Obviously, everywhere you look this week, you find advice on how to do better this year.
Well, you don’t have to wait for a new year to become awesome at your work, any day is new year for the rest of your life.
So, today I want to share 12 steps to learn Excel and becoming awesome. But first I have a secret to confess…,
I think becoming awesome in Excel useless.
What we really want is, to become awesome in our work. Since we spend a lot of time using Excel (and other office software), knowing how to use these better can have a huge impact on how we do our work.
In that spirit, lets look at 12 steps to learn Excel so you become awesome in your work.
1. Learn everyday
Curiosity, humbleness & open mind can go a long way in making you awesome. So in order to become awesome in our work, we need to learn everyday. There is a wealth of free, useful & well designed information on net on almost any topic. For Excel, I suggest going thru our archives, category pages on Excel, Charting, Quick Tips, or the Learn any area of Excel page.
For more specific focus, check out Excel Beginner or Advanced Excel pages too.
2. Volunteer & Improve something at your work
No matter how good something is, there is always scope for improvement. I am sure you have similar situation at your work. So pick up any single process, report, model or procedure & improve it using readily available tools like Excel. It is one of the easiest ways to learn Excel. For example, you could improve the financial dashboard that gets emailed every month or track your training (L&D) better.
3. Help a colleague
The funny thing with knowledge is that, the more you share it, the more you gain. No wonder, when we think of very knowledgeable persons, we imagine teachers & authors. And in any workplace, your knowledge determines how awesome you can be.
So go ahead and help a colleague in need. Share what you know and see the magic.
4. Join a forum & solve a problem
Forums are a great place to find new problems & challenge yourself. Go ahead and contribute in a forum that focuses on your area of work. For Excel, I suggest checking out our Forums.
You will learn new things & the best part is, you are going to help a total stranger. The sense of satisfaction you get is unmatched.
5. Get a book
Despite the amount of information & variety available online, books continue to have a sense of magic. The moment you open a book, your mind opens a new world. So go ahead and indulge in a book or two this year. Learn something & then apply it to your work. See how far you can go.
For Excel & related books, check out my recommendations.
6. Participate in a Contest
Contests are a great way to learn new things, experiment & win something cool. While finding a contest for your exact work area might be difficult, you can find several contests on Excel & other common office software. I am planning to run a few contests this year and I encourage you to participate in at least one of them.
Check out past contests & Excel challenges.
7. Play with an unknown feature
Many of us continue to use software, tools without questioning our practices. For example, despite using Excel quite a bit, I rarely use Review Ribbon. I don’t know many of the things in there. I am sure you too have such gaps. This year, pick one such thing and play with it. Learn what you can do with that feature, do a bit of research, and if possible share your knowledge with people in your work life. If you are not sure what to pick, may I suggest Power Query? It is an incredible tool packed right inside Excel. Check out this intro and get started.
8. Replicate an idea from other industry to your work
Despite all the negativity in the world, we continue to see shining examples of innovation, hope & prosperity. Often, these are simple ideas implemented with finesse. You too can watch elsewhere for inspiration & copy the ideas to your work. For example, you can watch New York Times for interesting visualizations and copy the ideas for your weekly report. Or you can subscribe to blogs in a different industry so that you can get fresh ideas.
Related: Visualization projects.
9. Join a Newsletter or Subscribe to a Blog
While learning from other industries can give you new ideas, learning about your own industry increases your knowledge. So go ahead and join a newsletter or subscribe to a blog. Consume their content regularly and apply these ideas to your work.
For Excel users, I recommend joining our newsletter, Debra’s blog, Excel Jet or any site featured in our Excel links.
10. Jump to YouTube
YouTube continues to be a great way to learn new things. You can find instructional videos on any topic & learn from bite-sized clips.
For Excel users, check out our YouTube channel, ExcelisFun, MrExcel Podcast, Debra’s channel
11. Join a Training Program
One of the best ways to learn & become awesome is to join a class. So this year, invest in a training program that helps you in your work.
To learn Excel & how to use it for your work, I recommend our Excel School, VBA Class programs.
12. Believe that you are Awesome
One of my favorite quotes is,
Whatever human mind can conceive, it can achieve.
Napoleon Hill (in his book Think & Grow Rich)
So the most important aspect of becoming awesome is to believe you are awesome. No books, videos, blogs or contests can make you awesome if you don’t believe that you can be awesome.
Those are my 12 steps to learn Excel & become awesome, what about yours?
So those are my 12 ways to become awesome. What about yours? How are you planning to be awesome this year? Please share using comments.
More Resources to learn
If you want to learn Excel, Dashboards etc., check out these articles too.
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.