Excel Accountant: Charts

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.

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 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.

Overview

• Building a Chart

  3 mins
• Recommended Charts (Excel 2013+)

  8 mins
• Chart with Two Axes in Excel 2013+

  40 mins
• Manually Adding Data to Charts

  47 mins
• Self-Updating Chart Titles

  57 mins
• Rolling Charts

  61 mins
• Pivot Chart Example

  71 mins
• Managing Pivot Chart Buttons

  79 mins
• Create a Thermometer

  83 mins
• Funnel Charts

  100 mins