Maximizing Excel Charts (Video) (Course Id 2585)

In this presentation author and Excel expert David Ringstrom, CPA, shares lots of tricks and techniques you can implement to create, streamline, and even automate Excel charts. You'll see how to build self-expanding charts that automatically display new data, along with self-updating chart titles. David will show how to create a rolling chart to display results such as trailing twelve-sales. You'll also learn how to create and use customized chart templates, build a Waterfall Chart to illustrate a financial statement, and troubleshoot frustrating chart issues.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Course Learning Objectives

• Recall the keyboard shortcut that creates a chart object on an Excel worksheet.
• Identify the chart you must create to plot data on two vertical axes.
• Identify and apply the appropriate axis type in an Excel chart to control the display of date-based data, ensuring that missing dates (such as weekends) do not create unintended gaps.