In this informative presentation, expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts, including Combo charts, Waterfall charts, Funnel charts, pivot charts, and others. David also shows you step-by-step how to avoid repetitive formatting, create self-updating chart titles, resize charts, duplicate chart formatting, liven up your charts with clip art, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.

Microsoft 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/Areas Covered:-

• Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later.
• Enlivening charts with clip art.
• Duplicating the formatting of one chart into a second chart.
• Displaying data on two different axes with Combo charts in Excel 2013 and later.
• Utilizing chart sheets to easily fit multiple charts onto a single printed page.
• Eliminating the need to manually resize charts when data is added—automate this with tables instead.
• Creating pivot charts from lists of data in Excel.
• Streamlining the process of resizing charts after you manually add data.
• Linking chart titles to worksheet cells as a step toward a self-updating chart title.
• Creating rolling charts that automatically display data for the last five years, six months, or whatever time frame you choose.
• Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.
• Managing the pivot chart buttons that control filtering and other aspects of pivot charts.
• Understanding how to pivot chart formatting works much like formatting other types of charts in Excel.
• Converting a chart to a static picture for archival purposes or for use in other applications.
• Illustrating financial statements with the Waterfall chart in Excel 2016 and later.
• Visualizing data with a Funnel chart in Excel 2019 and Microsoft 365.

Learning Objectives/Why You Should Attend:-

• Identify how to create self-expanding charts by way of Excel’s Table feature.
• 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.

Who Should Attend?

• Accountants
• CPAs
• CFOs
• Controllers
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Excel Users
• Marketers
• Government Personnel

From

• Accounting and Finance
• Business
• Excel Users
• Consulting
• IT
• Auditing
• Human Resources
• Marketing
• Sales
• Government
• Tax