Data visualisation with Excel and PowerPoint for accountants

Summary

This course is designed for people who present technical or financial information using a combination of MS Excel and MS PowerPoint. It will cover a wide range of tools and techniques such as quick features in Excel, charts, conditional formatting, pivot table/charts and dashboards. It will challenge the way we present information and seek to create new insights into how we can get our audience to understand and interpret information more effectively.

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Venue details:  
Dublin, Professional Training, Unit 22, Westland Square, Pearse Street,
Date & time:  
30 November 2017 09:30 - 30 November 2017 16:30
By registering for this course you have accepted the terms and conditions
Price: €350.00 
Training ticket cost:  
11.00
CPD hours:  
7.00
Speaker details
First nameLast name
Professional Training
Description

Who Should attend

The course is aimed at Intermediate users of Excel and PowerPoint who want to take a systematic approach to Data Visualisation and help identify areas for further study and practice.

Key Topics covered on the course

MS EXCEL

Selecting & Enhancing charts

Selecting the appropriate chart

Optimising the axis

Displaying a secondary axis

How to create smart looking charts

Using Effective Titles

Useful Short-cuts

Flash Fill

Quick Analysis

Copy and Paste

Using Sparklines

Using conditional formatting

Highlight-Cell rules

Top/Bottom rules

Data Bars

Colour Scales

Icon Sets

Manually adding your rules

Tables and Pivot Tables

Designing and formatting tables

Filtering Data

Using Slicers

Pivot Tables

Pivot Charts

Dashboards

Guidelines for Dashboard Design

Using KPIs

Extracting the key data

Signpost to further development

Introduction to the “Power” features (BI)

·         PowerPivot

·         PowerMap

·         PowerView

MS POWERPOINT

Preparation

What questions does your data answer?

Be clear on the Presentation Perspective

Using Kipling’s W1H to anticipate and prepare for questions

How data is understood in organisations and potential pitfalls

Graphics

Work on selecting the right visuals

Be skilled in using all of PowerPoint’s Communication Tools

Apply the principles of good design to your slides

Insert and format graphics

Using SmartArt and shapes

Animations and Transitions

Use appropriate animations to enhance presentations

How to get the best out of the animation pane

Use appealing transitions to create momentum and interest

Presenting the Data

How to take the stress out of presenting

Persuading the audience

The befits and drawbacks of using “Presenter View”

Creating a Notes Page

Linking to Excel

“Slidedocs” and their uses

How they will be covered

Tutor led Interactive workshop, practice exercises. Detailed course manual. The course materials use Excel 2016 screenshots but participants using 2010 or 2013 can also benefit from the course.

Learning Outcomes

Having completed training attendees will be able to:

·         Identify and use specific chart and table styles to enhance the way they communicate information

·         Systematically assess how their style of presenting data meet the needs of their audience

·         Create a simple dashboard in MS Excel

·         Manipulate data using PivotTables

·         Use conditional formatting to display trends

·         Utilise the features of PowerPoint to present information accurately, briefly and clearly

Further courses:

Some more advanced topics are covered in overview in this course. If you want to cover these topics in detail, you should consider:

Dashboard Reporting: Data Analysis: PowerPivot:

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