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Creating Effective Excel Charts (CXMC)

Customer Rating
Field of Study
Computer Software & Applications
Qualifies For

Price:  $49.99
The Journal of Accountancy stated that “an audience understands and remembers numerical information more easily when a CPA presents it visually as well as verbally.” This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart, 2 y axis chart and a waterfall chart. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word.

Additional information




Self-Study Download

Company Code

Self Study

Yellow Book Approved


CFP Approved


IRS Approved


CTEC Approved


Field of Study Credits

Computer Software & Applications (Non-Technical) (5)

Field of Study Department

Computer Software & Applications (Non-Technical)

Course Version


CPE Approved



A basic understanding of file management (how to open and save files) is assumed. Comfortable using Excel at a basic level.

Knowledge Level:


Major Topics:

  • Creating a chart 
  • Change chart type
  • Editing and updating charts 
  • Formatting and graphics 
  • Creating a default chart 
  • Custom chart types 
  • Different chart types 
  • Scaling 
  • Printing charts 
  • Link excel data into PowerPoint presentations 

Learning Objectives:

  • Differentiate between the different chart types and recognize their components so that they can select the appropriate chart type to use for a particular presentation
  • Recognize the different steps involved in creating charts
  • Recognize how to edit existing charts by resizing, changing chart type, moving chart elements and adding/ deleting data series by using contextual tabs menus and short cut keys
  • Recognize how to apply formatting techniques, such as colors and inserting objects such as graphics, to a chart
  • Recognize the default chart type
  • Recognize the steps required to create custom chart types and how to save them as templates to improve efficiency
  • Differentiate between the different methodologies of linking Excel data and using static Excel data into PowerPoint presentations
  • Recognize how fonts, colors, graphics, documentation and printing can impact the professionalism of a PowerPoint presentation

Designed For:

All CPAs