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Creating Dynamic and Interactive Charts with Excel ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $58.00

Non-Member Price $67.00


This course walks you through setting up Excel charts so they update automatically as data in entered into the worksheet. In addition, to discussing self-expanding charts, it also covers how to specify the number of data points to display in a chart. For example, you may only want the last rolling six months of data to display, in the chart, as you add new data each month. Linking a chart title to a cell and creating a spinner control is also discussed. This eBook walks you through the process step by step and then includes practice exercise for each topic as well as answer files.


Overview - Range Names and SERIES. Overview of OFFSET and COUNT Functions. Self Expand.



Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more dynamic and effective charts with Excel.


Identify the different types of cell references, noting their purpose and usage. Recognize the steps needed to create the components of range names and named formulas, noting common types of errors. Identify the different COUNT functions, noting their syntax and usage. Recognize the syntax and usage of the SERIES, OFFSET, and COUNTA functions in creating dynamic charts that automatically update. 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 automatically updates. Recognize the steps needed to create a spinner or scroll box.






Leader Bios

Patricia McCarthy, Western CPE

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.

She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

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Non-Member Price $67.00

Member Price $58.00