CP029: Impress your boss with Excel charts – 6 step road map for you

Share

Facebook
Twitter
LinkedIn

In the 29th session of Chandoo.org podcast, let’s impress the boss with Excel charts.

CP029: Impress your boss with Excel charts - 6 step road map for you - Chandoo.org podcast

What is in this session?

Many Excel charts live a short life. They spawn in an ambitious analyst’s spreadsheet. They go to boss with literally flying colors. The boss frowns, they disappear in to recycle bin.

Don’t curse your Excel charts with short life span.

Here is a 6 step road map to help you create awesome Excel charts, everytime.

That is our topic for this podcast session.

In this podcast, you will learn

  • Quick announcements about 50 ways & Einstein
  • 6 step road map for charting success
  • ONE: Dig your data
  • TWO: Validate insights
  • THREE: Pick charts that go well
  • FOUR: Add title & message
  • FIVE: Remove clutter
  • SIX: Prompt action
  • A real life example with road map in action
  • Resources for creating awesome charts

Listen to this session

Click here to download the MP3 file.

 

Links & Resources mentioned in this podcast

50 ways to analyze data course:

Book recommendation

Chart creation process & tips:

Additional resources for charting:

Transcript of this session:

Download this podcast transcript [PDF].

How do you impress your boss with charts?

My personal favorites are interactive charts & dashboard displays.

What about you? How do you impress your boss with Excel charts? What techniques & process you follow? Please share your thoughts and tips in comments.

Subscribe to our podcast and get latest episodes automatically

Use below link to add our podcast to iTunes. For other options (Android, Windows phone or RSS) click the link below. Thank you.

Other options to subscribe

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

8 Responses to “Pivot Tables from large data-sets – 5 examples”

  1. Ron S says:

    Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.

    • Chandoo says:

      Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.

  2. Steve J says:

    Hi Chandoo,
    I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve

    • Chandoo says:

      Hi Steve,

      Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
      1. connect to source data file thru Power Query
      2. filter away any columns / rows that are not needed
      3. load the data to model
      4. make pivots from it

      This would reduce the file size while providing all the answers you need.

      Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ

  3. John Price says:

    Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
    I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.

    • Ron MVP says:

      John:
      I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...

  4. Jen says:

    When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.

Leave a Reply