Intermediate Excel Chart Skills

Intermediate Excel Chart Skills

  • Excel Tip: Color conditional formatting of directional indicator symbols in cells

    A financial professional in one of my courses asked if it was possible to conditionally format the color of a symbol to indicate good or poor performance. The indicator direction and color needed to be set based on the value of the cell. This video shows you how to achieve this by combining formulas and… Continue reading Excel Tip: Color conditional formatting of directional indicator symbols in cells

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  • The strategic use of color in Excel charts

    A few dataviz experts tweeted about a great new article by Lisa Charlotte Muth called “10 ways to use fewer colors in your data visualizations”. I highly recommend you read it because it is very well written and has great ideas. If you create data visuals in Excel like many business professionals do, let me…

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  • Conditional formatting of category in column chart; Issue #470 August 4, 2020

    One of my most popular Excel Chart Tips videos is the one on conditional formatting of a column chart based on the values being categorized into ranges (video is here). Another option for conditional formatting is to visually focus the audience on one (or more) column based on a condition or a decision you make.…

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  • Filter the data series shown on a graph; Issue #463 April 28, 2020

    On a recent AFP webinar discussing what CEOs and Boards are expecting from the Finance department during these turbulent times, cash flow forecasting was clearly the biggest request. It was clear that finance teams are having to generate multiple future scenarios based on various assumptions. These forecasts get updated daily, if not more frequently. When…

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  • 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…

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