Data Visualisation with Excel and PowerPoint

Prerequisites

Participants should have completed the Intermediate Excel course or have at least a clear understanding of Excel with the ability to use and understand data using functions and formulas. A basic understanding of PowerPoint is also needed.

Who should attend

This course is ideal for professionals who work with data and want to present it clearly and effectively. It is designed for accountants, managers, analysts and business professionals who already have an intermediate knowledge of Excel and a basic understanding of PowerPoint. Anyone responsible for creating reports, dashboards or presentations will benefit by learning how to turn raw data into meaningful visuals that support better decision-making. This course is an ideal foundation for our courses in Power BI.

Learning Outcomes

Having completed training attendees will be able to: Analyse and interpret business data effectively using Excel. Create professional dashboards with pivot tables, slicers and conditional formatting. Design clear and visually appealing charts, including combo and dynamic charts. Apply best practices to declutter and present data for decision-making. Integrate Excel data seamlessly into PowerPoint presentations. Build engaging PowerPoint reports with templates, animations and narratives. Present data-driven insights through impactful visual storytelling.

MS Excel Key points

Tables Pivot Tables & Charts Changing Values Adding Data Report Filter Pages Changing Layout Slicers Report Connections Advanced Conditional Formatting using formulas and restricting certain rules FlashFill Sparklines Advanced Copy and Paste Camera

Selecting & Enhancing charts

3D Column Chart (changing column shape) Line Chart (changing bounds, dash type) Adding Images to Pie Chart Target Line Chart Sunburst Histogram Dynamic Formatted Chart Secondary Axis Info Chart with Icons 3D Map Combo Chart

PowerPoint - Key features

Creating slide templates using MasterSlide Adding background & Images Transitions & Animation Sections & Zoom Page Timing, Narrative & Recording Adding data from Excel (charts, tables etc.) Embedding, Copy & Paste, Links Animation of Charts Animation Advance (trigger) Tools

Dashboards

Highlight-Cell rules Top/Bottom rules Data Bars Colour Scales Understanding data Deciding on data to include in Dashboard Decluttering Tables & Data Conditional Formatting Creating KPI Adding new data to a dashboard Creating a dashboard from scratch

Discussion points

Do’s & Don’ts Presentation Styles, Engaging the audience, ‘telling the story’ Tools (Notes etc) Q & A