Basic Excel Charts - The Six Charts You Must Know for Effective Data Visualization and Dashboards


Instructor: Joe Weil
Product ID: 705525

  • Duration: 100 Min
This colorful presentation illustrates the best way to display data with Excel charts. We start with the basics: how to select the right data, use the special chart toolbar and the six charts that work best for 95% of your data. We then examine how to use the Chart Toolbar and the chart editing tools to create and edit beautiful, professional-level charts. You’ll learn how to format and fine-tune your charts for incredibly effective data presentation.
Last Recorded Date: Dec-2017


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Why Should You Attend:

“A picture is worth 1,000 words”. Today, Business Intelligence (BI) is conveyed with effective data visualization. Excel charts are required knowledge for today’s office workers and business professionals.

Effectively presenting Key Performance Indicators (KPIs), financial analysis and operational analytics via dashboard presentations is your ticket to a career promotion and secure future.

Excel Charts allow you to rapidly communicate complex numeric raw data in a simple, visually-stunning, impactful manner. Excel Charts are one of the most powerful yet easy-to-use features in Microsoft Excel. With 100 minutes of our organized, professional-quality instruction anyone with basic Excel knowledge can go from zero to pro using Excel Charts.

Excel Charting techniques is “must have” knowledge for every administrator, manager and financial professional who wants to demonstrate IT competency and advance their career. This is a critical foundation course for those who want to advance their Excel skills and use Pivot Tables and Pivot Charts and then produce Dashboards.

Excel is an incredibly powerful, robust, and dynamic data visualization platform for those willing to learn beyond rows, columns, and primitive, bland, featureless charts. An effective picture is worth a thousand words. Invest in your career and learn professional charting techniques in just 100 minutes.

Learning Objectives:

  • Getting started – selecting data and using the ribbon to create the chart
  • Selecting the proper type of chart from the chart pallet or Excel recommendations
  • Creating charts instantly with key-stroke shortcuts and moving to different worksheets
  • Choosing a design layout or using the quick layout tool
  • Moving and resizing:
    • the chart area and
    • the plot area
  • Color fill and borders for both:
    • the chart area and
    • the plot area
  • Chart Design and Format Tools:
    • Chart Elements: Axes; Axes Titles; Chart Title; Data Labels; Data Table; Gridlines; Legend Placement; Trendlines
    • Format and Design Features: Selecting a design and format; Instantly Changing Colors; Instantly Switching Rows and Columns; Instantly Changing Chart Type; Reselecting Data
    • Design for Effect: Shape: Fill, Outline, Weight, Spacing and Color. Text techniques.
    • Format Tools to make several charts identical size and horizontal/vertical alignment (essential knowledge for dashboards)
  • Using the new Chart Filter Tool – “must-know” knowledge for Pivot Tables/Charts
  • Sparkline’s: Line and Column; Sparkline Design Toolbar: Marker Color for Min and Max
  • Using Page Layout > Themes for incredible color and font variation
  • Making a chart template to save of hours of time
  • Overview of Microsoft Power BI: Why you must understand charts before using this powerful new software designed for data-driven, self-service business intelligence dashboards

Who Will Benefit:

  • Managers
  • Supervisors
  • Financial professionals
  • CPAs
  • Budget directors
  • Financial analysts
  • CFOs
  • Controllers
  • Accountants
  • Administrative assistants
  • Sales professionals
  • Anyone who uses Microsoft Excel and wants to save hours, avoid using cumbersome tables and analyze data in the most proficient manner possible.
Instructor Profile:
Joe Weil

Joe Weil

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

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