Creating Effective Excel Charts (CXMC)

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 how to change 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