Excel Charts, Graphs and Templates

Tutorials, Examples and explanations on Excel charting. You can learn how to create almost any chart type in this section. Also learn how to create effective charts, make them interactive and add automation thru VBA

Visualizing target vs. actual progress – Biker on a hill chart

Visualizing target vs. actual progress – Biker on a hill chart

Over the years, we have discussed a whole heap of techniques to visualize budget vs. actual charts. Today let’s take a ride on this slope again and learn another fun, silly & awesome way to depict target vs. actual progress.

Introducing biker on a hill chart

Tada!!!

Biker on a hill!?! Don’t worry, I didn’t fall down on a descent and lose my brain. I am talking about an Excel chart to visualize target vs. actual progress on a time line with biker on a hill analogy. See the above chart, you will know.

Looks interesting? Read on to learn how to create this in Excel.



Stacked Bar/Column Chart with Indicator Arrows – Advanced

Stacked Bar/Column Chart with Indicator Arrows – Advanced

Lets take last weeks Stacked Bar/Column Chart and add some high-performance steroids.



Stacked Bar and Indicator Arrow Chart – Tutorial

Stacked Bar and Indicator Arrow Chart – Tutorial

Learn how to develop a Stacked Bar chart with Indicator Arrow in this Tutorial



Hourly Goals Chart with Conditional Formatting

Hourly Goals Chart with Conditional Formatting

A while back I developed a solution to a Chandoo.org Forum question, where the user wanted a 4 level doughnut chart where each doughnut was made up of 12 segments and each segment was to be colored based on a value within a range. If the values changed he wanted the chart to update, Conditional Formating like:
This post looks at how this was achieved.



Visualizing Financial Metrics – 30 Alternatives

Visualizing Financial Metrics – 30 Alternatives

Around 2 months back, I asked you to visualize multiple variable data for 4 companies using Excel.  30 of you responded to the challenge with several interesting and awesome charts, dashboards and reports to visualize the financial metric data. Today, let’s take a look at the contest entries and learn from them.

First a quick note:

I am really sorry for the delay in compiling the results for this contest. Originally I planned to announce them during last week of July. But my move to New Zealand disrupted the workflow. I know the contestants have poured in a lot of time & effort in creating these fabulous workbook and it is unfair on my part. I am sorry and I will manage future contests better.



Correlation vs. Causation [Charting Chatter]

Correlation vs. Causation [Charting Chatter]

Here is a trap that is easy to fall in to. Confusing correlation as causation. As analysts, it is our job to see the data as it is rather than imply causation that doesn’t exist.

Let’s sample a chart, recently featured in Economist’s graphic detail under the title Measuring well-being.



Introduction to Forecasting in Excel 2016 [Charts & Visual Analysis]

Introduction to Forecasting in Excel 2016 [Charts & Visual Analysis]

One of the coolest features of Excel 2016 is forecasting. Today, let’s understand how it works with a sample data set.

Watch below video to understand forecasting in Excel 2016.



How to get Maps in to Excel charts & dashboards [Master Class]

How to get Maps in to Excel charts & dashboards [Master Class]

This is third episode of our Monthly Master Class.

In this one, you will learn how to get maps in to your Excel workbooks. Understand 5 key techniques for making maps based visualizations in Excel – from regular charts to cell grids to VBA to Power Maps, everything is covered in this intense Master Class.



How to visualize multiple variables over several years? [Contest]

How to visualize multiple variables over several years? [Contest]

Our newest contest is inspired from a question asked by Kaushik, one of our forum members, interesting problem.

Need to quickly visualize 3 variables ( Company, years, Financials) in a single […] chart.

Create a chart to understand multiple variable data and you could win $100 Amazon gift card. Do send your charts before 4th of July to qualify for the prizes.



Fish Eye Effect for highlighting selection – Is it effective? [Advanced Charting]

Fish Eye Effect for highlighting selection – Is it effective? [Advanced Charting]

A few days back, WSJ ran a visualization titled “What’s your pay gap?” It depicts median pay gap between female & male workers in 422 different professions in USA. The chart uses fish eye effect to highlight the selected profession. See below demo to understand the effect.



Earth Venus cosmic dance – Animated chart in Excel

Earth Venus cosmic dance – Animated chart in Excel

Recently I saw an interesting Earth Venus cosmic dance video on Facebook. See the original video below or here.

Although this is not entirely accurate from physics & astronomy perspectives, the dance is a stunning example of patterns that are generated by simple things.

I wanted to recreate this cosmic dance in Excel. How else am I to get my spreadsheet fix on a Saturday?

Here is a quick demo of the final outcome. Read on to learn more about the Earth Venus cosmic dance.



Advanced Interactive Charts using Excel [Master Class]

Advanced Interactive Charts using Excel [Master Class]

As announced earlier, here is the first one of our Master Classes. In this one, you will learn how to create advanced interactive charts in Excel by blending pivot tables, slicers, timelines, VBA, conditional formatting and charts. The final outcome is BEAUTIFUL!!! Monthly Master Class – Episode 1 – Trailer Check out a quick trailer of the […]



Tell all versions of truth [Dashboard Best Practice]

Tell all versions of truth [Dashboard Best Practice]

Here is a simple but effective rule for your next dashboard. Tell all versions of truth. All versions? But there is only one version no? Of course, there is only one version of truth (or data), but you can present that in different ways, thus creating different perspectives, offering different insights. By using an interactive element (slicers […]



How to create animated charts in Power Point [VBA]

How to create animated charts in Power Point [VBA]

This is a guest post by Chirayu, a member of Chandoo.org forum.

Animating Charts in PowerPoint cannot be done without the help of 3rd party software’s that create a flash file of the chart & embed it into the presentation.

However there is a workaround for this. Save your chart as multiple images & insert them (overlapping on top of each other). Use VBA on Developer tab Controls such as Combo Box, Option Button, Check Box etc. to “Bring To Front”” the corresponding image. Thus giving the illusion of an Animated Chart in PowerPoint.

This guide will teach you how to animate the charts, using the three Developer tab Controls that were mentioned before. The code & functionality only works in Slide Show Mode. File must be saved as PowerPoint Macro-Enabled Presentation (*.pptm)



Please join 50 ways to analyze data course to become an awesome analyst

Please join 50 ways to analyze data course to become an awesome analyst

Hi friends & readers of Chandoo.org,

I am very happy to invite you to our newest online class, 50 ways to analyze your data. This program makes you an awesome analyst, training you on vital skills like data analysis, data science, visualization, modeling business problems and finding best solutions.

Please click here to know more about this program & enroll.

What is this course?

50 Ways to analyze your data - an online course from Chandoo.org to make you a better analyst

It is the age of big data. Alas, what we need is big insights. But finding even small insights buried in our data is a hard task. To find the stories hidden in your data, you need to follow a process like this:

  1. Collect & clean data
  2. Structure the data
  3. Model business problems
  4. Analyze the data (or solve the problem)
  5. Visualize results
  6. Find conclusions
  7. Add layers of complexity to the problem
  8. Build what-if scenarios
  9. Reach conclusions
  10. Take action

This is where the 50 ways to analyze your data course helps. In this program, we analyze 50 familiar, important and diverse business situations using several of the above steps.



Analyzing half a million complaints – Customer Satisfaction Scorecard [Part 3 of 3]

Analyzing half a million complaints – Customer Satisfaction Scorecard [Part 3 of 3]

This is the final part of our series on how to analyze half a million customer complaints. Click below links to read part 1 & 2.

  1. Complaint reason analysis – Part 1
  2. Regional trends & analysis – Part 2

Customer satisfaction scorecard

In the previous parts of this case study, we understood what kind of complaints were made and where they came from (states). For the customer satisfaction scorecard, let’s focus on individual companies.



Analyzing half a million customer complaints – Regional Trends [Part 2 of 3]

Analyzing half a million customer complaints – Regional Trends [Part 2 of 3]

This is part two of our three part series on how to analyze half a million customer complaints. Read part 1 here.

Analyzing Regional Trends

As introduced in part 1, our complaints dataset has geographical information too. We know the state & zip code for each complaint. Please note that zip codes are partial or missing for a 10% of the data.

In this article, let’s explore three ways to analyze regional trends.

  1. Regional trends by state, product & issue
  2. Complaints per million by state
  3. Complaints by zip code


Analyzing half a million consumer complaints [Part 1 of 3]

Analyzing half a million consumer complaints [Part 1 of 3]

How would you analyze data when you have lots of it? That is the inspiration for this series.

Let’s meet our data – Finance Industry Consumer Complaints

As part of open data initiatives, US government & Consumer Financial Protection Bureau maintain a list of all consumer complaints made against financial institutions (banks, credit unions etc.) You can download this data from the catalog page here. I have obtained the data on 1st of February, 2016. The download has 513,824 records. Each row contains one complaint.

In this and next two parts of the series, we are going to analyze these half a million complaints to find insights.



Format charts quickly with chart styles & color themes [quick tip]

Format charts quickly with chart styles & color themes [quick tip]

Here is a quick tip to reduce the time you spend on chart formatting – use chart styles & color themes.

Excel offers various pre-defined color schemes and chart styles. Using them is very simple.

  1. Select your chart
  2. Go to Chart Design ribbon
  3. Click on the style or color scheme you want.
  4. Your chart changes instantly.


Don’t make your charts heavier than they should be – The weight of the world chart [case study]

Don’t make your charts heavier than they should be – The weight of the world chart [case study]

Here is an interesting chart from Economist, ironically titled The weight of the worldCan you tell what is wrong with it?