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

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Course 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)

Course Curriculum

  • Mac Shortcuts
  • Goal Setting
  • 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


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.