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EPISODE · Sep 1, 2026 · 8 MIN

Create interactive Excel charts (part 2)

from Excel Tips · host CPA Australia

Can you make Excel reporting more interactive? Yes, you can. And it's all to do with dynamic arrays. In the second of this two-part series, discover how to create dynamic Excel charts this time using financial year calculations and checkboxes. This is useful for finance pros because the techniques allow users more control. You will learn: How to convert calendar year calculations into financial years How to use checkboxes to control ascending or descending chart order How checkboxes can figure out which metrics appear on a chart How PIVOTBY creates two-dimensional reports for chart data How FILTER, HSTACK and VSTACK can combine chart components How formatted tables allow charts to update when new monthly data is added How to build safeguards for accidentally deleted checkboxes Tune in now. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. There is a useful companion video to go with this episode of Excel Tips. And you can read more of Neale's Excel articles on INTHEBLACK. You can find a CPA at our custom portal on the CPA Australia website. Loving this content? Would you like to listen to more Excel Tips and other CPA Australia podcasts like INTHEBLACK and With Interest? Head to CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting: With Interest INTHEBLACK Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at [email protected]

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Create interactive Excel charts (part 2)

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