Intermediate Excel Chart Skills
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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.… Continue reading Conditional formatting of category in column chart; Issue #470 August 4, 2020
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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… Continue reading Filter the data series shown on a graph; Issue #463 April 28, 2020
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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… Continue reading Using superscript numbers to add footnotes to financial reports and graphs in Excel
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Scaling values for related data series; Issue #458 February 18 2020
It is not uncommon that to communicate a message you need to show two or three related data series. It is relatively easy to create a single graph that has all the data series shown. The challenge comes when you have values in the data series that are different by an order of magnitude or… Continue reading Scaling values for related data series; Issue #458 February 18 2020
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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)