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K2's Mastering Excel Charts - On Demand (2 hours)

K2's Mastering Excel Charts - On Demand (2 hours)

Course Description

Most accounting professionals quit using charts to communicate financial and operational information years ago because charting was too time consuming and too cumbersome, but the new charting engine in Excel overcomes both of those issues. Now users can quickly and easily build advanced charts that allow users to filter data interactively, and create charts that change dynamically as the volume of data changes. Plus, users can easily produce combination charts on two axes, generate advanced Pivot Charts, and build charts commonly used in dashboards, such as gauge or thermometer charts. In this two-hour session, you will learn how to build amazing charts to communicate your information and analyses more effectively.

Major Topics

  • Selecting the right chart type for the reporting objective
  • Creating and customizing advanced charts in Excel quickly and easily
  • Linking or embedding charts from Excel into Word or PowerPoint
  • Constructing dynamic headings in charts that change as the underlying data changes
  • Producing specialized charts, such as gauge, thermometer, or combination charts
  • Using Pivot Charts to communicate data summarized in PivotTables 

Learning Objectives

Upon completing this course, you should be able to:

  • List ten major types of charts produced by Microsoft Office
  • Use Excel, Word, or PowerPoint to create and modify advanced charts
  • Describe the process for creating dynamic headings in Office charts
  • Explain the general process for creating custom charts such as gauge or thermometer charts
  • Use chart templates to simplify and facilitate creation of similar charts in the future

Who Should Attend: Excel and Microsoft Office users seeking to use charts as effective communication tools to report or analyze data

Course Level: Intermediate

CPE Credits:  2 Hours Computer Software and Applications  

Prerequisites: Working knowledge of Excel and Microsoft Office

Advance Preparation: None

Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.