Current students
- Students
  
  View all the services available for students of the Institute
  
  Read More
Becoming a student
- Becoming a
  student
  
  Study with us
  
  Read More
Members
- Members
  
  View member services
  
  Read More
Employers
- Employers
  
  Services to support your business
  
  Read More

☰

Find a firm
Jobs

☰

Home
Knowledge centre
Professional development
About us
Shop
News

View Cart

0 Item

LOADING...

Please do not leave or close this window while the request is processing.

Data Visualisation for Accountants with Excel and PowerPoint (ROI/NI)

Summary

This course provides essential knowledge and practical skills to create effective charts and dynamic dashboards for data visualisation. Using Microsoft Excel and PowerPoint, the course enables learners to interpret, analyse and communicate business data through clear and impactful visual representations. The course includes comprehensive instructions and structured hands-on exercises to create presentations and dashboards from scratch.

Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is ideal for professionals who work with data and want to present it clearly and effectively. It is designed for accountants, managers, analysts and business professionals who already have an intermediate knowledge of Excel and a basic understanding of PowerPoint. Anyone responsible for creating reports, dashboards or presentations will benefit by learning how to turn raw data into meaningful visuals that support better decision-making.

Course overview

Understanding and selecting relevant data for reporting
Creating and formatting pivot tables and slicers
Using conditional formatting to highlight key insights
Building interactive dashboards in Excel
Designing and decluttering tables and charts for clarity
Creating advanced chart types (combo, slope, target line, etc.)
Enhancing visuals with images, icons and secondary axes
Importing and linking Excel data into PowerPoint
Designing engaging slide templates, layouts and transitions
Animating charts and adding narrative for impactful presentations

Key learning outcomes

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

Analyse and interpret business data effectively using Excel.
Create professional dashboards with pivot tables, slicers and conditional formatting.
Design clear and visually appealing charts, including combo and dynamic charts.
Apply best practices to declutter and present data for decision-making.
Integrate Excel data seamlessly into PowerPoint presentations.
Build engaging PowerPoint reports with templates, animations and narratives.
Present data-driven insights through impactful visual storytelling.

All participants should please note:

Microsoft Office/ Apps Version

Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.

Excel for Mac Users

Microsoft Excel 365 for Mac has some incompatibilities with Windows and certain features are not available. Contact us before booking if you are in any doubt about your setup.

Windows 11 / 10 ESU

We prepare the files and deliver the course using Windows 11 but Windows 10 on Extended Support is fine.

Two monitors recommended

This allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.

Test Session

If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 01 6627700 and we will arrange this with you.

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.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

Note for Legacy CPA Members

Members who joined Chartered Accountants Ireland following1 September 2024, please continue to book on the CPA Portal here to ensure you receive your membership discount.

Category:

Technology and data

People at meeting

Travel Discounts

Customers who viewed this item also viewed

Building Effective Financial Models: A Practical Approach (ROI/NI)

The aim of the course is to provide a general introduction to spreadsheet modelling and related analysis. During the course, participants will create a model 'from scratch' and the use of this model for various outputs, as outlined below (ROI, dashboard outputs etc.). This is augmented by a feed of given data into the model from 'history' to allow comparisons etc. with the model outputs.

View product

AI in Excel Using ChatGPT & Copilot (ROI/NI)

The potential opportunities offered by AI are enormous, but how do you apply them to reap their benefits in Microsoft Excel? This course will help to unveil the power of artificial intelligence, exploring key concepts, applications, and cutting-edge tools like ChatGPT and Copilot. Participants will gain practical skills in using AI and learn Prompt Engineering techniques to carry out intermediate and advanced tasks in Excel.

View product

Intermediate Excel 365

This Excel Intermediate course is designed to extend participants’ knowledge and proficiency in MS Excel by focusing on a wide range of key functions, tools and analytical techniques. The course aims to enhance learners’ ability to utilise Excel effectively for data management, analysis and presentation and introduces using AI tools to get into deeper data analysis.

View product

AI Powered Data Visualisation & Presentation

Advances in AI coupled with modern features in MS 365 greatly simplify creating eye-catching and informative presentations. Effective usage of Copilot/ChatGPT cuts the time and manual input required for presenting and reporting on data, whether for regular meetings, ad-hoc assignments or regulatory requirements. This hands-on course will guide you through using AI Tools with MS 365 to efficiently and professionally present information.

View product