Financial Charts & Functions – Creating and Utilising

Sharpen your Excel skills with essential financial functions and chart types to simplify reporting, improve decision-making, and deliver clear insights

In just one hour, discover how to turn raw financial data into clear, impactful visuals and calculations that tell the full story. This session is designed for professionals who work with budgets, forecasts, or financial reports and want to sharpen their Excel skills. We’ll focus on the most useful financial functions and chart types that bring meaning to numbers and make your reports more effective and engaging for stakeholders. We’ll explore how to apply key Excel tools that simplify reporting and improve decision-making. You’ll walk away with practical tips to save time, reduce errors, and deliver insights with clarity and confidence – all within Excel.

Learning Outcomes:

By the end of this one-hour session, participants will be able to select and create appropriate financial charts to clearly communicate key insights and trends. They will understand how to link charts dynamically to changing data and apply essential Excel financial functions such as NPV, IRR, PMT, IFERROR, and SUMIFS to streamline their calculations. Attendees will gain practical skills to enhance the clarity, efficiency, and accuracy of their financial reporting. Through hands-on demonstrations and a real-world case study, participants will leave with actionable techniques they can apply immediately to improve how they present and work with financial data in Excel.

Suited to:

Anyone who wants to simplify reporting improve decision-making and deliver clear insights

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation