Optimizing Excel Charts

Duration: 90 Minutes
In this session, Excel expert David H. Ringstrom, CPA, shares numerous techniques you can use to optimize, automate, and tweak your Excel charts. Creating and working with Excel charts-which can convey much more than just a sheet filled with numbers-is easy. Because charts display data in a variety of ways, using the most appropriate chart type and format enables you to display your data in the most meaningful way. David's easy-to-apply tips cover several chart features and make working with Excel charts a breeze.
Instructor: David H. Ringstrom
Product ID: 501069

Charts have evolved over the years so David will teach from Excel 2010 and Excel 2016. Chart functionality in Excel 2007 is almost identical to Excel 2010, while chart functionality in Excel 2013 and 2016 are very similar. David will provide handouts that provide the exact steps to follow in the respective Excel versions, so he has you covered no matter what version of Excel you're presently using.

Objectives of the Presentation
  • Use Excel's Table feature to create charts that expand or contract automatically as your source data changes
  • Determine how to create self-updating chart titles
  • Convert a chart into a picture and understand why this is particularly important for Excel charts used in PowerPoint
  • Use lookup functions to chart subsets from a larger table of data
  • Create rolling charts that automatically shift to cover a new range of time periods
  • Standardize chart formats by creating and using chart templates
  • Enliven charts by inserting clip art
  • Implement the Sparklines feature in Excel 2010 and later, and see how to replicate the functionality in Excel 2007
  • See which charting features are disabled when you create charts in obsolete. XLS workbooks instead of the modern. XLSX format
Why Should you Attend
Excel users often encounter a great deal of frustration when creating charts. This presentation describes how to streamline creating and managing charts, and explores nuances that often slow Excel users down.

Areas Covered
  • Using Excel's Table feature
  • Self-updating chart titles
  • Formatting chart elements
  • Getting started with Excel's Pivot Chart feature
  • Inserting clip art
  • Charting subsets with Excel's lookup functions
  • Utilizing Excel's Sparklines feature
Who can Benefit
  • Accountants
  • CPAs
  • CFOs
  • Financial consultants
  • Controllers
$300
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
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  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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