Intermediate Excel Chart Skills

Intermediate Excel Chart Skills

  • Compare results to a standard where the standard changes for each category

    When you want to show a comparison between the current results and a standard in order to determine performance, how do you create a visual that works when the standard changes for each category? It could be different time periods (think 1 yr, 3 yr, 5 yr, 10 yr investment performance against the industry average)…

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  • Sort values and separate above/below target; Automatically updates; Excel Chart Tutorial

    If you have to report performance against a target or goal, this video will show you a good way to create a data visual chart that orders the results and separates those below the target and those above the target. The chart and all the text automatically update when the data changes next month, saving…

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  • Excel Chart Hack: Put data series labels in the bars of a bar chart instead of the legend

    In a previous video (https://youtu.be/jqA5BUbgAFM) I showed how to replace the legend in a column chart with labels added using a scatter chart. Someone asked if this could also be done for a bar chart. This video shows you how. It is a slightly different approach because the scatter plot has to be placed on…

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  • Create a graph in PowerPoint using data and formulas from Excel for increased functionality

    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,…

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  • 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…

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