Excel Explained: Charts

Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative session. He covers several helpful features Excel offers, including the Recommended Charts feature, the Sparkline feature, and the PivotChart feature. In addition, David shows you step-by-step how to avoid repetitive formatting, create self-updating chart titles, summarize data based on a single criterion, 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 the subscription-based Microsoft 365 (formerly 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.

Covered Topics

  • 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.
  • Building a basic chart within an Excel worksheet.
  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.
  • Converting a chart to a static picture for archival purposes or for use in other applications.
  • Creating pivot charts from lists of data in Excel.
  • Creating rolling charts that automatically display data for the last five years, six months, or whatever time frame you choose.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Duplicating the formatting of one chart into a second chart.
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Enlivening charts with clip art.
  • Illustrating financial statements with the Waterfall chart in Excel 2016 and later.

Who Should Attend?

Practitioners who can benefit by creating and automating Excel charts.