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K2's Excel Charting And Visualizations

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Virtual

4.00 Credits

Member Price $219.00

Non-Member Price $309.00

Overview

You could pay $0 for this course!

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.

This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3162. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Highlights

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

Prerequisites

Fundamental understanding of creating charts in Microsoft Office applications

Designed For

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

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

Preparation

None

Leader(s):

Leader Bios

Steve Yoss, K2 Enterprises

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, 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.

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Non-Member Price $309.00

Member Price $219.00