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

  • Extracting and importing transaction data from bank feeds and matching to receipts
  • Overview of selected expense and corporate credit card reporting and management platforms
  • Major fraud schemes associated with expense reporting

  1. Select at least two types of employee expenses that are identified as very risky by the course
  2. Identify at least two common expense reimbursement fraud schemes.
  3. Choose responses that explain how bank feeds are different from data extraction/OCR applications
  4. Identify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture
  5. Explain how artificial intelligence can be used to identify unusual items in expense reports

Intended Audience — Business professionals seeking to improve expense reporting process

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number –

Published Date – January 1, 2025

Revision Date –

Course Authors

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