Creating Effective Excel Charts (CXMC)

Customer Rating

Rated 5 out of 5

Field of Study
Computer Software & Applications

Level
Overview

Credits
5

Qualifies For
CPE

Price: $ 49.99

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.

Additional information

year	2022
version	01
Credits	5
Company Code	Self Study
Format	On Demand
Yellow Book Approved	0
CFP Approved	0
IRS Approved	0
CTEC Approved	0
Field of Study Credits	Computer Software & Applications (5)
Field of Study Department	Computer Software & Applications
Course Version	2022-01
CPE Approved	1

Pre-requistes:

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

Knowledge Level:

Overview

Major Topics:

Creating a chart
Change chart type
Editing and updating charts
Formatting and graphics
Creating a default chart
Custom chart types
Different chart types
Scaling
Printing charts
Link excel data into PowerPoint presentations

Learning Objectives:

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

Designed For:

All CPAs