Intermediate Excel Chart Skills

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Intermediate Excel Chart Skills

  • 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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  • 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……

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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……

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  • How one character in a file name can mess up linking Excel cells or graphs to a PowerPoint slide

    I recently had someone contact me asking why the linking between Excel and PowerPoint was not working properly. They had followed my advice in this article & video but it wasn’t working properly. Let me explain the scenario, what I discovered the problem was, and the solution that shows how changing one character in the……

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