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Webinar Recording

Excel Efficiency: Charts

Date: Friday, June 3, 2016
Time: 12:00 pm - 1:00 pm EDT
This webinar will teach a practical, step-by-step approach to creating and managing charts in Excel. You'll learn numerous techniques that you can use immediately to build charts more efficiently and effectively. David Ringstrom covers everything from the basics of creating a chart to leveraging automation and templates.

You will learn how to:
  • Use the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes
  • Avoid repetitive formatting by using chart templates
  • Create self-updating chart titles that are linked to formulas within a worksheet cells
  • Use the new Waterfall chart in Excel 2016 to illustrate financial statements, along with a brief overview of other new chart formats.
Using Excel 2016 to demonstrate, we will also provide two different versions of the handouts. One will cover Excel 2007 and 2010, while the other shows how to carry out the same steps in Excel 2013 and 2016.
After attending this event you will be able to:
Explore new features that simplify chart building in Excel 2013 and later
Improve the integrity of your charts by eliminating manual adjustments
Utilize chart templates to eliminate repetitive work and have consistent looking charts

Speakers

David Ringstrom, President and CPA, Accounting Advisors Inc
David Ringstrom
President and CPA, Accounting Advisors Inc
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences on Excel and presents scores of webinars each year. He is an author and served as the technical editor for over 30 books on accounting software. Some of his freelance articles on spreadsheets have been published internationally.
Moderated by: Khoa Tran, Operations Manager, Proformative
Moderated by: Khoa Tran
Operations Manager, Proformative
Khoa is in charge of live event operations at Proformative and has led the preparation and execution of hundreds of live events on various finance, accounting and related topics across the Office of the CFO. You could say his job is a lot like learning finance and accounting for a living. Khoa is primarily responsible for ensuring great content, delivery, and learning for each of Proformative’s webinars and in-person events.

Sponsor

Event Sponsor Proformative
Proformative - Proformative transforms professional development for the office of the CFO through a centralized platform of collaborative learning tools, continuing professional education credits, and hundreds of courses in a range of critical categories, including technical finance, treasury, accounting, compliance, risk management, leadership, career development, technology and more.

All Proformative courses, resources and tools are accessible on-demand via smartphone, tablet, laptop or PC. Each course, taught by top industry practitioners with decades of experience, is subject to peer-based reviews and ratings to ensure the highest quality curriculum possible. Whether for you or your team, Proformative's highly focused functional training and tools help you address important skills gaps, deepen your knowledge, broaden capabilities and increase your productivity.

Certification is not required to get started, but please let us know which certifications you have.

By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Specialized Knowledge
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits