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Excel Data Visualization Demo Examples

Section 4 Behind-the-Scenes Secrets - Chart Updates When New Data is Added


Section 5 Behind-the-Scenes Secrets - Getting the Interactive Dashboard Effect
Section 6 Behind-the-Scenes Secrets - Automatic Sorting of Bars
Section 7 Behind-the-Scenes Secrets - Automatic Legend Positioning

Section 8 Secret Techniques that Bring Attention to Key Chart Elements


Section 9 Design Tables that Highlight & Impress

Section 10 Measuring Performance - Actual Versus Budget/Target


Section 11 Effective Comparisons - Actual to Previous Year
Section 12 Predictive Analysis - Showing Outlook development
Section 13 Most Effective Chart Combinations to Enhance your Reports
Section 14 Waterfall / Bridge Chart

Appendix Additional Queries / Charts


Comments

Updated for "better variance charts" using error bar technique

Updated for new bar chart method with connecting lines

Updated to include Gantt Charts

Example on handling PivotTables


added here
Excel Tables
Month Sales Rev. Quantity Price Average Price
Jan 220 10 22.0 14.0
Feb 210 18 11.7
Mar 200 20 10.0
Apr 230 15 15.3
May 190 19 10.0
Jun 180 19 9.5
Jul 198 10 19.8

OFFSET Explained
Month Sales Rev. Simple Offset
Jan 220 230 e.g. start at C17 and go down 4 cells….
Feb 210
Mar 200 Last used cell
Apr 230 210
May 190
Jun 180 Average of last 12 months
Jul 198 210.0
Aug 217
Sep 230
Oct 215
Nov 220
Dec 225
Jan 225
Feb 220
Mar 200
Apr 210

OFFSET & Name Manager


Tip: Wrap your offset func
SUM, Average or Count fu
(Any function that uses ra
Month Sales. Rev Offset - Testing formula make sure it works, befor
in Name Manager. Make s
Jan 220 210.0 fix the cell references.
Tip: Wrap your offset func
SUM, Average or Count fu
(Any function that uses ra
make sure it works, befor
in Name Manager. Make s
fix the cell references.
Feb 210
Mar 200
Apr 230
May 190
Jun 180
Jul 198
Aug 217
Sep 230
Last 12 months - Manual
250
Oct 215
Nov 220 200
Dec 225
150
Jan 225
Feb 220 100
Mar 200
Apr 210 50

0
May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr

OFFSET Without Name Manager


Month Sales. Rev Data preparation for Chart
Jan 220 Month Sales. Rev
Feb 210 May 190
Mar 200 Jun 180 Sales - L
Apr 230 Jul 198 250
May 190 Aug 217
Jun 180 Sep 230 200
Jul 198 Oct 215 150
Aug 217 Nov 220
Sep 230 Dec 225 100
Oct 215 Jan 225
50
Nov 220 Feb 220
Dec 225 Mar 200 0
Jan 225 Apr 210 May Jun Jul Aug
Feb 220
Mar 200
Apr 210 Test this by adding the next month
and sample data for it

OFFSET - Fully Dynamic Including Year


Data preparation for Chart
Year Month Sales. Rev Year Month Sales. Rev
2014 Jan 220 2014 Sep 238
2014 Feb 210 Oct 261
2014 Mar 170 Nov 270
2014 Apr 230 Dec 200
2014 May 190 2015 Jan 240
2014 Jun 180 Feb 230
2014 Jul 198 Mar 260
2014 Aug 217 Apr 210
2014 Sep 238 May 190
2014 Oct 261 Jun 180
2014 Nov 270 Jul 230
2014 Dec 200 Aug 250
2015 Jan 240
2015 Feb 230
2015 Mar 260
2015 Apr 210
2015 May 190
2015 Jun 180
2015 Jul 230
2015 Aug 250 Test this by adding the next month
and sample data for it
Tip: Wrap your offset function in a
SUM, Average or Count function
Any function that uses ranges) to
make sure it works, before using it
n Name Manager. Make sure you
fix the cell references.
Tip: Wrap your offset function in a
SUM, Average or Count function
Any function that uses ranges) to
make sure it works, before using it
n Name Manager. Make sure you
fix the cell references.
Go to Name Manager to see the
OFFSET formulas that have been
setup

nual Last 12 months - Name Manager


250

200

150

100

50

0
Jan Feb Mar Apr

Sales - Last 12 months - OFFSET

May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr

Sales - Last 12 Months


300

250

200
Sales - Last 12 Months
300

250

200

150

100

50

0
Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug
2014 2015
INDEX & Match
Raw Data
Jan Feb Mar Apr May
Company A 47 144 268 358 430
Company B 119 139 245 350 410
Company C 146 307 433 560 669
Company D 89 274 509 680 817
Company E 226 264 466 665 779
INDEX Jan - 4 rows down 89

Match Find the address where


Company=Company D 4

What is the Turnover of


Company D in Jan ? 89
What is the Turnover of the
selected Company in the
selected Month? Company D Apr 680
Which Company has the
highest Turnover in Jan? Company E

Data Preparation for Chart with INDEX & MATCH for Dynamic Analysis
Select Month For Chart Title
Company May Month: May
Company A 430 Month: M
Company B 410
Company C 669
669
Company D 817
Company E 779 430 410

Company A Company B Compan

Advanced: INDEX & Match for Dynamic Dashboard Charts

Input Month & Year Mar 2015


Raw Data Sales
Jan Feb Mar Apr May
2013 129 105 110 121 108
2014 132 136 116 133 97
2015 155 140 120
Data Preparation for Chart - Last 12 months based on user selection
2014 2014 2014 2014 2014
Apr May Jun Jul Aug
Sales 133 97 98 115 94

Sales - Last 12 Months


155
133 140
127 1
115 109 114
97 98 94 96

Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb M
Jun Jul Aug Sep Oct Nov Dec
516 608 710 796 866 990 1,090
499 547 520 550 551 573 472
780 884 1,263 1,263 1,263 1,339 1,283
980 1,155 1,349 1,512 1,645 1,881 2,071
948 1,039 988 1,045 1,047 1,089 897

Month: May
817 779
669

0 410

ny A Company B Company C Company D Company E


Jun Jul Aug Sep Oct Nov Dec
103 121 117 109 108 112 122
98 115 94 96 109 114 127

Start from here...

2014 2014 2014 2014 2015 2015 2015


Sep Oct Nov Dec Jan Feb Mar
96 109 114 127 155 140 120

155
140
127 120

Dec Jan Feb Mar


Start from here...
RANK
Not Ranked
Company Turnover Turnover by Company - Not Ranked
Company A 44,400
Company B 13,200 Company A
Company C 19,000
Company D 9,000 Company B 13,200
Company E 11,000
Company C 19,000
Company F 20,000
Company D 9,000

Company E 11,000

Company F 20,000

Ranked Data preparation for Chart


Company Turnover RANK - Descending Order Company Turnover
Company A 44,400 1 1 Company A 44,400
Company B 13,200 4 2 Company F 20,000
Company C 19,000 3 3 Company C 19,000
Company D 9,000 6 4 Company B 13,200
Company E 11,000 5 5 Company E 11,000
Company F 20,000 2 6 Company D 9,000

Unique RANK
Data preparation for Chart
Company Turnover RANK - Descending Unique RANK Company Turnover
Company A 44,400 1 1 Company A 44,400
Company B 13,200 4 4 Company C 20,000
Company C 20,000 2 2 Company F 20,000
Company D 9,000 6 6 Company B 13,200
Company E 11,000 5 5 Company E 11,000
Company F 20,000 2 3 Company D 9,000

Turnover by Company
Company A 44,400

Company C 20,000

Company F 20,000
Turnover by Company
Company A 44,400

Company C 20,000

Company F 20,000

Company B 13,200

Company E 11,000

Company D 9,000
any - Not Ranked
44,400

,000

20,000

Turnover by Company - Ranked


Company A 44,400

Company F 20,000

Company C 19,000

Company B 13,200

Company E 11,000

Company D 9,000

44,400
44,400
Chart Series Label Positioning - Line series
Profit Development Series Label Position
Month Actual series Budget series Actual Budget
J 220 246 Pro
3500
F 430 481
M 600 726 3000
A 830 984
2500
M 1020 1197
J 1200 1399 2000
J 1398 1621 1500
A 1584 1864 Add adjustment
S 1773 2131 factors for better 1000
positioning if
O 1962 2471 desired 500
N 2151 2841
D 2340 3241 2,363 3,273 0
J F M A

Profit Development until June Series Label Position


Month Actual series Budget series Actual Budget
J 220 246 #N/A 3500
Profit D
F 430 481 #N/A
M 600 726 #N/A 3000
A 830 984 #N/A 2500
M 1020 1197 #N/A
J 1200 1399 1,200 2000
J 1621 #N/A 1500
A 1864 #N/A
S 2131 #N/A 1000
O 2471 #N/A 500
N 2841 #N/A
D 3241 #N/A 3241 0
J F M A

Chart Series Label Positioning - Stacked Column Chart

Jan Feb Mar Apr May Jun Jul


Europe 3881 4676 5026 5225 5367 5034 5423
Asia 4876 9526 10410 10300 10139 10161 10541
America 3127 2878 3774 4214 5168 5294 5433
Rest 1813 1879 1992 1842 1925 1955 1924

30000
Sales by Region
25000

20000

15000
Sales by Region
25000

20000

15000

10000

5000

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Profit Development
3500

3000

2500

2000

1500

1000

500

0
J F M A M J J A S O N D

3500
Profit Development until June
3000

2500

2000

1500

1000

500

0
J F M A M J J A S O N D

Aug Sep Oct Nov Dec Label Position


5533 5331 5292 5034 4493 2246.5 12.5
11389 7093 10707 10575 10015 9500.5 12.5
5247 5140 5448 4685 3785 16400.5 12.5
1888 1910 1866 1978 1817 19201.5 12.5

on

19201.5
16400.5
on

19201.5
16400.5

9500.5

2246.5

Sep Oct Nov Dec


Conditional Formatting of Chart Columns for Best Impact

Sales Max Min


Company A 120
Company B 105
140
Company C 110
Company D 129 129 120
Company E 108 100
Company F 103 103
Company G 121 80
Company H 117 60
Company I 109
40
20
0
Company A Company B Company C

Conditional Formatting of Bars for Best Impact

Sales Max Min


Company A 120
Company B 105 Company A
Company C 110
Company B
Company D 129 129
Company E 108 Company C
Company F 103 103 Company D
Company G 121
Company H 117 Company E
Company I 109 Company F
Company G
Company H
Company I

Conditional Formatting of Data Labels

Sales Sales PY %∆
120
Company A 120 132 -9% 110
105
Company B 105 90 17%
Company C 110 100 10%
Company D 129 140 -8%
Company E 108 100 8%
Company F 103 80 29%
Company G 121 90 34%
Company H 117 180 -35% Compa ny A Company B Compa ny C
Company I 109 120 -9%
17%
10%

-9%
17%
10%
Note: Darker green = [color10]. For full list vist of colors see
http://msdn.microsof.com/en-us/library/cc296089(v=office.12).aspx
-9%

An Alternative Variance Chart

Sales Sales PY % +∆ % -∆
120
Company A 120 132 -9% 110
105
Company B 105 90 17%
Company C 110 100 10%
Company D 129 140 -8%
Company E 108 100 8%
Company F 103 80 29%
Company G 121 90 34%
Company H 117 180 -35% Company A Company B Company C
Company I 109 120 -9%
17%
10%
Note: Activate error bars from Chart tools, Layout, Analysis section
-9%

Vertical lines to create Splits

Sales Max Min


Segment Lef Company A 120
Company B 105 120
Company C 90 90 105
Segment Middle Company D 100
Company E 108
Company F 103
Segment Right Company G 121 121
Company H 117
Company I 109

split lef right


x 3.5 3.5 6.5 6.5 Company A Compan
y 121 0 121 0 Segment

Error Bars for Splits

Sales Max Min


Segment Lef Company A 120
120
Company B 105
105
S
120

Company C 90 90 105
Segment Middle Company D 100 S
Company E 108
Company F 103
Segment Right Company G 121 121
Company H 117
Company I 109

split x y
3.5 0
6.5 0 Company A Compan
Segment

Charts with Dynamic Comments

Select Month &


Year Sep 2014
Raw Data Table

2013 2014 2015


Jan 129 131.58 154.8
Feb 105 135.5274 140
Mar 110 115.5 120
Apr 121 133.1 180
May 108 97.2 190
Jun 103 97.85 160
Jul 121 114.95 150
Aug 117 93.6 140
Sep 109 95.92
Oct 108 109.08
Nov 112 114.24
Dec 122 126.88

New Location
Sales by Company
129

103

Company B Company C Company D Company E Company F Company G Company H Company I

Sales by Company
Company A 120

Company B 105

Company C 110

Company D 129

Company E 108

Company F 103

Company G 121

Company H 117

Company I 109

Actual Sales vs. PY


129
121 117
105 110 108 109
103

Company B Compa ny C Compa ny D Compa ny E Company F Company G Company H Company I


34%
29%
17%
10% 8%

-8% -9%
34%
29%
17%
10% 8%

-8% -9%

-35%

Actual Sales vs. PY


129
121 117
105 110 108 109
103

Company B Company C Company D Company E Compa ny F Compa ny G Company H Compa ny I


29% 34%
17%
10% 8%

-8% -9%

-35%

Sales by Company
120 121 117
105 108 109
100 103
90

Company A Company B Company C Company D Company E Company F Company G Company H Company I


Segment Lef Segment Middle Segment Right

Sales by Company
120 Segment Right
121Company G; 117
121
108 109
105 103
100
Segment Lef90
Company C; 90
Sales by Company
120 Segment Right
121Company G; 117
121
105 108 109
100 103
Segment Lef90
Company C; 90

Company A Company B Company C Company D Company E Company F Company G Company H Company I


Segment Lef Segment Middle Segment Right

Data Preparation for Chart - Show last 12 months based on selection


New Location: Jul2014
Year Year Month Turnover X 10
2013 2013 Oct 108 Oct2013 Y 132
2013 Nov 112 Nov2013
2013 Dec 122 Dec2013
2014 2014 Jan 132 Jan2014
2014 Feb 136 Feb2014
2014 Mar 116 Mar2014
2014 Apr 133 Apr2014
2014 May 97 May2014
2014 Jun 98 Jun2014
2014 Jul 115 Jul2014
2014 Aug 94 Aug2014
2014 Sep 96 Sep2014

160

140

120

100

80

60

40

20

0
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
2013 2014
17
109

pany H Company I
nt Right

71
109
71
109

any H Company I
t Right
Design Tables that Highlight & Impress
Symbols & Formulas Threshold: Turnover <-15 or >15, EBIT <-1 or >1

Turnover
m EUR PY-1 PY Actual Budget PY-1
Group A 4,826 4,734 5,201 5,041 44

Europe 597 616 618 604 10


Asia 1,289 1,351 1,298 1,261 ■ 8
America 900 876 901 947 ■ 12
Africa 155 188 197 184 4
Russia 1,300 1,047 1,519 1,340 ■ 1
Australia 586 655 667 704 ■ 9

Conditional Formatting - Highlighting Rows


Turnover
m EUR Actual Budget
Group A 5,201 5,041
Europe 618 604
Asia 1,298 1,261
America 901 947
Africa 197 184
Russia 1,519 1,340
Australia 667 704

Conditional Formatting - Cell Color


Turnover
m EUR PY-1 PY Actual Budget PY-1
Group A 4,826 4,734 5,201 5,041 44
Europe 597 616 618 604
### 10
Asia 1,289 1,351 1,298 1,261
### 8
America 900 876 901 ###
947 12
Africa 155 188 197 ###
184 4
Russia 1,300 1,047 1,519 ###
1,340 1
Australia 586 655 667 ###
704 9

Conditional Formatting - Bar Chart


Turnover
m EUR PY-1 PY Actual Budget
Group A 4,826 4,734 5,201 5,041
Europe 597 616 618 604
Asia 1,289 1,351 1,298 1,261
America 900 876 901 947
Africa 155 188 197 184
Russia 1,300 1,047 1,519 1,340
Australia 586 655 667 704

Conditional Formatting - Symbols


Turnover
m EUR PY-1 PY Actual Budget
Group A 4,826 4,734 5,201 5,041

Europe 597 616 618 604 ###


Asia 1,289 1,351 1,298 1,261
America 900 876 901 947
Africa 155 188 197 184 ###
Russia 1,300 1,047 1,519 1,340
Australia 586 655 667 704
EBIT
PY Actual Budget
41 49 61

10 12 10 ■
10 13 12
10 12 14 ■
4 4 7 ■
1 2 12 ■
7 5 5

EBIT
PY Actual Budget
41 49 61
10 12 10
###
10 13 12
###
10 12 ###
14
4 4 ###
7
1 2 ###
12
7 5 ###
5

In Excel 2007 data bars do


not show negative values
In Excel 2007 data bars do
not show negative values
Measuring Performance - Actual Versus Budget
Using Columns
Sales Re
Sales Revenue
Product Actual Budget
Product A 14,432 15,113 20,000
Product B 17,990 18,181
Product C 15,117 13,455 16,000
Product D 11,154 12,031
Product E 11,022 13,112 12,000
Product F 8,905 9,096
Product G 16,735 18,207 8,000

4,000

0
Product A Product B Product C

Using Columns and Line


Sales Re

20,000

16,000

12,000

8,000

4,000

0
Product A Product B Product C
Using Columns and Markers

Sales Re

20,000

16,000

12,000

8,000

4,000

0
Product A Product B Product
4,000

0
Product A Product B Product

Using Columns & Markers and highlighting the Max column dynamically

Sales Revenue Sales Re


Product Actual Budget Max
Ac
Product A 14,432 15,113
Product B 17,990 18,181 17,990 20,000
Product C 15,117 13,455
16,000
Product D 11,154 12,031
Product E 11,022 13,112
12,000
Product F 8,905 9,096
Product G 16,735 18,207
8,000

4,000

0
Product A Product B Product

Line Series

Select Month: 9 For series For legend


Actual Profit until
Month Actual series Budget series Sep Actual
1 Jan 220 246 220 #N/A
2 Feb 430 481 430 #N/A
3 Mar 600 726 600 #N/A
4 Apr 830 984 830 #N/A
5 May 1,020 1,197 1,020 #N/A
6 Jun 1,200 1,399 1,200 #N/A
7 Jul 1,300 1,621 1,300 #N/A
8 Aug 1,600 1,864 1,600 #N/A
9 Sep 1,900 2,131 1,900 1,900
10 Oct 2,100 2,471 #N/A #N/A
11 Nov 2,200 2,841 #N/A #N/A
12 Dec 2,400 3,241 #N/A #N/A

Variances With One Bar Chart - Professional Method #1

Profit

Company Actual Budget Actual Below Actual Above For Labels


Company A 14,432 15,113 681 15,113
Company B 17,990 18,181 191 18,181
Company C 15,117 13,455 1,662 15,117
Company D 11,154 12,031 877 12,031
Company E 11,022 13,112 2,090 13,112
Company F 8,905 9,096 191 9,096
Company G 16,735 18,207 1,472 18,207

Variances With Two Bar Charts - Professional Method #2

Company
Unique Rank according to
Company Actual Budget based on Actuals New Order Rank
Company A 14,432 15,113 4 1 Company B
Company B 19,200 18,181 1 2 Company G
Company C 15,117 13,455 3 3 Company C
Company D 11,154 11,000 5 4 Company A
Company E 11,022 13,112 6 5 Company D
Company F 8,905 9,096 7 6 Company E
Company G 17,900 18,207 2 7 Company F

Actual Profit Development & Co


11,154
8,905 11,022 14,43
15

-68

-2,090
Vertical Bullet Chart

Bullet with Percentages


100%
Efficiency %
Bad 50% 90%
Acceptable 30%
80%
Good 20%
Actual 85% 70%
Target 90%
60%
Good
Acceptabl e
50%
Bad
40% Actual
Target
30%

20%

10%

0%
Bullet with Absolute Values Efficiency %

900
For Chart
800
Profit Absolute 700
Values Profit
Bad 400 400 600
Acceptable 650 250 500
Good 800 150
Actual 600 600 400
Target 700 700 300
Invisible 200
200

100

0
Profit

Horizontal Bullet: Proper method

Efficiency %
Bad 50%
Acceptable 30%
Good 20%
Actual 85%
Target 90%
Efficiency %

0% 10% 20% 30% 4


Efficiency %
Y axis 50%

0% 10% 20% 30% 4

Horizonatal Bullet: Easy method

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Excel Camera

Efficiency %
Bad 50%
Acceptable 30%
Good 20%
Actual 85%
Target 90%
Sales Revenue by Product
Actual Budget

Product B Product C Product D Product E Product F Product G

Sales Revenue by Product


Actual Budget

Product B Product C Product D Product E Product F Product G

Sales Revenue by Product


Actual Budget

Product B Product C Product D Product E Product F Product G


Product B Product C Product D Product E Product F Product G

Sales Revenue by Product


Actual Max Budget

Product B Product C Product D Product E Product F Product G

For legend

3,500
Budget
3,000
Actual Profit until Sep
2,500

2,000

1,500

1,000

500

0
3,241 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Profit by Company
Variance to Position of
Budget variance
-5% 0.5
Profit by Company

-1% 1.5
12% 2.5
-7% 3.5
-16% 4.5
-2% 5.5
-8% 6.5

16,735
8,905
11,022
11,154
15,117
17,990
14,432 9,096 12,031
13,112 15,113
15,117 18,207
18,181

Actual Budget Actual - Actual -


according to according to Budget Budget Position Length of Postion of
Rank Rank (Positive) (Negative) of lines lines lines on Y
19,200 18,181 1,019 19,200 19,200 0.5
17,900 18,207 -307 17,900 20,500 1.5
15,117 13,455 1,662 15,117 23,283 2.5
14,432 15,113 -681 14,432 23,968 3.5
11,154 11,000 154 11,154 27,246 4.5
11,022 13,112 -2,090 11,022 27,378 5.5
8,905 9,096 -191 8,905 29,495 6.5

fit Development & Comparison to Budget


11,154
8,905 11,022 14,432
15,117 17,900
19,200
1,019

-307

1,662

-681

154

-2,090

-191
Efficiency % Profit %
Bad 50% 40% Productivity & Profit Development
Acceptable 30% 35%
Good 20% 25% 100 %
Actual 85% 68%
90 %
Target 90% 85%
80 %

70 %

60 %

50 %

40 %

30 %

20 %

10 %

0%
Efficiency % Profit %

Good
Acceptable
Bad
Actual
cy %
Target

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Good
Acceptable
Bad
Actual
cy %
Target

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Turned, with the use of the


Camera tool

20% 40% 60% 80% 10 %


15,113
15,117 18,207
18,181
evelopment

t%
Effective Comparisons - Actual to Previous Year

Symbols in Charts

▲▼ Data preparation for chart


Actual PY %▲
Jan 149 150 -1% -1% ▼ Jan
Feb 125 100 25% 25% ▲ Feb
Mar 216 220 -2% -2% ▼ Mar
Apr 151 170 -11% -11% ▼ Apr
May 182 190 -4% -4% ▼ May
Jun 180 160 13% 13% ▲ Jun
Jul 161 190 -15% -15% ▼ Jul
Aug 108 100 8% 8% ▲ Aug
Sep 123 160 -23% -23% ▼ Sep
Oct 143 140 2% 2% ▲ Oct
Nov 174 170 2% 2% ▲ Nov
Dec 226 220 3% 3% ▲ Dec

Symbols in Charts using conditional formatting 10% threshold


Actual Profit as Compared with PY
Jan Feb Mar Apr May Jun Jul
Actual 149 125 216 151 182 180 161
PY 150 100 220 170 190 160 190

Actual Profit as compa


216

182 180
161
149 151
125

Jan Feb Mar Apr May Jun Jul


▲ ▼
-1% 25% -2% -11% -4%

Line Chart
For Series Legend
Month Sales Sales PY Actual Previous Year
1600
J 1082 826
F 832 1034 1400
M 1100 1020
A 1402 800 1200
M 1354 1151 1000
J 1478 1083
J 1504 1094 800
A 572 832
600
S 1039 1189
O 1362 1400 400
N 800 1075
200
D 595 952 595 952
0
J F M

Line & Area Chart


Line series = Actual Sales Revenue
Area series = Min to Max region of PY
Scatter series = series labels (legend)
For Chart
Month Sales Sales PY Min PY Max PY Max
J 1082 826 800 1400 600 1600
F 832 1034 800 1400 600
M 1100 1020 800 1400 600 1400
A 1402 800 800 1400 600 1200
M 1354 1151 800 1400 600
J 1478 1083 800 1400 600 1000
J 1504 1094 800 1400 600 800
A 572 832 800 1400 600
600
S 1039 1189 800 1400 600
O 1362 1400 800 1400 600 400
N 800 1075 800 1400 600
200
D 595 952 800 1400 600
0
J F M

For Series Legend X Y


13 800
13 1400
13 595

PY Variance shown as a Pin Chart


Select Month &
Year Jun 2015

Raw data Sales Revenue % Previous Year (PY)


2013 2014 2015 2013 2014 2015
Jan 129 132 138 2% 5%
Feb 150 136 140 -10% 3%
Mar 110 116 120 5% 4%
Apr 121 133 150 10% 13%
May 108 97 105 -10% 8%
Jun 103 98 90 -5% -8%
Jul 121 115 110 -5% -4%
Aug 117 94 105 -20% 12%
Sep 109 96 -12%
Oct 108 109 1%
Nov 112 114 2%
Dec 122 127 4%

Data preparation for chart - Last 12 months based on selection


Year MonthSales Rev. % PY Minus Plus
2014 Jul 115 -5% -5% #N/A
2014 Aug 94 -20% -20% #N/A
2014 Sep 96 -12% -12% #N/A
2014 Oct 109 1% #N/A 1% -5%
2014 Nov 114 2% #N/A 2%
2014 Dec 127 4% #N/A 4%
2015 Jan 138 5% #N/A 5%
-2
2015 Feb 140 3% #N/A 3%
2015 Mar 120 4% #N/A 4%
2015 Apr 150 13% #N/A 13%
2015 May 105 8% #N/A 8%
2015 Jun 90 -8% -8% #N/A
Actual
Actual Profit as compared with PY
149 216
125
182 180 174
216 161
149 151 143
151
125 123
182 108
180
161
108
123
143
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
174 ▼ ▲ ▼ ▼ ▼ ▲ ▼ ▲ ▼ ▲ ▲
226 -1% 25% -2% -11% -4% 13% -15% 8% -23% 2% 2%

10% threshold

Aug Sep Oct Nov Dec


108 180 143 174 226
100 160 140 170 220

ual Profit as compared with PY


226

182 180 180 174


161
143

108

May Jun Jul Aug Sep Oct Nov Dec


▲ ▼ ▲
13% -15% 8% 13% 2% 2% 3%
1600 Actual Sales vs. PY
1400

1200

1000

800

600

400

200

0
J F M A M J J A S O N D

Actual Sales vs.PY


1600

1400 1400

1200

1000

800 800

600 595

400

200

0
J F M A M J J A S O N D
Sales Revenue & comparison with PY
150
138 140
127
115 114 120
109 105
94 96 90

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
13%
8%
4% 5% 4%
2% 3%
1%

-5%
-8%
-12%

-20%
red with PY
226

174
143
123
108

Aug Sep Oct Nov Dec


▲ ▼ ▲ ▲ ▲
8% -23% 2% 2% 3%
Y
150

105
90

Apr May Jun


13%
8%

-8%
Predictive Analysis - Showing Outlook Development

Actual Forecast Budget


2015 J 129
F 110
M 120
A 125 E
M 126
180
J 128
160
J 121 121
140
A 117
120
S 109 100
O 108 80
N 112 60
D 122 40
2016 J 132 132 20
F 136 0
M 138 J F M A M J J
A 133 2015
M 138
J 140
J 145
A 146
S 148
O 150
N 155
D 158

Chart showing dynamic split and conditional formatting for forecast periods
Last Actual
Month 3
X 3.5
Y 0
Error Indicator 5026
X Y Label
13 4,493 Europe
13 14,508 Asia Sales by Region Actua
13 18293 America
13 22493 Africa
Jan Feb Mar Apr May
Europe 3,881 4,676 5,026 5,225 5,367
Asia 4,876 9,526 10,410 10,300 10,139
America 3,127 2,878 3,774 4,214 5,168
Africa 3,816 1,608 4,872 3,540 4,890
EBIT Development
180 Actual Forecast Budget
160
140
120
100
80
60
40
20
0
J F M A M J J A S O N D J F M A M J J A S O N D
2015 2016

by Region Actual & Forecast Forecast Split

22,493

18,293

14,508

4,493
4,493
Jun Jul Aug Sep Oct Nov Dec
5,034 5,423 5,533 5,331 5,292 5,034 4,493
10,161 10,541 11,389 7,093 10,707 10,575 10,015
5,294 5,433 5,247 5,140 5,448 4,685 3,785
3,540 5,208 5,118 4,050 3,126 2,622 4,200
Scatter Plot & Bubble Chart

Blog Posts Site Visits Website Sales


2 12 10
5 30 15
12 66 20
15 60 10
20 100 20
26 110 40
30 150 30
32 140 40
33 160 40
40 200 50
43 230 70
50 300 100

Geographical KPI Presentation


X Y Location Sales Revenue
4.0 5.8 Western Europe 220
4.3 6.8 Northern Europe 210
4.5 5.1 Southern Europe 170
4.8 5.9 Eastern Europe 230
7.1 6.9 Russia 700
0.7 5.0 USA 900
4.8 1.3 South Africa 198
1.6 2.5 South America 217
0.6 6.5 Canada 238
4.4 4.0 Africa 261
8.2 1.9 Australia 270
9.5 1.0 New Zealand 200
5.3 4.4 Middle East 700
8.1 5.0 Asia 800

Box Plots

Company Youngest Employee Oldest Employee ▬ Median Age


Company A 18 63 35
Company B 24 65 40
Company C 20 50 31
Company D 21 60 30
Company E 24 58 43

For Series labels X Y


5.5 24
5.5 58
5.5 41

Parts-to-whole

Sorted according to
Cost Centre Value % Total Rank
Cost Centre 1 700 43% 1
Cost Centre 2 150 9% 3
Cost Centre 3 600 37% 2
Cost Centre 4 100 6% 4
Cost Centre 5 80 5% 5
Total 1,630 100%
Pareto Chart

Sorted according to
Cost Centre Value % Total Rank
Cost Centre 1 700 43% 1
Cost Centre 2 150 9% 3
Cost Centre 3 600 37% 2
Cost Centre 4 100 6% 4
Cost Centre 5 80 5% 5
Total 1630 100%

Costs by Cost Centre


100%
90%
80%
70%
60%
50% 43%
40% 37%
30%
20%
9% 6%
10%
0%
Cost Centre 1 Cost Centre 3 Cost Centre 2 Cost Cen

Panel charts - Showing many variables at once

Comparing company performance

Dividers 12.0
X
1 12.5
2 24.5
3 36.5
Actual
Company A J 149
. 274
. 490
. 641
M 823
. 1003
. 1164
. 1272
S 1395
. 1538
. 1712
D 1938
Company B J
.
.
.
M
.
.
.
S
.
.
D
Company C J 119
. 139
. 245
. 350
M 410
. 499
. 547
. 520
S 550
. 551
. 573
D 472
Company D J
.
.
.
M
.
.
.
S
.
.
D
Product B
Actual
Company A J 119.2
. 219.2
. 392
. 512.8
M 658.4
. 802.4
. 931.2
. 1017.6
S 1116
. 1230.4
. 1369.6
D 1550.4
Company B J
.
.
.
M
.
.
.
S
.
.
D
Company C J 59.5
. 69.5
. 122.5
. 175
M 205
. 249.5
. 273.5
. 260
S 275
. 275.5
. 286.5
D 236
Company D J
.
.
.
M
.
.
.
S
.
.
D
Product A
Actual
Company A J 29.8
. 54.8
. 98
. 128.2
M 164.6
. 200.6
. 232.8
. 254.4
S 279
. 307.6
. 342.4
D 387.6
Company B J
.
.
.
M
.
.
.
S
.
.
D
Company C J 59.5
. 69.5
. 122.5
. 175
M 205
. 249.5
. 273.5
. 260
S 275
. 275.5
. 286.5
D 236
Company D J
.
.
.
M
.
.
.
S
.
.
D
Sparklines
Jan Feb Mar
Company A 149 125 490
Company B 47 97 268
Company C 119 20 245
Company D 146 161 433
Company E 150 125 500
Company F 146 161 -187
Company G 119 20 245
The Size of the cells define
Profit the size of the sparkline.
J. F. M. A. M. J. J. A. S. O. N. D

Company A

Company B

Company C

Company D

Company E

Company F

Company G
Website Visits
350

300

250

Site Visits 200

150

100

50

0
0 10 20 30 40 50 60
Blog Posts

Website Visits & Sales


350

300

250
11; 70 €
200 10; 50 €
Site Visits 150 9;€40 €
7; 30
8; 40 €
100 5; 20 € 6; 40 €
3; 20
4; €10 €
50
2; 15 €
0
0 10 20 30 40 50 60
Blog Posts

Sales Revenue by Geography


Age Distribution by Company
70

60 58
50

40 41

30
24
20

10

0
Company A Company B Company C Company D Company E

% according to
# Ranked Cost Centre Ranked Values Rank
1 Cost Centre 1 700 43%
2 Cost Centre 3 600 37%
3 Cost Centre 2 150 9%
4 Cost Centre 4 100 6%
5 Cost Centre 5 80 5%

Costs by Cost Centre


0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%

Cost Centre 1 43%

Cost Centre 3 37%

Cost Centre 2 9%

Cost Centre 4 6%

Cost Centre 5 5%
Cost Centre 3 37%

Cost Centre 2 9%

Cost Centre 4 6%

Cost Centre 5 5%

1,630

# Ranked Cost Centre % according to Rank Cumulative Ranked Values


1 Cost Centre 1 43% 43% 700
2 Cost Centre 3 37% 80% 600
3 Cost Centre 2 9% 89% 150
4 Cost Centre 4 6% 95% 100
5 Cost Centre 5 5% 100% 80

Costs by Cost Centre

9% 6% 5%

e3 Cost Centre 2 Cost Centre 4 Cost Centre 5

Y
0
0
0

Sales R
Actual Budg
2,500
Budget Actual Budget
Sales R
163.9 Actual Budg
301.4
2,500
539
705.1
2,000
905.3
1103.3
1,500
1280.4
1399.2
1534.5 1,000
1691.8
1883.2 500
2131.8
47 70.5 0
144 216 J . . . M . . . S . . D J . . . M . .
Company A Compa
268 402
358 537
430 645
516 774
608 912
710 1065
796 1194
866 1299
990 1485
1090 1635
107.1
125.1
220.5
315
369
449.1
492.3
468
495
495.9
515.7
424.8
146 102.2
307 214.9
433 303.1
560 392
669 468.3
780 546
884 618.8
1263 884.1
1263 884.1
1263 884.1
1339 937.3
1283 898.1
Budget Actual Budget
131.12
241.12
431.2
564.08
724.24
882.64
1024.32
1119.36
1227.6 Sales
1353.44
1506.56 Actu
1705.44 2,000
18.8 28.2
57.6 86.4 1,500
107.2 160.8
143.2 214.8 Product B 1,000
172 258
206.4 309.6 500
243.2 364.8
0
284 426 2,000
318.4 477.6
346.4 519.6
1,500
396 594
436 654
53.55 1,000
Product A
62.55
110.25 500
157.5
184.5 0
224.55 J . . . M . . . S
Company A
246.15
234
247.5
247.95
257.85
212.4
43.8 30.66
92.1 64.47
129.9 90.93
168 117.6
200.7 140.49
234 163.8
265.2 185.64
378.9 265.23
378.9 265.23
378.9 265.23
401.7 281.19
384.9 269.43
Budget Actual Budget
32.78
60.28
107.8
141.02
181.06
220.66
256.08
279.84
306.9
338.36
376.64
426.36
28.2 42.3
86.4 129.6
160.8 241.2
214.8 322.2
258 387
309.6 464.4
364.8 547.2
426 639
477.6 716.4
519.6 779.4
594 891
654 981
53.55
62.55
110.25
157.5
184.5
224.55
246.15
234
247.5
247.95
257.85
212.4
102.2 71.54
214.9 150.43
303.1 212.17
392 274.4
468.3 327.81
546 382.2
618.8 433.16
884.1 618.87
884.1 618.87
884.1 618.87
937.3 656.11
898.1 628.67
Apr May Jun Jul Aug
151 823 180 300 108
90 430 86 608 102
105 410 89 547 -27
127 -100 -100 884 379
151 823 -180 -170 -100
100 100 90 180 400
105 410 89 103 72
e Size of the cells define
size of the sparkline.
hy
Sales Revenue Comparison
Actual Budget Actual Budget Trennung
Sales Revenue Comparison
Actual Budget Actual Budget Trennung

M . . . S . . D J . . . M . . . S . . D J . . . M . . . S . . D J . . . M . . . S . . D
Company A Company B Company C Company D
Sales Revenue Comparison by Product
Actual Budget Actual Budget Trennung
2,000

1,500

oduct B 1,000

500

0
2,000

1,500

1,000
oduct A
500

0
J . . . M . . . S . . D J . . . M . . . S . . D J . . . M . . . S . . D J . . . M . . . S . . D
Company A Company B Company C Company D
Sep Oct Nov Dec
600 143 800 700
796 70 990 100
550 1 573 -101
900 0 800 -56
600 143 800 700
100 363 76 -56
85 68 78 -171
. S . . D
ny D
. . . M . . . S . . D
Company D
Quick Gantt Chart

Task Start date # Working days End date # days task # Holidays
Design completed 1/2/2017 15 1/24/2017 22 1 1/1/2017
Admin training 1/13/2017 13 2/1/2017 19 2 1/6/2017
Address IT issues 2/1/2017 12 2/17/2017 16 3 4/16/2017
Initial build 2/17/2017 13 3/8/2017 19 4 4/17/2017
Data migration 3/8/2017 7 3/17/2017 9 5 5/1/2017
User training 3/17/2017 13 4/5/2017 19 6 5/25/2017
Testing 4/5/2017 10 4/20/2017 15 7 6/4/2017
Parallel run 4/20/2017 8 5/3/2017 13 8 6/5/2017
Sign-off 5/3/2017 15 5/24/2017 21 9 6/15/2017
8/15/2017
10/26/2017
11/1/2017
12/8/2017
12/25/2017
12/26/2017

# Working days
12/16/2016 1/5/2017 1/25/2017 2/14/2017 3/6/2017 3/26/2017 4/

Design completed 15
Admin training 13
Address IT issues 12
Initial build 13
Data migration 7
User training 13
Testing 10
Parallel run 8
Sign-off 15

Fully Featured Gantt Chart

Plan Actual

Task Start date # Working days End date Start date # Working days
Design completed 1/2/2017 15 1/24/2017 1/2/2017 5
Admin training 1/13/2017 13 2/1/2017 1/10/2017 10
Address IT issues 2/1/2017 12 2/17/2017 2/1/2017 12
Initial build 2/17/2017 13 3/8/2017 2/17/2017 13
Data migration 3/8/2017 7 3/17/2017 3/8/2017 7
User training 3/17/2017 13 4/5/2017 3/17/2017 13
Testing 4/5/2017 10 4/20/2017 4/5/2017 10
Parallel run 4/20/2017 8 5/3/2017 4/20/2017 8
Sign-off 5/3/2017 15 5/24/2017 5/3/2017 15
Select Scenario: Actual

Project Timeline: Actual V

12/26/2016 1/15/2017 2/4/2017 2/24/2017 3/16/

Design completed - 5 WD

Admin training - 10 WD

Address IT issues - 12 WD

Initial build - 13 WD

Data migration - 7 WD

User training - 13 WD

Testing - 10 WD

Parallel run - 8 WD

Sign-off - 15 WD
7 3/6/2017 3/26/2017 4/15/2017 5/5/2017 5/25/2017

Data preparation
Actual Project Timeline: Actual View
# days
End date % Completion Task Start date # days completed
1/10/2017 100% Design completed - 5 WD 1/2/2017 8 8
1/24/2017 80% Admin training - 10 WD 1/10/2017 14 11.2
2/17/2017 50% Address IT issues - 12 WD 2/1/2017 16 8
3/8/2017 20% Initial build - 13 WD 2/17/2017 19 3.8
3/17/2017 Data migration - 7 WD 3/8/2017 9 0
4/5/2017 User training - 13 WD 3/17/2017 19 0
4/20/2017 Testing - 10 WD 4/5/2017 15 0
5/3/2017 Parallel run - 8 WD 4/20/2017 13 0
5/24/2017 Sign-off - 15 WD 5/3/2017 21 0
Project Timeline: Actual View

2/24/2017 3/16/2017 4/5/2017 4/25/2017 5/15/2017 6/4/2017


Holidays
1/1/2017
1/6/2017
4/16/2017
4/17/2017
5/1/2017
5/25/2017
6/4/2017
6/5/2017
6/15/2017
8/15/2017
10/26/2017
11/1/2017
12/8/2017
12/25/2017
12/26/2017

6/4/2017
Waterfall Chart

Easiest Waterfall EVER - Using a mix of Column & Line chart with Up/Down bars und Error bars

For connectors For Delta bars


Values Cumulative Start & End Before After Data label position
Start 500 500 500
Delta 1 100 600 500 600 600
Delta 2 -200 400 600 400 600
Delta 3 80 480 400 480 480
Delta 4 -180 300 480 300 480
Delta 5 100 400 300 400 400
End 400

The Steps:

Note: You can also add all the


series at one go once you have a
good understanding of the
purpose of each series and how
these need to be formatted

Alternative: Waterfall Chart with Stacked Columns

Values Cumulative Start & End Plus Minus Invisible base


Start 500 500 500
Delta 1 100 600 100 0 500
Delta 2 -200 400 0 200 400
Delta 3 50 450 50 0 400
Delta 4 -180 270 0 180 270
Delta 5 100 370 100 0 270
End 370

Alternative: Waterfall Chart with Stacked Columns and Connectors

Values Cumulative Start & End Plus Minus Invisible base


Start 500 500 500
Delta 1 100 600 100 0 500
Delta 2 -200 400 0 200 400
Delta 3 50 450 50 0 400
Delta 4 -180 270 0 180 270
Delta 5 100 370 100 0 270
End 370

600
-0
100 500
-200
500 -0
50
0
-180 -0
100 370
0

Start Delta 1 Delta 2 Delta 3 Delta 4 Delta 5 End Start Delta 1


rs und Error bars KPI Development
600 600

500 480 480


400 400

Start Delta 1 Delta 2 Delta 3 Delta 4 Delta 5 End

Note: Does not work for negative


deltas where the subtotals fall in
the negative vertical axis

-0
100
-200
500 -0
50
0
-180 -0
100 370
0

Start Delta 1 Delta 2 Delta 3 Delta 4 Delta 5 End


-200
500 -0
50
0
-180 -0
100 370
0

Start Delta 1 Delta 2 Delta 3 Delta 4 Delta 5 End

Connector 1 Connector 2 Connector 3 Connector 4 Connector 5 Connector 6 Data Labels


500 500
500 600 600
600 400 600
400 450 450
450 270 450
270 370 370
370 370

600 600

500
450 450
370 370

Start Delta 1 Delta 2 Delta 3 Delta 4 Delta 5 End


Conditional Formatting of Chart Columns with Pivot Table
Invoice # Company Sales Total Sales Max Total Sales Min Total Sales
INV1 Company A 40 120
1. Add "Total Sales", "Max
INV2 Company B 35 105 Total Sales", "Min Total
INV3 Company C 37 110 Sales" to raw data. These
INV4 Company D 43 129 129 are required to create
calculated fields for Max
INV5 Company E 36 108 and Min in the Pivot Table.
INV6 Company F 34 103 103
INV7 Company G 40 121
INV8 Company H 39 117
INV9 Company I 36 109
INV10 Company A 40 120
INV11 Company B 35 105
INV12 Company C 37 110
INV13 Company D 43 129 129
INV14 Company E 36 108
INV15 Company F 34 103 103
INV16 Company G 40 121
INV17 Company H 39 117
INV18 Company I 36 109
INV19 Company A 40 120
INV20 Company B 35 105
INV21 Company C 37 110
INV22 Company D 43 129 129
INV23 Company E 36 108
INV24 Company F 34 103 103
INV25 Company G 40 121
INV26 Company H 39 117
INV27 Company I 36 109

Conditional Formatting of Chart Columns without Pivot Table - using SUMIFS functi
Invoice # Company Sales As an alternative use the Company
INV1 Company A 40 SUMIFS function to Company A
INV2 Company B 35 summarize the data into a Company B
Table for the Chart.
INV3 Company C 37 Company C
INV4 Company D 43 Company D
INV5 Company E 36 Company E
INV6 Company F 34 Company F
INV7 Company G 40 Company G
INV8 Company H 39 Company H
INV9 Company I 36 Company I
INV10 Company A 40
INV11 Company B 35
INV12 Company C 37
INV13 Company D 43
INV14 Company E 36
INV15 Company F 34
INV16 Company G 40
INV17 Company H 39
INV18 Company I 36
INV19 Company A 40
INV20 Company B 35
INV21 Company C 37
INV22 Company D 43
INV23 Company E 36
INV24 Company F 34
INV25 Company G 40
INV26 Company H 39
INV27 Company I 36
Company Sum - Sales
Company A 120 2. Create 2 Calculated fields in the
1. Add "Total Sales", "Max Max and one for Min with the follo
Total Sales", "Min Total Company B 105
Company C 110 works because "Max Total Sales" a
Sales" to raw data. These only filled if the Max or Min Conditi
are required to create Company D 129 zero.
calculated fields for Max
and Min in the Pivot Table. Company E 108
Company F 103
Company G 121
Company H 117
Company I 109

Sales by Company
140

120

100

80

60

40

20

0
Company A Compa ny B Compa ny C Company D Company E Company F Compa ny G Company H C

e - using SUMIFS function


Sales Max Min
120
105
110
129 129
108
103 103
121
117
109
eate 2 Calculated fields in the Pivot Table. One for
and one for Min with the following formula. This
ks because "Max Total Sales" and "Min Total Sales" are
filled if the Max or Min Condition are met. Rest is
.

3. Insert a Pivot Chart and


use the same techniques
as in Section 7.

ny F Compa ny G Company H Company I