Course Details
Charting, Graphing, and Mapping Data Made Easy!
Course ID#: 430 | Short Title: Charting and Graphing | Category: Excel
Course Description
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.
Major Topics
- Crafting Visuals: Selecting the Right Chart Type
- Excel Charting: From Basic to Advanced Techniques
- Integrating Charts: Microsoft Office Suite Mastery
- Data Storytelling: Converting Numbers into Narratives
Who Should Attend
Financial professionals eager to elevate their Excel reporting should attend.
Learning Objectives
- Identify and apply the most effective chart types to represent financial data clearly.
- Demonstrate proficiency in utilizing Excel to transform complex datasets into engaging visual stories.
- Compare and contrast the functionalities of Excel with other charting tools to optimize data presentation.
- Demonstrate how to turn raw data into meaningful information with charting and diagraming.
- Execute advanced charting techniques within the Microsoft Office suite to enhance report and presentation quality.
- Design impactful data narratives using charting and graphing skills that drive strategic business decisions.
Course Specifics
Level |
Advanced Preparation |
Prerequisites |
Recommended Duration |
|---|---|---|---|
| Basic | None, but working knowledge of Excel will be helpful. | None | 150 Minutes |
CPE Credit Recommendations
Primary
|
Primary
|
Secondary
|
Secondary
|
|---|---|---|---|
| Specialized Knowledge | 3 | Not Applicable | Not Applicable |
Created and Updated Dates
Creation Year |
Update Year |
Update Date |
|---|---|---|
| 2024 | 2024 | 01/26/24 |
© Copyright 2024 Stephen M. Yoss. All Rights Reserved.
No part of these CPE courses may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author, except for noncommercial uses permitted by copyright law. For more information about this course or any other of Stephen’s content, please visit https://yoss.io
