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Excel Charts And Graphical Features

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • CFA
  • Maryland Tax Preparer
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland

Published: August, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Exploring different type of Charts in excel
    1 mins
  • What is Pie Chart?
    10 mins
  • Exploring line chart
    21 mins
  • The role of Switch Row / column
    36 mins
  • What is a Scatter Chart and how to use it?
    47 mins
  • Exploring about new feature Sparkline in charts
    55 mins

Course Description

Any Excel® user who needs quick methods to show numerical information in a visual way needs to know the basics of chart creation, how (and why) to use different chart types, and how to alter the look of a chart with layout, color and content changes. Depicting data in a chart may reveal a trend that was not so obvious in the numerical data, which often can be dry and boring. That elusive meaning, buried in the obscurity of a sea of numbers suddenly springs to life in a chart - you get the big picture at a glance and Excel gives you a ton of formatting tools to add flair and pizzazz that enliven presentations and reports. A quick alternative to a standard charts is to display data via Spark-lines – in-cell line, column, or win-loss formats that quickly provide a visual image to accompany data.

This online webinar Dennis Taylor will show you quick ways to create charts, explore which chart types work best for different data, and give you tips on when and how to add gridlines, change background colors, adjust scaling, insert titles, re-configure 3-D charts, and add trendlines. You can add both functionality and eye-appeal to your charts with simple formatting techniques.

You will learn the best and fastest ways to prepare data for charts, and create and modify them with a minimum of effort. You will also learn about the various chart types and which ones are most effective for the type of data being depicted. You will learn the best ways to adjust colors, gridlines, legend placement and scaling, and how to quickly change the overall appearance of a chart and add numerous eye-appealing features. 


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Learning Objectives

  • To set up charts based on noncontiguous data or based on data from different worksheets
  • To create charts instantly—on the same worksheet as the data, or on a separate sheet
  • To change the chart type—Column, Bar, Line, Pie, etc; select the best chart for the occasion
  • To move, Copy, Resize, or Delete charts on a worksheet
  • To reformat legends, gridlines, axes, backgrounds
  • To add trendlines to charts
  • To use special features for 3-D charts
  • To create Combination charts—use lines and column together on the same chart
  • To set up dynamic charts (those that grow daily, weekly, or monthly)
  • To annotate charts—adding lines, arrows, boxes, special comments and titles

Recommended For

  • This Online Continuing Professional Education webinar is recommended for CPAs, CMAs, CVA, CFA, CFEs, and Tax Preparers who wants to help with better presentation of information
  • This Online CPE webinar on excel is recommended for CPAs in Canada who wants to better express information with excel 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • PL Credit for Chartered Financial Analyst (CFA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Dennis Taylor

Principal, Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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