Intermediate Excel 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. However, for many of us, it can frequently become a frustrating and time-consuming challenge that leaves us feeling exhausted and dissatisfied with the results.

On this one-day intermediate level Excel course, we will help you to identify what type of chart will best communicate your message, and how to transform them from an ambiguous image to show clear information with trend lines. Finally, you will learn how to arrange these charts onto a Dashboard to provide a clear overview of your data.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

Course Overview

What you will learn

In this one-day Excel 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

Course timetable

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

This course can be delivered in the classroom or remotely via Zoom. Contact us for availability and pricing.

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy.

Luckily we have a handy survey to help you decide.

And if you’re still unsure, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take our Excel survey

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more
5 out of 5 stars

Very good interactive course.

Jodie Moore2 days ago

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

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

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). 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.

The happy Guarantee

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 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.

Coronavirus Update

We are monitoring the Coronavirus pandemic closely and are following all current Government guidelines. Please see our Coronavirus Policy for more details and the latest information.

If you have any questions or concerns, contact our friendly team, available Monday to Friday, 9am to 5pm.


Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

Did you know...

...there are 6 new chart types in Excel 2016-onwards, such as Treemap, Sunburst, Histogram, Box & Whisker, Waterfall and Funnel?

These can provide a hierarchical view of your data, which makes it easy to spot patterns, or show you the frequency of the occurrence of a variable in the specified range – a great data analysis tool in the business world.

Charts in Detail doesn't sound like the right course for you? Take a look at our other Excel courses to find the perfect one for your needs. 

Analysing Excel Data for Better Business Decisions to enable you to quickly and effectively analyse data by using techniques such as interactive Dashboards, Conditional Formatting and Pivot Tables. Find out more 

Advanced Excel Pivot Tables: From Data to Dashboard to enable you to to use Excel’s powerful Pivot Table and Pivot Chart tools to summarise and display useful and relevant information to help your decision makers use all of this data. Find out more

Intermediate Excel Core Level 2 to teach you time-saving techniques including Conditional Formatting, range names and formulas such as Average, Min, Max and Count IF. Find out more