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

Excel Charting Specialist

Learn how to create clear, professional and impactful Excel charts using advanced visualisation tools. This hands-on course shows you how to build dynamic charts, apply custom formatting and present data with confidence.

In this course, you will learn how to:

  • Create and amend a wide range of Excel charts
  • Format chart areas, series, axes and labels
  • Build combination charts for clearer comparisons
  • Apply conditional formatting to highlight key insights
  • Create dynamic and advanced charts for reporting

Who is this course for?

Experienced Excel users who want to present data more effectively using advanced charting techniques. Ideal for analysts, managers, project leads and professionals who create reports or dashboards.

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“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

Course Outline

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

Get in Touch

Still have questions about this course?

Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.

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Continue your learning with related articles, case studies, and podcast episodes that explore how these skills are applied in real-world contexts.

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