Self-Study On-Demand


3 CPE

Creating Effective Charts [2025-2026]

Self-Study On-Demand
3 CPE

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; and Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.

Major Topics

Creating a Chart Editing and Updating Charts Formatting and Graphics Creating a Default Chart Custom Chart Types Different Chart Types Scaling Printing Charts Link Excel Data into Powerpoint Presentations

CPE Credits Available

3 CPE
3
General

Things to Know About This Course

Course Level

  • Overview

Intended Audience

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts in Excel

Provider

Western CPE

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