Use Landscape to see Search/Filter
Item Types:
Field of Study:
CPE Hours:
Course Details

Creating Effective Charts - Excel 2019/ Microsoft Office 365 (Course Id 1655)

QAS / Registry
  Add to Cart 
Author : Patricia McCarthy, MBA
Course Length : Pages: 56 ||| Review Questions: 18 ||| Final Exam Questions: 25
CPE Credits : 5.0
IRS Credits : 0
Price : $44.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 1655

Description :

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.

Usage Rank : 0
Release : 2020
Version : 1.0
Prerequisites : This course is written for Excel 2019 and Microsoft Office 365 users. However, users with Excel 2016 should have little difficulty. A basic understanding of file management (how to open and save files) is assumed. You should be comfortable using Excel at a basic level.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Jun-2021
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - Technical - NASBA Registry - 1655

Keywords : Specialized Knowledge and Applications, Creating, Effective, Charts, Excel, 2019, Microsoft, Office, 365, cpe, cpa, online course
Learning Objectives : Course Objectives:To improve presentations and efficiency by creating effective and useful charts in Excel.

Learning Objectives:

By the end of the course participants should be able to:
    1. 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.
    2. Recognize the different steps involved in creating charts.
    3. 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.
    4. Recognize how to apply formatting techniques, such as colors and inserting objects such as graphics, to a chart.
    5. Recognize how to change the default chart type.
    6. Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency.
    7. Differentiate between the different methodologies of linking Excel data and using static Excel data into PowerPoint presentations.
    8. Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.
Course Contents :

Chapter 1 - Creating Effective Charts


New Chart Types

Review Questions


Creating A Chart

Moving And Resizing A Chart

Add Or Modify A Chart Element

Editing And Updating Charts

Add A Data Series

Delete A Data Series

Moving Series Within A Chart

Switching Row And Column Display

Format Data Series

Formatting And Graphics

Review Questions


Creating A Default Chart

Custom Chart Types

Review Questions


Different Chart Types

Pie Charts

Combination Charts

Review Exercise

Stock Charts

Funnel Charts

Waterfall Charts

Treemap Charts


Display Units

Printing Charts

Review Questions


Link Excel Data Into Powerpoint Presentations

Paste Link


Review Exercise

Review Questions


Finer Points Of Presentations

Guidelines For Making Better Presentations

Misuse Of Graphics

Review Questions


Links for Spreadsheets



CPE Specialized Knowledge and Applications Course: https://www.cpethink.com/excel-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
Exam completed on .

Do you want to add the course again?