Excel® Charting & Visualizations

8:30 am–12:15 pm ET

# of CPE Credits



Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building charts and other visualizations in Excel. As a result of doing so, you will be able to create visualizations that will enhance your communication skills.

This 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. If you are looking to improve your communication skills, this seminar is a must for you.


Upon completing this course, you should be able to: Identify the types of visualizations that should be used to communicate specific messages List the steps to creating effective 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


* Learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing

Who Should Attend

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

Required Knowledge

This course is “laptop-friendly” and participants will have access to demonstration files. This course focuses on features found in Excel for Windows but many of the features can be used in Excel for Mac

Advanced Prep


Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA.CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

Test Your System
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Also Available As

Tuesday, September 6, 2022 (8:30 am–12:15 pm ET)
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Friday, December 2, 2022 (1:00 pm–4:45 pm ET)
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Tuesday, February 14, 2023 (8:30 am–12:15 pm ET)
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Level: Intermediate

Event Code:W0004622

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.