Advanced Excel Charting Skills Using Spinners, Sliders, Check Boxes, Other ActiveX Tools That Turn You Into a Guru

Why Should You Attend:

Dynamic, interactive charts allow users to pick and choose what they want to see. You only have to build the report once and then the user can easily create their own custom views. This is much easier than having to create multiple versions of different charts from the same data base. In this 100-minute webinar, attendees will learn to create financial models or dashboards that your users can customize with the press of a button.

If you use Excel to generate reports and charts, this easy-to-follow, step-by-step Excel training provides you with an advanced toolkit that takes the design of your Excel charts, tables and reports to the next level. Attendees will also learn a viable alternative to using Pivot Charts. This practical webinar will provide you with the best practices to create dynamic, interactive charts.

Foundation courses for this intermediate level Excel webinar include an understanding of Excel charting.

Learning Objectives:

• Create dynamic Excel Charts using picklists
• Use the Drop Down menu to make dynamic, interactive charts
• Make interactive chart labels that automatically update
• Use INDEX and MATCH to retrieve data and chart with multiple criteria
• Use Excel dynamic named ranges with tables for chart automation
• Effectively utilize Sliders, Spinners and other ActiveX controls to enhance charts

Areas Covered in the Webinar:

• ActiveX controls introduction - easy, no VBA required
• Creating interactive charts using:
• Spinners and Sliders
• Check Boxes
• List Boxes
• Group Boxes
• Option Buttons
• Scroll Bar
• Combo Box
• Using INDEX and MATCH for dynamic charts
• Dynamic named range with OFFSET
• Dynamic named range with INDEX
• Dynamic date filters
• Dynamic ranges for charts
• Scroll and sort table
• Animated charts

Who Will Benefit:

• CFOs, controllers or financial analysts responsible for creating financial reports
• Finance, budget or department managers seeking new, effective visualization methods
• IT professionals who want a better understanding of Excel’s interactive charting capacities
• Anyone with a basic knowledge of Excel Charts who is responsible for presenting data in chart form

Joe Weil
CEO, NCCE

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

Topic Background:

Excel offers a panoply of interactive controls that makes dynamic, interactive dashboards possible. You'll learn the behind the scenes secrets of creating dynamic, interactive charts in Excel, including the key functions you need to use to never manually update your Excel charts again. Once you understand how a few of these items work and learn a couple of basic functions, making impressive, dynamic, interactive charts is almost intuitive. This webinar is for you if you:

• Know how to create basic charts but aren’t sure how to package them
• Already prepare reports of any kind that require updating with new data on a regular basis
• Work with charts or; work with large volumes of data
• Import data into Excel from another source or database: Access, Web, Text files, etc.
• Don’t know the best way to display your data but want to produce professional quality work
• Work as a sales or marketing analyst or financial analyst

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