K2's Excel Charting and Visualizations

Instructor

Steve
Yoss

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

Learning Objectives

Identify the types of visualizations that you should use to communicate specific messages
List the steps to creating compelling visualizations in Excel and other Microsoft
Office applications
Identify options for creating interactive visualizations
Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Major Topics

Understanding the best types of visualizations to use in specific situations
Creating compelling visualizations using Excel
Adding interactivity to your Excel-based visualizations

CPE Credits Available

4 CPE

4: Computer Software & Applications

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Fundamental understanding of creating charts in Microsoft Office applications

Advanced Preparation

None

Intended Audience

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel

July 17, 2025