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

Thermo-meter chart with Marker for Last Year Value

Thermo-meter chart with Marker for Last Year Value

During a recent training program, one of the students asked,

Thermo-meter chart is very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it.

Something like above.

Sounds interesting? Read on



Interactive Sales Chart using MS Excel [video]

Interactive Sales Chart using MS Excel [video]

Finally, I got some time to sit down and do what I love most – write a blog post to make you awesome in Excel. After a whirlwind trip to Sydney, I am back in India to spend few days with my kids & wife before rushing to Australia to run 2nd leg of my training programs (in Perth, Melbourne & Brisbane). I did 2 sessions in Sydney – one for KPMG and other for public and both went very well. We got lots of positive feedback and people really loved it. I am saving the details for another post, but today lets talk about Interactive Sales Chart using Excel.

Take a look at the Interactive Sales Chart

First, take a look at interactive sales chart. Today, you will learn how to build this using Excel.



Adding Macros & Final Touches to Customer Service Dashboard [Part 4 of 4]

Adding Macros & Final Touches to Customer Service Dashboard [Part 4 of 4]

Welcome back. In final part of Making a Customer Service Dashboard using Excel let us learn how to add macros & VBA code that makes our dashboard interactive.

As you can see, there are 2 important macros in this dashboard.



Creating Customer Service Dashboard in Excel [Part 3 of 4]

Creating Customer Service Dashboard in Excel [Part 3 of 4]

Welcome back. In third installment of our Customer Service Dashboard series, we will learn how to construct the charts in our dashboard. We will understand the sparklines, traffic lights & dynamic chart setup. To help you learn better, I have recorded a short video too. Go ahead and enjoy.



Speeding up & Optimizing Excel – Tips for Charting & Formatting [Speedy Spreadsheet Week]

Speeding up & Optimizing Excel – Tips for Charting & Formatting [Speedy Spreadsheet Week]

Is Excel acting slow & taking ages? As part of our Speedy Spreadsheet Week, today lets talk about optimizing & speeding up Excel by formatting & charting better. Use these tips & ideas to super-charge your sluggish workbook.

No matter how much data you got, how many formulas you wrote, the end users seldom see them on your workbook. They see the finalized dashboard, they play with the model, they look at the report. And if you make poor choices, your end users will thing your workbook is slow.

So let me present you 7 charting & formatting tips to optimize & speed up Excel. Read on…,



Data and Calculations for our Customer Service Dashboard [Part 2 of 4]

Data and Calculations for our Customer Service Dashboard [Part 2 of 4]

Welcome back. In part 2 of Making a Customer Service Dashboard using Excel let us learn how the data & calculations for the dashboard are setup.

Designing Customer Service Dashboard

Data and Calculations for the Dashboard

Creating the dashboard in Excel

Adding Macros & Final touches

In this installment, we will examine all the variables, named ranges & various formulas that drive our dashboard. Also, you can download the full dashboard workbook and play with it to examine these formulas and learn better.



Yet Another Sales Funnel Chart in Excel

Yet Another Sales Funnel Chart in Excel

A while ago, our reader Shay emailed me a Sales Funnel chart template.

I had to create a sales funnel for my company and I looked all over the internet to see how to do what I needed to do. I couldn’t find anything. I tried your funnel chart as well but because my numbers are all over the place I couldn’t get it to work for me.

I get so much information from you that I decided to share this chart with you. I used the shapes drawings to create the funnel graphic and the camera tool to place the values in each shape. I used formulas in the original data so that I will not have to recalculate every month.

I took the liberty of making little changes to Shay‘s funnel chart template to make it even better. Here is how the funnel looks like.



Designing a Customer Service Dashboard in Excel [Part 1 of 4]

Designing a Customer Service Dashboard in Excel [Part 1 of 4]

Sawadee Krup folks. Today, we begin a new series on Chandoo.org – Making a Customer Service Dashboard using Excel. This 4 part tutorial teaches you,

Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
Adding Macros & Final touches

Customer service is one area where a lot of data is collected regularly. Understanding all this and making business decisions is quite complex task. This is where dashboards shine.

Read on to learn how to design customer service dashboards.



Learn Any Area of Excel using these 80 Links

Learn Any Area of Excel using these 80 Links

Last week I asked, What is one area of Excel you want to learn more?

More than 250 of you responded to this question. Many of you shared your areas of interest thru comments, quite a few of you also emailed me personally.

So what next?

You told us what you want to learn, the next step is logical. We share some of the best tutorials & examples with you so that you can learn. In this post, we have presented more than 75 links, to help you learn your area of focus.

I have divided this in to 16 areas. In each area, we have identified (upto) 5 best links for you to learn more. I have also recommended 1 or 2 training programs that make you awesome in that area. Plus, if we found any excellent external resources, we have highlighted them as well.

So go ahead and learn Excel.



Maintenance Work Complete

Maintenance Work Complete

Add Data to Charts with Copy Paste [Quick Tip]

Add Data to Charts with Copy Paste [Quick Tip]

So how did your weekend go?

I did a bit of gardening, painted our car shed, played badminton (I am learning), attended 60th birthday of a close friend’s dad. Pretty hectic, but fun as usual.

To start this week, let me share a simple but fun way to add data to charts.

Lets say you have a chart that depicts Annual sales for last few years. And you want to add the data of Profits (or Expenses) to this chart. Here is a dead-simple way to do it.

  1. Copy the profit data by selecting it and pressing CTRL+C
  2. Select the chart
  3. Paste by pressing CTRL+V
  4. That is all!


Making Small Multiples in Excel [Charting Technique]

Making Small Multiples in Excel [Charting Technique]

Today, lets learn how to create small-multiples (or panel charts) to visualize trend of 2 product lines over years in various regions. The inspiration for this chart and article came from my friend, Paresh‘s recent article on his blog.

See how you can create a combination of area & line chart to create the small-multiple chart and clone it. You can also download the workbook and play with it to understand this technique better.



Incell Sales Funnel Charts

Incell Sales Funnel Charts

Sales Funnel or Sales Process refers to a systematic approach to selling a product or service. [more on sales process] Whether you run a small business or part of a large corporation, chances are, you heard about Sale Funnel. Understanding & analyzing your sales performance from a Funnel point of view is a great way […]



Analyzing Performance of Stocks using Excel [Example]

Analyzing Performance of Stocks using Excel [Example]

Last week, we learned how to visualize Suicides vs. Murders data using Interactive charts in Excel. William, one of our readers, took this technique and applied it to Stocks. He emailed me because he has some formula issues with the stock data. Once I solved the problem, I asked him, “Can I share this with […]



Participate in Microsoft BI DataMashUp Contest & You could win $3000 Prize

Participate in Microsoft BI DataMashUp Contest & You could win $3000 Prize

Hello Data Junkies & Chart Lovers, I have a fun announcement for you. If you like to analyze data and present results in charts, then you can win up to $3000 in prizes by participating in Microsoft’s BI DataMashUp Contest. The contest is on from September 8th and runs until 28th. How to Participate in […]



Suicides & Murders by US States – An Interactive Excel Chart

Suicides & Murders by US States – An Interactive Excel Chart

Over at PTS Blog, my dear friend & charting guru, Jon Peltier has an interesting post on using dot plots to visualize Murders & Suicides data by US States.

Not that murders & suicides fascinate me, but I wanted to play with this data myself and see how we can visualize it. So I emailed Jon and asked him to share the raw data. Being a lovely chap Jon is, he immediately sent me the data. So here we are, playing with gory data on a Friday.

Suicides & Murders by US States – An Interactive Excel Chart

You can see a demo of the chart I came up with above. Read on to learn how this chart is constructed.



Simple KPI Dashboard using Excel

Simple KPI Dashboard using Excel

Any Tom, Dick and Sally can make things complex. It takes guts and clarity to simplify things. That is why I was pleasantly surprised to see this dashboard prepared by Michigan State. You can see it in the detailed article.

Linda, one of My Excel School students shared this dashboard link with me and asked if I can show how to construct something like this. Here is my version of the dashboard.

Read this post to learn how to construct a similar dashboard on your own. Also, you can download the excel workbook and play with it.



Custom Chart Axis Formating – Part 2.

Custom Chart Axis Formating – Part 2.

Last week I introduced the technique of using custom Number Formats for Chart Axis labels.

Today I present a few more alternative layouts including Chart Series Data Label Formats.



Selective Chart Axis Formating

Selective Chart Axis Formating

A few weeks back, John asked a post question, “ How can I add a £ to the 80 on a Chart axis and leave the rest of the numbers plain numbers ? ”

Custom Number Formats, That’s How.



Create PowerPoint Presentations Automatically using VBA

Create PowerPoint Presentations Automatically using VBA

You’ve been there before. It’s almost 5:00, and you are going crazy trying to finish the presentation due for a monthly performance meeting the next morning. The model is refreshed, and now it just takes a LOT of copying, pasting, and positioning to get the PowerPoint ready. Finally, the slides are finished…, until you read a new message from your boss requesting a minor change. But of course her change means you have to start all over with the copy and pastes…

There is always a better way! In the Oil and Gas industry, I constantly have monthly reports to assess the performance of our operating assets. Excel VBA makes it a cinch to automate the entire process. So when a simple change is requested, the presentation is automatically generated with the click of a button. No more wasting time!