Excel formatting tools: Adding eye-catching elements

Learn how to use Excel to create interesting and impactful financial reports.

Event Details

Location and date:
Online On-Demand Event

When you invest time and effort into creating a financial report, you want to make sure it gets read. With Excel Formatting Tools: Adding Eye-Catching Elements, you will learn how to use Excel to develop more vibrant and professional-looking reports.

Discover tips and tricks for making more appealing and easy-to-understand diagrams, workflow charts, equations and more. This course is filled with techniques to help you better engage your readers so that you can do more than just present numbers — you can deliver the message.

View Table of Contents

Additional options and pricing may be available. See pricing and registration for more details.


3 CPD hour(s)
Pricing & registration

You will learn about:

  • importing and manipulating images
  • using drawing objects to create flowcharts
  • inserting and manipulating SmartArt diagrams
  • building dynamic conditional formats to:
    • highlight cells based on defined rules
    • add collapsible outline groupings to rows and columns
    • define customized views to control who sees what
  • using outlining commands on your spreadsheet
  • creating and managing custom workbook views

Who should attend?

  • advanced Excel users
  • IT professionals
  • business intelligence educators
  • consultants
  • financial analysts

More Details:

Session Descriptions


Photo images in Excel
• What We Will Cover
• Working With Pictures in Excel
• Generating Marketing Collateral in Excel
• Formatting Photos and Adding Clip Art
• Screen Clippings and Background Insertion
• What Have We Done

• Working With Drawing Tools in Excel
• Creating SmartArt
• Formatting SmartArt
• What Have We Done

Drawing tools
• Working With Drawing Tools in Excel
• Creating a Flowchart in Excel
• Connecting Your Flowchart
• Grouping and Formatting Drawing Objects
• Creating WordArt in Excel
• What Have We Done

Equations and symbols
• Working With Equations and Symbols
• Using Equations and Symbols in a Report
• Inserting the Copyright Symbol
• Building an Equation in Excel
• Using Spell Check, Thesaurus, and Translation
• What Have We Done

Custom number formatting
• Working With Custom Number Formatting
• Using Custom Number Formatting
• Using Custom Formatting for Variances - Part 1
• Using Custom Formatting for Variances - Part 2
• What Have We Done

Conditional Formatting
• Working With Conditional Formatting
• Using Conditional Formatting
• Highlighting Key Values
• Using Formulas With Conditional Formatting
• Understanding Precedence
• Managing and Customizing Formatting Rules
• What Have We Done

Worksheet views
• Working With Outlining and Custom Views
• Building and Modifying Worksheet Views
• Creating Custom Views
• What Have We Done

• In Review
• Conclusion
• Final Quiz


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Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca


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