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Excel Charts Masterclass for Small Businesses

Master Excel Charts to Communicate Your Message Clearly.

Created byDavid Fortin
BeginnerUpdated Nov 19, 2024

What You'll Learn

  • check_circleLearn to communicate a clear message using Excel charts by curating information, removing unnecessary elements, and ensuring comprehension within 5 seconds
  • check_circleRecognize when to use Pie Charts, Bar Charts, or Line Charts in real-life professional contexts.
  • check_circleApply best practices for creating charts to enhance business understanding and facilitate effective business discussions.
  • check_circleCreate basic charts, including clustered bar charts, stacked bar charts, and bar charts with totals in Microsoft Excel.
  • check_circleCreate basic pie charts, doughnut charts, and pie-of-pie charts in Microsoft Excel.
  • check_circleCreate pivot charts by pivoting data to group and display specific data in chart format. Learn to easily update the data set.

About This Course

Struggling to create Excel charts that actually communicate the right message? You're not alone. Most professionals find Excel charting frustrating, often unsure where to click or how to make their data truly stand out. This masterclass will change that.

  • Design Professional Charts: Master techniques like color gradients, data labels, and adjusting data series to create visually compelling charts.
  • Communicate Clearly: Learn to convey the right message by curating data, removing clutter, and ensuring your charts are understood within 5 seconds.
  • Choose the Right Chart: Know when to use Pie, Bar, or Line Charts in real-world scenarios to best represent your data.
  • Apply Best Practices: Create charts that enhance business understanding, making your presentations and discussions more effective.
  • Create Basic Charts: From clustered bar charts to pie-of-pie charts, you'll build foundational chart types with ease.

Course Content

6 activities • 25 videos • duration: 1h 22m

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Introduction4 videos • 5 min
  • videocamMy professional career as a CPA (Who's your instructor)
    Duration 1:43
  • videocamHow to use this course (The Course Format)
    Duration 1:06
  • videocamThe Kingdom Candy (This course use case and dataset)
    Duration 0:57
  • videocamCharts Basics
    Duration 1:53
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Bar Charts6 videos • 13 min
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Pie Charts6 videos • 10 min
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Line Charts4 videos • 15 min
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Combo Charts & Pivot Charts (Assignment free, yay!)3 videos • 8 min
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Additional Material2 videos • 27 min

Your Instructor

David Fortin

Chartered Professional Accountant & Microsoft MVP

menu_book3 courses
star563 reviews

David Fortin is a Chartered Professional Accountant (CPA) and a 2024 Microsoft MVP. He runs Piggy Bank Accountant, a YouTube channel where he shares practical insights on Excel and Microsoft Copilot. With a background in Financial Planning & Analysis (FP&A) for a SaaS startup, David was instrumental in raising $30 million in venture capital funding and played a key role in the company’s successful exit, valued at hundreds of millions. Known for his dynamic and energetic personality, David is all about helping people, which he does through his online courses on Excel and Copilot. What sets David apart is his ability to make learning fun and engaging, bringing a unique energy to his videos that resonates with his audience.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

What Students Are Saying

4.6 out of 5
Student's Choice
97 reviews
  • MP
    Mark P.
    starstarstarstarstar

    Great refresher on charts.

  • JT
    Jill T.
    starstarstarstarstar

    Yes it was really good.

  • BM
    Barbara M.
    starstarstarstarstar

    Well done.

  • JA
    John A.
    starstarstarstarstar

    yes. I am often needing to know the finer points of excel charting for my work.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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