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Excel - Using Charts for a Non-Financial Audience (Z2-286)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in SK

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.

BENEFITS

  • 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

HIGHLIGHTS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

Basic working knowledge of Excel features and functions

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$58.00 - Member

$78.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings