Creating Effective Excel Charts (CXMC)

Customer Rating
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

version

01

Credits

5

Company Code

Self Study

Format

On Demand

Yellow Book Approved

No

CFP Approved

No

IRS Approved

No

CTEC Approved

No

Field of Study Credits

Computer Software & Applications (5)

Field of Study Department

Computer Software & Applications

Course Version

2022-01

CPE Approved

Yes

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

Customer Reviews

Based on 3 reviews
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P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)