Using the default copy and paste for an Excel graph into PowerPoint results in a link back to the Excel file. If that file is on a drive you can’t access, you can’t edit the graph. If you use the Embed workbook option when pasting the graph into PowerPoint you make the PowerPoint file large,…
Category: Excel Chart Videos
Cool effect for presenting Excel column charts/graphs in PowerPoint | Morph alternative hack
Morph, the great PowerPoint feature that you can use with images, shapes, and text to create effects that look like a professional video is not available for charts. Charts are much more complex and Morph isn’t able to figure out where all the different elements should move. This video will show you a cool effect…
Excel Chart Tip: Add a goal or target line to a bar chart
When you are showing ranked data in a bar chart you may want to add a goal or target line to easily identify those with performance above the goal and those below the goal. Instead of drawing the line on top of the chart, build the target or goal line as part of the chart…
Excel Chart Tip: Add a CAGR line callout to a column chart
When you are reporting sales, shipments, clients served, or any measure where you want to show the growth rate over the period of time along with the values in each period, a column chart with a CAGR line callout can be a good visual to use. Instead of drawing the line on the chart and…
Using superscript numbers to add footnotes to financial reports and graphs in Excel
It is common to use footnotes when reporting financial results. Footnotes allow you to be transparent with the viewer and disclose important assumptions or clarifications so that they can more accurately interpret the results. By using superscript numbers, we can make adding footnotes to financial reports and charts in Excel easier. To create a superscript…
25 Advanced Excel Chart Tips and Tricks (video)
These 25 tips and tricks will help you take your skills in creating Excel charts/graphs to the next level. The techniques apply to all modern versions of Excel (Excel 2013, 2016, 2019, and Excel 365 that is part of Office 365). These tips don’t require VBA, plug-ins, or add-ins so you can apply them right…
Conditional formatting for Excel column charts
Conditional formatting is a very popular feature of Excel and is usually used to shade cells with different colors based on criteria that the user defines. We can apply the idea of conditional formatting to column charts by using multiple data series because the Excel feature applies only to cells, not charts. Define boundary values…
Using the CONCAT function to create custom data labels for an Excel chart
You are familiar with data labels for Excel graphs, typically they are used for adding the values to columns or bars (part of my suggestions for making professional column or bar charts). Next level usage is to replace the legend in a line graph with series name labels on the end of each line (part…
Marking the current date on a line chart in Excel
In this video I show how to add a current date line that will always show the current date on a line graph.
Marking the breakeven date on a line chart in Excel
In this video I show how to add a breakeven line to a line graph to show when the values change from negative to positive. You can adapt the technique in this video to other situations of values passing a criteria over time.