Excel Charts - Online Training

Please download the supplementary materials as displayed on the Window to the right. It contains Excel file for practice and PDF handbook for reference.

This Video explains the elements of the Charts - Chart Area, Plot Area, Axis Values, Gridlines, Legends etc. in addition to some of the important settings and shortcut keys.

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Advanced Excel for Professionals - https://www.udemy.com/excelnext_excel/?couponCode=XL66

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Axis Value Settings and formatting tricks

Applications:

Comparing 2 parameters of similar scale:

 2011 vs. 2012 sales

 Budget vs. Actual

 Me vs. My Competitor

Key Steps:

 Series Overlap

 Fill -> No Fill

 Border Color (Solid Line) & Border Styles (Width)

Applications:

Comparing 2 parameters of different scale:

 GDP ($) vs. Growth or Inflation (%)

 Sales Amount ($) vs. Profit Margins (%)

Key Steps:

 Plot Series on

 Change Series Chart Type (Line with Markers)

Applications:

Components of a Category (%):

 Headcount

 Source of Funds

 Sales Origination

Key Steps:

 Format Data Series – Rotation and Pie-explosion

Applications:

Trend:

 Profit

 Sales

 Clients’ / Subscribers’ acquisition (e.g. Telecom)

Key Steps:

 Chart Tools -> Layout -> Trend line -> Two-period Moving Average

 Format Axis -> Axis Labels -> High

 Format Labels -> Numbers (e.g. no. of decimals – 0, 1, 2)

 CALLOUTS Shapes

Applications:

Relation (80:20 comparison):

 Sales and Profit

 Input and Output

Key Steps:

 Switch Row/Column

 Lines -> Series Lines

_______________________________________________________________

Advanced Excel for Professionals - https://www.udemy.com/excelnext_excel/?couponCode=XL66

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This trick will allow you to replicate a report format for 100s of items in a category. E.g. Sales report customer-wise in individual worksheets.

Join our "Advanced Excel for Professionals" program for numerous tricks like this.

https://www.udemy.com/excelnext_excel/