Creating Effective Charts

3 Credits: Computer Software & Applications


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Creating Effective Charts

Course Level
CPE Credits

3 Credits: Computer Software & Applications

Course Description

The Journal of Accountancy stated that audiences understand and remember numerical information more easily when a CPA presents it visually as well as verbally. This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart, 2 y axis chart, stock charts, funnel charts and waterfall charts. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word so that your presentations are always up-to-date.

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Learning 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; and
  • Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.
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Course Specifics

Course ID
Revision Date
November 29, 2022

This course is written for Excel 2019 and Microsoft Office 365 users. However, users with Excel 2016 should have little difficulty. A basic understanding of file management (how to open and save files) is assumed. You should be comfortable using Excel at a basic level.

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

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