On Demand Webinar

You’ll learn an array of techniques and time-saving tricks during this live presentation by Excel expert David Ringstrom, CPA. He discusses several invaluable Excel charting features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and others. David also 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.

Topics Typically Covered:

•Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.

•Creating rolling charts that automatically display data for the last five years, six months, or whatever time frame you choose.

•Creating pivot charts from lists of data in Excel.

•Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.

•Linking chart titles to worksheet cells as a step toward a self-updating chart title.

•Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later.

•Streamlining the process of resizing charts after you manually add data.

•Enlivening charts with clip art.

•Illustrating financial statements with the Waterfall chart in Excel 2016 and later.

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.

•Apply new charting features available in Excel 2013 and later.