Utilizing Excel Charts

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy
Udemy

Course Description

Would you like to learn how to create dynamic Excel charts that will save you time? If so, this course by David Ringstrom, CPA, can help you accomplish those goals. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, 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 Excel 2016. He draws your attention to 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.

Topics Covered:

  • Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options.

  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.

  • Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.

  • Displaying data on two different axes with Combo charts in Excel 2013 and later.

  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel.

  • Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later.

  • Applying a consistent look and feel to your charts by way of chart templates.

  • Enlivening charts with clip art.

  • Managing the pivot chart buttons that control filtering and other aspects of pivot charts.

  • Illustrating financial statements with the Waterfall chart in Excel 2016 and later.

Who this course is for:

  • Anyone interested in Excel.

Course content

3 sections • 16 lectures • 3h 25m total length
  • Inserting Clipart into a Chart
    11:32
  • Copy Formatting to a Chart
    12:29
  • Chart with Two Axes in Excel 2013+
    09:46
  • Self-Expanding Charts
    07:55
  • Self-Updating Chart Titles
    09:14
  • SUMIF with Comparison Operators
    08:22
  • Creating a Pivot Chart
    06:58
  • Create a Thermometer
    06:02
  • Optional: Change Fill Color
    07:03
  • Waterfall Chart (Excel 2016+)
    07:01
  • Excel Efficiency: Excel Chart Speed Tips
    01:42:48

Instructors

Condensed and Efficient Courses for Busy Professionals
  • 4.1 Instructor Rating
  • 20,437 Reviews
  • 60,318 Students
  • 568 Courses

Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.

Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.

Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.

  • 4.8 Instructor Rating
  • 274 Reviews
  • 1,937 Students
  • 7 Courses

David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm that he started in 1991. David teaches 180 live webinars annually on Microsoft Excel, along with occasionally speaking at conferences. He is the co-author of Idiot's Guides: Introductory Accounting, and has served as the technical editor for over 30 books on accounting software. Some of his hundreds of freelance articles on spreadsheets have been published internationally.

Experience

President : Accounting Advisors, Inc. - [1991-12 to Current]
David offers spreadsheet, database, and accounting software consulting services nationwide. He focuses on streamlining complex business processes via a combination of training, tools, and custom programming.

Education

Bachelor of Business Administration, Accounting : J. Mack Robinson College of Business (at Georgia State University )


Expected Outcomes

  1. Recognize the menu in Excel where the Table feature resides. Identify how to create self-expanding charts by way of Excel’s Table feature. Discover how to create a dynamic chart title that updates from a worksheet cell. Requirements Basic proficiency with Excel. Description Would you like to learn how to create dynamic Excel charts that will save you time? If so, this course by David Ringstrom, CPA, can help you accomplish those goals. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, 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 Excel 2016. He draws your attention to 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. Topics Covered: Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options. Eliminating the need to manually resize charts when data is added—automate this with tables instead. Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on. Displaying data on two different axes with Combo charts in Excel 2013 and later. Understanding how pivot chart formatting works much like formatting other types of charts in Excel. Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later. Applying a consistent look and feel to your charts by way of chart templates. Enlivening charts with clip art. Managing the pivot chart buttons that control filtering and other aspects of pivot charts. Illustrating financial statements with the Waterfall chart in Excel 2016 and later. Who this course is for: Anyone interested in Excel. Show more Show less Course content 3 sections • 16 lectures • 3h 25m total length Expand all sections Introduction 13 lectures • 3hr 26min Introduction to Excel Efficiency: Excel Chart Speed Tips Preview 07:57 Recommended Charts (Excel 2013+) Preview 08:30 Inserting Clipart into a Chart 11:32 Copy Formatting to a Chart 12:29 Chart with Two Axes in Excel 2013+ 09:46 Self-Expanding Charts 07:55 Self-Updating Chart Titles 09:14 SUMIF with Comparison Operators 08:22 Creating a Pivot Chart 06:58 Create a Thermometer 06:02 Optional: Change Fill Color 07:03 Waterfall Chart (Excel 2016+) 07:01 Excel Efficiency: Excel Chart Speed Tips 01:42:48 Supporting Materials 3 lectures • 1min Slides: Excel Efficiency: Excel Chart Speed Tips 00:01 Workbook: Excel Efficiency: Excel Chart Speed Tips 00:01 Excel Efficiency: Excel Chart Speed Tips Glossary/Index 00:01 Review and Test 0 lectures • 0min Review Questions 6 questions FINAL EXAM 10 questions Instructors Illumeo Learning Condensed and Efficient Courses for Busy Professionals 4.1 Instructor Rating 20,437 Reviews 60,318 Students 568 Courses Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job. Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination. Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job . Show more Show less David Ringstrom (Illumeo) 4.8 Instructor Rating 274 Reviews 1,937 Students 7 Courses David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm that he started in 1991. David teaches 180 live webinars annually on Microsoft Excel, along with occasionally speaking at conferences. He is the co-author of Idiot's Guides: Introductory Accounting, and has served as the technical editor for over 30 books on accounting software. Some of his hundreds of freelance articles on spreadsheets have been published internationally. Experience President : Accounting Advisors, Inc. - [1991-12 to Current] David offers spreadsheet, database, and accounting software consulting services nationwide. He focuses on streamlining complex business processes via a combination of training, tools, and custom programming. Education Bachelor of Business Administration, Accounting : J. Mack Robinson College of Business (at Georgia State University ) Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781e39bbfa4e674',m:'84ab85fca56c165c22b35135bfd43759dd0fe58a-1627850509-1800-AbsFCQ3T9B6oZd/5CQvtN9YDAsj+kSnJ5Cz467iYyGlbTPHhcbtes71+IycGErRUMDzdY9N/buGXvba2TaoBcsFfnPT4lSXYabXA1F7IFMTihTmExIiN17oRR2osx6rK65vOlQVreHpqPjmNy1NK5gs=',s:[0x8f9f227008,0xbdf1192ac0],}})();
  2. Identify how to create self-expanding charts by way of Excel’s Table feature. Discover how to create a dynamic chart title that updates from a worksheet cell. Requirements Basic proficiency with Excel. Description Would you like to learn how to create dynamic Excel charts that will save you time? If so, this course by David Ringstrom, CPA, can help you accomplish those goals. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, 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 Excel 2016. He draws your attention to 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. Topics Covered: Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options. Eliminating the need to manually resize charts when data is added—automate this with tables instead. Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on. Displaying data on two different axes with Combo charts in Excel 2013 and later. Understanding how pivot chart formatting works much like formatting other types of charts in Excel. Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later. Applying a consistent look and feel to your charts by way of chart templates. Enlivening charts with clip art. Managing the pivot chart buttons that control filtering and other aspects of pivot charts. Illustrating financial statements with the Waterfall chart in Excel 2016 and later. Who this course is for: Anyone interested in Excel. Show more Show less Course content 3 sections • 16 lectures • 3h 25m total length Expand all sections Introduction 13 lectures • 3hr 26min Introduction to Excel Efficiency: Excel Chart Speed Tips Preview 07:57 Recommended Charts (Excel 2013+) Preview 08:30 Inserting Clipart into a Chart 11:32 Copy Formatting to a Chart 12:29 Chart with Two Axes in Excel 2013+ 09:46 Self-Expanding Charts 07:55 Self-Updating Chart Titles 09:14 SUMIF with Comparison Operators 08:22 Creating a Pivot Chart 06:58 Create a Thermometer 06:02 Optional: Change Fill Color 07:03 Waterfall Chart (Excel 2016+) 07:01 Excel Efficiency: Excel Chart Speed Tips 01:42:48 Supporting Materials 3 lectures • 1min Slides: Excel Efficiency: Excel Chart Speed Tips 00:01 Workbook: Excel Efficiency: Excel Chart Speed Tips 00:01 Excel Efficiency: Excel Chart Speed Tips Glossary/Index 00:01 Review and Test 0 lectures • 0min Review Questions 6 questions FINAL EXAM 10 questions Instructors Illumeo Learning Condensed and Efficient Courses for Busy Professionals 4.1 Instructor Rating 20,437 Reviews 60,318 Students 568 Courses Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job. Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination. Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job . Show more Show less David Ringstrom (Illumeo) 4.8 Instructor Rating 274 Reviews 1,937 Students 7 Courses David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm that he started in 1991. David teaches 180 live webinars annually on Microsoft Excel, along with occasionally speaking at conferences. He is the co-author of Idiot's Guides: Introductory Accounting, and has served as the technical editor for over 30 books on accounting software. Some of his hundreds of freelance articles on spreadsheets have been published internationally. Experience President : Accounting Advisors, Inc. - [1991-12 to Current] David offers spreadsheet, database, and accounting software consulting services nationwide. He focuses on streamlining complex business processes via a combination of training, tools, and custom programming. Education Bachelor of Business Administration, Accounting : J. Mack Robinson College of Business (at Georgia State University ) Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781e39bbfa4e674',m:'84ab85fca56c165c22b35135bfd43759dd0fe58a-1627850509-1800-AbsFCQ3T9B6oZd/5CQvtN9YDAsj+kSnJ5Cz467iYyGlbTPHhcbtes71+IycGErRUMDzdY9N/buGXvba2TaoBcsFfnPT4lSXYabXA1F7IFMTihTmExIiN17oRR2osx6rK65vOlQVreHpqPjmNy1NK5gs=',s:[0x8f9f227008,0xbdf1192ac0],}})();
  3. Discover how to create a dynamic chart title that updates from a worksheet cell. Requirements Basic proficiency with Excel. Description Would you like to learn how to create dynamic Excel charts that will save you time? If so, this course by David Ringstrom, CPA, can help you accomplish those goals. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, 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 Excel 2016. He draws your attention to 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. Topics Covered: Building a Thermometer chart for use in fund drives and other goals as a means of exploring lesser-known chart options. Eliminating the need to manually resize charts when data is added—automate this with tables instead. Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on. Displaying data on two different axes with Combo charts in Excel 2013 and later. Understanding how pivot chart formatting works much like formatting other types of charts in Excel. Adding/removing chart features rapidly by way of the improved chart interface in Excel 2013 and later. Applying a consistent look and feel to your charts by way of chart templates. Enlivening charts with clip art. Managing the pivot chart buttons that control filtering and other aspects of pivot charts. Illustrating financial statements with the Waterfall chart in Excel 2016 and later. Who this course is for: Anyone interested in Excel. Show more Show less Course content 3 sections • 16 lectures • 3h 25m total length Expand all sections Introduction 13 lectures • 3hr 26min Introduction to Excel Efficiency: Excel Chart Speed Tips Preview 07:57 Recommended Charts (Excel 2013+) Preview 08:30 Inserting Clipart into a Chart 11:32 Copy Formatting to a Chart 12:29 Chart with Two Axes in Excel 2013+ 09:46 Self-Expanding Charts 07:55 Self-Updating Chart Titles 09:14 SUMIF with Comparison Operators 08:22 Creating a Pivot Chart 06:58 Create a Thermometer 06:02 Optional: Change Fill Color 07:03 Waterfall Chart (Excel 2016+) 07:01 Excel Efficiency: Excel Chart Speed Tips 01:42:48 Supporting Materials 3 lectures • 1min Slides: Excel Efficiency: Excel Chart Speed Tips 00:01 Workbook: Excel Efficiency: Excel Chart Speed Tips 00:01 Excel Efficiency: Excel Chart Speed Tips Glossary/Index 00:01 Review and Test 0 lectures • 0min Review Questions 6 questions FINAL EXAM 10 questions Instructors Illumeo Learning Condensed and Efficient Courses for Busy Professionals 4.1 Instructor Rating 20,437 Reviews 60,318 Students 568 Courses Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job. Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination. Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job . Show more Show less David Ringstrom (Illumeo) 4.8 Instructor Rating 274 Reviews 1,937 Students 7 Courses David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm that he started in 1991. David teaches 180 live webinars annually on Microsoft Excel, along with occasionally speaking at conferences. He is the co-author of Idiot's Guides: Introductory Accounting, and has served as the technical editor for over 30 books on accounting software. Some of his hundreds of freelance articles on spreadsheets have been published internationally. Experience President : Accounting Advisors, Inc. - [1991-12 to Current] David offers spreadsheet, database, and accounting software consulting services nationwide. He focuses on streamlining complex business processes via a combination of training, tools, and custom programming. Education Bachelor of Business Administration, Accounting : J. Mack Robinson College of Business (at Georgia State University ) Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781e39bbfa4e674',m:'84ab85fca56c165c22b35135bfd43759dd0fe58a-1627850509-1800-AbsFCQ3T9B6oZd/5CQvtN9YDAsj+kSnJ5Cz467iYyGlbTPHhcbtes71+IycGErRUMDzdY9N/buGXvba2TaoBcsFfnPT4lSXYabXA1F7IFMTihTmExIiN17oRR2osx6rK65vOlQVreHpqPjmNy1NK5gs=',s:[0x8f9f227008,0xbdf1192ac0],}})();