Transform Information into Visual Insights with Excel Charts and Tools
This course helps you transform raw information into meaningful visuals while connecting and managing data across multiple sources. This learning experience blends chart creation skills with workbook and external data tools, allowing you to present insights clearly and ensure accuracy in dynamic environments. You will gain practical techniques for reports, presentations, or real-time updates that save time, reduce manual effort, and improve decision-making.
You will begin by learning to select the right chart type and customize it to highlight key messages. Explore Excel’s Chart Design and Format tabs to adjust layouts, styles, and labels, and discover how to link titles directly to worksheet data for automatic updates. You’ll also work with specialized charts such as bubble, radar, or candlestick charts to support more advanced analysis. These skills allow you to transform complex datasets into compelling visuals that engage your audience and communicate clearly.
Next, you will learn to manage data across multiple workbooks and connect to external sources. Discover how to link worksheets for synchronized updates, track important cells with the Watch Window, and customize the Excel Ribbon to fit your workflow. You’ll also practice importing and managing external data using Power Query, ensuring that your spreadsheets stay accurate and up to date. These tools help you confidently handle large datasets while keeping your analysis efficient and reliable.
By completing this training, you can build professional charts, integrate live data, and create spreadsheets that provide clear insights and consistent updates—skills valuable for business and personal projects.
Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses
Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
