Advanced Excel Charting & Graphing Techniques & PowerPoint Integration

This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly.

We focus on advanced charting & graphing techniques and how to properly integrate with PowerPoint while avoiding the dreaded linking between files. This is a critical, must-take course especially for finance professionals that have to create graphs in their presentations, reports and slides.

No sessions currently available. Contact client services to get the next available date.
CPE CREDITS
7.0
Investment bankers, mergers & acquisitions, leveraged finance and credit professionals. Private equity, buyout and venture capital professionals. Internal M&A and business development. CFO, VP Finance, Financial Analysts & related functions. New hires and those being groomed for management.
No advance preparation required.
Students will be able to:
  • Translate Excel analysis into meaningful charts and graphs to visually present your work
  • Master the skills necessary to create robust dynamic charts easily and effortlessly
  • Learn different techniques and best practices of integrating charts into powerpoint
  • Advance beyond simple charting functions to create multi-layered graphs that combine and display multiple data sets and ideas simultaneously
Proficiency in: accounting & financial statements, basic corporate finance and valuation topics. Basic, general knowledge or interest in leveraged buyouts. Solid proficiency in Excel. Note: To maximize the value & productivity of this course, participants must be proficient and comfortable with Excel - a lack of Excel skills will hamper the ability to properly follow along and acquire the best practices and efficiencies that are presented. Financial calculator is required.
Computer:
Each participant must bring his/her own laptop to class
Day 1
  • Construct combination charts and graphs including precise annotations and secondary axis formatting
  • Calculate and create moving average charts and graphs
  • Create simple column and cumulative column (or bar) chart
  • Create historical line chart with average, high and low bars
  • Create dynamic charts and graphics that automatically update as additional source data is added
  • Learn how to create complex, combination charts such as double stacked charts
  • Go all out by building a “football field” valuation range chart that combines triple stacked charts with XY scatter plot to automate current stock price line
  • Learn best practices of bringing Excel charts and exhibits into PowerPoint
  • Avoid the forbidden linking between files
  • Learn the fastest and best ways to work in PowerPoint without the mouse

Clients who register for this course will receive a complimentary 3 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process and are limited to one per client. For questions about your subscription, call 800-628-8088 or email uscirculation@ft.com. U.S. enrollees only. (All non-U.S. enrollees will receive a subscription to FT.com only.)

Lunch included for all students taking day classes.