All articles with 'downloads' Tag

This is continuation of our earlier post Preparing Quarterly and Half yearly P&L using grouping option. You can also do budget v/s actual comparison using Pivot Tables. For this we will use calculated items feature of Excel PivotTables.

To begin, we have to add one more column to our data. I have added column Data Source to the end of data table. Existing data is marked as Actual and I have added more data rows which are marked as Budget. You can download new file with updated data and basic Pivot P&L.

Bar chart or Line? Scatter plot or box plot? These are the questions we ask ourselves when we set out to make a chart. Because, “Selecting right chart for our data” is very important to tell our story.

In this article, we will learn how to “select the right chart” based on our data and situation.

In a follow up to last week’s how to visualize survey data in excel, we will explore how you can create an incell dot plot panel chart. Please follow the links in the article to get more commentary and insights from established persona in the visualization world (including Stephen Few, Naomi, Jon etc.)

We all know that legend can be added to a chart to provide useful information, color codes etc.

Today we will learn how to make the chart legends smarter so that they provide more meaning and context to the chart, like this:

This type of legend can be more useful than a plain legend as this provides more useful information without taking up too much space.

Often when we are making spreadsheets for forecasting or planning we would like to keep the starting month dynamic so that rest of the months in the plan can automatically rolled. Don’t understand? See this example: This type of setup is quite useful as it lets us change the starting month very easily. We can […]

A panel chart (often called as trellis display or small-multiples) shows data for multiple variables in an easy to digest format. It lets users compare in any way and draw conclusions with ease.

Today, I want to discuss how the principles of panel chart can be applied to visualize a complex set of survey results. For this we will use the recent survey conducted by Gartner on how various customers use BI (Business Intelligence) tools.

In part 2 of Excel Dynamic Dashboard Tutorial, we will learn how to set up various dynamic charts that are part of the dashboard. We start with a simple dynamic pie chart that shows the sales distributions and then move on to sales trend line charts. These charts use various excel formulas to pull in the information based on user selection.

This is continuation of our earlier post Exploring Pivot Table P&L Reports.

We have learned how to change our P&L report on various data elements. We have seen how the P&L report can be changed with just few clicks.

In this post we will be learning some grouping tricks in PivotTables. We will cover grouping of dates, text fields and numeric fields. You will need to start with Monthly P&L report prepared in previous post. We will also learn some really clever tricks and hacks on how to group data in Pivot Tables. So read on…,

Sparkline or Microchart is a tiny little chart that you can place on dashboards, reports or presentations to provide rich visualization without loosing much space. In excel 2010, MS introduced a beautiful feature for creating sparklines from data in spreadsheets. For earlier versions of Excel (that is 2007 and before) there is no native support […]

In this and next 3 posts, we will learn how to make a Dynamic Dashboard using Microsoft Excel.

At the end of this tutorial, you will learn how easy it is to set up a dynamic dashboard using excel formulas and simple VBA macros.

I have a new community project for all the members of PHD. It is a simple yet intuitive challenge. Make your own country’s flag using Excel Charts. To start the project, I have made the Indian flag using a bar and pie chart. Go ahead and see the rest of this post to findout how this chart is made and then participate in the “flag project” by making your own country’s flag. All the best.

This is part 4 of 6 on Profit & Loss Reporting using Excel series, written by Yogesh Data sheet structure for Preparing P&L using Pivot Tables Preparing Pivot Table P&L using Data sheet Adding Calculated Fields to Pivot Table P&L Exploring Pivot Table P&L Reports Quarterly and Half yearly Profit Loss Reports in Excel Budget […]

Marko, who is a long time PHD reader and an excel ninja sent this via email, I work at an insurance company in Slovenia. At the beginning of each year we have a conversation with our superiors to review our work in the past year and to set new goals (main activities) that we’re gonna […]

Sachin Tendulkar is undoubtedly the best cricketers to play One Day International Cricket. He is a source of inspiration and joy for me and many others. So, naturally I was jumping with joy when I heard that he scored the highest ever runs in a single match on 24th of Feb. He scored 200 runs […]

This is part 3 of 6 on Profit & Loss Reporting using Excel series, written by Yogesh Data sheet structure for Preparing P&L using Pivot Tables Preparing Pivot Table P&L using Data sheet Adding Calculated Fields to Pivot Table P&L Exploring Pivot Table P&L Reports Quarterly and Half yearly Profit Loss Reports in Excel Budget […]