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: August 14, 2023

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesExcel Modeler Certification

  1. Excel Efficiency: VLOOKUP
  2. Excel Efficiency: Logic Functions
  3. Excel Efficiency: Filtering and Formatting Data
  4. Excel Efficiency: Intermediate Pivot Tables
  5. Excel Efficiency: Auditing Spreadsheets
  6. Excel Efficiency: Minimizing Worksheet Errors
  7. Excel Efficiency: Workbook Links
  8. Excel Efficiency: What-If Analysis in Microsoft Excel
  9. Excel Efficiency: Quick and Easy Financial Statements in Excel
  10. Excel Efficiency: Budget Spreadsheets
  11. Hands-On Excel: Waterfall Calculations
  12. Excel Efficiency: Table Feature
  13. Excel Efficiency: Intro to Macros Part 1
  14. Excel Efficiency: Intro to Macros Part 2
  15. Excel Efficiency: Excel Chart Speed Tips
  16. Excel Efficiency: Taming Large Spreadsheets
  17. Excel Efficiency: Internal Controls
9 Reviews (44 ratings)


Anonymous Author
This is a great course for improving chart skills in Excel. David does a great job of explaining nuances and walking through pertinent examples. I feel more confident in working with charts and going beyond just the basics.

Anonymous Author
Informative course that can be used and referenced in the future. it was helpful as an excel user who does not create charts often, but would like to learn more going forward.

Anonymous Author
The sections on inserting clipart into a chart, charting with two axes, and self-expanding charts were most helpful. I will be experimenting with the other features as well.

Anonymous Author
I recommend this course if you want to improve your excel skills and quality job. Thanks, instructor David Ringstrom for put together a lot of useful information.

Anonymous Author
Very well organized and informative. I appreciate the way David reviews everything by both explaining and showing the processes.

Anonymous Author
Well done course. Exam was lame, but probably as good as it can be since trying to test Excel skills.

Anonymous Author
Good introduction to excel chart feature. Presentation methodology was very effective.

Anonymous Author
Interesting course. Course was well structured and presented

Anonymous Author
A very thorough resource for utilizing excel and charts.

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 .
Instructor for this course
Course Syllabus
  Introduction to Excel Efficiency: Excel Chart Speed Tips7:52
  Recommended Charts (Excel 2013+)8:31
  Inserting Clipart into a Chart11:32
  Copy Formatting to a Chart12:29
  Chart with Two Axes in Excel 2013+9:46
  Self-Expanding Charts7:55
  Self-Updating Chart Titles9:14
  SUMIF with Comparison Operators8:23
  Creating a Pivot Chart6:59
  Create a Thermometer6:03
  Optional: Change Fill Color7:03
  Waterfall Chart (Excel 2016+)7:02
  Excel Efficiency: Excel Chart Speed Tips 1:42:49
  Slides: Excel Efficiency: Excel Chart Speed TipsPDF
  Excel Efficiency: Excel Chart Speed Tips Glossary/IndexPDF
  Workbook: Excel Efficiency: Excel Chart Speed TipsXLSX