ICAEW.com works better with JavaScript enabled.

Excel Lunch and Learn series: Visualisation with Excel

Author: Excel Community

Published: 13 Sep 2024

Transform raw data into insightful visualisations and easy-to-read reporting with our lunch and learn series of 30 minute webinars, presented by John Tennent, Corporate Edge.

Bringing financial reports alive in Excel with Visualisation

Allow StreamAMG video

This video is provided by StreamAMG. We ask for your permission before anything is loaded as they place a few cookies on our site. For more information on how we handle cookies, please see our privacy policy and cookies policy. To view this content on the website, please accept and continue.

In this opening session, we’ll explore the journey from raw data to actionable insights. We’ll discuss the critical role of visualisation in financial reporting and demonstrate that you don’t need specialised tools like Power BI or Tableau to create compelling visuals. We will guide you through creating various charts, graphs, and infographics directly with Excel.

First broadcast on 13 September 2024

Webinar resources

Please be aware that this webinar has closed captions enabled. In order to enable this feature, please click on the “CC” icon at the bottom of your screen. Please note that the transcript is automatically generated and errors may occur.

Charting and reporting monthly results

Allow StreamAMG video

This video is provided by StreamAMG. We ask for your permission before anything is loaded as they place a few cookies on our site. For more information on how we handle cookies, please see our privacy policy and cookies policy. To view this content on the website, please accept and continue.

Learn how to effectively present monthly reporting using charts. We’ll cover best practices for choosing the right chart type (such as line charts, bar charts, or area charts) to convey your data clearly. You’ll discover how to customise axes, labels, and legends for maximum impact.

First broadcast on 11 October 2024

Webinar resources

Please be aware that this webinar has closed captions enabled. In order to enable this feature, please click on the “CC” icon at the bottom of your screen. Please note that the transcript is automatically generated and errors may occur.

Waterfall Charts: bridging budget to actual

Dive into the world of waterfall charts - a powerful tool for understanding the factors behind budget-to-actual differences. We’ll inspect the components of these charts and explore how to interpret the “steps” in the waterfall. By the end of this session, you’ll be able to visualise the impact of various factors on your financial performance.

Date of webinar: 15 November 2024

Speedometers: tracking year-to-date expectations

Speedometers (or gauge charts) are excellent for tracking progress toward goals. Learn how to set up speedometers in Excel, customise their appearance, and use them to report on year-to-date achievements. We’ll discuss optimal ranges, needle placement, and visual cues.

Date of webinar: 12 December 2024

Building the report: design and narrative

The final piece of the design. Discover how to create a cohesive financial report. We’ll cover how to incorporate narrative using Text Boxes, ensuring that your report remains readable even when column widths change, or cells wrap. We’ll also explore overall design principles, colour schemes, and the use of legends to enhance clarity.

Date of webinar: 9 January 2025

CPD

Each of these webinars could contribute to up to 30 minutes of verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Find out more
Open AddCPD icon

Add Verified CPD Activity

Introducing AddCPD, a new way to record your CPD activities!

Log in to start using the AddCPD tool. Available only to ICAEW members.

Add this page to your CPD activity

Step 1 of 3
Download recorded
Download not recorded

Please download the related document if you wish to add this activity to your record

What time are you claiming for this activity?
Mandatory fields

Add this page to your CPD activity

Step 2 of 3
Mandatory field

Add activity to my record

Step 3 of 3
Mandatory field

Activity added

An error has occurred
Please try again

If the problem persists please contact our helpline on +44 (0)1908 248 250