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

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

  1. Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  2. Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  3. Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  4. Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Intended Audience — Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

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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