About This Course

This course is designed to help delegates create clear, professional, and impactful charts in Excel. Participants will learn how to choose the right chart type, customise layouts and styles, and use advanced formatting tools to enhance visual appeal. The course also covers analytical features such as trendlines and error bars, as well as techniques for linking and sharing charts across other Microsoft applications. By the end, delegates will be able to present data visually with confidence and precision.

Prerequisites: Delegates should have a basic working knowledge of Excel, including entering and formatting data, using simple formulas and navigating worksheets.

Course Outline

During this course, participants will develop the skills to create, customise, and present professional charts that clearly communicate data insights.

  • Understanding Chart Concepts – Learn chart terminology, components, and how to select the most appropriate chart type.
  • Creating Basic Charts – Build charts quickly, apply shortcuts, and create in-cell Sparklines.
  • Enhancing Charts with Design Tools – Refine charts using templates, styles, and layout options.
  • Using Layout Options – Add shapes, images, and text elements to improve visual impact.
  • Titles, Labels, and Legends – Customise titles, axis labels, data labels, and legends for clarity.
  • Axes and Gridlines – Adjust scales, gridlines, and formatting for accurate data representation.
  • Analytical Chart Tools – Apply trendlines, error bars, drop lines, and other analytical features.
  • Advanced Formatting and Integration – Use advanced formatting techniques and link charts with Word and PowerPoint.

Who should attend

This course is ideal for Excel users who want to improve how they present data visually. It is particularly valuable for professionals involved in reporting, presentations, or data analysis who want to create clear, engaging, and professional charts.

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Learning Outcomes

  • Select and create charts suited to different types of data.
  • Build and customise charts using layouts, styles, and templates.
  • Enhance chart clarity with titles, labels, legends, and formatting.
  • Apply analytical features such as trendlines, error bars, and axis controls.
  • Share and present visual insights through professional reporting and presentations.

Course Reviews

Excel Intermediate

Course was one of the best I have ever attended in professional development and will make me more efficient

Anon
Asmodee UK
June 15, 2026

Excel Intermediate

I was amazed by Tony's knowledge and his ability to convey things concisely and clearly. I really enjoyed the course and am confident in my ability to apply some of the knowledge to my day to day work which is what I wanted to get out of it.

Anon
Crown Agents Bank
June 11, 2026

Excel Introduction

Excel - Gary help me loads with a spreadsheet I had! I’ll book onto the intermediate

Anon
Wessex Water
June 2, 2026

Excel

Gary made the information very attainable, it was good we could do the work alongside him.

Anon
Welwyn Hatfield Borough Council
June 2, 2026

Excel Advanced

Tony Barrett is highly knowledgeable in Excel and was able to explain each concept in a way that made it easy for me to understand how to apply it directly to my role.

Anon
CWG
June 16, 2026

PowerPoint

Great course, Louise, great to learn small everyday skills to help speed up

Anon
Stellantis
June 16, 2026

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Yes. If you require a course that is not listed on our website, we can design a bespoke training programme around your specific requirements. This is ideal for internal projects, new systems, company initiatives, role-specific development or specialist skills training.

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