Excel for Intermediate Users: Charts in Detail

Course Overview

What you will learn

In this one-day Excel course you will learn how to use a selection of chart types in Excel to display data graphically.

In particular, after completing this course you will be able to:

• Decide on the best chart type to use for your data
• Change the chart type of an existing chart
• Add a new data series to a chart after the chart has been created
• Add gridlines to make it easier to read the values
• Add data labels to place the names and values to each data series
• Add a secondary axis
• Add titles, legends and axis labels to charts
• Create a range of different chart types
• Create basic Pivot Charts
• Arrange your charts on a Dashboard

Course timetable

Session 1

What charts “Say”:

• Looking at chart components and chart types

Creating charts in Excel:

• Charts with Chart Wizard
• Moving and resizing charts
• Changing the data source
• Changing the plot direction
• Changing the location of the chart

Formatting charts:

• Changing background colours
• Adding chart titles
• Formatting text objects.

Session 2

Other chart types and when to use them, including:

• Map
• Stock
• Treemap and sunburst
• Histogram
• Box and whisker
• Waterfall
• Funnel.

Using advanced chart features:

• Changing axis
• Formatting gridlines
• Adding data labels
• Adding a secondary axis
• Adding a trendline
• User-defined charts.

Session 3

Interactive charts with lists and Pivot Charts:

• Using and creating Lists
• Creating a chart from a list
• Using and creating Pivot Tables
• Looking at reports, changing the layout
• Creating a Pivot Chart report
• Creating a Filtered Pivot Chart.

Session 4

• Dashboard: Putting your charts together on a Dashboard

This course can be delivered in the classroom or remotely via Zoom. Contact us for availability and pricing.

Information for Mac users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

Mac Users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Policy

In light of the current Coronavirus outbreak we want all of our customers to be reassured that we are working to maintain the highest standards of Health and Safety. We are monitoring the situation closely and are following all current Government guidelines.

Please see our Coronavirus Policy for more details and the latest information.

If you have any questions or concerns, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.