Data Visualization With Excel

Course Details


Thursday, August 22, 2019

7:00am – 9:00am
(Registration: 6:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Excel has many features that allow us to communicate information graphically. In this session, explore several of these data visualization capabilities.

Start by discussing best practices in building charts, then explore features in Excel that help us communicate information graphically, including Sparklines, conditional formatting and PivotCharts. Course is presented in Excel for Windows.

Note: Certain items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.

Materials are provided as an ebook.


  • Sparklines
  • Conditional formatting
  • PivotCharts


  • Identify the feature that can create a one-cell chart.
  • Recall the steps to use conditional formatting to create bar charts.
  • Identify the feature that plots the values displayed in a PivotTable.

Designed For

CPAs, accountants and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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