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Charting, Graphing, and Mapping Data Made Easy! — course hero graphic

Charting, Graphing, and Mapping Data Made Easy!

📋 Overview

In a data-driven world, financial professionals are expected to not only analyze numbers but also translate them into compelling stories that drive decisions. This course is tailored for those who want to elevate their data presentation skills using Excel and other popular tools. Participants will dive into the art of charting, learning how to choose the right graph for their data and audience. Whether it’s a pie chart that reveals a budget’s composition or a line chart that shows financial trends over time, attendees will leave with a thorough understanding of each chart’s purpose and application. Beyond the basics, this course offers a deep dive into the Microsoft Office suite’s charting capabilities, ensuring that participants can seamlessly integrate their visuals into Word, PowerPoint, and beyond. With hands-on exercises, they’ll transform raw figures into clear, informative charts that make an impact. By the end of the sessions, financial professionals will be adept at mapping data in a way that tells a story, engages stakeholders, and influences strategy. Don’t miss the opportunity to enhance your presentations and reports—secure your spot today and start turning your data into persuasive narratives that resonate with your audience.

👥 Who Should Attend

Financial professionals eager to elevate their Excel reporting should attend.

Prerequisites
None
Advanced Prep
None, but working knowledge of Excel will be helpful.

🎯 Learning Objectives

📚 Major Topics

  1. Crafting Visuals: Selecting the Right Chart Type
  2. Excel Charting: From Basic to Advanced Techniques
  3. Integrating Charts: Microsoft Office Suite Mastery
  4. Data Storytelling: Converting Numbers into Narratives

🏷️ Topics

Excel data visualizationfinancial charting courseExcel storytelling techniquesadvanced Excel graphsMicrosoft Office data presentationdata narrative developmentbusiness intelligence chartingfinancial data analysis tools
🗂️ Course Details
Course ID
430
Short Name
Charting and Graphing
Created
2026-03-28
Last Updated
2026-06-20

🎤 About the author

Stephen M. Yoss, CPA

Stephen is a certified public accountant, the CEO and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

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