Excel Charting Specialist Course

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Course description

Presenting data in the right way is important for those wanting their numbers to tell the right story and make an impact – whether it’s for internal team briefings or external sales meetings.

This course looks at a range of advanced charting techniques that will enable you to present and analyse data in Excel more effectively, including advanced formatting and customised axes.

Is it right for me?

If you’re already competent in creating simple charts in Excel, using basic formulas and functions – either you’ve attended Module 2 of our Excel courses, or have equivalent knowledge – this advanced Excel training course will enhance your current skill level.

What will I get out of it?

By the end of the course you will be able to:


  • Use a range of formatting techniques on charts
  • Apply conditional formats to charts and axes
  • Customise axes
  • Use dummy series
  • Create waterfall charts
  • Create thermometer and tornado charts

Excellent trainer delivering the course in a friendly and professional manner. Good explanations and excellent knowledge of product.

Team Manager, Scotia Gas Networks

What does it cover?

  • Creating and customising charts
  • Adding additional data
  • Creating user-defined chart types
  • Changing the default chart type
  • Using invert if negative
  • Combining different chart types in one chart
  • Creating custom markers
  • Creating a quadrant background
  • Emphasising data with vertical banding
  • Emphasising data with horizontal banding
  • Conditionally format stacked columns
  • Conditional formatting based on values
  • Conditionally format axis labels
  • Creating staggered axis labels
  • Displaying a broken Y axis
  • Displaying totals on stacked column charts
  • Labelling the last point on a chart
  • Labelling MIN/MAX points
  • Labelling Hi-Lo lines with values
  • Creating a basic waterfall chart
  • Using formatting techniques to create a thermometer chart
  • Using the chart wizard
  • Using the REPT function

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Course leader

Richard Harker

Technical & Digital Learning Consultant

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