Use this hack to add the data series names in the columns of a graph instead of using a legend in Excel

When you are using a clustered column graph in Excel that has two or more data series, how do you tell the viewer which set of columns is which data series? The default method is to use colors and the legend. This video shows you a way to add the data series names into one…

FinancialViz Makeover: Table of metrics to 3 visuals based on the message for each metric

This makeover is based on a recent example from a session I delivered at a conference in Philadelphia. I commonly see tables of related metrics in the slides from the participants in my FinancialViz training courses. In this video I show you how to turn the table into 3 visuals, each one based on the…

P2F2

Thanks for attending my pre-conference session at P2F2 2022 in Philadelphia. Below are some resources to further your skills on some of the topics I covered during the session. These are the types of skills I teach in my customized live virtual FinancialViz training courses. Create charts that are easy to update and re-use This…

Fixing the “Values don’t add to 100% because of rounding” issue in Excel pie charts & tables

Too often I see a footnote on an Excel chart or table in a presentation that says “the values don’t add to 100% because of rounding.” Sometimes the values don’t add to 100% and there is no footnote, it just appears to be a mathematical mistake. Both of these situations cause doubt in the mind…