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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 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.  

Topics Covered:

  • 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.

Learning Objectives

  • Recognize the menu in Excel where the Table feature resides.
  • Identify how to create self-expanding charts by way of Excel’s Table feature.
  • Discover how to create a dynamic chart title that updates from a worksheet cell.
Last updated/reviewed: April 19, 2019

Prerequisites

Course Complexity: Intermediate

Program Prerequisites: None

Advance Preparation: None

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  7:52Introduction to Excel Efficiency: Excel Chart Speed Tips
  8:31Recommended Charts (Excel 2013+)
  11:32Inserting Clipart into a Chart
  12:29Copy Formatting to a Chart
  9:46Chart with Two Axes in Excel 2013+
  7:55Self-Expanding Charts
  9:14Self-Updating Chart Titles
  8:23SUMIF with Comparison Operators
  6:59Creating a Pivot Chart
  6:03Create a Thermometer
  7:03Optional: Change Fill Color
  7:02Waterfall Chart (Excel 2016+)
CONTINUOUS PLAY
  1:42:49Excel Efficiency: Excel Chart Speed Tips
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Excel Chart Speed Tips
  PDFExcel Efficiency: Excel Chart Speed Tips Glossary/Index
  XLSXWorkbook: Excel Efficiency: Excel Chart Speed Tips
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM