Excel Charts and Visualizations

Turn raw spreadsheet data into clear, persuasive visuals that drive better decisions. This course shows you how to create and refine Excel charts, select the right chart types for different data sets, and apply advanced charting techniques. Learn to use sparklines, custom formatting codes, shapes, icons, and dashboard concepts to present information effectively. Build practical skills that transform complex data into concise, professional presentations that management can quickly understand and act upon. (Note: This course is based on Microsoft Excel 365)
Format

PDF Course

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Duration

2 Hours

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Course Information

Author: Steven Bragg
Course Number: SP1015

Learning Objectives
  • Explain the nature of the ribbon system and how it is used.
  • Describe the purposes to which the different types of charts can be put.
  • Identify the characteristics of a chart sheet.
  • Specify the commands used to adjust charts.
  • Identify the characteristics of each type of chart.
  • Describe how a data series used in a chart is manipulated.
  • Identify the formatting options for sparkline graphics.
  • Specify the formatting codes needed for different types of numeric presentations.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Computer Software & Applications
Prerequisites: Basic knowledge of Excel
Advance Preparation: None
Latest Review Date: April 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. 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. State boards of accountancy have the 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: www.nasbaregistry.org.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.