CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Creating Dynamic and Interactive Charts with Excel

Icon_Self-Study
Self-Study
Icon_Level
Advanced
Credits
CPE Credits
4 Credits: Computer Software & Applications

Course Description

This course walks you through setting up Excel charts so they update automatically as data in entered into the worksheet.  In addition, to discussing self-expanding charts, it also covers how to specify the number of data points to display in a chart.  For example, you may only want the last rolling six months of data  to display, in the chart, as you add  new data each month.  Linking a chart title to a cell and creating a spinner control is also discussed.  This eBook walks you through the process step by step and then includes practice exercise for each topic as well as answer files.
This EBook covers:
  • Creating Range Names in a SERIES formula
  • Using OFFSET and COUNTA functions for charting purposes
  • Discusses other COUNT functions
  • Shows how to create Self-Expanding Charts
  • Shows how to displaying the last x number of data points
  • Selecting a beginning and ending point for a data series
  • Creating and using Spinners
  • Linking a Chart Title to a Cell

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
  • Recognize the steps needed to create a spinner or scroll box

Course Specifics

Course ID
2164524
Revision Date
March 13, 2020
Advanced Preparation

None.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

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 …

Patricia McCarthy, MBA Read More »

Creating Dynamic and Interactive Charts with Excel

Expert Instructors
Format
CPE CREDITS
4 Credits: Computer Software & Applications

$116.00$136.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Advanced
Credits
CPE Credits
4 Credits: Computer Software & Applications

Course Description

This course walks you through setting up Excel charts so they update automatically as data in entered into the worksheet.  In addition, to discussing self-expanding charts, it also covers how to specify the number of data points to display in a chart.  For example, you may only want the last rolling six months of data  to display, in the chart, as you add  new data each month.  Linking a chart title to a cell and creating a spinner control is also discussed.  This eBook walks you through the process step by step and then includes practice exercise for each topic as well as answer files.
This EBook covers:
  • Creating Range Names in a SERIES formula
  • Using OFFSET and COUNTA functions for charting purposes
  • Discusses other COUNT functions
  • Shows how to create Self-Expanding Charts
  • Shows how to displaying the last x number of data points
  • Selecting a beginning and ending point for a data series
  • Creating and using Spinners
  • Linking a Chart Title to a Cell

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
  • Recognize the steps needed to create a spinner or scroll box

Course Specifics

Course ID
2164524
Revision Date
March 13, 2020
Advanced Preparation

None.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

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 …

Patricia McCarthy, MBA Read More »

Creating Dynamic and Interactive Charts with Excel

Expert Instructors
Format
CPE CREDITS
4 Credits: Computer Software & Applications

$116.00$136.00

Clear