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Creating Interactive and Dynamic Charts (HTMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate/Advanced
Credits
4
Qualifies For
CPE



Price:  $39.99
This course walks your through how to set up Excel charts so that they update automatically as data in entered into the worksheet. So, set your charts up and as you enter data over time, your charts will dynamically update and save you time and potential errors. These are also useful in dashboards.

Additional information

Credits

4

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Computer Software & Applications (Non-Technical) (3)

Field of Study Department

Computer Software & Applications (Non-Technical)

Course Version

2019-01

CPE Approved

1

Pre-requistes:

You must be able to create and edit a simple chart. Familiarity with basic functions and absolute cell references is strongly recommended.

Knowledge Level:

Intermediate/Advanced

Major Topics:

  • 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

Learning Objectives:

  • Differentiate between different types of cell references and recognize to apply them 
  • Recognize the steps needed to create the components of range names and named formulas 
  • Differentiate between the different COUNT functions 
  • Recognize how to use the SERIES, OFFSET and COUNTA functions to create dynamic charts that update automatically 
  • Recognize the concept of input cells and how to apply them 
  • Recognize the steps needed to link a chart title to a cell so that a chart title updates automatically 
  • Recognize the steps needed to create a spinner or scroll box

Designed For:

All CPAs
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