Mastering Financial Data Visualization Excel Charting Techniques That Impress
Date:
Monday
November 3, 2025
Time:
11:30 AM PST | 02:30 PM EST
Duration: 60 Minutes
Instructor: Ray Evans
Webinar Id: 804852
Overview:
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 blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques