(LITE29/27) Excel Charts
April 9, 2027 @ 1:00 pm - 1:50 pm
Non Member Rate: $45Event Description
Charts can make financial results easier to interpret, but they also create maintenance when source data grows or reporting needs change. This session covers building appropriate charts, keeping chart ranges current, and using a waterfall chart to illustrate changes in financial results.
This presentation answers the question:
How can I build charts that communicate financial results and stay current as data changes?
Topics typically covered
• Chart creation: Standard charts, Recommended Charts.
• Chart maintenance: Extending chart source ranges, self-expanding charts.
• Interactive analysis: PivotTable slicers as a filtering control.
• Waterfall charts: Creating waterfall charts, setting totals.
Objectives
Learning objectives
• Identify methods for creating charts and selecting Recommended Charts.
• Distinguish manually extended chart ranges from self-expanding chart sources.
• Describe how to create a waterfall chart and designate totals.

