course description
in this course, excel expert and author of “exploring microsoft excel's hidden treasures: turbocharge your excel proficiency with expert tips, automation techniques, and overlooked features,” david ringstrom, cpa, shares lots of tricks and techniques you can implement to create, streamline, and even automate excel charts. you'll see how to build self-expanding charts that automatically display new data, along with self-updating chart titles. david will demonstrate how to create a rolling chart to display results such as trailing twelve-sales. you'll also learn how to create and use customized chart templates, build a waterfall chart to illustrate a financial statement, and troubleshoot frustrating chart issues.
david demonstrates every technique at least twice: first, on a powerpoint slide with numbered steps, and second, in the subscription-based excel for microsoft 365. david draws your attention to any differences in excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. the handouts include an excel workbook with most of the examples he uses during his demonstrations.
excel for microsoft 365 is a subscription-based product that receives periodic feature updates. conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
who should attend: professionals seeking to utilize excel's charting features more effectively.
level: basic
topics covered:
- illustrating financial statements with the waterfall chart feature
- displaying data on two different axes with combo charts
- illustrating financial statements with the waterfall chart feature
- linking chart titles to worksheet cells as a step toward a self-updating chart title
- enlivening charts with clip art
- applying a consistent look and feel to your charts by way of chart templates
- building a basic chart within an excel worksheet
- linking chart titles to worksheet cells as a step toward a self-updating chart title
- 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
- creating rolling charts that automatically display data for the last five years, six months, or whatever time frame you choose
learning objectives:
- identify the chart type in excel 2016 and later that is particularly suited to presenting financial statements in chart form
- identify the area of a chart that you right-click to copy the formatting in anticipation of pasting the formatting to other charts
- state the default file extension for chart templates
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