Beyond Bar Charts: Advanced Excel Charting Techniques for Business Insights

"Beyond Bar Charts" is a hands-on training session that takes your Excel charting skills from functional to fantastic. It’s not about knowing every menu option—it’s about using the right chart at the right time to deliver insights that matter.

Participants will learn how to create combination charts (e.g., budget vs actual with bar and line), use dual axes without confusion, apply custom data labels, and introduce smart formatting techniques that enhance clarity. We’ll also look at how to use chart elements intentionally: choosing the right markers, adjusting scales, and using layout features to keep things readable and relevant.

The session is rich with examples from real-world business reporting and includes best practices for storytelling with data. By the end, you’ll be equipped to make charts that don’t just display data—they drive understanding.

Webinar Oct 20 2025, Monday 01:00 PM EDT 90 Minutes Basic Level Code: GRC0000114

Creating combination charts (bar + line, stacked + line)
Using a secondary axis effectively and ethically
Adding dynamic data labels linked to formulas
Customising markers, colours, and legends
Choosing the right chart type for the story
Enhancing interactivity with drop-downs or dynamic ranges
Simplifying complex data visually
Do’s and don’ts for data storytelling in Excel

Business Analysts
Financial Planners
Operations Managers
HR Data Analysts
Sales and Marketing Professionals
Reporting Specialists
Project Managers
Anyone responsible for presenting data to decision-makers

Still using the same bar charts in every report? That’s a fast track to being overlooked. When everyone’s swiping past slides or skimming spreadsheets, a smart, well-constructed chart can stop them in their tracks.

The problem? Most people don’t know how to get Excel to do what they really need:

A line chart to show actuals alongside a budget bar?
Dynamic labels that update when data changes?
Custom markers that draw attention to wins (or risks)?
Without the right skills, your data stays flat.

This webinar shows you how to make charts that do more than look pretty. They tell a story, highlight action points, and support better decisions. If you’ve ever struggled to show “what happened and why” in a visual way, this session will change the way you report forever.

Most professionals can whip up a basic bar chart in Excel—but when it comes to showing deeper insights like comparisons, trends over time, and performance against targets, basic visuals just won’t cut it. Clients, managers, and stakeholders need more than numbers—they need stories they can see.

That’s where advanced charting techniques come in.

This webinar was designed to fill the gap between basic chart creation and true visual storytelling. It equips participants with practical skills to create smarter, clearer, and more impactful charts using tools they already have in Excel. Whether you're in finance, sales, HR, or operations, if your job involves reporting, this is for you.

TERRY WINSHIP
TERRY WINSHIP
Microsoft Certified Trainer (MCT) with over 20 years of experience in IT management and programming

Terry Winship is the Microsoft Certified Trainer (MCT) with over 20 years of experience in IT management and programming. Her expertise spans a range of software tools, from Microsoft staples like Excel, PowerPoint, Word, and Outlook to modern essentials such as Canva and LinkedIn profile optimization. In the realm of training, her qualifications don't end at software. She has accredited by Microsoft to teach the Instructional Skills Certification, a "train the trainer" program. Moreover, she has a Bachelor of Commerce and have provided training on an international scale, giving a broad understanding of diverse learning needs. Beyond technical training, she has honed and shared skills essential for the modern professional: presentation techniques, public speaking, and speech writing. As a TEDx coach, She had the privilege of guiding speakers in crafting messages that leave a lasting impact. Throughout her career, she has been driven by a passion for life-long learning. Whether you're looking to enhance your software proficiency or develop your soft skills, she bring to the table a blend of technical know-how, years of training experience, and a commitment to helping you achieve your goals.

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