CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Data Visualization using Excel

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
Data Visualization using Excel

1.5 Credits

$15

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPE credit for Certified Internal Auditors (CIA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 PL credit for Chartered Financial Analyst (CFAs)

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Oct 20, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

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Oct 20, 2021 | 09:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)

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Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

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Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?

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SOX Overview

Oct 20, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dynamic Arrays

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Oct 20, 2021 | 10:00 AM EDT View Details

Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding

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Proper Preparation Submission & Negotiation - Offers in compromise(OIC)

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Powerful PowerPoint Presentations

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Key Estate Planning Considerations

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Oct 20, 2021 | 10:30 AM EDT View Details

Adding Value to Retirement Plan Audits through Plan Governance: Overview

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Oct 20, 2021 | 10:30 AM EDT View Details

Accounting & Tax Implications of Credit Losses

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Oct 20, 2021 | 10:30 AM EDT View Details

Course Description

In an age now driven by "big data", we need to cut through the noise and present key information in a way that can be quickly consumed and acted upon making data visualization an increasingly important skill. Visualizations need to not only present data in an easy to understand and attractive way, but they must also provide context for the data, tell a story, achieving that fine balance between form and function.

Excel is commonly used and easily available tool for data analysis and working with data. However, when you think data visualization, you might not think of Microsoft Excel. However, Excel offers a large number of charts and graphing tools that complement its data analysis toolset. Combining the best of power query and power pivot, Excel can help to create data visualization and dashboard very effectively.

This CPE course offers a laser-focused, practical guide to most useful Excel charts and graphs for data visualization. Instructor of this CPE webinar Manish Gupta reviews the key principles of data visualization, and provides expert tips to help you customize any kind of chart in Excel.

Major topics covered in this Excel CPE webinar:

  • Charting 101 - create a basic chart
  • From drab to fab - enhance and customize a basic chart
  • Combination charts - line and bar in a single chart
  • Dynamic charts - automate adding new data to a chart
  • Creating in-cell Sparkline charts
  • Creating info graphics with Excel
  • Creating a heat map using Conditional Formatting
  • Data Visualization using symbols and icons

Learning Objectives

  • To discuss principals of data analysis & visualizations 
  • To discuss most commonly used charts, power pivot and queries
  • To describe how to create custom charts in excel
  • To describe data connections and models 
  • To explain the process for generating dashboards and creating interactivity

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • Finance Pros