Create Dynamic and Interactive Charts (Course Id 1652)

• Who is this course for?
  This course is intended for CPAs and professionals needing CPE credits who already have an advanced knowledge of Excel and want to enhance their charting skills.

• What is this course about or what problem does this course solve?
  It teaches how to create dynamic and interactive Excel charts that update automatically as data changes, solving the challenge of maintaining up-to-date visual data presentations.

• Where can the knowledge from this course be used?
  Participants can use the skills to build self-updating charts, display specific data ranges (like a rolling six months), and link chart titles to cells, improving automation and efficiency in Excel reporting.

• Why is this course important to a CPA or Accountant?
  It provides technical skills that allow professionals to present data in a dynamic, accurate, and efficient way, which is crucial for timely financial reporting and decision-making.

• When is this course relevant or timely?
  This course is timely for professionals working with frequently updated data, and it remains current as of its last revision in March 2024.

• How is a course like this consumed or used?
  It is delivered as a QAS self-study eBook with step-by-step instructions, review questions, exercises, and answer files, requiring no additional materials.

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

Course Learning Objectives

• 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.