Optimizing Excel Charts

Duration: 120 Minutes
In this beneficial webcast, Excel expert David Ringstrom, CPA, covers a variety of tricks and techniques to help you create and automate charts in Microsoft Excel. David demonstrates several handy features in Excel, including the Recommended Charts feature, Slicer feature, Sparkline feature, the PivotChart feature and more. He also explains how to avoid repetitive formatting, how to create self-updating chart titles, and how to liven up your charts with clip art.
New Charts in Excel 2016
Instructor: David H. Ringstrom
Product ID: 501545
Objectives of the Presentation
  • Identify how to create self-expanding charts by way of Excel's Table feature
  • Define how to save time by copying chart formatting between charts
  • Apply new chart types in Excel 2016
  • Apply the PivotChart feature to summarize complex data
  • Compare user interface changes that simplify chart-related tasks
  • Learn how to use the Recommended Charts feature
  • Learn how to use chart templates
Why Should you Attend
Practitioners who would benefit by using Excel charts more effectively and who would like to learn about new chart types in Excel 2016 must attend this webinar.

David typically teaches from Excel 2016, but he points out any differences in earlier versions of Excel. He's also happy to demonstrate techniques in a specific version of Excel upon request. David's detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Areas Covered
  • Learning about new chart types in Excel 2016
  • Creating self-updating chart titles that are linked to formulas within a worksheet cell
  • Enlivening your charts with clip art in any version of Excel
  • Exploring the Recommended Charts feature in Excel 2013 and later
  • Learning to avoid repetitive formatting by using chart templates and determining where this feature was relocated in Excel 2013 and later
  • Learning why certain features, including slicers, sparklines, and charts, are disabled in some workbooks
  • Summarizing complex data sets quickly with Excel's PivotChart feature
  • Using the SUMIF function to summarize data based on a single criterion
  • Using the Table feature to create charts that expand or contract automatically as your source data changes
Who can Benefit
  • Accountants and CPAs
  • CFOs
  • Financial Consultants
  • Controllers
  • Accounting Personnel
  • Human Resources Personnel
Topic Background
Excel provides a variety of automated functions for working with stored data, including charts. This presentation describes how to streamline the creation and management of charts, and how charts allow users to manipulate data easily for analysis.
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Live Session - How it works
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  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • 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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