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Course Details

Create Dynamic and Interactive Charts (Course Id 1652)

QAS / Registry
  Add to Cart 
Author : Patricia McCarthy, MBA
Course Length : Pages: 26 ||| Review Questions: 12 ||| Final Exam Questions: 18
CPE Credits : 3.5
IRS Credits : 0
Price : $31.45
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 1652

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
Usage Rank : 12308
Release : 2020
Version : 1.0
Prerequisites : 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.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1652

Keywords : Specialized Knowledge and Applications, Create, Dynamic, Interactive, Charts, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

By the end of the course participants will be able to:
    1. Differentiate between different types of cell references and recognize to apply them.
    2. Recognize the steps needed to create the components of range names and named formulas.
    3. Differentiate between the different COUNT functions.
    4. Recognize how the SERIES, OFFSET and COUNTA functions work to create dynamic charts that update automatically.
    5. Recognize the concept of input cells and how to apply them.
    6. Recognize the steps needed to link a chart title to a cell so that a chart title updates automatically.
    7. Recognize the steps needed to create a spinner or scroll box.
Course Contents :

Chapter 1 - Creating Dynamic and Interactive Charts

Overview Range Names and SERIES

Relative and Absolute Cell References

Range Names

SERIES Formula

SERIES Formula and Range Names

Review Questions


Overview of OFFSET and COUNT Functions

OFFSET Function

COUNT Functions

Create an Automatically Expanding Chart

Review Questions -OFFSET and COUNT Functions


Review Exercise -Self Expand

Review Exercise -Self Expand 2 Series

Controlling Data in a Self-Expanding Chart

Display the Last X Data Points in the Worksheet

Review Exercise Display 4 Data Points

Selecting a Beginning and Ending Point for a Series

Review Exercise -Beginning and Ending Point

Create a Spinner

Scroll Bar

Linking Title Text to a Cell

Review Questions -Scroll Bars and Spinners


Links for Spreadsheets



CPE Specialized Knowledge Course: https://www.cpethink.com/excel-cpa-courses
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