Creating Effective Excel Charts

Price: $47.50

CPE Credits: 5.0

Category: ,

Course Number: CXCHARMC

creating Excel charts

Description:
The Journal of Accountancy stated that “an audience understands and remembers 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 and a waterfall chart. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word. Table of Contents

Delivery Method: QAS Self Study.

Level: Overview.

Version: This course covers Excel 2010 through and including 2016.  Course is based on Excel 2016 however if there are significant menu differences then screenshots for 2010 and/or 2013 are included.

Prerequisites
: A basic understanding of file management (how to open and save files) is assumed.
Comfortable using Excel at a basic level.

Advanced Preparation: None

Author: Patricia McCarthy

Publication: March 2010
Updated:   January 2018

Format: PDF and Exercise Files
Pages: 109

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should 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 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.

“I probably learned more in the 5.5 hours spent in the course than over the last 15 years”. K.K. CPA-IN

Description:
The Journal of Accountancy stated that “an audience understands and remembers 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 and a waterfall chart. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word. Table of Contents

Delivery Method: QAS Self Study.

Level: Overview.

Version: This course covers Excel 2010 through and including 2016.  Course is based on Excel 2016 however if there are significant menu differences then screenshots for 2010 and/or 2013 are included.

Prerequisites
: A basic understanding of file management (how to open and save files) is assumed.
Comfortable using Excel at a basic level.

Advanced Preparation: None

Author: Patricia McCarthy

Publication: March 2010
Updated:   January 2018

Format: PDF and Exercise Files
Pages: 109

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should 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 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.

“I probably learned more in the 5.5 hours spent in the course than over the last 15 years”. K.K. CPA-IN

  • “It is rare that i can actually say that I enjoyed a CPE course but I found this one informative and very interesting, relying more on the author’s examples and not just quoting tax code!  [Healthcare Reform: The affordable Care Act Tax Provisions]

    - Thomas

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  • Great course! Price was right and the material was very thorough.

    - Alex