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Excel Charting Specialist training course hero image – Create clear, impactful Excel charts and dashboards.

Excel Charting Specialist

Look at the in depth features of charts and some specialist tools to make your charts come to life.

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Course overview

Duration: 1 day (6.5 hours)

Our Excel Charting Specialist course examines how to unlock the full potential of Charts in Excel. It investigates the useful tools needed for creating bespoke Charts, allowing you to creatively present data more visually.

By the end of the course, you will have an awareness of the tools used for creating more advanced Charts and will be able to create your own Dynamic Charts.

The course is designed for existing users of Excel who are looking at more advanced ways to visualise data in Excel using Charts.

Objectives 

By the end of the course you will be able to:

  • Create and Amend Charts
  • Format multiple areas of a Chart
  • Use a Combo Chart
  • Apply Conditional Formatting to a Chart
  • Create Dynamic Charts
  • Work with Custom Formatting
  • Create an Advanced Dynamic Chart

Content

Creating and amending charts 
  • Creating Simple Charts
  • Using the Chart Design tab
  • Adding Chart Elements
  • Changing the type of Chart
Formatting charts  
  • Format Chart Area
  • Format Data Series
  • Format Data Point
  • Format Axis
Working with combo charts 
  • Adding additional data to a Chart
  • Customising Chart types
  • Creating Clustered Column/line Charts
Applying conditional formatting on charts 
  • Using IF Statements
  • Highlighting Max/Min Data points in Charts
  • Using Series Overlap
Dynamic charts 
  • Creating dynamic Target vs Actual Charts
  • Introducing the NA function
  • Hiding data used for Charts
Custom formatting charts 
  • Formatting Data Labels
  • Customising number formats
  • Using Trend Arrows to show changes
  • Editing Format Code
Advanced dynamic charts
  • Pivot Chart rules
  • Creating a Pivot Chart
  • Working with your Pivot Chart
Creating calculations
  • Combining all elements to create an Advanced Chart
  • Using Error Bars to create a line
  • Adding a scroll bar and linking with data

Testimonials

“Absolutely invaluable in regard to understanding the complexities with charting data. The course expanded my knowledge massively and gave me a much deeper understanding of how to use charts effectively. The atmosphere throughout was very nice, and the trainer was incredibly helpful and patient with those who didn’t immediately grasp some complexities. The ability to share screens and collaborate with others made the learning even more valuable.”

Curtis Donaldson - Contracts Administrator, TotalEnergies

“It was a great course and I learnt a lot from it, with material that will really assist me in reporting numbers and presenting visually to both internal and external parties. I highly recommend it to anyone wanting to get more out of the data they are trying to report on or display. Carla explained and demonstrated the content in a way that was easy to follow, and the follow-up tasks were a great way to reinforce learning. The interactive environment encouraged questions and sharing, which made the experience far more engaging than similar courses I’ve attended.”

Alister Harrison - National Account Manager, TotalEnergies

“Yes, a really useful course and it will be very helpful in my job. The training went smoothly and was delivered in a way that was easy to follow and understand. I found the exercises particularly useful, as they allowed me to apply the content immediately after going through it with the trainer. This practical approach really helped to cement the learning and gave me confidence to use the techniques back at work.”

Lauren Terry - Senior Sales Relationship Manager, TotalEnergies Gas & Power

Frequently Asked Questions

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