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Visualize Data with Charts in Excel

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • FPAC
  • 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 a chart
    1 mins
  • Formatting of chart
    6 mins
  • How we can modify the data within the chart change the chart type
    12 mins
  • How to Change chart type
    16 mins
  • How we Add data label to charts
    21 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 simple instead.

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 charts in Excel to make them attractive and interesting in the eyes of the viewers.

You can thereby:

  • Capture the attention of the viewers and make the data easier for them.
  • Work in Excel with ease by a much better depiction of data that in turn would impress your employer.
  • Reduce the chances of client turnover by providing them with the most effective visually understandable 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 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 master in excel 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
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Forensic Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Information security for Certified Internal Auditors (CIA)
  • 0.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 0.5 CE Credit for Certified Wealth Strategist (CWS)
  • 0.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland
  • 0.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 0.5 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • 0.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 0.5 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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

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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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