Sunday, 15 November 2020

Excel Chart Hacks

 

Understanding
Creating charts by selecting data on the same worksheet
Creating charts by selecting data on a different worksheet
Creating Chart by simply clicking a cell on the block of data ( surrounded by empty cells)
You see an alert of creating a chart as soon as you select the data on the lower right hand corner
By Selecting data and going to insert tab , click recommended charts
By Selecting data and going to insert tab , look for some of the chart options
Use the link on the side to see all chart types and how to use them
After creating a chart, you can select different chart styles
Once you have selected a chart styles, you can select quick layout
Once you have selected the layout, you can change colors
How to effect the entire workbook by using the page layout tab, it changes the background, colors as well as font
Swap rows to columns - use it frequently, it displays data in a different way
What if you like both charts: original and after swapping : using Ctrl + D
How to quicky create chart with first 3 year and first 5 years from a time series data of 12 years using Alt+F1
How to move a chart to a different sheet using right Click and on chart design tab
How to move a chart to a different sheet with 'object in'
How to resize a chart using the four corners
How to resize the chart keeping the aspect ratio same
How to make the chart wide or tall on both sides
How to make the chart line up with the boundaries of the background
Components of charts are called chart elements
The outer area is called the chart area
The inner area is the plot area
legend
vertical grid lines
Data labels
How to add chart element by the add chart element at the left
How to add chart element by the + button on the right
How to see all the chart elements in a chart, by hovering mouse over elements of +
How to exclude a data column from the bar chart, by clicking on that column on the chart
How to add a data column to a chart
How to add a data column to a chart another method
How to add a data column to a chart third method
How to select data in the chart
How to select data in chart ribbon
How to put zero to the missing values
How to connect missing data points with line
How to hide some rows from the data so as not to show on the chart
How to see the hidden rows in the chart
How to change the default chart type when you click Alt + F1
How to keep a default set of features when you click alt + f1
How to remove the default set of features of a chart
How to adjust the highest value on the y axis
How to adjust the lowest value on the y axis
How to change the chart title
How to change the chart title: another way: Quick Layout
How to change the axis title
How to change the titles: another way: Add chart elements
How to change the titles: fourth way: Plus + Button
How to remove a title
How to link titles to content so that column headers show as titles in the chart
How to link titles to content: another way
Adding Data Labels: First way : through quick layout
Adding Data Lables: Second way: Use Chart Element Button
Adding Data Labels: Third Way: Use Plus button at the right
How to Add data labels to one of the series only
Adding data labels to the pie chart: Using chart design tab
Adding data lables in pie chart: Using Plus button
Adding Percentages to the pie chart
How to add value also to the pie chart
How to add category name also to the pie chart
How to add leader lines to the pie chart
Leader lines have to be moved individually, one label at a time
How to show the data along with charts: Quick Layout way
How to show the data along with charts: Plus Button Way
Changing Gridlines: The Chart Style way
Changing Gridlines: The Quick layout way
Adding Minor gridlines: The Quick layout way
How to make the gridlines more prominent
How to change the appearance of minor gridlines
How to change gridlines: The plus way
How to change legends: Chart style way
How to change legends: Quick Layout way
How to change legends: The Plus Button way
How to change legends: The Add chart element way
How to format legends, font size, bold, italic,
So we want to just see how much will be one standard error, or some percentage or some standard deviation away from this value
How to add error bars
How to add only the top errro, or the bottom error bar
How to change the error amount
Adding error bars from Plus button
Removing error bars from the add chart element
Using Drop line
Adding drop line from chart design element
Adding High low lines two show differences between two series
How to remove the lines with adding chart elements
How to add a trend line by clicking the line
How to add an exponential trend line
How to add logrithmic, polynomial, power
How to add a trend line of moving average
How to display R-square factor on the chart
How to extrapolate the linear trend line by six periods
How to have a trend line on a column chart
How to use pictures instead of columns
How to stretch the pictures
How to stack the pictures
How to stack and scale the pictures
How to change the gap between the pictures
How to use icons instead of columns
How to insert a box, arrows or pictures in a graph
Setting up chart in an F
Leveraging color schemes
Use Adobe Color CC to choose color scheme
Using color in Power BI from Adobe
How to format
How to change the background
How to add a text box in the chart and convert it to free floating text
How to put a text which is associated with data or text that's on worksheet
How to change all the major titles at once
How to change the angle of the x axis
Apply the Wordart style to the title
Bar charts are column charts rotated ninety degrees
What are clustered charts
What are stacked charts
What are 100% stacked charts
Column charts are good to show volume not value
How to rotate the 3-D column charts
Line chart is best if you are trying to show a trend
How to smoothen a line
How to create an area chart
How to create a stacked area chart
How to drag all the parts of a pie
How to draw out one wedge
How to add data labels to a pie chart
How to add percentage and even category
How to create a donut chart
How to reduce the size of the donut hole
How to add data labels
Adding percentages to the donut charts
Used when two series are widely different in magnitude
How to create combo charts
How to manipulate the secondary axis
How to change chart type in a combo chart
How to use stock chart
How to plot stock chart with volume
When we are trying to show the relationship between two series
How to add a scatter chart
How to change the min and max in the x axis
How to change the min and max in the y axis
How to change the min and max in the y axis specially in time when it cannot be done by formatting
How to add a trend line
When we are trying to show the relationship between three series
How to insert bubble chart
What to do if the bubble chart is not coming right
How to change the min and maximum in the bubble chart
How to change the bubble size
When we are trying to show the relationship between two series
How to insert radar chart
How to exclude a point in the radar charts
How to change the chart styles
How to exclude the weekend in calculating the schedule with WORKDAY
How to create a gantt chart
How to change the categories in reverse order in axis
A Gantt chart is actually a stacked bar hinding the position of the bars
When to use treemaps
How to use treemaps
Use it when the data is organized hierarchically and has fewer categories
Sunburst chart to be used when the data is organized hierarchically and has many categories
How to add datalabels in the tree map charts
Use when the data is like Treemaps
How to add data in sunburst
To find out how many people are in between two values
How to insert histogram
How to change the bin width or number of columns
How to get the underflow Bin, where you can start your lowest value
How to get the overflow Bin, where you can start your highest value
How to add data labels
How to create or add a box plot
The Box represents half of the entries
Top of the box is the max entry among the middle half
Bottom of the box is the lowest entry among the middle half
X represents the mean
The line above represents the median
How to add data labels in box and whisker plot
How to remove data labels individually
Earlier You need to calculate cumulative frequency and cumulative frequency percentage. Now you don't need
You need to put them in descending order, now you dont need
Now you just need a category and a value column
How to insert Pareto chart
A waterfall chart can be used to present the sales timeseries data
How to insert waterfall chart
How to change the gap
How to format the columns
For Sales funnel prospects--> Qualified--> Converted
How to insert Funnel Chart
How to Create Chart from Multiple Data Source
How to accommodate the chart for more data, manually
How to update chart automactically, by adding additional rows
How to print a chart on the separate sheet
How to print a chart out of a number of charts
How to print more than one chart on an excel sheet
How to print all charts in one page, if they are coming outside of the page
How to copy a chart on word and powerpoint
How to paste the chart as a chart and as a picture
How to copy the chart on to the powerpoint
Use it for cross tab between two values
How to insert sparklines
How to show the axis on the sparklines
How to change the sparklines colors
How to change the min value same for all the column sparklines
How to represent a number by a series of symbols
How to create in cell bar charts
How to show bars only, use when you want to show the relative magnitude but not show the numbers
How not to make bar overlap the numbers
what are the key principles of data visualization
What is the 10 second rule of data visualization
Data for Practicing Visualisation
Visualisation Slides
It is useful to get rid of the gridlines when you are working with visualization
How to get rid of the gridlines
How to create charts of non adjacent colummns
How to remove some of the ticks from y axis
How to add a combo chart
How to add a secondary axis
How to reset the changes in the axis
How to modify a combo chart with Column and Line: chart: Ideal
How to save as a template
How to apply the template
How to make slight adjustment to the template
Which chart to use to compare numerical data across categories
Which chart to use to visualize sales by product type
Which chart to use to visualize population by country
Which chart to use to visualize revenue by department
Which chart to use to visualize revenue by quarter
Which chart to use to group by subcategories
which chart to use to compare multile metrics
Which chart to use : By month by genre, by department by quarter,
We use the bar and column chart for a crosstab between two numerical series
How to insert a bar chart
What to do if we get a blank chart
How to change the axis label range
whcih chart to use to show the distribution of a continuous data set
Which chart to use to show frequency of test scores among students
Which chart to use to show distribution of population by age group
Which chart to use to show distribution of height or weight
We use pareto chart to show the cumulative effect of each bin, ordered by significance
Column charts are designed to show volumes, histograms are designed to show frequencies
How to create histogram
How to create a pareto version of it out of histogram
How to change the histogram for one series to another and copy
Which chart to use for visualizing trends over time
Which chart to use to show stock price by hour
Which chart to use to show average temperature by month
Which chart to use to show profit by quarter
How to create line charts
Which chart to use to show changes in data composition over time
Which chart to use to show sales by department, by month
Which chart to use to show % of total downloads by browser, by week
Which chart to use to show % of total downloads by continent, by decade
Keep the number of unique categories low to maintain clarity
Use data validation and custom formatting to dynamically highlight specific data series
How to create an area chart
Area charts tell the same story that we tell using the stacked column charts
How to make the area charts transparent
Where we are going to use a stacked area chart
How to convert an area chart to a 100% stacked area chart
Which chart to use for comparing proportions totalling 100%
Which chart is used to show Percentage of budget spent by department
Which chart is used to show proportion of internet users by age range
Which chart is used to show breakdown of site traffic by source
Keep the number of slices small ( <6 ) to maximize readability
Use a donut chart to visualize more than one series at once
Use transparent segment to create a custom "race track" visualization
How to create pie chart
We use racetrack as a KPI or target vs. achievement
How to convert a pie chart into a donut chart
How to add a data series to the donut chart
How to add a data lable to the inner and outer circle of donut chart
How to change the donut hole size
How to differentiate the color between inner and outer circles in a donut chart
How to convert a donut chart to a racetrack chart or a gauge
How to add a scatter plot
How to change the origin from 0 to some other value
How to reduce the transparency of points and prominency of trend lines
Which chart is used to add a third dimension to the scatter plot
Which chart is used for showing relationship between Product sales, revenue and market share of a company
Which chart is used for X, Y and size of a data
Use color as a dimension to differentiate between categories
Use Cell formulas and form controls to create a dynamic, animated bubble chart
Create a bubble chart or convert a scatter plot to bubble chart
How to create a bubble chart from empty chart
How to scale the bubble size
Which chart is used to show statistical characteristics across data series
whcih chart is used for comparing annual rainfall across cities
Which chart is used for analysing distribution of values and identifying outliers
Comparing mean and median height and weight in a city
How to add the box and whisker plot
How to hide/show points
How to show mean line
Which charts are used for visualizing hierarchical data with natural groups/subgroups
Which charts are used for Book title, Sub genre and Genre
Which charts are used for Number of employees by department and office
Which charts are used for population by state and region
Use Treemap charts when you are visualizing 1 or 2 hierarchical level
Use Sunburst charts to visualize the depth of multiple hierarchical level
Make sure that your raw sourced data is grouped and sorted before creating hierarchical charts
How to create a treemap
How to create a sun burst chart
Which chart is used for showing the net value after a series of positive and negative contributions
Which chart is used for corporate balance sheet analysis
Which chart is used for personal income and spending
Use Subtotals to create checkpoints
How to create waterfall charts
How to adjust the waterfall charts from the beginning
Which chart is used to show progress through the stages of a funnel
Which chart is used for the following: views, clicks and sales
Number of runners who reach each checkpoint in a marathon
use "Percent of Total" Calculations to show % of users (rather than #) at each funnel stage
Customize colors to emphasize Progression towards the end goal
How to add a funnel chart
How to have a solid filled radar charts
Visualizing trends or relationships using color scales
Which chart is used to:depict
Accident rate by time of day and day of week
Average temperature by city, by month
Average sentiment by hashtag
Use intuitive color scales ( red to green) and apply custom formatting to hide cell values
Use data validation and custom formatting to dynamically create heat maps
How to create heat maps
Which chart is use to Plot data in three dimensions to find optimum combination of values
How to create surface and contour charts
How to rotate surface chart
How to convert the contours of the chart from green to red
Can be used for KPI
How to have a thermometer and a thumsup icon for remaining
How to highlight the values of some dates in a time series, eg. promo dates
How to de crowd the x axis
How to make the text of the y axis completely invisible
How to make the chart dynamically updated using OFFSET and COUNTA
How to use OFFSET command
How to make chart update as you add new rows using table
How to make chart update as you add new rows using OFFSET and COUNTA
You can make charts that can automatically scroll and zoom
How users can manipulate scross bars in the workbook
How to use form controls to build interactivity in the chart
How to animate changes over time
How to use Group as a tool to help creating dynamic dashboard
How to use Data Validation as a tool to help creating dynamic dashboard
How to use Sumif as a tool to help creating dynamic dashboard
How to use Conditional Formatting as a tool to help creating dynamic dashboard
How to use Format Painter as a tool to help creating dynamic dashboard
How to create charts out of your dynamic dashboard
How to create the charts dynamically for any combination
How to create charts dynamically by creating a dynamic source data array
How to use INDEX and multiple MATCH as a tool to create a dynamic source data arrary
How to use OFFSET and MATCH as a tool with NAMED RANGE to create a dynamic source data arrary
How to highlight any point based on a certain condition eg. >50
How to use PERCENTRANK function for value based dynamic formatting
How to split rows of data into four quartiles using PERCENTRANK
How to show an area chart in which each area is highlighted when selected
How the values are pacing up to achieve a target value or goal a KPI
How to use a donut chart and Scatter plot to create a Gauge and Needle effect KPI
How to fill a grid basis the percentage KPI
How to create a column chart showing values and the markers showing target
How to create a column chart that "alerts": changes colors depending upon a conditional criteria
Charting alert for top/bottom, n, quartiles, percentiles
Adding a visual indicator to top/bottom n, quantile and percentile chart
How to create bullet graph instead of Gauges
How to create a variance chart
How to create a gantt chart
How to create a chart that shows whether the project is ahead or behind
How to create control charts

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