Main Training Program

EFFECTIVE CHARTS PRESENTATION TECHNIQUES USING MICROSOFT EXCEL CHARTS & MICROSOFT POWERPOINT

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TARGET AUDIENCE

Our Charting with Microsoft Excel course is suitable for those with a working knowledge of Excel and familiarity of charts.

 

PRE-REQUISITE

Attendance of Excel Intermediate to Advanced or equivalent experience.

 

COURSE OBJECTIVES

  • At the end of this course you will have a greater understanding of charting concepts, shortcuts and fine tuning.
  • You will learn more advanced techniques for chart layout tabs and chart formatting options & types.
  • Armed with all of this you will have greater competence at producing more comprehensive Excel charts based on your working data.

 

COURSE CONTENT

Excel Charting Concepts

Understanding chart terminology

  • Identifying chart elements (such as like plot area, chart area, gridlines, and legends)
  • Selecting the right chart type
  • Understanding the Ribbon and the Design, Layout, and Format tabs

 

Creating Basic Charts Quickly

  • Selecting data to display as a chart
  • Creating charts instantly with shortcuts
  • Creating presentation-ready charts with just a few adjustments
  • Creating graphic-in-cell charts with Sparklines

 

Fine-Tuning Charts with Design Tab Choices

  • Switching rows and columns for a different view of the data
  • Setting a default chart type and creating a template
  • Dealing with empty and hidden cells
  • Choosing a chart style from 48 colourful variations
  • Changing the location of a chart
  • Moving and resizing a chart

 

Layout Tab Options

Inserting Pictures, Shapes, and Text Boxes

  • Using pictures as chart elements
  • Adding shapes and arrows
  • Adding floating text and text boxes

Adding Titles, Labels, and Legends

  • Adding and editing chart titles
  • Adding horizontal and vertical titles
  • Linking titles to content
  • Showing different scales
  • Specifying the position of tick marks and axis labels
  • Changing the numeric format on labels
  • Adding, editing, and removing legends
  • Adding and editing data labels
  • Showing the source of a chart’s data

Using Axes and Gridlines

  • Modifying axis scaling
  • Working with gridlines

Using the Analysis Tools

  • Analyzing existing and future data with trendlines
  • Adding drop lines
  • Adding high-low lines and up-down bars
  • Adding error bars

 

Format Options

Adding Shapes and WordArt Styles

  • Selecting shape fill and outline
  • Adding shape effects
  • Applying WordArt styles

Using Other Formatting Tools

  • Formatting lines and borders
  • Filling an area with a colour gradient
  • Specifying line style and weight
  • Working with chart text
  • Changing the rotation of chart text

 

Adjusting Specific Chart Types

  • Column, line and pie charts
  • Area, stock, and XY charts
  • Doughnut, bubble, and radar charts
  • Creating a Waterfall chart

 

Changing a Chart’s Data Source

  • Pasting new data into a chart
  • Creating charts from multiple data sources
  • Adding new data using a table

 

Printing and Sharing Charts

  • Printing charts
  • Copying and linking charts with Word and PowerPoint

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