Charting for trend analysis using Excel

In this recorded webinar, you will learn how to display your data in various chart forms and add trend lines with built-in analysis to project future data appearances. You will be focusing on five distinct charts that you can create with Excel, including line charts, bullet charts, and bar charts. The webinar will guide you through each step of populating and formatting these charts, as well as demonstrating how to incorporate them into presentations and reports for optimal impact. With the availability of data and the increased capacity of Excel spreadsheets, creating and summarising financial data has never been easier.

Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.  

Key topics:

• The best charts for trend analysis
• Practical exercise - create 3 different charts
• A trending column chart, with shapes as the primary series
• A bullet chart, or stacked column chart
• A four-segment line chart, each with its own series
• A bar chart with markers for the plan
• A column and line chart combination

As part of this webinar you will receive,

• Downloadable worksheets with practical tasks to embed the knowledge
• learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click  here for Marcus' biography.

Course updated: May 2023