Learn to create information-rich, visually compelling PowerPoint presentations driven by Excel data.
Excel and PowerPoint: Creating High-Impact Financial Presentations
Overview
Syllabus
Introduction
- Creating compelling finance presentations
- What to know before starting
- How financial and nonfinancial data differs in Excel
- Communicating finance concepts to your audience
- Tools for preparing and presenting financial data
- Choosing between Excel and PowerPoint for presentations
- Choosing a chart or a table
- Selecting the right chart to communicate your message
- Charting with tables
- Summarizing data with PivotTables
- Charting with Pivots
- Cleaning up data with Power Query
- Manipulating data with unpivot in Power Query
- Building charts based on formulas vs. PivotCharts
- Making charts dynamic with dynamic arrays and named ranges
- Slicing and filtering data for presentations
- Deciding between formulas and PivotCharts
- Comparing data with a combo chart on two axes
- Show changes over time with a waterfall chart
- Tracking progress with a Gantt chart
- Showing data distribution with a histogram
- Displaying model sensitivities with a tornado chart
- Illustrating trends with sparklines
- Mapping geospatial data
- Adding images and icons in Excel
- Adding emojis in Excel
- Adding meaning to tables with color scales
- Finding and drawing attention to anomalies
- Giving numbers meaning with data bars
- Creating a heatmap with color scales
- Creating an actual vs. budget variance report
- Applying Office themes in PowerPoint
- Options for copying and pasting from Excel
- Linking and embedding visuals from Excel
- Creating charts and tables natively in PowerPoint
- Adding a Power BI report into PowerPoint
- Pasting Excel content into PowerPoint
- Using the PowerPoint Designer
- Animating a chart
- Animating a table
- Sharing your finalized presentation
- Next steps
Taught by
Danielle Stein Fairhurst
