This course empowers participants to communicate clearly and effectively using charts in Microsoft Excel. Participants will learn to select, create, and format the right chart types for various data narratives. The course covers best practices for visual storytelling, using interactive elements and real-world chart scenarios to drive business insights.
Learning Outcomes:
Create and format charts effectively in Excel
Select suitable chart types for different data sets
Apply advanced formatting and layout options
Use interactive elements such as slicers and pivot charts
Design visually impactful charts for communication
Key Topics:
Chart types: bar, column, line, pie, scatter, bubble, cartograms
Advanced chart formatting and layout controls
Data storytelling principles and visual psychology
Using tables and pivot charts for interactive visuals
Chart case studies and best practices
Module 1. Charting
- Introduction
- Philosophy
- Psychology
- Anatomy
- Chart Types
Module 2. Creating Charts in Excel
- Creating Charts with the Chart Wizard
- Moving and Resizing Charts
- Identifying Chart Objects
- Changing the Chart Type
- Changing the Chart Type and Sub-type
- Changing the Plot Direction
- Removing/Adding a Legend
- Moving the Legend
- Charting Non-adjacent Ranges
- Changing the Chart Range
- Changing the Data Source
- Changing the Chart Location
- Printing a Chart
- Creating Charts
Module 3. Formatting Charts in Excel
- Adding Chart Titles
- Formatting Chart Objects
- Changing the Text Orientation
- Adding a Data Table
- Creating an Exploded Pie Chart
- Adjusting the 3-D View
- Deleting a Chart
- Formatting Charts
- Applying User-defined Charts
Module 4. Advanced Charting in Excel
- Adding and Removing Gridlines
- Formatting Gridlines
- Formatting an Axis
- Changing the Axis Scaling
- Formatting the Data Series
- Adding Data - Different Worksheets
- Using a Secondary Axis
- Changing Data Series Chart Types
- Adding a Trendline
Module 5. Charts Exploration
- Pie Chart
- Bar/Column Charts
- Pictogram Charts
- Histogram Charts
- Polygons Charts
- Line Charts
- XY – Scatter Charts
- Bubble
- Cartogram
Module 6 - Bar And Column Charts
- Use Bar and Column Charts Effectively
- Create Stacked Column
- Create a 100% Stacked Bar Chart
- Variations of Column and Bar Chart
- Create Pictogram Charts
Module 7 – Line And Area Charts
- Use Line and Area Charts
- Create Line Chart with Markers
- Summarize Data into Months
- Use Stacked Line Chart to Determine Total
- Change Data Series Order in Area Chart
Module 8 – Scatter And Bubble Charts
- Create a Simple Scatter (XY) Chart
- Create a Multiple XY Chart
- Create a Bubble Chart
- Format The Bubbles
Module 9 – Create Interactive Charts With List And Pivotcharts (Optional Topic)
- Use Excel Table For Creating Chart
- Create a New Table
- Create a Chart from a Table
- Get Answers with PivotTables
- Insert a PivotTable
- Create a PivotTable Layout
- View the Report Differently
- Rearrange The Layout
- Create a PivotChart Report
- Create a Filtered PivotChart
Module 10 – Case Studies (Optional Topic)
- Case Study 1
- Case Study 2
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