe, CGA

Mar 9th, 2022

Outstanding training and the handout was extremely helpful. Thanks you!

JR

Jennifer Russ, CPA (US)

Jun 10th, 2022

This was great! I learned a lot and loved the presentation style.

EW

Evelyn Willis, CPA (US)

Apr 8th, 2022

I struggle with charts so this was very helpful.

Interactive Charts in Excel CPE Webinar

PREMIUM

2 Credits

Subject Area

Computer Software and Applications

Upcoming Webinars