Creating Effective Charts FLEXCAST

Overview

This course offers a comprehensive guide to mastering the art of visual data presentation, a skill increasingly essential in the accounting and finance sectors. Participants will learn to differentiate between various chart types, such as combination charts and stock charts, understanding their components and applications. The self-study CPE course covers the steps involved in creating and editing charts, applying formatting techniques, and integrating graphics for enhanced visual appeal. Additionally, it teaches how to change default chart types and create custom chart templates, boosting efficiency in data presentation. Importantly, the course also delves into the methodologies of linking Excel data to PowerPoint, ensuring that your presentations are both dynamic and professionally polished. By completing this online CPE course, you will gain the ability to transform complex numerical data into clear, impactful visual representations, elevating the standard of your professional presentations.

Highlights

Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link excel data into PowerPoint presentations.

Prerequisites

None.

Designed For

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

Objectives

Differentiate between the different chart types and recognize their components so that they can select the appropriate chart type to use for a particular presentation. Recognize the different steps involved in creating charts. Recognize how to edit existing charts by resizing, changing chart type, moving chart elements and adding/ deleting data series by using contextual tabs menus and short cut keys. Recognize how to apply formatting techniques, such as colors and inserting objects such as graphics, to a chart. Recognize how to change the default chart type. Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency. Differentiate between the different methodologies of linking Excel data and using static Excel data into PowerPoint presentations. Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.