Introduction to data visualization: Turning data into information in Excel

Discover how to make professional and visually appealing data visualizations in Excel that effectively tell a story and capture your readers’ attention.

Event Details

Location and date:
Online On-Demand Event

The right data visualizations can transform financial statements from boring to brilliant. This online course reveals the techniques you need to create dynamic, eye-catching charts that suit a wide range of financial information. By learning to present financial data in more compelling ways, you will add incredible value to your work and be able to better serve your accounting clients or organization.

View Table of Contents

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



$209.00

3 CPD hour(s)
Pricing & registration

You will learn about:

  • creating and manipulating icon sets
  • creating and modifying data bars
  • implementing and configuring colour scales
  • working with sparklines
  • creating in-cell charts using formulas and conditional formatting
  • manipulating chart elements to create effective charts

Who should attend?

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

More Details:

Session Descriptions

Introduction
Welcome

Displaying information using heat bars
• What We Will Cover
• Data Visualization Overview
• Conditional Formatting Tools
• Creating Heat Maps with Conditional Formatting
• Customizing Conditional Formatting
• What Have We Done

Displaying information using data bars
• Visualizing Variances and Trends - Part 1
• Visualizing Variances and Trends - Part 2
• What Have We Done

Displaying information using icon sets
• Identifying Key Values - Part 1
• Identifying Key Values - Part 2
• What Have We Done

In-cell charting
• Creating Customer Upload Fields
• Creating Spark Lines
• Using Formulas for Data Visualization - Part 1
• Using Formulas for Data Visualization - Part 2
• Creating Charts with Conditional Formatting - Part 1
• Creating Charts with Conditional Formatting - Part 2
• What Have We Done

Charts in Excel
• Built-in Chart Types
• Custom Chart Types
• Choosing a Chart Type
• Considerations for Charting
• Building an Effective Chart - Part 1
• Building an Effective Chart - Part 2
• Building an Effective Chart - Part 3
• What Have We Done

Multiple column charts
• Multiple Column Charts - Part 1
• Multiple Column Charts - Part 2
• What Have We Done

Conclusion
• In Review
• Conclusion
• Final Quiz

Speakers/Presenters

You may also be interested in:

Learn how to create effective tabular data sets in Excel so that you can better organize and analyze financial information.

Contacts

Please contact:

Member Development and Support
Tel: 1-888-337-3242
Email: pld@cpacanada.ca