Seminar
Live WebinarBasic level
Charting, Graphing, and Mapping Data Made Easy!
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.
Learning objectives
Upon completing this course, you should be able to:
- 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.
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 this is for
Financial professionals eager to elevate their Excel reporting should attend.
Prerequisites: None
Course details
- Recommended CPE credit
- 2 — Specialized Knowledge
- Field of study
- Specialized Knowledge
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None, but working knowledge of Excel will be helpful.
- Length
- 1h 40m
- Course number
- 24c00957
- Provider
- CPE Today
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
How to attend this course
This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.
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Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
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