Excel Agility: Chart Speed Tips
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In this enlightening course, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can implement to create effective charts that will save you time. David covers several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotCharts feature, and more. In addition, he explains how to avoid repetitive formatting, how to create self-updating chart titles, and how to 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 webcast.
Who Would Be Interested in This Course:
Practitioners who would benefit from creating and working effectively and efficiently with Excel charts.
Your Benefits of Attending:
- 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.
- Describe how to create a dynamic chart title that updates from a worksheet cell.
- Define how to save time by copying chart formatting between charts and using chart templates.
- Apply new charting capabilities in Excel 2013 and later.
NASBA Field of Study:
Computer Software & Applications (2 hours)
Table of Contents
Excel Versions 00:00:37
Building a Chart 00:03:15
Recommended Charts (Excel 2013+) 00:07:53
Easier Charts in Excel 2013+ 00:11:04
Inserting Clip Art into a Chart 00:16:22
Copy Formatting o a Chart 00:27:55
Chart Templates 00:34:18
Charts with Two Axes in Excel 2013+ 00:40:24
Charts with Two Axes in Excel 2007/2010 00:42:45
Charts with Two Axes in Excel 2007/2010 (cont.) 00:46:08
Manually Adding Data to Charts 00:47:04
Self Expanding Charts 00:50:11
Link Chart Title to Worksheet Cell 00:55:03
Self-Updating Chart Titles 00:58:08
Rolling Charts 01:02:12
SUMIF with Comparison Operators 01:07:20
Pivot Chart Example 01:11:34
Creating a Pivot Chart 01:12:45
Creating a Pivot Chart (cont.) 01:15:43
Managing Pivot Chart Buttons 01:19:18
Formatting Pivot Charts 01:20:45
Create a Thermometer 01:22:42
Set Plot Area Gap to None 00:24:37
Optional Change Fill Color 01:28:44
Add a “Bulb” to the Thermometer 01:29:24
Sparklines Feature (Exccel 2010+) 01:31:04
Waterfall Chart 01:35:47
Setting Waterfall Chart Totals 01:38:00
Funnel Charts 01:40:40
- Bar Cart 00:40:50
- Chart Area 00:28:27
- Chart Template 00:34:28
- Chart Title 00:55:27
- Clipart 00:16:28
- Column Chart 00:04:08
- Combo Chart 00:41:16
- Funnel Chart 01:40:45
- Pivot Chart 01:11:34
- Recommended Charts Feature 00:08:02
- Rolling Chart 01:02:12
- Sparklines Feature 01:31:04
- SUMIF 01:07:26
- Table Feature 00:50:51
- Thermometer Chart 01:22:47
- Waterfall Chart 01:35:54
Chart Type: Excel offers a variety of different charts, which include but are not limited to, line charts, bar charts, pie charts, and so on.
COUNTA Function: The COUNTA function returns the number of blank cells within a given range of cells.
Pivot Chart: Pivot charts are an adjunct to Excel’s pivot table feature, which allows you to summarize data by dragging and dropping data with your mouse. Pivot charts are much more interactive than the traditional Excel charts.
Recommended Charts Feature: A feature in Excel 2013 and later that enables beginners to get a jump start on creating charts, while also allowing experienced users to view data to be charted in a variety of formats.
Sparkline: A sparkline is a very small line chart, typically drawn without axes or coordinates. It presents the general shape of the variation in some measurement, such as temperature or stock market price, in a simple and highly condensed way. Use sparklines to show trends in a series of values, such as seasonal increases or decreases, economic cycles, or to highlight maximum and minimum values.
Table Feature : The Table feature in Excel 2007 and later is an improvement on the List feature in Excel 2003 and earlier. The Table feature provides enhancements that make it much easier to analyze lists of data.
VLOOKUP: An Excel worksheet function that allows you to look up data from a list by specifying criteria, cell coordinates for the list, column number from which to return data, and an indication as to whether you want an exact or approximate match.
Waterfall Chart: An Excel 2016 chart that can distinguish how amounts contribute to a bottom-line figure, which is useful in illustrating certain financial statements. A waterfall chart can show total revenue, and then correspondingly how COGS, expenses, and other amounts compare in scale to net income. Waterfall charts are not visible when a workbook is opened in an earlier version of Excel.
Column chart : A column chart is a graphic representation of data. Column charts display vertical bars going across the chart horizontally, with the values axis being displayed on the left side of the chart.
Clip Art: Clip art is a collection of pictures or images that can be imported into a document or another program.
Chart Template: A chart template that you create is actually a custom chart type that you can apply as you would any other chart type. If you want to create another chart like the one that you just created, you can save the chart as a template that you can use as the basis for other similar charts.
Bar Chart: A bar chart (also called a bar graph) is a great way to visually display certain types of information, such as changes over time or differences in size, volume, or amount. Bar charts can be horizontal or vertical; in Excel, the vertical version is referred to as a column chart.
Combo Chart: A combo chart in Excel is a chart that displays multiple sets of data in different ways on the same chart. For example, you may want to combine a bar graph with a line graph in the same chart.
Rolling Chart: A “rolling” chart is just like a rolling budget: it displays the last x months (typically, the past 12 months), but keeps up to date automatically.
SUMIF: A look-up function in Excel that allows you to add up numbers based upon a criterion that you specify. Unlike VLOOKUP, the SUMIF function can add up two or more values and returns zero (instead of #N/A) if no match is found.
Thermometer Chart : A Thermometer chart keeps track of a single task, for example, completion of work, representing the current status as compared to the target. It displays the percentage of the task completed, taking target as 100%.
Funnel Chart: Funnel charts are a type of chart, often used to represent stages in a sales process and show the amount of potential revenue for each stage. This type of chart can also be useful in identifying potential problem areas in an organization's sales processes. A funnel chart is similar to a stacked percent bar chart.
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 ... View Full Profile
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