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Advanced Financial Modeling

Charting Techniques
2011

Agenda
Charting Techniques
Building Primary & Secondary Axis in a Chart Building Radar Charts Creating Waterfall Charts Exercise: Create Waterfall Chart with Connectors Creating Football Charts: Summary of Valuation Building Gantt Charts Building Mekko Charts

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Histogram with two Axis: Primary and Secondary

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Change the chart type of the second series

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..Change the chart type of the second series

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Format the Axis: Second Series

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Final chart with both primary and secondary axis

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Radar Chart: Spiders Web

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Summary of Sectors on Porters Factors

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Waterfall Charts

Insert a column and take the cumulative sum of the costs in the column inserted

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Step 2: Make a Stacked Column chart

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Step 3: Format the Stacked Column chart

Remove the gridlines and legends

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Step 4: Make the Base Values Series No Fill

Make it No Fill

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Step 4: Output

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Step 5: Add Data Labels and do the required formatting

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Final Step: Add the Chart title and do the required formatting

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Exercise: Create the Waterfall chart with connectors

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Building the Waterfall chart without Connectors

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Add the connector series in the waterfall charts

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Changing the connector series bars to the line charts

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Converting the connector bars to line charts

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Changing the remaining connector bars to line charts

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Changing the remaining connector bars to line charts

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Waterfall charts with connectors

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Formatting the Connectors

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Waterfall Charts with formatted connectors

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Football Field

Raw Data from Comparable Valuation to Football Field Chart

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Step 1: Bring the Data in required format

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Step 2: Make the Stacked Bar chart

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Step 3: Format the Stacked Bar chart

Remove the gridlines and legends

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Step 4: Remove the Bar Corresponding to MAX values

Delete the Bar corresponding to maximum values

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Step 5: Add the Data Labels

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Step 6: Unfill the bar corresponding to minimum values

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Step 7: Add the data labels for Difference bar

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Step 7: Link the labels of Difference bar to Maximum values

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Final Step: do the required formatting for the Football Field

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Building Project Management Gantt Chart

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Project Management Gantt chart: Output

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Step 1: Take the Planned and Actual Data

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Step 2: Define the area of Gantt chart

Number of Months along the X-axis

List of Different Activities

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Step 3: Writing the condition in conditional formatting

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Step 4: Applying the condition to the complete area

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Similarly writing other conditional formatting conditions

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Final Step: Make other desired formatting changes!!

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Mekko Chart: Raw Data

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Arrange the data

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Make a Stacked Area Chart

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Raw Area chart

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Go to Select Data in design tab

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Link the X-Axis to the width column

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Format the X-Axis

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Change the axis to Date Axis

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.. Change the axis to Date Axis

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Format the Axis: Make the Major unit=20 units

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Format the Borders

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Make the border a solid line

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Final Mekko Chart

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