Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Charts and dashboards have become a critical part of management reporting and analysis in the last decade. In this workshop, participants will look at various techniques that use multiple features of Excel to make powerful charts, develop advanced pictorial representations, slice and dice large datasets, build management dashboards, bring interactivity to spreadsheets, and introduce the concept of conditionality in chart displays.
You will learn about many non-standard advanced chart types used in financial reports, management dashboards, and project management reports. You will work hands-on and build a variety of charts that will bring a new standard of professionalism to your management reports, presentations and analysis.
Topics Include:
- Critical concepts in chart selection and development for effectiveness in charting
- Effective data configuration for creating non-standard charts - benchmark charts, thermometers, pictorial charts, advanced Gantt charts, multiple indicator vertical chart, waterfall chart, and more
- Combine key functions like Sumproduct, with data validation, for data slicing and creating interactive secondary dashboard tables
- Creative dashboard concepts by creating a dashboard of various charts and numerical data, with a professional look and feel
- Combine annotations, functions and formulas for charts that display conditional elements based on decision rules
- New Charts available in version 2016 Sunburst and Waterfall Charts and how to use them
Other Available Sessions
- Session for October 6 available here.
Schedule
- December 11, 2025, 8:30 a.m. - 12:30 p.m.
- December 12, 2025, 8:30 a.m. - 12:30 p.m.
Who Will Benefit
This seminar is designed for spreadsheet users who need to create charts and graphs that go beyond standard chart types, and build dashboards from large datasets.
Prerequisite(s)
- This is a hands-on workshop and to be able to follow along, participants will need to bring their laptop computers with a working copy of Microsoft Excel 2010 or better.
- Microsoft Excel for PC, Version 2016 will be used in the demonstration of techniques of this workshop.
- The Excel Starter Edition will NOT be adequate for this workshop.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Paul Mascarenhas, BSc. MBA., President of Avancer Learning Inc., is a specialist in Strategic Analysis, and Communications. Paul has conducted his much sought after brand of hands-on IT Skills workshops, to globally renowned names as the Canadian Forces, Canadian Tire, Carlson Wagonlit, SKF Bearings (I) Ltd, CGI Inc, Colgate Palmolive GSSO, Tetra Pak (I), ICICI Prudential, to name a few.