Excel visualization

Data Visualization: Charting Like a Pro

Choose, build, and refine Excel charts that communicate comparisons, trends, distributions, relationships, and performance clearly.

Use the right chart—and remove everything that distracts.

For report owners and professionals who need clearer, more persuasive Excel charts without misleading or overwhelming the audience.

Match charts to analytical and communication goals.

Build and format professional Excel visuals.

Use advanced chart types appropriately.

Improve clarity through labels, hierarchy, and restraint.

A practical, instructor-led program with guided exercises and workplace examples. Open a topic to see the coverage.

I. Introduction to Data and Charting Concepts

II. Creating and Customizing Charts in Excel

III. Special Charts and When to Use Them (Curated Selection)

IV. Creating Interactive and Dynamic Charts

V. Presenting and Linking Charts to PowerPoint

VI. Responsible Data Visualization (Brief Overview)

Review the complete legacy course outline, including all detailed subtopics.

View full outline

I. Introduction to Data and Charting Concepts
- Data types: categorical vs. numerical
- Matching charts to purpose: comparison, trends, distribution, relationships
- Choosing metrics: percentages vs. raw values
- Tables vs. charts vs. pie charts
- Effective color usage for readability
II. Creating and Customizing Charts in Excel
- Creating basic charts from structured data
- Modifying formats for clarity and professionalism
- Editing key elements: labels, data series, gridlines, legends, data tables
- Adding titles and annotations for context
III. Special Charts and When to Use Them (Curated Selection)
- Line and Scatter charts for trends and correlations
- Pie, Tree Map, and Sunburst for composition
- Waterfall and Area charts for change over time
- Histograms for distribution
- Map charts for geographic data
- Sparklines for compact trend visualization
IV. Creating Interactive and Dynamic Charts
- Using INDIRECT and OFFSET for interactivity
- Dynamic charts with drop-downs and Named Ranges
- Pivot Charts for filtering and slicing
V. Presenting and Linking Charts to PowerPoint
- Linking charts from Excel
- Embedding vs. linking
- Using Paste Special to preserve format and data
VI. Responsible Data Visualization (Brief Overview)
- Avoiding misleading visuals
- Ethical use of scale, color, and labels
- Promoting transparency in chart design

Check current dates and rates.

Request an exclusive session.