Intermediate Excel Chart Skills
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5 Tips for handling the increased financial reporting workload after colleagues get laid off
We are in another round of layoffs in many organizations. This time it is a slowing economy due to rising interest rates. In the past it has been different factors and the result is the same: fewer financial professionals doing the same (or more) work every month. Here are five tips to get those monthly……
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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……
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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……
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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……