Creating Interactive and Dynamic Charts (HTMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate
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

version

01

Credits

4

Company Code

Self Study

Format

On Demand

Yellow Book Approved

No

CFP Approved

No

IRS Approved

No

CTEC Approved

No

Field of Study Credits

Computer Software & Applications (4)

Field of Study Department

Computer Software & Applications

Course Version

2022-01

CPE Approved

Yes

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

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

Customer Reviews

Based on 3 reviews
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P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)