Skip to main content

Excel - Using Charts for a Non-Financial Audience

Available Until Wednesday, Mar. 31, 2027

Online

2.00 Credits

Member Price $58.00

Non-Member Price $93.00

Overview

Description:

This course will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand the point when visuals are used. We will explore the many capabilities of presenting data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. a bad relationship.


This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives

  • Create charts with ease
  • Customize specific elements of your charts
  • Choose which chart will work best in your situation
  • Use charting to visually communicate your data

Highlights

  • Selecting the right type of chart
  • Creating dynamic charts
  • Choosing what data to display as a chart
  • Customizing charts using various options
  • Printing and sharing charts

Developed by: CPA Crossings, LLC

Designed For

Anyone who needs to present visual data to an audience

Prerequisites

Basic working knowledge of Excel features and functions

Preparation

None

Notice

You will receive an email from CPA Crossings with instructions to access this product.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee

Return to Top

Non-Member Price $93.00

Member Price $58.00

Add to Cart