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Courses

Introduction to Excel | Advanced Topics for Business Users | Excel Reports and Charts

Excel Reports and Charts (1 day)

Available in Excel 2010

So much truly important information never gets the attention it needs because of one simple mistake – it is presented in a way which is confusing or overwhelming: it’s not the information which is wrong, it’s the format in which it is delivered. Excel comes with very powerful charting and graphing tools which allow you to summarize data into meaningful information which can be understood at a glance. This course addresses explains how to use these tools, and how to avoid the associated pitfalls. In short, the course is about using Excel to communicate information in a credible and convincing way, and ensuring that you thus get full credit for your hard work and ideas.

To get the best value from this course, you should be comfortable with at least 80% of the material covered in our ”Introduction to Excel”. There are 7 modules:

Report and Chart Color Management

• What works – the Color Difference standards
• RGB Codes – the red, green, and blue content of all colors available in
• Excel – 16,000,000 colors

Creating Charts

• Which type of chart?
• Selecting data – contiguous, non-contiguous
• Locating and moving charts – moving a Chart to another Worksheet
• Chart Layout, Colors, Shading

Chart Elements – Formatting, Editing

• Chart Title, Axis Title
• Axes - the X and Y axes, and charts with a second Y-axis; axes which are date-based
• Gridlines
• Plot Area
• Trendlines
• Data Labels
• Data Series

Reporting on Relationships

• XY Scatter Charts
• Surface Charts

Reporting on Differences

• Bar Charts
• Pie Charts
• Waterfall Charts

Reporting on Trends

• Date-Based versus Category-Based Charts
• Stacked Column Charts
• Scatter Plot

Reports in General

• How much data is enough? Too much?
• The danger of overcrowding
• Make life easy for the reader – make sure the message gets across
• The 10-20-30 Rule – the role Excel can play
• The immense persuasive power of well-presented reports and charts
  

As with all our courses, there are numerous examples, and you will receive a manual covering all the material covered in the course.