Changing stubborn opinions with visualizations [case study]

We, analysts take pride in the fact that we tell stories. But what if you have a boss, client or colleague who wouldn’t buy the story?

This is a problem we face often. Let’s say your boss has stubborn opinion about something, like more advertising leads to more sales. You know the data doesn’t support this theory. But how do you change your boss’ mind?

Here is an interesting way, showcased in NY Times recently.

Narrating the story of change using Excel charts – case study

market-share-changes-over-time

Here are three questions you often hear from your boss:

  1. What changes are happening in our business and how do they look?
  2. Do you know how to operate this new coffee machine?
  3. Why does every list has 3 items?

Jokes aside, our urge to find change in environment predates cave drawing, slice bread and Tommy Lee Jones. So, today let’s examine a very effective chart that tells the story of change and re-create it in Excel.

Use arrow keys to select small, unreachable chart series [quick tip]

Here is a fairly annoying problem.

Imagine a chart showing both sales & customer data. Sales numbers are large and customer numbers are small. So when you make a chart with both of these, selecting the smaller series (customers) becomes very difficult.

In such cases, you can use arrow keys – as shown above.

CP032: Rules for making legendary column charts

In the 32nd session of Chandoo.org podcast, let’s make legendary column charts.

What is in this session?

Column charts are everywhere. As analysts, we are expected to create flawless, strikingly beautiful & insightful column charts all the time. Do you know the simple rules that can help you create legendary column charts?

That is our topic for this podcast session.

In this podcast, you will learn

  • Few personal announcements
  • Rule 0: Start at zero
  • Rule 1: Sort the chart
  • Rule 2: Slap a title on it
  • Rule 3: Axis + grid-lines vs. Lables
  • Rule 4: Moderate formatting
  • Conclusions

Formatting shortcuts for keyboard junkies

A lot of analysts swear strong allegiance to keyboard shortcuts. But when it comes to formatting a spreadsheet, these shortcuts go for a toss as formatting is a mouse-heavy activity.

But we can use a few simple & effective shortcuts to zip through various day to day formatting tasks. Let me share my favorite formatting shortcuts.