K2's Excel Charting And Visualizations - Oklahoma Society of CPAs

Overview

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing - three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

Highlights

Understanding the best types of visualizations to use in specific situations

Creating compelling visualizations using Excel

Adding interactivity to your Excel-based visualizations

Prerequisites

Fundamental understanding of creating charts in Microsoft Office applications

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel

Objectives

Identify the types of visualizations that you should use to communicate specific messages

List the steps to creating compelling visualizations in Excel and other Microsoft Office applications

Identify options for creating interactive visualizations

Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel

Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Leader Bios

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.

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