Intermediate Excel 2013/2016 Level 2: Charts in Detail

Communicating the story in your data can often be more challenging than the analysis itself. Deciding which charts will best communicate with your audience and then producing them quickly and efficiently should be easy and quick.  For many of us, however, it can frequently become a frustrating and time-consuming challenge that leaves us feeling exhausted and dissatisfied with the results.

On this one-day course, we will help you to identify what type of chart will best communicate your message, how to add, remove and edit parts of your charts for maximum clarity.

You will also learn how to add trend lines and a secondary axis, to transform a chart from an ambiguous image to show clear trends. Finally, you will learn how to arrange these charts onto a Dashboard to provide a clear overview of your data.

Available for Private and Tailored group events

This course is run privately for groups or 1-2-1 Coaching sessions

Book a 1-2-1 Session or Group Event

Course Location

Happy HQ, 3rd Floor, 9 Alie Street, London E1 8DE

Course Requirements

Learners must be experienced in using Excel, specifically working with multiple worksheets, sorting and filtering and adding rows and/or columns. If you do not feel confident with these areas of Excel, we recommend that you take our Excel 2013/2016 Core Level 2 training course first.

This course is designed for PC users of Excel 2013 and 2016. It is also available for users of Excel 2007 and 2010 – please ensure you attend the course that is appropriate for your version of Excel.

What You Will Learn

In this one-day course you will learn how to use a selection of chart types in Excel to display data graphically.

In particular, after completing this course you will be able to:

  • Decide on the best chart type to use for your data
  • Change the chart type of an existing chart
  • Add a new data series to a chart after the chart has been created
  • Add gridlines to make it easier to read the values
  • Add data labels to place the names and values to each data series
  • Add a secondary axis
  • Add titles, legends and axis labels to charts
  • Create a range of different chart types
  • Create basic Pivot Charts
  • Arrange your charts on a Dashboard
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Session 1

What charts “Say”: Looking at chart components and chart types.

Creating charts in Excel: Charts with Chart Wizard, moving and resizing charts, changing the data source, changing the plot direction, changing the location of the chart.

Formatting charts: Changing background colours, adding chart titles, formatting text objects.

Session 2

Other chart types and when to use them: Including map; Stock; Treemap and sunburst; histogram; box and whisker; waterfall; funnel.

Using advanced chart features: Changing axis, formatting gridlines, adding data labels, adding a secondary axis, adding a trendline, user-defined charts.

Session 3

Interactive charts with lists and Pivot Charts: Using and creating Lists, creating a chart from a list, using and creating Pivot Tables, looking at reports, changing the layout, creating a Pivot Chart report, creating a Filtered Pivot Chart.

Session 4

Dashboard: Putting your charts together on a Dashboard.


The course will run from 10am to 4:45pm (light cold buffet 1pm to 1:45pm). Please be careful to arrive by 9.45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.


We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please just get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Your Course Trainer

Ed Lepre

Ed Lepre

Ed is a Microsoft Certified Trainer (MCT) and has worked at Happy for over 12 years. Although he trains the full suite of MS Office and non-Office packages at all levels, his favourite package is Excel. A previous winner of the prestigious Learning and Performance Institute's 'Learning Professional of the Year' award, as well as other training accolades, he is also the IT Helpline Manager.