Maximize Excel: Internal Controls

CPE Credit: 2 hours

Excel expert David Ringstrom, CPA, shares a lot of tricks and techniques you can implement to create effective, time-saving charts. In this comprehensive course, he discusses several helpful Excel features, including the Recommended Charts feature, the Sparkline feature, and the PivotChart feature. In addition, David shows you step-by-step how to avoid repetitive formatting, create self-updating chart titles, summarize data based on a single criterion, 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.

• State how 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.
• Identify new charting capabilities in Excel 2013 and later.