CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Excel Charting and Visualization

4 Credits: Computer Software & Applications

$196.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Format
Webcast
Course Level
Intermediate
CPE Credits

4 Credits: Computer Software & Applications

Course Description

Creating impactful charts and visualizations in Excel can be a daunting task for many professionals, often leading to ineffective communication through data. This course confronts this issue by demonstrating that merely having data is not sufficient; it needs to be presented in a manner that captivates and informs effectively. The solution lies in this comprehensive session, which goes beyond basic chart-making. Participants will learn to construct advanced, interactive, and dynamic visualizations in Excel, ensuring their data is not just seen but understood. This course is the key to transforming data presentation from mundane to compelling, enhancing overall communication skills in a professional setting.

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Learning Objectives

Upon completing this course, you should be able to:

  • Identify the types of visualizations that you should use to communicate specific messages
  • List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
  • Identify options for creating interactive visualizations
  • Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
  • Identify options for linking Excel-based data and visualizations into Word and PowerPoint
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Course Specifics

Course ID
WC1222280842
Revision Date
March 23, 2022
Prerequisites

Fundamental understanding of creating charts in Microsoft Office applications

Advanced Preparation

None

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

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »