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Excel Chart Tips: Save Time and Get Better Results
- Comparing user interface changes in Excel 2013 and 2016 that have vastly simplified chart-related tasks
- 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
- Using the SUMIF function to summarize data based on a single criterion
- Using the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes
Overview of the webinar
In this enlightening session, Excel expert David Ringstrom, CPA, shares a variety of tips and techniques to help you create and automate your Microsoft Excel charts. David covers several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotCharts feature and more. In addition to that, he explains how to avoid repetitive formatting, how to create self-updating chart titles and how to 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 to your attention 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Excel Users
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
Why should you attend?
After attending the webcast, participants should be equipped to:
- Use Excel charts more effectively and efficiently
- Create self-expanding charts by way of Excel's Table feature
- Save time by copying chart formatting between charts and using chart templates
- Apply the Slicer feature and the Sparkline feature
- Apply the Recommended Charts feature
- Avoid repetitive formatting
- Recognize which features are disabled in some workbooks
- Use the SUMIF function
- Apply the PivotCharts feature
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.