Advanced Excel Charting Skills Using Spinners, Sliders, Check Boxes, Other ActiveX Tools That Turn You Into a Guru

Duration: 90 Minutes
This Excel training program will help attendees create interactive, dynamic Excel Charts helpful for financial modeling and dashboards. It will also help build Excel Charts to save time and eliminate manual input. Attendees will learn Excel Lookup functions, understand how to use INDEX and MATCH to retrieve data and chart with multiple criteria, learn how to use Excel dynamic named ranges with tables for chart automation, and more.
Excel Charts
Instructor: Joe Weil
Product ID: 508950
Objectives of the Presentation
  • Create dynamic Excel Charts using picklists
  • Use the Drop Down menu to make dynamic, interactive charts
  • Make interactive chart labels that automatically update
  • Use INDEX and MATCH to retrieve data and chart with multiple criteria
  • Use Excel dynamic named ranges with tables for chart automation
  • Effectively utilize Sliders, Spinners and other ActiveX controls to enhance charts
Why Should you Attend
Dynamic, interactive charts allow users to pick and choose what they want to see. You only have to build the report once and then the user can easily create their own custom views. This is much easier than having to create multiple versions of different charts from the same data base. In this 100-minute webinar, attendees will learn to create financial models or dashboards that your users can customize with the press of a button.

If you use Excel to generate reports and charts, this easy-to-follow, step-by-step Excel training provides you with an advanced toolkit that takes the design of your Excel charts, tables and reports to the next level. Attendees will also learn a viable alternative to using Pivot Charts. This practical webinar will provide you with the best practices to create dynamic, interactive charts.

Foundation courses for this intermediate level Excel webinar include an understanding of Excel charting.

Areas Covered
  • ActiveX controls introduction - easy, no VBA required
  • Creating interactive charts using:
    • Spinners and Sliders
    • Check Boxes
    • List Boxes
    • Group Boxes
    • Option Buttons
    • Scroll Bar
    • Combo Box
  • Using INDEX and MATCH for dynamic charts
  • Dynamic named range with OFFSET
  • Dynamic named range with INDEX
  • Dynamic date filters
  • Dynamic ranges for charts
  • Scroll and sort table
  • Animated charts
Who will Benefit
  • CFOs, controllers or financial analysts responsible for creating financial reports
  • Finance, budget or department managers seeking new, effective visualization methods
  • IT professionals who want a better understanding of Excel's interactive charting capacities
  • Anyone with a basic knowledge of Excel Charts who is responsible for presenting data in chart form
$300
Recorded Session for one participant
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  $450.00 Training CD
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  $550.00 Training USB Flash Drive
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • 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
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • 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:
Joe Weil owns the National Center for Continuing Education (NCCE), a nation-wide training firm headquartered in Tallahassee. Joe has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. Joe earned his Master of Accounting Degree at Florida State University and is a CPA.

Clients who have seen Joe lead his seminars and requested he lead in-house training include: Harley - Davidson, Hewlett - Packard, Oracle, General Mills, Burger King, Florida Power and Light, Motorola, Deloitte, and several other major corporations. Joe has a special gift for taking abstract concepts and making them easily understandable for everyone. Joe leads informative, understandable and interesting webinars on a variety of financial and Excel topics.

Joe works as an adjunct accounting instructor leading classes in either auditing or Excel for Business Applications at a local college. Joe has a CPA practice and focuses on litigation support, forensic auditing, analytics and political campaigns. Joe's past jobs have included CFO for a municipality, Controller for a subsidiary of a listed corporation and director of auditing for a large state agency.
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