Thanks for attending or viewing my session at Excel Virtually Global 2022 titled Creating Excel charts that are easy to update and re-use. Here are some resources that can help you take your skills further on this topic.
To learn more about scaling, which allows you to create a graph with data series that are measured in different units or different orders of magnitude, check out this video: https://youtu.be/K26HzSwuRWc.
To learn more about using the INDIRECT function to create flexible charts, check out this article and video.
To see more about how to think of multiple data series using the multiple diverging bar chart example in the session, watch this video: https://youtu.be/CF3Q32GUeOk.
To learn more about creating custom data labels using the CONCAT function or the & operator, check out this video: https://youtu.be/tzUsh2S5Ujw
To see how to create a CAGR line callout on a column chart that adjusts as the data changes, check out this video: https://youtu.be/iXlb-8DNWpA. This will also show you how you can use a scatter with lines chart data series to create a callout on many different types of charts.
To fix the “values don’t add to 100% due to rounding” issue in many pie/donut charts and tables of numbers, check out this article & video.
To get more ideas for visuals that communicate financial analysis or results, check out these examples.
To arrange for a custom FinancialViz training course for your team where you can dramatically improve the visuals you create for financial analysis and results, learn more here and then send me an email so we can start the planning.
Dave Paradi has over twenty-two years of experience delivering customized training workshops to help business professionals improve their presentations. He has written ten books and over 600 articles on the topic of effective presentations and his ideas have appeared in publications around the world. His focus is on helping corporate professionals visually communicate the messages in their data so they don’t overwhelm and confuse executives. Dave is one of fewer than ten people in North America recognized by Microsoft with the Most Valuable Professional Award for his contributions to the Excel, PowerPoint, and Teams communities. His articles and videos on virtual presenting have been viewed over 3.5 million times and liked over 14,000 times on YouTube.