Charts in Excel
Simplifying Excel for charts: learn to use Excel like the pros in a few easy steps
Led by CFA charterholder Daniel Jassy View Instructor Bio
See what other students are sayingCourse Description
This online course is for beginners to get started using Excel to create charts to display data beautifully. You’ll
- Benefit from expert advice, in simple language, from an accomplished financial analyst
- Learn formatting best practices to share quality, easy-to-follow work with colleagues
- Create charts and dashboards to make financial info easily understood
- Discover which Excel functions financial experts use daily (and which ones they don’t)
The “Excel for Finance” course delivered easy to follow lessons that provided me with a practical skill-set, advancing me quickly in my current internship, and preparing me for an upcoming career.
Isaac Urichko
Student at Florida State and Investment Management Intern
Course Curriculum
Welcome!
- Mac Shortcuts
- Goal Setting
Charts
- Charts Workbook
- Introduction to Charts
- Best Practices for Charts
- The Basics
- Selecting Data In Column Charts
- Customize Your Chart Part 1
- Customize Your Chart Part 2
- Line
- Columns
- Football Field Part 1
- Football Field Part 2
- Charts Exercises
- Conclusion to Charts
- Charts (Answers)
About the Instructor
Daniel Jassy
Daniel Jassy
CFA
Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.