Excel Charts and Visualizations (CPE Course)

CPE Credit: 2 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $20

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Course Description
It can be difficult to convey the meaning derived from a spreadsheet, especially when there are large amounts of data involved. An excellent solution is to use the charts and other data visualization tools contained within Excel. In the Excel Charts and Visualizations course, we discuss how to create and modify charts, the many types of charts and when they are most applicable, advanced charting practices, sparkline graphics, custom formatting codes, shapes, icons, and dashboard concepts – everything you need to achieve the best possible presentations. (Note: This course is based on the desktop version of Excel 2019, but its contents are generally applicable to the users of earlier versions of Excel)

Author: Steven Bragg

Course Number: SP1015

Learning Objectives

  • Explain the nature of the ribbon system and how it is used.

  • Describe the purposes to which the different types of charts can be put.

  • Identify the characteristics of a chart sheet.

  • Specify the commands used to adjust charts.

  • Identify the characteristics of each type of chart.

  • Describe how a data series used in a chart is manipulated.

  • Identify the formatting options for sparkline graphics.

  • Specify the formatting codes needed for different types of numeric presentations.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Specialized Knowledge

Prerequisites: Basic knowledge of Excel.

Advance Preparation: None

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.


AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.