Creating Effective Charts - Excel 2019/Microsoft 365

Course Description:

The Journal of Accountancy stated that audiences understand and remember numerical information more easily when a CPA presents it visually as well as verbally. This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart, 2 y axis chart, stock charts, funnel charts and waterfall charts. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word so that your presentations are always up-to-date.

Version: Excel 2019/ Microsoft Office 365.

Learning Objectives:

Upon successful completion of this course, participants will be able to:

Differentiate between the different chart types and recognize their components so that they can select the appropriate chart type to use for a particular presentation.
Recognize the different steps involved in creating charts.
Recognize how to edit existing charts by resizing, changing chart type, moving chart elements and adding/ deleting data series by using contextual tabs menus and short cut keys
Recognize how to apply formatting techniques, such as colors and inserting objects such as graphics, to a chart.
Recognize how to change the default chart type.
Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency.
Differentiate between the different methodologies of linking Excel data and using static Excel data into PowerPoint presentations.
Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.

Course Number:	PM2030
NASBA Field of Study:	Computer Software & Applications
Level:	This is an overview charting course on how to create effective but basic charts in Excel.
Author/Instructor:	Patricia McCarthy
Publication Date:	March 2020

Course Format: Online
Test Format: Online
CPE Credit: 5
Level: Overview
NASBA Field of Study: Computer Software and Applications
Instructional Method: Self Study
Program Prerequisites: A basic understanding of file management (how to open and save files) is assumed. You should be comfortable using Excel at a basic level.
Advanced Preparation: This course is written for Excel 2019 and Microsoft Office 365 users. However, users with Excel 2016 should have little difficulty.

Our Price: $49.95
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Credit Hours 5

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