K2's Excel Charting and Visualizations

K2's Excel Charting and Visualizations

K2’s Excel Charting and Visualizations

Computer Software and Applications
4 CPE Credits
Course - K2's Excel Tips - Today's Best Features
23s-ecv-4
Webinar
Live
Intermediate
200 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Understanding the best types of visualizations to use in specific situations
  • Creating compelling visualizations using Excel
  • Adding interactivity to your Excel-based visualizations

Learning Objectives

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

Description

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

Compliance Information

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel None Computer Software and Applications 4 Credits November 2, 2022
Topics

Overview

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

Course Details

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

  1. Identify the six main elements of a PivotTable report and their use when creating PivotTables
  2. Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  3. Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  4. Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  5. Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  6. Analyze data in PivotTables using tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function
  7. Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Intended Audience — Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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