K2's Excel Charting and Visualizations

K2's Excel Charting and Visualizations

K2’s Excel Charting and Visualizations

Course - K2's Excel Tips - Today's Best Features

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

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

  • Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
  • How to use tools such as Teams, Planner, and Power Automate
  • Storing data in SharePoint Online and OneDrive for Business

  1. Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
  2. Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
  3. Cite examples of how Teams can improve productivity and enhance collaboration and communication
  4. List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
  5. Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability

Intended Audience — CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

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