Maximize Excel: Accounting Charts
Presented by David H. Ringstrom, CPA
 
Event Date/Time: 06/23/25
3:00 PM Eastern
Duration: 100 minutes
 
Excel expert David Ringstrom, CPA, shares lots of tricks and techniques you can implement to create, automate, and speed up your work in Excel charts. In this live presentation, 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 the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) 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.
 
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.
 
Who should attend:
All practitioners who may benefit from creating and automating Excel charts more effectively and efficiently.
 
Topics covered:

• 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.
 
• Building a basic chart within an Excel worksheet.
 
• Converting a chart to a static picture for archival purposes or for use in other applications.
 
• Creating pivot charts from lists of data in Excel.
 
• Creating rolling charts that automatically display data for the last five years, six months, or whatever time frame you choose.
 
• Displaying data on two different axes with Combo charts in Excel 2013 and later.
 
• Duplicating the formatting of one chart into a second chart.
 
• Eliminating the need to manually resize charts when data is added—automate this with tables instead.
 
• Enlivening charts with clip art.
 
• Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
 
Learning objectives:
• Identify how to create self-expanding charts by way of Excel’s Table feature.
• Define how to save time by copying chart formatting between charts and using chart templates.
• Apply new charting capabilities in Excel 2013 and later.
 
 
Level:
Basic
 
NASBA Field of Study:
Computer Software & Applications (2 hours)
 
Program Prerequisites:
None
 
Advance Preparation:
None