Description:
This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart, 2 y axis chart, stock charts, funnel charts and waterfall charts. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word so that your presentations are always up-to-date.

Delivery Method:

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: Patricia McCarthy

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 03/25/2020

Technical Details: Computer Software and Applications are technical subjects for FL and CA but non-technical subjects for TX.

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Objectives:
1. Differentiate between the different chart types and recognize their components so that they can select the appropriate chart type to use for a particular presentation.
2. Recognize the different steps involved in creating charts.
3. Recognize how to edit existing charts by resizing, changing chart type, moving chart elements and adding/ deleting data series by using contextual tabs menus and short cut keys.
4. Recognize how to apply formatting techniques, such as colors and inserting objects such as graphics, to a chart.
5. Recognize how to change the default chart type.
6. Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency.
7. Differentiate between the different methodologies of linking Excel data and using static Excel data into PowerPoint presentations.
8. Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation.

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA