Charts are a great way for accountants to add a visual representation to financial and numerical data, making the numbers more easily understandable - and more memorable. This course will help you improve presentations and efficiency by teaching you how to create effective and useful charts in Excel.
- The different chart types Excel offers and how to use them
- How to link Excel charts into PowerPoint and Word
- How to create custom and default charts
- How to improve your presentations through formatting
Upon successful completion of this course, participants will be able to:
- Identify the different chart types, their components, and their appropriate use.
- Recognize the different steps involved in creating charts and the relationship between the source data and the spreadsheet.
- Recognize how to edit existing charts by resizing, change the chart type, move chart elements, and add/delete data series by using contextual tabs menus and shortcut keys.
- Recognize how Excel treats numerical values and how to apply formatting techniques and insert objects to a chart.
- Identify the default Excel chart type.
- Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency.
- Recognize the different methodologies of linking Excel data and the use of static Excel data in PowerPoint presentations.
- Recognize how fonts, colors, graphics, documentation, and printing can impact the professionalism of a PowerPoint presentation.
Table of Contents
Overview of Chart Types
Creating a Chart
Quick and Dirty Method of Creating a Chart using F11
Quick and Dirty Method of Creating a Chart using ALT+F1
Creating a Chart from Scratch
Moving your Chart
Change Chart Type
To Add or Modify a Chart Element:
Editing and Updating Charts
Adding in a Series
Delete a Data Series
Moving Series within the Chart
Switching Row and Column Display
Using Numbers on the X Axis
Change Data Series
Formatting and Adding Graphics
Creating a Default Chart
Custom Chart Types
Different Chart Types
Formatting a Data Point – Slice of Pie
Formatting the Entire Pie (Excel 2007/2010)
Formatting the Entire Pie (Excel 2013/2016)
Changing the Pie Design (Excel 2007/2010)
Format Data Labels
Changing the Pie Design (Excel 2013/2016)
Format Data Labels
2 Y-Axis Charts
Creating Stock Charts
Formatting a Chart Axis
Y Axis Scaling
Link Excel Data into PowerPoint Presentations
Finer Points of Presentations
Using Graphics in Documents
Worth a Thousand Words
Guidelines for Making Good Presentations
Keep It Simple
Colors and Fonts
Misuse of Graphics
Review Question Answers and Rationales
Choose Your Preferred Format
Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.
Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.
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