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Excel: Visualizing Data Through Images, Shapes and Charts

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • CFA
  • IAP
  • QIAL
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • How to insert an image into our spreadsheet
    1 mins
  • Adjusting shape outline
    5 mins
  • How to insert icons in spreadsheet
    10 mins
  • Adding SmartArt to excel spreadsheet
    15 mins
  • How to make charts dynamic through connected data sets
    23 mins
  • How to change chat type in the existing chart
    35 mins
  • How to format data label to show percentage from the value data
    41 mins

Course Description

Excel is one of the most widely used spreadsheet programs in the world. People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. The best part about Excel is, it can apply to many business tasks, including statistics, finance, data management, forecasting, analysis, inventory, billing, and business intelligence. 

Long gone is the time when bare data was good enough. The attention span of viewers has been reducing over time. They get attracted to data that is visually soothing and fun instead.

Excel provides over 16 dozen geometric shapes that you can size and manipulate to your specific needs, plus hundreds of special effects to customize those shapes. Additional shapes are available in the form of icons, pictures, or 3D Models, all of which can be sized, manipulated, and custom-designed.

If you have a lot of numbers in your spreadsheet it helps to visualize your data using charts. Excel offers many chart options like pie, column, bar, line, scatter, and bubble. Charts can have multiple numeric fields and multiple series. You have several design options in a chart—showing and hiding labels, legends, and titles.

Join this Excel CPE webinar to understand how to insert Images, Shapes, and Charts in Excel to make them attractive and interesting in the eyes of the viewers.

This CPE webinar will help you in the following:

  • Capture the attention of the viewers and make the data interesting for them.
  • Work in Excel with ease by a much better presentation of data that in turn would impress your employer.
  • Reduce the chances of client turnover by providing them with the most effective visually pleasing accurate data.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To describe how to insert pictures on a worksheet from the device.
  • To discuss how to insert pictures on a worksheet from stock.
  • To determine how to insert online pictures in a worksheet.
  • To describe how to insert shapes on a worksheet.
  • To discuss how to give effects to different shapes.
  • To discuss how to add SmartArt to a worksheet.
  • To generate a chart from a table.
  • To change the layout of a chart.
  • To change elements of a chart.
  • To change labels and legends in data.
  • To change a chart type.

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals and Staff of Accounting or Tax Firm desiring to learn the art to make their excel worksheets more attractive and engaging using images, shapes, and charts.
  • This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Forensic Auditor
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Maryland Tax Preparer (MRTP)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit for Certified Internal Auditors (CIA)
  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 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

Additional details

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

IRS APPROVED

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

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

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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.
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  • 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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