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Excel Charts, Formatting and Reporting
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Getting Started
🟢 Course Slides
🟢 Overview: WEXC65: Excel Charts, Formatting and Reporting
🟢 Excel in One Page
🟢 How This Course Works
🟢 Schedule, Key Terms and Resources
🟢 Download Your Course Files
Charts
1.1 Creating Charts
🟢 Overview
🟢 1.1.1 Creating a Chart and Choosing Its Type
🔴 1.1.1b Chart Data and Types, In Depth
🟢 1.1.2 Working with Chart Elements and Data Series
🔴 1.1.2b Chart Elements and Data Series, In Depth
🟢 1.1.3 Creating a Sparkline
🔴 1.1.3b Sparklines, In Depth
🟢 1.1.4 Ask Copilot in Excel for a Chart, Then Check It
🔴 1.1.4b Prompting and Checking Copilot Charts
🔴 1.1.5 Changing the Chart Location and Size
🔴 1.1.6 Modifying Charts
🔴 1.1.7 Using Chart Styles
🔴 1.1.8 Applying a Chart Filter
🔴 1.1.9 Formatting Chart Elements
🔴 1.1.10 Printing Charts
🔴 1.1.11 Creating and Using a Chart Template
🔴 1.1.12 Creating a Dashboard
🟢 Exercise: The Region Chart, Done Properly
1.2 Working with Specialty Charts
🟢 Overview
🟢 1.2.1 Understanding Specialty Charts
🟡 1.2.1a Which Chart Answers This Question?
🔴 1.2.1b Specialty Chart Layouts, In Depth
🟢 1.2.2 Creating a Combo Chart
🔴 1.2.2b Combo Charts, In Depth
🟡 1.2.3 Creating a Map Chart
🟡 1.2.4 Creating a Treemap Chart
🟡 1.2.5 Creating a Sunburst Chart
🔴 1.2.6 Creating a Histogram
🔴 1.2.7 Creating a Pareto Chart
🟡 1.2.8 Creating a Box and Whisker Chart
🔴 1.2.9 Creating a Waterfall Chart
🟡 1.2.10 Creating a Funnel Chart
🟢 Exercise: Sales and Margin on One Chart
Lab 1: The Quarterly Charts
🔴 Overview
🔴 Task 1: Build the region chart with targets on its own chart sheet
🔴 Task 2: Add sparklines and build the sales and margin combo chart
🔴 Task 3: Style, filter and save the Larkspur chart template
🟢 Recap
🔴 Knowledge Check
Formatting
2.1 Using Styles, Themes, and Templates
🟢 Overview
🟢 2.1.1 Using Themes and Cell Styles
🔴 2.1.1b Themes and Cell Styles, In Depth
🟢 2.1.2 Creating a Template
🔴 2.1.2b Templates, In Depth
🔴 2.1.3 Merging Styles
🔴 2.1.4 Using Templates
🔴 2.1.5 Using a Personal Template
🟢 Exercise: On Brand in One Pass
2.2 Working with Formatting
🟢 Overview
🟢 2.2.1 Creating and Using Custom Formats
🔴 2.2.1b Custom Formats, In Depth
🟢 2.2.2 Applying Conditional Formatting and Quick Analysis
🔴 2.2.2b Conditional Formatting and Quick Analysis, In Depth
🟢 2.2.3 Creating a New Conditional Formatting Rule
🔴 2.2.3b Formula Rules, In Depth
🔴 2.2.4 Working with Conditional Formatting Rules
🔴 2.2.5 Copilot in Excel for Highlight Rules, Checked
🟢 Exercise: Theo's Watch List
Lab 2: The Larkspur Look
🔴 Overview
🔴 Task 1: Apply the Larkspur theme and cell styles, and save the template
🔴 Task 2: Format the part numbers and flag the dealers under target
🔴 Task 3: Merge the styles into the dealer list and tune the rules
🟢 Recap
🔴 Knowledge Check
Reporting
3.1 Using Print Options
🟢 Overview
🟢 3.1.1 Using Print Areas and Page Break Preview
🔴 3.1.1b Print Areas and Page Breaks, In Depth
🟢 3.1.2 Using Page Setup and Print Titles
🔴 3.1.2b Page Setup and Print Titles, In Depth
🟢 3.1.3 Using Headers and Footers
🔴 3.1.3b Headers and Footers, In Depth
🟢 3.1.4 Saving a Worksheet as a PDF File
🔴 3.1.4b Saving as PDF, In Depth
🔴 3.1.5 Creating and Using a Range Name for Printing
🔴 3.1.6 Working with Print Settings
🟡 3.1.7 Printing Gridlines and Row and Column Headings
🟡 3.1.8 Using Custom Worksheet Views
🟢 Exercise: The Two-Page Report
3.2 Using Excel Data in Other Office Applications
🟢 Overview
🟢 3.2.1 Understanding Pasting, Linking and Embedding
🔴 3.2.1b Paste, Link or Embed, In Depth
🟢 3.2.2 Pasting Excel Data into Word and PowerPoint
🔴 3.2.2b Excel Data in Word and PowerPoint, In Depth
🔴 3.2.3 Pasting an Excel Chart into a Word Document
🔴 3.2.4 Pasting an Excel Range into PowerPoint
🔴 3.2.5 Creating a Chart in Word or PowerPoint
🔴 3.2.6 Modifying a Chart in Word or PowerPoint
🔴 3.2.7 Before You Share: Alt Text, the Accessibility Checker and Links
🟢 Exercise: The Board Update
Lab 3: The Quarterly Report Packet
🔴 Overview
🔴 Task 1: Set up the summary and dealer sheets to print, and save the PDF
🔴 Task 2: Link the chart into the board deck and the summary into the memo
🔴 Task 3: Check accessibility, add alt text and manage the links
🟢 Recap
🔴 Knowledge Check
Capstone
🔴 Capstone: The Larkspur Year-End Dashboard and Board Packet
Instructor Only
Start Here
Setup and Delivery
Instructor Notes and Build Sheet
Pacing Card
Run Sheet
Questions You’ll Get and Page Map
Demo Talk-Tracks and Orientations
Knowledge Check Answer Key
Course Slides (PowerPoint)
QA Report
QA Report: Open SME Items
Designation Review
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All categories
AI Learning Hub
AI Essentials
Level 1: Generative AI Foundation
Level 2: Grounding AI with your Data
Level 3: Automating AI Workflows
Copilot First-Step Kit
Claude
ChatGPT
Microsoft Copilot
M365
Office
Excel
Word
Outlook
PowerPoint
Power Platform
Power BI
Power Apps
Power Automate
SharePoint
Microsoft Official
Adobe
CompTIA
Holding
Webinars
Programming
WordPress
Accounting
Google
Upskilling Series
Home
Course info
Excel Charts, Formatting and Reporting
Skill Level
:
Beginner
