In this practical webinar, you will learn a variety of tricks and techniques you can implement to create and automate Excel charts. You will learn how to use several helpful Excel features, including:

  • The Recommended Charts feature,
  • The Sparkline feature,
  • The PivotChart feature,
  • and others.

Among other things, you will learn how to avoid repetitive formatting, create self-updating chart titles, and use clip art to make your charts more dynamic.

In addition, you will explore how interface changes made in Excel 2013 and 2016 have simplified chart tasks. Furthermore, you will also learn how to use the PivotChart feature to summarize complex data, and how the SUMIF function can summarize data based on a single criterion, and more.

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.

Prerequisites: None

Field of Study: Computer Software and Applications

Program Level: Intermediate

Credit Type: Group Internet-Based for the Live Program and Self-Study.

You will learn the following:

  • Creating rolling charts that automatically display data for the last five years, six months, or whatever time frame you choose.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Building a basic chart within an Excel worksheet.
  • Converting a chart to a static picture for archival purposes or for use in other applications.
  • Enlivening charts with clip art.
  • Streamlining the process of resizing charts after you manually add data.
  • Creating pivot charts from lists of data in Excel.
  • Creating pivot charts from lists of data in Excel.
  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel.
  • Applying a consistent look and feel to your charts by way of chart templates.
  • Displaying data on two different axes with Combo charts in Excel 2013 and later.
  • Utilizing chart sheets to easily fit multiple charts onto a single printed page.

Upon course completion, you will be able to:

  • Apply Excel’s Table feature to create self-expanding charts.
  • Recall how to save time by copying chart formatting between charts and using chart templates.
  • List new charting capabilities in Excel 2013 and later.
Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

Accounting Credits

Credit Value Field of Study Format

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

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5 out of 5

Josephine C.

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