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Overview

1.0 Credits
ONLINE

You’ll move beyond spreadsheets full of numbers and examine visuals that drive
decisions. Discover how to pair Excel’s charting, sparklines, and formula-driven
conditional formatting with clean, executive-ready layouts that make trends and risks
pop instantly. Then see Gen AI in action – suggesting optimal chart types, drafting
concise commentary, and even providing follow-up questions—so you deliver clear,
compelling insights quickly and accurately.

Objectives

  • Select chart types that best reveal trend and comparative insights for stakeholders.
  • Apply conditional-formatting rules and clean layouts to spotlight risk by indicating outliers and reducing cognitive load.
  • Use Gen AI tools (e.g., ChatGPT or Copilot) to propose chart options, generate audience-focused narratives, and determine follow-up questions for decisionmakers.

Major Topics

  • Chart Selection for Trends & Comparatives — lines for rolling-LTM, clustered columns for YoY, waterfalls for bridge analysis, sparklines for quick context.
  • Conditional Formatting for Storytelling — heat maps, icon sets, and formula-driven highlights that flag KPIs needing immediate action.
  • Storyboarding with the “What-Why-How” Model — craft a three-sentence narrative that moves leaders from awareness to action.
  • AI-Assisted Narratives & Chart Suggestions — see live prompts that turn variance tables into first-draft commentary and recommend the most persuasive visual.

Prerequisite

Familiarity with core financial
statements, common Excel
formulas, and awareness of
Excel’s Power Tools (Power
Query, Power Pivot).
Completion of Modules 1-2 is
recommended.

Advanced Preparation

None

Sessions

Please select the appropriate session or option below to continue with your online purchase

Tuesday, November 24, 2026

General Sessions
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