Webcast: K2's Power Charting in Excel (XKPCE17)
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Most accounting professionals quit using charts to communicate financial and operational information years ago because charting was too time consuming and too cumbersome, but the new charting engine in Excel overcomes both of those issues. Now users can quickly and easily build advanced charts that allow users to filter data interactively, and create charts that change dynamically as the volume of data changes. Plus, users can easily produce combination charts on two axes, generate advanced Pivo

9/8/2017
When: 09/08/2017
9:00 AM until 11:00 AM
Where: Webcast
K2 Enterprises
United States
Presenter: Mac McClelland


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Acronym XKPCE17
CPE 2 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Working knowledge of Microsoft Office
Adv Prep None
Yellow Book? No
Designed for Microsoft Office users seeking to use charts as effective communication tools to report or analyze data
Registration
Member $79
CPA Non-Member $104

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Most accounting professionals quit using charts to communicate financial and operational information years ago because charting was too time consuming and too cumbersome, but the new charting engine in Excel overcomes both of those issues. Now users can quickly and easily build advanced charts that allow users to filter data interactively, and create charts that change dynamically as the volume of data changes. Plus, users can easily produce combination charts on two axes, generate advanced Pivot Charts, and build charts commonly used in dashboards, such as gauge charts or thermometer charts. In this two-hour session, you will learn how to build amazing charts to communicate your information and analyses more effectively.

Objectives

Upon completing this course, you should be able to:

  • List six major types of charts produced by Microsoft Office
  • Use Excel, Word, or PowerPoint to create and modify advanced charts
  • Describe the process for creating dynamic headings in Office charts
  • Explain the general process for creating custom charts such as gauge or thermometer charts
  • Use chart templates to simplify and facilitate creation of similar charts in the future

Topics

  • Selecting the right chart type for the reporting objective
  • Creating and customizing advanced charts in Excel quickly and easily
  • Linking or embedding charts from Excel into Word or PowerPoint
  • Constructing dynamic headings in charts that change as the underlying data changes
  • Producing specialized charts
  • Using Pivot Charts to communicate data summarized in PivotTables