FinancialViz Hands-on Workshops

If you want to learn how to select and create effective visuals to present financial results and analysis, I offer two hands-on workshops. If you are interested in these workshops, email me so we can start discussing how to customize it to your team.

FinancialViz: Hands-on techniques to create effective financial visuals in Excel and PowerPoint

Prerequisite

This is not a basic level Excel or PowerPoint course. You need to come already being familiar with the programs, have intermediate level skills in general, and be familiar with creating graphs in Excel.

Special Note

This is a hands-on seminar with demonstrations using Office 2016 for Windows. Please bring a laptop with Office 2013 or higher for Windows, or Office 2016 or later for Mac. Bring your laptop, power cord, and external mouse if you prefer that to a trackpad.

Overview

Too many financial presentations rely on huge spreadsheets or paragraphs of text copied onto slides. Audiences say these overloaded slides confuse them and executives don’t take action when they are unsure of the message. This seminar will help you create visuals – clear, effective graphs in Excel or PowerPoint; diagrams that show comparison of value in new ways; and time-based diagrams - that clearly communicate the message behind the numbers.

Who Should Attend

Professionals who use Excel and PowerPoint to communicate financial information to others.

Content

  • How to select the right visual for your message
  • Advanced formatting and labelling of charts
  • Advanced charts such as: showing comparison to a standard, indexing to compare data measured in different units, conditional formatting data bars, overlapping columns, and waterfall graphs
  • Techniques to incorporate Excel cells or graphs into PowerPoint
  • Creating graphs in PowerPoint and why you may want to do that instead of Excel
  • Creating process/sequence and timeline visuals in PowerPoint
  • Focusing attention in a graph by using a callout

 

Expert-level FinancialViz: Hands-on Expert-level techniques in Excel and PowerPoint for advanced financial visuals

Prerequisite

This is not a basic or intermediate level Excel or PowerPoint course. You need to come already having Excel graphing skills that are at or beyond the advanced level. It is recommended that you have already completed the FinancialViz: Hands-on techniques to create effective financial visuals in Excel and PowerPoint course.

Special Note

This is a hands-on seminar with demonstrations using Office 2016 for Windows. Please bring a laptop with Office 2013 or higher for Windows, or Office 2016 or later for Mac. Bring your laptop, power cord, and external mouse if you prefer that to a trackpad.

Overview

Once you have gone beyond the basic Excel graphs into advanced level skills, you move beyond techniques and start looking for approaches and methods that you can use and combine to create new and more powerful visuals that update with minimal effort. This seminar covers expert-level skills, methods, and approaches that you can leverage to create advanced visuals in Excel and PowerPoint.

Who Should Attend

You are the office expert that others ask when they have questions on graphing in Excel. You are looking for expert-level techniques and approaches that you can apply in new ways.

Content

  • Using multiple data series to create graphs that incorporate multiple messages and multiple graph types
  • Using invisible graph elements to position visible graph elements
  • Advanced level waterfall charts
  • Advanced linking of data between Excel and PowerPoint
  • Advanced graph labelling
  • Animation of graphs to build the story piece by piece when presenting
  • Creation of data visuals beyond what is offered in Excel by using shapes and tables in PowerPoint
  • Usage of calculators built to simplify the creation of advanced visuals

 

Like my other workshops, these sessions offer CPE credits for US CPAs.