Excel Chart Videos & Online Courses

Excel Chart Videos & Online Courses

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… Continue reading Using superscript numbers to add footnotes to financial reports and graphs in Excel

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… Continue reading 25 Advanced Excel Chart Tips and Tricks (video)

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… Continue reading Conditional formatting for Excel column charts

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… Continue reading Using the CONCAT function to create custom data labels for an Excel chart

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.

Add/Insert an Excel chart/graph on a PowerPoint slide

If you are using an Excel chart in a presentation, you will want to insert or add the chart to one of your PowerPoint slides. There are a number of ways you can do this. I recommend four methods, two where the graph in PowerPoint is not linked to the Excel worksheet and two where… Continue reading Add/Insert an Excel chart/graph on a PowerPoint slide

“Torn paper” look for non-zero axis; Issue #436 April 2 2019

In my Twitter feed I saw a number of well respected data visualization experts liking a recent article by RJ Andrews for the Data Visualization Society. In it he talks about the issue of starting the axis of a graph at a value other than zero. This is a common topic in the dataviz world… Continue reading “Torn paper” look for non-zero axis; Issue #436 April 2 2019

Matching Excel charts to a PowerPoint color scheme; Issue #434 March 5 2019

If you create a graph in Excel, how do you get the colors to match the organization’s PowerPoint template? The two most common approaches are: 1) spend time typing in the RGB values for the correct colors into Excel for every graph, or 2) ignore the desire to make the colors match because of the… Continue reading Matching Excel charts to a PowerPoint color scheme; Issue #434 March 5 2019

Comparing only one value to a standard; Issue #432 February 5 2019

When you want to compare values to a standard, such as comparing output in various production plants to the goal, a dashed line on a column graph is a good visual to use. The dashed line runs across the graph and it is easy to see if each column is above or below the goal.… Continue reading Comparing only one value to a standard; Issue #432 February 5 2019