Creating Dynamic and Interactive Charts with Excel

2 Credits: Computer Software & Applications


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Creating Dynamic and Interactive Charts with Excel

Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

This online self-study CPE course offers a detailed exploration of advanced Excel charting techniques, tailored for professionals in tax, accounting, and finance. Participants will learn to set up charts that automatically update with new data, a skill that significantly enhances efficiency and accuracy in data representation. The course covers creating range names in a SERIES formula, utilizing OFFSET and COUNTA functions for charting, and the nuances of various COUNT functions. Additionally, participants will gain expertise in creating self-expanding charts, selecting specific data points for display, and employing spinners for dynamic data interaction. The online CPE course also includes a unique focus on linking chart titles to cells, ensuring that chart titles automatically update. Complete with practice exercises and answer files, this self-study CPE course empowers professionals to master dynamic Excel charting, elevating the standard of their data presentation and analysis.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the different types of cell references, noting their purpose and usage;
  • Recognize the steps needed to create the components of range names and named formulas, noting common types of errors;
  • Identify the different COUNT functions, noting their syntax and usage;
  • Recognize the syntax and usage of the SERIES, OFFSET, and COUNTA functions in creating dynamic charts that automatically update;
  • Recognize the concept of input cells and how to apply them;
  • Recognize the steps needed to link a chart title to a cell so that a chart title automatically updates; and
  • Recognize the steps needed to create a spinner or scroll box.
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Course Specifics

Course ID
Revision Date
November 29, 2022

An advanced knowledge of Excel is assumed. You need to be familiar with functions and have an understanding of absolute and relative cell references. This course was written for Excel 2019 and Microsoft Office 365 users; however, users of earlier versions should have absolutely no difficulty.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …