Mastering Financial Data Visualization Excel Charting Techniques That Impress
Instructor:
Monday, November 3, 2025
11:30 AM PST | 02:30 PM EST
60 Minutes
Webinar ID: 503444
Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Overview:
You'll Learn How To:
"This isn't just about making charts it's about crafting visual stories that drive financial decisions."
Why should you Attend: Why This Matters For Your Role:
Ray's webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
Areas Covered in the Session:
Who Will Benefit:
Transform Complex Financial Data Into Clear, Compelling Visual Stories
Numbers tell the story, but charts make them unforgettable. In today's fast-paced financial world, professionals like you need to:
- Present complex data with clarity and impact
- Create boardroom-ready visualizations in minutes
- Build dynamic, self-updating charts that save hours
You'll Learn How To:
- Build Professional-Grade Financial Charts
- Add data tables with legends that enhance understanding
- Perfect your axis scaling for accurate financial representation
- Apply corporate-quality formatting with pro tips
- Master Advanced Visualization Techniques
- Highlight key figures by exploding pie chart components
- Add dimension with 3D rotation and perspective controls
- Visualize non-adjacent data columns seamlessly
- Create Smart, Dynamic Reports
- Link chart titles to spreadsheet cells for automatic updates
- Design self-updating financial dashboards
- Implement time-saving formatting shortcuts
- Live demonstrations using real financial datasets
- Q&A session addressing your specific challenges
"This isn't just about making charts it's about crafting visual stories that drive financial decisions."
Why should you Attend: Why This Matters For Your Role:
- Accountants: Present financial statements with crystal clarity
- Financial Analysts: Create investment visuals that persuade
- Banking Professionals: Transform transaction data into insights
- Bookkeepers: Communicate client data effectively
Ray's webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Areas Covered in the Session:
- Add a Data Table with Legend to an Excel Chart
- Adjust Axis Scale and Elements
- Professional Excel Chart Formatting
- Explode Excel Pie Chart Components
- 3D Options to Rotate a Pie
- Change Pie Chart Perspective and Depth
- Chart Non Adjacent Columns of Data
- Link an Excel Chart Title to a Spreadsheet Title
Who Will Benefit:
- Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Speaker Profile
Ray Evans professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.