Description:  

This course will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand the point when visuals are used. We will explore the many capabilities of presenting data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. a bad relationship.

This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.  

Learning Objectives:  

 After completing this course you will have the ability to...   

• Create charts with ease
• Customize specific elements of your charts
• Choose which chart will work best in your situation
• Use charting to visually communicate your data

Program Content:  

The major topics that will be covered in this class include:    

• Selecting the right type of chart
• Creating dynamic charts
• Choosing what data to display as a chart
• Customizing charts using various options
• Printing and sharing charts

Who should attend: Anyone who needs to present visual data to an audience

Field of Study:  Computer Software & Applications

Program Level: Basic

Developed By: CPA Crossings, LLC 

Instructor: Bryan L. Smith, CPA.CITP, CISA 

Prerequisites: Basic working knowledge of Excel features and functions

Advanced Preparation: None 

Format: QAS Self-Study