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Data Visualization: Charting Like a Pro

This training aims to use MS Excel to create basic to advanced and interactive charts.  The module focuses on navigating the interface of Excel to perform tasks that are not as straightforward as just creating a regular chart.  This course helps participants transform data into meaningful and accurate visuals by applying effective charting techniques and storytelling principles using Microsoft Excel.

I. Introduction to Data and Charting Concepts
  • Understanding Types of Data: Categorical vs. Numerical
  • Choosing the Right Chart Based on Purpose:
    • Comparison (Bar/Column)
    • Trends (Line)
    • Distribution (Histogram, Box Plot)
    • Relationships (Scatter/Bubble)
  • Using the Right Metric: Percentages vs. Raw Numbers
  • Tables vs. Charts vs. Pie Charts: When to Use What
  • Using Effective Color Schemes and Enhancing Data Perception

II. Creating and Customizing Charts in Excel
  • Creating Basic Charts
  • Modifying Chart Formats
  • Editing Chart Elements and When to Use Them:
    • Labels: Axis and Data Labels
    • Data Points and Data Series
    • Gridlines and Tick Marks
    • Legends and Data Tables
  • Adding Context: Titles, Subtitles, and Annotations

III. Special Charts and When to Use Them (Curated Selection)
  • Visualizing Trends and Correlations: Line and Scatter Charts
  • Visualizing Composition or Part-to-Whole Relationships: Pie, Tree Map, Sunburst
  • Showing Change Over Time: Waterfall and Area Charts
  • Displaying Distribution: Histograms
  • Geographic Data Visualization: Map Charts
  • Small-Scale Trends: Sparklines

IV. Creating Interactive and Dynamic Charts
  • Using Excel Formulas for Interactivity: INDIRECT, OFFSET
  • Creating Dynamic Charts with Drop-Downs and Named Ranges
  • Pivot Charts for Filtering and Slicing Views

V. Presenting and Linking Charts to PowerPoint
  • Linking Charts from Excel to PowerPoint
  • Embedding vs. Linking: Pros and Cons
  • Using Paste Special to Link Charts While Preserving Format and Data

VI. Responsible Data Visualization (Brief Overview)
  • Avoiding Misleading Charts
  • Ethical Use of Scale, Color, and Labeling
  • Encouraging Transparency in Charting Choices

Related Courses

Basic MS Excel

MS PowerBI for Beginners

Advanced MS Excel

Macros and VBA Programming

​Excel for Data Analytics