Webinar Details / Industries / Human Resources

Excel Basics - Data Visualization - Creating Effective Charts

  • Speaker: Mike Thomas
  • Duration: 60 Minutes
  • Available All Day

Training Options

Note: 20% discount applies to both options if selected.

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Webinar Overview

"Every Picture Tells a Story" is an adage that holds profound truth in the world of data. Behind every spreadsheet lies a narrative of trends, outliers, and critical insights waiting to be discovered. For the human brain, processing this story from a table of numbers is slow and inefficient, but when the same data is presented visually, understanding becomes instantaneous and impactful.

Data visualization is the powerful practice of translating numerical data into a visual context, like a chart or graph, to make complex information more accessible, understandable, and usable. This goes beyond simply "making a chart"; it's about crafting a clear, compelling visual story that drives informed decision-making. While newer tools exist, Microsoft Excel remains the most accessible and powerful platform for millions of professionals to begin their data visualization journey. This training moves from basic chart creation to the techniques needed for modern, effective business communication.

Why You Should Attend

The era of creating a basic, default chart with a couple of mouse clicks is over. In today's competitive environment, your ability to not only analyze data but also communicate its significance clearly and persuasively is a critical professional skill. A poorly designed chart can obscure your message, while a well-crafted visual can inspire action and convey credibility.

Attending this session will bring your Excel and communication skills firmly into the modern world. You will learn to move beyond "drab" default charts to create "fab" visuals that capture attention, enhance comprehension, and make your reports and presentations significantly more influential. This is not just about making charts prettier; it's about making your data more powerful.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Select the Optimal Visual: Confidently choose the most appropriate chart type (bar, line, scatter, etc.) to accurately and effectively convey a specific message and data relationship.

  • Build and Customize Charts: Create a chart from a dataset and proficiently modify its core elements—including titles, axes, labels, and colors—to improve clarity and focus.

  • Design Advanced Visuals: Create infographic-style charts and implement dynamic techniques that automatically update visuals when new data is added, saving time and ensuring consistency.

  • Integrate for Impact: Seamlessly integrate Excel charts into other Microsoft Office applications like Word and PowerPoint while maintaining quality and editability.

Areas Covered in the Session

  • The Foundation of Visual Storytelling: Principles for selecting the right visual (comparing categories, showing trends over time, revealing parts of a whole, etc.).

  • Creating Core Chart Types: Step-by-step creation of foundational charts: Column, Bar, Line, and Pie.

  • Mastering Chart Customization: How to change a chart's type, data source, and formatting to refine its message and appearance.

  • Building Dynamic Charts: Techniques to create charts that automatically expand and update when new data rows are added, eliminating manual adjustments.

  • The "Drab to Fab" Transformation: A practical guide to elevating a default chart into a professional, eye-catching visual through strategic use of color, layout, and non-chart elements.

  • Infographic-Style Techniques: How to fill chart bars or columns with images, patterns, or shapes to create visually engaging, infographic-style presentations.

  • PivotCharts Demystified: Creating charts directly from PivotTables, including understanding the unique behaviors and "gotchas" to avoid for accurate representation.

  • Seamless Office Integration: Best practices for copying and linking Excel charts into Microsoft Word and PowerPoint to create cohesive reports and presentations.

Who Will Benefit

This training is categorized as introductory to intermediate and is perfectly suited for:

  • Excel users who have little or no experience creating charts or who feel their current visuals are unprofessional or ineffective.

  • Business Professionals, Analysts, Administrators, Sales Personnel, and Marketing Teams who need to present data in reports or meetings.

  • Students, Academics, and anyone who uses Excel and wants to enhance their ability to communicate data-driven insights clearly and persuasively.

  • Note: While the training will be delivered using the latest version of Excel, the core concepts and functionalities are relevant for users of Excel 2010 and all subsequent versions.


Mike Thomas

Author,


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What will you get?

In Recording
  • Access of Recording
  • Additional Handout
  • Available on Desktop, Mobile & Tablet
In Digital Download
  • Access of Recording (Lifetime Access)
  • Additional Handout
  • Available on Desktop, Mobile & Tablet


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