Creating Effective Charts
The Journal of Accountancy stated that audiences understand and remember numerical information more easily when a CPA presents it visually as well as verbally. This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart, 2 y axis chart, stock charts, funnel charts and waterfall charts. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word so that your presentations are always up-to-date.

Course Publication Date: August 25, 2020

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $30.00!

Author:Mill Creek Publishing
Recommended CPE:3.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Prerequisites:A basic understanding of Excel and file management
Advanced Preparation:None
Recommended Field of Study:Computer Software and Applications
Learning Objectives
  • Differentiate between the different chart types and recognize their components so that they can select the appropriate chart type to use for a particular presentation.
  • Recognize the different steps involved in creating charts.
  • Recognize how to edit existing charts by resizing, changing chart type, moving chart elements and adding/ deleting data series by using contextual tabs menus and short cut keys.
  • Recognize how to apply formatting techniques, such as colors and inserting objects such as graphics, to a chart.
  • Recognize how to change the default chart type.
  • Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency.
  • Differentiate between the different methodologies of linking Excel data and using static Excel data into PowerPoint presentations.
  • Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.

CPE Depot 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 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:

Sponsor Number: 109423


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