Data Visualisation for Accountants with Excel and PowerPoint

Summary

This course is designed for accountants, and other business professionals, who present technical or financial information using a combination of Excel and Powerpoint. It will challenge the way participants present information and seeks to create new insights into how they can get their audience to understand and interpret information more effectively

Venue details:  
Virtual Classroom, , Online
Start date & time:  
12 November 2020 09:30
End date & time:  
12 November 2020 16:30
Price:  
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
12.00 Training Tickets accepted
CPD hours:  
8.00
Speaker details
First nameLast name
Professional Training

Description

Product type:  
CPD course
Category:  
Technology and data

Format

This course will be delivered via Zoom.

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.

Course overview

  • Selecting and enhancing charts
  • Useful short-cuts
  • Using conditional formatting
  • Tables and Pivot Tables
  • Dashboards
  • What questions does your data answer?
  • How data is understood in organisations and potential pitfalls
  • Graphics, Animations and Transitions
  • Presenting the Data - how to take the stress out of presenting and persuading the audience
  • The benefits and drawbacks of using Presenter View

Key learning outcomes

By the end of this course, participants will be able to:

  • Identify and use specific chart and table styles to enhance the way information is communicated
  • Systematically assess how their style of presenting data meet the needs of their audience
  • Create a simple dashboard in Excel
  • Manipulate data using PivotTables
  • Use conditional formatting to display trends
  • Utilise the features of Powerpoint to present information accurately, briefly and clearly

All participants should please note the following

  • Test session. We run a test session prior to the training so that any technical or other issues can be identified and resolved in advance. It is strongly recommended that all participants attend the test session. Generally the test session will be at 16.30 on the day prior to the course and will take about 10 minutes. Login details will be sent prior to this.
  • Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
  • Microsoft Office version. We use Microsoft Office 365 Professional. If you are using an older version please be aware that you might not be able to do some of the exercises that are using the latest features.
  • Windows 10. We prepare the files and deliver the course using Windows 10. If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie