Excel Chart Speed Tips

Author: David H. Ringstrom

CPE Credit:  3 hours for CPAs

In this session Excel expert David H. Ringstrom, CPA shares numerous techniques that you can use to work with charts more efficiently. David will teach primarily from Excel 2010, but will also demonstrate new charting capabilities in Excel 2013 and later. Excel's charting functionality has evolved with each version of Excel, so a special feature of this presentation is that David provides four different handouts to cover these versions of Excel:

• Excel 2013/2016
• Excel 2010
• Excel 2007

Publication Date: October 2015

Designed For
All practitioners who may benefit from using Excel charts more effectively.

Topics Covered

  • Avoid repetitive formatting by using chart templates, and see where the feature moved in Excel 2013 and later.
  • Compare user interface changes in Excel 2013 and 2016 that vastly simplify chart-related tasks.
  • Create self-updating chart titles that are linked to formulas within a worksheet cell.
  • Create rolling charts that automatically update as you add data for new periods.
  • Enliven your charts with clip art in any version of Excel.
  • Explore the Recommended Charts feature in Excel 2013 and later.
  • Learn why certain features like slicers, Sparklines, and even charts are disabled in some workbooks.
  • Quickly summarize complex data sets with Excel's Pivot Chart feature.
  • Use the SUMIF function to summarize data based on a single criterion.
  • Use the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes.

Learning Objectives

  • Identify feature changes in Excel 2013 and later, such as recommended charts.
  • Identify chart-related keyboard shortcuts.
  • Specify the Excel feature that creates self-updating charts and Sparklines.


Instructional Method

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites

Advance Preparation

Registration Options

Regular Fee$59

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