Would you like to learn most popular Excel tips and shortcuts?
100 Excel & Charting Tips, Tricks and Resources for you.
These 100 tips & resources are organized in to the areas,
- Keyboard Shortcuts
- Formulas
- Using Excel to do more
- Charting
- Excel Books for everyone
- Excel Blogs & Resources
All these tips are bite sized and easy to read, digest and implement. The focus is on improving your productivity and making your day better. Wherever possible, I have included links to relevant articles on this site so that you can read and learn more.
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Ok, on to the tips now…
25 Very Useful Keyboard Shortcuts
1. To format any selected object, press ctrl+1
2. To insert current date, press ctrl+;
3. To insert current time, press ctrl+shift+;
4. To repeat last action, press F4
5. To edit a cell comment, press shift + F2
6. To autosum selected cells, press alt + =
7. To see the suggest drop-down in a cell, press alt + down arrow
8. To enter multiple lines in a cell, press alt+enter
9. To insert a new sheet, press shift + F11
10. To edit active cell, press F2 (places cursor in the end)
11. To hide current row, press ctrl+9
12. To hide current column, press ctrl+0
13. To unhide rows in selected range, press ctrl+shift+9
14. To unhide columns in selected range, press ctrl+shift+0
15. To recalculate formulas, press F9
16. To select data in current region, press ctrl+shift+8
17. To see formulas in the worksheet, press ctrl+`
18. While editing formulas to change the reference type from absolute to relative vice versa, press F4
19. To format a number as currency, press ctrl+shift+4 (ctrl+$)
20. To apply outline border around selected cells, press ctrl+shift+7
21. To open the macros dialog box, press alt+F8
22. To copy value from above cell, press ctrl+’
23. To format current cell with comma formats, press ctrl+shift+1
24. To go to the next worksheet, press ctrl+shift+pg down
25. To go to the previous worksheet, press ctrl+shift+pg up
20 Situations and How to Solve them using Excel Formulas
26. To get the first name of a person, use =left(name,find(” “,name)-1)
27. To calculate mortgage payments, use =PMT(interest-rate,number-of-payments,how-much-loan)
28. To get nth largest number in a range, use =large(range,n)… Get Full Tip
29. To get nth smallest number in a range, use = small(range,n)… Get Full Tip
30. To generate a random phone number, use =randbetween(1000000000,9999999999), needs analysis toolpak if you are using excel 2003 or earlier… Get Full Tip
31. To count number of words in a cell, use =len(trim(text))-len(SUBSTITUTE(trim(text),” “,””))… Get Full Tip
32. To count positive values in a range, use =countif(range,”>0″)… Get Full Tip
33. To calculate weighted average, use SUMPRODUCT() function
34. To remove unnecessary spaces, use =trim(text)
35. To format a number as SSN using formulas, use =text(ssn-text,”000-00-0000″)… Get Full Tip
36. To find age of a person based on DOB, use =TEXT((NOW()-birth_date)&””,”yy “”years”” m “”months”” dd “”days”””), output will be like 27 years 7 months 29 days
37. To get name from initials from a name, use IF(), FIND(), LEN() and SUBSTITUTE() formulas… Get Full Tip
38. To get proper fraction from a number (for eg 1/3 from 6/18), use =text(fraction, “?/?”)
39. To get partial matches in vlookup, use * operator like this: =vlookup(“abc*”,lookup_range,return_column)
40. To simulate averageif() in earlier versions of excel, use =sumif(range, criteria)/countif(range, criteria)
41. To debug your formulas, select the portions of formula and press F9 to see the result of that portion… Get Full Tip
42. To get the file extension from a file name, use =right(filename,3) (doesn’t work for files that have weird extensions like .docx, .htaccess etc.)
43. To quickly insert an in cell micro-chart, use REPT() function… Get Full Tip
44. COUNT() only counts number of cells with numbers in them, if you want to count number of cells with anything in them, use COUNTA()
45. Using named ranges in formulas saves you a lot of time. To define one, just select some cells, and go to menu > insert > named ranges > define
15 Excel Tips on Improving Productivity Using Excel
46. To format a number as SSN, use the custom format code “000-00-0000″… Get Full Tip
47. To format a phone number, use the custom format code “000-000-0000″… Get Full Tip
48. To show values after decimal point only when number is less than one, use [<1]_($#,##0.00_);_($#,##0_) as formatting code… Get Full Tip
49. To remove grid lines from excel worksheet, go to menu > tools > options > and un-check grid lines option. (Excel 2007: office button > excel option > advanced)… Get Full Tip
50. To hide a worksheet, go to menu > format > sheet > hide… Get Full Tip
51. To align multiple objects, like charts, drawings, pictures use drawing toolbar > align and select alignment option… Get Full Tip
52. To freeze rows on top, select the a row and use menu > window > freeze panes… Get Full Tip
53. To disable annoying formula errors, go to menu > tools > options > error checking tab and disable errors you don’t want to see… Get Full Tip
54. To change the shape of cell comments from rectangle to some other symbol, select the comment, go to drawing tool bar and change the shape from there… Get Full Tip
55. To transpose a range of cells, copy the cells, go to empty area, and press alt+e+s+e… Get Full Tip
56. To save data filter settings so that you can reuse them again, use custom views… Get Full Tip
57. To select all formulas, press CTRL+G, select “special” and check “formulas”
58. To select all constants, press CTRL+G, select “special” and check “constants”
59. To clear formats from a range, select menu > edit > clear > “formats”
60. To move a chart and align it with cells, hold down ALT key while moving the chart
9 Charting Tips for Everyone
61. To create an instant micro-chart from your data, use sparklines… Get Full Tip
62. Understand data to ink ratio to reduce chart junk, using even a pixel more of ink than what is needed can reduce your chart’s effectiveness
63. Combine two different types of charts when one is not enough, to use, add another series of data to your sheet and then right click on it and change the chart type… Get Full Tip
64. To reverse the order of items in a bar / column chart, just click on y-axis, press ctrl+1, and check “categories in reverse order” and “x-axis crosses at maximum category” options
65. To change the marker symbol or bubble in a chart to your own favorite shape, just draw any shape in worksheet using drawing toolbar, then copy it by pressing ctrl+c, now go to the chart and select markers (or bubbles) and press ctrl+v
66. To create partially overlapped column / bar charts, just use overlap and gap settings in the format data series area. A overlap of 100 will completely overlap one series on another, while 0 separates them completely.… Get Full Tip
67. To increase the contrast of your chart, just remove grayish background color that excel adds to the chart (in versions excel 2003 and prior)
68. To save yourself some trouble, always try to avoid charts like – 3D area charts (unstacked), radar charts, 3D Lines, 3D Columns with multiple series of data, Donut charts with more than 2 series of data… Get Full Tip
69. To improve comparison, replace your radar charts with tables… Get Full Tip
6 simple steps for better chart formats
70. Remove any vertical grid-lines
71. Change horizontal grid-line color from black to a very light shade of gray
72. Adjust chart series colors to get better contrast
73. Adjust font scaling (for versions excel 2003 and prior)
74. Add data labels and remove any axis (axis labels) if needed
75. Remove chart background colors
5 Excel books for everyone
76. Excel 2016 Bible by John Walkenbach
77. Excel 2016 Power Programming by John Walkenbach
78. Excel 2016 All in one for dummies by Greg Harvey
79. Microsoft Excel Data Analysis and Business Modelling by Wayne Winston
80. M is for Data Monkey by Ken Puls
PS: Links to Amazon, affiliate code used
20 Excellent Resources and Blogs for getting latest Excel Tips & Charting Ideas
81. PTS Blog
82. Andrew’s Excel Tips
83. Microsoft Power BI Blog
84. Contextures
85. Junk Charts
86. Daily Dose of Excel
87. Digital Inspiration
88. Life Hacker
89. Jorge’s Charts Blog
90. Data Chant
91. Excelarator BI
92. Guy in a Cube
93. More information per pixel
94. Newton Excel Bach
95. Presentation Zen
96. Visual Business Intelligence by Stephen Few
97. Spreadsheet Journalism
98. Allen Wyatt’s Excel Tips
99. Excel Guru
100. Chandoo.org on YouTube
Join the celebrations, share your tips & ideas
I encourage you to share your Excel Tips & Charting Suggestions through comments section. We have a vibrant reader community here and we love to learn from each other.
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Post updated on 20-May-2018
66 Responses to “Budget vs. Actual Charts – 14 Charting Ideas You can Use”
[...] Update: Check out the results at Budget vs. Actual Charts [...]
Hi there:
I'm interested in understanding exactly how contestants #'s 1, 8 got their surplus or shortfall to show up at the top of the bar (is this overlapped or stacked somehow) and change colour? I hope this makes sense. I've tried to find samples and I can see contestant 8 (cuboo) may have used something called graphomate but I can't use this.
I need to create a bar chart that shows budget, and actual variance whether it be a surplus or a shortfall and I would like make it look like option 1 or 8 above but haven't a clear idea how to do it...any help would be greatly appreciated!
Regards..Linwe
[...] heute können alle Beiträge auf “Pointy Haired Dilbert” gesichtet und bis zum 12.04. bewertet werden. Falls mein Vorschlag - Nr. 8 - gefällt, freue ich [...]
Danken Sie Excel friend!
#6 is the best here. Simple, no extraneous visual effects.
I was all set to vote for #9...until I noticed its lack of y-axis labels. So I have to go with #6 also.
I think #6,#9 is enough .
#9 is my favorite
Nice data/ink ratio 😉
I agree with Jon - #6 for me.
8 & 14
I go for # 9 (simple) and #14 (complete)
I go for cuboo #8
cheers
#6 for overview at a glance / top management
#8 for deeper analysis / those who need more detailed information
#14 although I think you only need the bottom panel and I then would stack the Center charts vertically to make Center comparisons easier.
#10 gets my vote.
If there is a second place, then #14
denise
Hi, if I was not wrong, Samples 3,4 and 5 were created using Tableau software and not Excel. For more information on Tableau you might want to visit http://www.tableausoftware.com/. It was initially designed by Prof. Pat Hanrahan and his PhD students. I am not their salesperson but I thought someone might want to know more about this particular technology.
Hi Tin Seong Kam:
Thanks - I have looked at Tableau before. I have also found the means to reproduce something similar to chart 8 without using graphomate, and also chart 7. I proposed chart 9 as well but the overlap is confusing to some.
I am really not too concerned about showing actual budget figures but the variance in $ and % is important for my particular use. That is why I gravitate to the charts that seem to easily tell us that we have a surplus or a shortfall.
Thanks!
Linwe
11, 6, 9 (presque pareil)
7 pour la clarté
cuboo #8 ist my favorite
best regards...
8
8 is fantastic
I prefer N#8 - N# 1,7 & 8 use the settings of Rolf Hichert...
6 : The GURU (read "Jon Peltier ") has spoken,
SOO easy on eyes!
Hi Chandoo,
I liked Cuboo's submission. So #8 gets my vote.
Regards,
Sumit
Number 8 by far. Even though it's not part of the data display, the comments feature sells me. Variance explanations are as important as the actual variances.
I visually prefer #8, but #3 is really easier to understand, even if it lacks a lot of information (inverting budget/actual), legend, etc...
[...] All in all there are several great entries suggesting a good variety to present budget vs. actual performance. Go check them out. [...]
[...] reshape, zoo by learnr A reader of a Pointy Haired Dilbert blog enquired about best ways to visualise budget vs. actual performance. In response PHD challenged his blog readers to contribute their visualisations made using Excel or [...]
anyone willing to post their xls for these? Some really excellent exmaples.
To avoid the summary execution of the person presenting these to an executive team these charts must handle overspending as well as underspending, be comprehensible in 5 seconds and show the key fact clearly. The key fact isn't budget or actual - it's the magnitude of the gap!
Therefore:
#14 for nailing the key fact and being able to handle overspending. The winner therefore.
#6 for nailing speed-reading and being able to handle overspending, but somewhat obscuring the key fact. Second place.
#8 for nailing information depth and aesthetics. Third place.
I really wanted #8 to win, but that's the technician's view not the end-user's.
[...] Todas as contribuições podem ser vistas no seguinte endereço: Budget vs. Actual Charts – 14 Options You can Use Posted on April 5th, 2009 http://chandoo.org/wp/2009/04/05/budget-vs-actual-charts/ [...]
Social comments and analytics for this post...
This post was mentioned on Twitter by NancyJHess: I like to explore fav tweets of those I follow. Here is one from DutchDriver http://twurl.nl/17eiap Creative visual charts: Budget vs Actual...
number 8
clean, full of info, qualitative as well as quantitative
Hi,
I Like 4 chart in above as per the following ratings:-
no 1# -> 14***
no 2# -> 7***
no 3 # -> 8**
no 4# -> 1.3**
I will be greateful if someone can send me the process of making all above 4 charts.
Virender
[...] Budget vs. Actual Values in Charts – 14 more options [...]
[...] Budget vs. Actual – 14 charting options [...]
Does anyone know what type of chart #6 is (chart name?)? Also, how do I create this is Excel 2007?
@Shazbot
I'd call it a Column and Bar chart, but don't get hungup on names
To make it try this:
Setup the chart as a Clustered Column Chart
Change the Series so there is 100% overlap, ie: One column is in front of the other
Change the Budget series to a line chart
Set the line color to none
Set the marker style to a Flat Line
Change the marker width to make it the same width as the bar
Change colors and other chart properties to suit
Does anyone have an idea on how to create chart #1?
Thanks
Caroline, please see the german page: http://www.hichert.com/de/software/exceldiagramme/55
there you can find the original example for nr1.
best regards,
stefan
Caroline
This is a Clustered Stacked Column Chart
Which has the column under the Shortfall/Excess colored the same as the Budget
Have a look here
http://chandoo.org/forums/topic/question-about-budget-v-actual
&
http://peltiertech.com/WordPress/clustered-stacked-column-charts/
Hi,
Is it possible to get the source files like the other visualisation challenge (on sales).
Thanks,
Vijay
Dear Chandoo,
I discovered your site by pure chance and I am really thrilled about it and I am learning a lot.
Is it possible to post the source file for this visualisation challenge?
Thanks,
Vijay
[...] Budget vs. Actual Charts in Excel [...]
Dear Chandoo,
How do I create Chart #10 (comparing Budget vs Actual Performaces) by cost center by quarter without the cumulative performance. Do you have an actual example that I could use?
Thanks,
Greg
HI
Does anyone can help me to a to create chart #7? I'm beginer in excel , I started to work two weeks ago and my boss ask me to follow the budget/actual until the end of the year.
SO I really need your help.
Thanks in advance
p.s Sorry for my english ( i'm french)
@OKI, Greg
I have made a mockup of #7 and #10
It is available at:
http://chandoo.org/wp/wp-content/uploads/2009/04/Bud-Act-visualizaion-challenge-7+10..xlsx
#10 is a straight, Pivot Chart/Table but the data has been rearranged to get it into the pivot table
#7 is 2 charts, being a simple Bar Chart and a Scatter Chart with 100% Error Bars
I have used Named Formulas for the two charts.
HELLO Hui
Thanks you very much for your hepl , i really appreciate
Have I nice week
Hi,
I was wondering how can you replicated chart 1.3? The bars looked like there overlapped on two different axis?
Tony
I think 1 & 3 are good.
Hi Chandoo,
Please can you provide a link of the excel sheet for 1. Chart "3 colors and everything is clear"
I would like to drill into the spreadsheet and learn the secrets as how the chart was made.
Many thanks,
Sawan
@Sawan
It is probably 12 seperate charts, I will assume snapped to the underlying cells to ensure they are the same size
The left 3 Charts have a vertical Axis
The bottom 4 Charts have a horizontal Axis
The remainder have no axis
The remaining text maynot be part of the charts but is probably cell content
Saludos,
Como puedo descargar estos maravillosos ejemplos para estudiarlos y analizarlos deseo aprender a realizar este tipo de graficas en Excel.
Gracias,
Dear Chandoo and Hui,
Please would you help me (step by step if possible) to create Chart #8?
Many thanks in advance!
Dear Chandoo,
I think chart #8 is really great. Would really appreciate if you can show basic step to create it.
Thanks 🙂
Hi all,
Is there any step by step tutorial to recreate the the chart #1 please?
Would really appreciate if someone could show me how it done.
Regards
Sawan
Can someone tell me how do you create chart number 2? Thanks!
Am I the only one that can not display any of the images? Would love to take a look at these. This is the ONLY page on the whole website I have had this issue with. 🙁
Dear All,
how can i create chart # 7? is there any link where i can subscribe to your website by paying a certain amount. i want to learn some good excel techniques.
please let me know.
Cant see the images 🙁
Where can I find the link to download some of the above charts?? these are extremely usefull chart and would like to utilize the same.
Waiting for the reply.
Thanks..
I am interested for # 1,6,7,8,9,10,11 its very exciting for me .
Hi,
Just wanted to check, is there any possibility that pivot table or drop down work in power point?
Regards
Satyapal
@Satyapal... you can only use static images or slide animations in Power Point. Not features like pivot tables or drop downs. However, you can embed the entire workbook (or sheet) in a presentation. When clicked this will just open Excel so your users can play with the data.
Is there any instalment kind of facility available for joining the online course of Rs.12000/-.
Regards
Ramesh N
Hi,
I badly want to replicate #10. Can someone help me.. I've checked google to help but I can't figure out how to add the total 🙁
Regards,
Tim