Charts and Visualisations in Excel

This activity is published by accountingcpd.

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Excel provides a host of charts and visualisations to tell stories data. In this course, explore the basics of creating charts in Excel and what makes a good chart, and discover how to use a range of less common Excel charts for maximising the effectiveness of your data visualisations.


We all know how to use simple column and bar charts in Excel, but do you know how, when and why to use less common charts such as the bubble chart or a heat map? In recent years Microsoft has created a much broader range of charts and visualisations for you to choose from. These new options, along with the classic suite, allow you to tell the story of your data.

This course will enable you to make the most of the tools at your disposal, understanding what makes a good or bad chart and how to create effective data visualisations. From the basics of how to add and amend charts and apply templates to them, through commonly used charts and formatting options, to some of the less common charts that will really mark you out as an expert.

Upon satisfactory completion of this activity you will be able to:
  • Tell a compelling story with your data by inserting, amending and formatting charts in Excel.
  • Use a wide range of charts including some less well-known ones like bubble charts, box and whisker charts, waterfall charts, heat maps and stock charts.
  • Understand the difference between good and bad charts and apply best practice to creating data visualisations.
  • Understand the different Excel formatting options and create an effective common chart for your data.

Using the skills from this course you will be able to create a good quality chart in Excel and understand how to use the range of the less common Excel charts to maximise the effectiveness of your data visualisations.


Topic: Business Mindset

Sub-Topic: Information & Communication Technology

Format: eLearning

Proficiency Level: Foundation, Intermediate

CPD: Upto 4 hours