Excel and PowerPoint: Creating High-Impact Financial Presentations
2h 7mIntermediate2024-06-20
Authors
Danielle Stein Fairhurst
Microsoft MVP | Financial Modeller | Author | Corporate Trainer
Course details
Find out how you can create high-impact, data-rich financial presentations using Excel and PowerPoint. In this course, Microsoft MVP and Financial Modelling Specialist Danielle Stein Fairhurst guides you through creating financial presentations that are compelling, easy to understand, and—best of all—easy to update. Get started with an example spreadsheet featuring typical finance data. Learn how to use conditional formatting to highlight important information, PivotTables to summarize data, and sparklines and charts to create illustrations. Explore several different methods—including copying and pasting, linking, and embedding—to import your work into PowerPoint. Plus, learn how to use PowerPoint animation features to animate Excel charts and tables and focus the viewer's attention.
Skills covered
PowerPointPresentationsCorporate FinanceData VisualizationOffice 365SpreadsheetsMicrosoft ExcelFinance and AccountingData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
Introduction
- Creating compelling finance presentations
- What to know before starting
Presenting Financial Data
- 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
Cleaning Up Excel Data for Finance Presentations
- Charting with tables
- Summarizing data with PivotTables
- Charting with Pivots
- Cleaning up data with Power Query
- Manipulating data with unpivot in Power Query
Dynamic Charting with Formulas and Pivots
- 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
Building Excel Charts for Presentations
- 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
Crafting Graphics for Presentations
- Illustrating trends with sparklines
- Mapping geospatial data
- Adding images and icons in Excel
- Adding emojis in Excel
Communicate Your Message with Conditional Formatting
- 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
Getting Excel Content into PowerPoint
- 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
Finalizing Your PowerPoint Presentation
- Pasting Excel content into PowerPoint
- Using the PowerPoint Designer
- Animating a chart
- Animating a table
- Sharing your finalized presentation
Conclusion
- Next steps