Excel Charting Basics - Produce Professional-Looking Excel Charts - Part 1


Instructor: Joe Weil
Product ID: 704604

  • Duration: 90 Min
This training program will help attendees learn Excel charting techniques including using the ribbon to create the chart, creating charts instantly with shortcuts, moving and resizing a chart, adding title headings, axis titles and gridlines to a chart, and more.
Last Recorded Date: Jun-2016


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Why Should You Attend:

In this webinar, the instructor will illustrate how best to display data with charts using Excel. This webinar will begin with the basics: how to select your data, use the ribbon, the special chart toolbar and which three charts work best for 90% of your data. The course then shows attendees how to use editing tools to create professional-level charts and how to format and fine-tune your charts for effective data presentation. A picture is worth a thousand words when you learn professional charting techniques in just one hour.

A few Excel essentials that this session will cover:

  • Pie charts using a budgeting example
  • Bar charts using a revenue analysis by product line and city example
  • XY Scatter Chart for easy, rapid linear regression analysis (line chart)

Other training programs in this Excel series:

Learning Objectives:

  • Using the ribbon to create the chart
  • Selecting the proper type of chart from the chart pallet
  • Creating charts instantly with shortcuts
  • Choosing a layout
  • Moving and resizing a chart
  • Adding title headings, axis titles and gridlines to a chart
  • Analyzing existing and future data with trend lines

Areas Covered in the Webinar:

  • Charting Basic Concepts
    • Ribbon, Plot Area, Chart Area and Special Ribbon for Charts
    • Selecting Your Data and Chart - Three Most Basic Types - Purposes
    • Menu Commands, Shortcuts and Placement of Your Chart
  • Two Basic Examples Made Beautiful in Minutes
    • Pie Chart Example - Municipal Revenues
    • Column Chart Example - Revenue, Product Line and Location
    • Using the Page Layout Galley
  • Spark Lines
    • Line, Column, Win/Loss
    • Using the Design Tab Effectively - Manipulating Column Height and Width for Effect
  • Fine Tuning Your Chart
    • Editing Your Chart - Titles, Labels, Legends, Grid Lines, Formatting, and More
    • Using the Design Tab Effectively
  • Using the XY Scatter Graph for Easy, Rapid Linear Regression Analysis
    • Organizing Data - Dependent and Independent Variables - X, Y
    • Using Trend Lines, Options Menu, Equation and Rho Coefficient
    • Display Features

Who Will Benefit:

Managers, supervisors, financial professionals, administrative assistants, sales professionals, marketers — anyone who uses Microsoft Excel and wants to save hours, avoid using cumbersome tables and analyze data in the most proficient manner possible.

  • Banking
  • Finance
  • Marketing
  • Sales
  • Investments
  • Pharmacy
  • Accounts
  • Audit

Instructor Profile:

A former corporate controller and director of auditing, Joe Weil, CPA, has 25+ years of Excel instruction/presentation experience. He holds a Master of Accounting degree and is a college Excel and auditing professor. Mr. Weil has led over 400 Excel presentations.

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