Data Visualisation with Excel and PowerPoint

Course Description

This course is designed for people who present technical or financial information using a combination of MS Excel and MS PowerPoint. It will cover a wide range of tools and techniques such as quick features in Excel, charts, conditional formatting, pivot table/charts and dashboards. It will challenge the way we present information and seek to create new insights into how we can get our audience to understand and interpret information more effectively.
1 day


The course is aimed at Intermediate users of Excel and PowerPoint who want to take a systematic approach to Data Visualisation and help identify areas for further study and practice.
This course is an ideal foundation for our advanced courses in Power BI and Dashboard Reporting.

Learning Outcomes

Having completed training attendees will be able to:

Identify and use specific chart and table styles to enhance the way they communicate information
Systematically assess how their style of presenting data meet the needs of their audience
Create a simple dashboard in MS Excel
Manipulate data using PivotTables
Use conditional formatting to display trends
Utilise the features of PowerPoint to present information accurately, briefly and clearly


Selecting & Enhancing charts

Selecting the appropriate chart
Optimising the axis
Displaying a secondary axis
How to create smart looking charts
Using Effective Titles

Useful Short-cuts

Flash Fill
Quick Analysis
Copy and Paste
Using Sparklines

Using conditional formatting

Highlight-Cell rules
Top/Bottom rules
Data Bars
Colour Scales
Icon Sets
Manually adding your rules

Tables and Pivot Tables

Designing and formatting tables
Filtering Data
Using Slicers
Pivot Tables
Pivot Charts


Guidelines for Dashboard Design
Using KPIs
Extracting the key data
Signpost to further development



What questions does your data answer?
Be clear on the Presentation Perspective
Using Kiplings W1H to anticipate and prepare for questions
How data is understood in organisations and potential pitfalls


Work on selecting the right visuals
Be skilled in using all of PowerPoints Communication Tools
Apply the principles of good design to your slides
Insert and format graphics
Using SmartArt and shapes

Animations and Transitions

Use appropriate animations to enhance presentations
How to get the best out of the animation pane
Use appealing transitions to create momentum and interest

Presenting the Data

How to take the stress out of presenting
Persuading the audience
The benefits and drawbacks of using Presenter View
Creating a Notes Page
Linking to Excel
Slidedocs and their uses

How they will be covered

Tutor led Interactive workshop, practice exercises. Detailed course manual. The trainer will deliver using Excel 365 Professional.

PowerPointMicrosoft PowerPointDashboard ReportingData VisualisationExcelExcel DashboardsMicrosoft ExcelMS ExcelMS PowerPointPowerpoint 365Office 365Excel 365Excel 2021