Excel - Using Charts for a Non-Financial Audience

Overview

This course will show you how to use Excel’s charting and formatting features to present financial data to a non-financial audience. As the saying goes, “A picture is worth a thousand words.” People tend to better understand the point when visuals are used. We will explore the many capabilities of presenting data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. a bad relationship.

This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Course Instructor: Bryan L. Smith, CPA.CITP, CISA

Highlights

Selecting the right type of chart
Creating dynamic charts
Choosing what data to display as a chart
Customizing charts using various options
Printing and sharing charts

Prerequisites

Basic working knowledge of Excel features and functions

Designed For

Anyone who needs to present visual data to an audience

Objectives

Create charts with ease
Customize specific elements of your charts
Choose which chart will work best in your situation
Use charting to visually communicate your data

Preparation

None

Notice

This is an OnDemand course offered by a third-party vendor. To access the course after purchase, go to My NESCPA and then My CPE and click on My OnDemand. Individual courses are available 90 days from the date of purchase.