Excel Charts and Visualizations

2 Credits: Computer Software & Applications


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Excel Charts and Visualizations

Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

It can be difficult to convey the meaning derived from a spreadsheet, especially when there are large amounts of data involved. An excellent solution is to use the charts and other data visualization tools contained within Excel. In the Excel Charts and Visualizations course, we discuss how to create and modify charts, the many types of charts and when they are most applicable, advanced charting practices, sparkline graphics, custom formatting codes, shapes, icons, and dashboard concepts – everything you need to achieve the best possible presentations.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Explain the nature of the ribbon system and how it is used.
  • Describe the purposes to which the different types of charts can be put.
  • Identify the characteristics of a chart sheet.
  • Specify the commands used to adjust charts.
  • Identify the characteristics of each type of chart.
  • Describe how a data series used in a chart is manipulated.
  • Identify the formatting options for sparkline graphics.
  • Specify the formatting codes needed for different types of numeric presentations.
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Course Specifics

Course ID
Revision Date
May 14, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

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

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …