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 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.

Office 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

  • Enlivening charts with clip art.
  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.
  • Duplicating the formatting of one chart into a second chart.
  • Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Printing only a chart from a worksheet.
  • Streamlining the process of resizing charts after you manually add data.
  • Building a basic chart within an Excel worksheet.
  • Creating pivot charts from lists of data in Excel.
  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.

Who Should Attend?

Practitioners who can benefit by creating and automating Excel charts.