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# Excel Charts, Dashboards, & Visualization Tools

## All about Excel dashboards, charts, Camera objects (linked pictures), colors, drawing objects, and other Excel visualization tools and techniques.

### Analytical Charting

This method of data transformation has revealed a long-term weakness in the U.S. economy.

### Analytical Charting

On Valentine's Day, 2018, tens of thousands of major sites warned their readers that inflation is rising.

But that might not be true.

These analytical Excel charts suggest a different conclusion.

### Analytical Charting

You can help your managers to better understand the meaning of your charts by using a few simple tricks to explain the data more clearly.

In fact, you should use at least one of these tricks in nearly every chart you create.

### Analytical Charting

Here are three simple tricks that will help you to turn your ordinary charts into analytical ones with much greater insight.

### Analytical Charting

When you include recessions and economic slowdowns in your charts, you can show your company's performance in a much better context.

Here's how to set up your Excel charts to display those recessions and slowdowns.

### Analytical Charting

By charting the annual Rate Of Change (ROC) of key measures, you can uncover significant information about your time-series data.

And by using the right recession measure, you can put that information into better context.

### Analytical Strategies

Economic analysts use the Beveridge Curve to analyze the labor market through business cycles.

You can use it to analyze how any two measures—internal or external—correspond over time.

### New Chart Feature

Finally! Your formulas soon will be able to set gaps in your line and scatter charts. Here, for example, those gray highlights were generated by one XY (scatter) plot.

Beveridge-Chart Trend Analysis with Excel

### Professional-Quality Charts

Your managers, clients, and other VIPs will pay more attention to charts that look professionally designed.

### Analytical Reporting

Now that you've calculated your cross correlations—that is, your time-shifted correlations—here's how to chart them professionally.

### Analytical Reporting

Here's how to calculate and display cross correlations in Excel, automatically.

### Chart Techniques

This Excel chart of High-Low-Open-Close (HLOC) stock data illustrates key techniques that you can use in your own charts...even if they have nothing to do with the stock market.

### Chart Techniques

This chart figure from the Wall Street Journal offers lessons about what NOT to do with your own Excel charts and dashboards.

"Funnels" are widely used in business, but Funnel Charts aren't. Here's how to set up a Funnel Chart in Excel.

An article in the Harvard Business Review discussed seven places to look for insight in business. Five of the ideas can apply to management reporting with Excel dashboards.

An Excel dashboard report would be a great addition to your resume. But using your Excel dashboard reports like this is difficult because they typically display company-private information. So here's how to solve this problem.

### Excel Forecasting

The variability experienced by companies seasonal sales makes it difficult to forecast them. In fact, it's hard to picture any method that could generate a reliable sales forecast that has a pattern like the one shown here. But there's no problem if you know how to generate a seasonal index.

### Charts for Managers

If you have seasonal sales, or seasonal other measures of performance, Cycle Plots can offer greater insight into your performance than traditional charting techniques.

### Excel Databases

Management reporting is all about communication. Reporting Return On Equity (ROE) is a case in point.

The ROE financial ratio is a key measure of financial health. But to non-financial managers, the ROE can be difficult to understand, for two reasons...

### Chart Techniques

If you highlight the standard error on each side of the trend in a line chart, you'll help to make exceptional results stand out.

To calculate the standard error you use the STEYX worksheet function.

## Introducing the Power of Year-Over-Year Performance Charts in Excel

The gray line plots the year-over-year growth in the unemployment ratio. Because its value is less than one, it shows that the unemployment rate is falling. By plotting this YOY growth rate we see that the rate of improvement is falling. Learn more by clicking the chart.

## Samples of Excel Dashboard Reports

Excel may be the best product there is for dashboard reporting. To see why, view our collection of Excel dashboard reports created by both readers and by Charley Kyd.

## Should You Raise or Lower Prices?

If you raise prices, sales could fall, bringing less profit than before. If you cut prices, sales must increase to compensate for your smaller profit margins. What should you do? Excel can help.

## US Economic-Overview Excel Dashboard Report for Managers

The top section of the US Economic-Overview Excel dashboard.

## Three Tips that Help Readers Interpret Chart Trends Correctly, Using High-Quality, Dynamic Text

Remove jaggies in rotated text using one tip.

## Which Offers More Business Insight? Dashboards? Or Normal Excel Reports?

The purpose of any report is to give its readers the most useful information in the least time. Which report best achieves this purpose?

## Create Cycle Plots in Excel to Chart Seasonal Sales Data

This is how seasonal data normally is displayed. But cycle plots offer much greater insight about the underlying trends of seasonal data.

## Compare Metrics by Category Using Excel Dot Plot Charts

Use little-known Excel chart tricks to compare many categories of performance data...clearly.

## Down With Gauges!

This large image shows just one result. Such a waste of space! There are better ways.

## How to Create Normal Curves with Shaded Areas in New Excel

Even if you don't care much about statistics, you might find these techniques useful when you create other charts.

## Map Costs and Sales in Excel with a Classic Breakeven Chart

Here's how to set up a breakeven chart in Excel, one that illustrates how your costs vary with your monthly sales.

## How to Chart Recessions in Excel

You can help readers to better understand long-term performance if you add indicators of recession to your Excel charts. Here's how.

## Compare Performance to Yes-No Conditions in Excel Charts

Chart your performance in the context of yes-no events like ad buys, recessions, new designs, new managers, etc.

Are you tired of reporting results in ordinary Excel tables? Here's how to add some class to your reports while learning more about Excel's little-known features.

## How to Chart Multiple Trend Lines

The red line in this Excel chart shows Apple’s revenues. The gray line shows the overall trend. But the two short trend lines do a better job of describing Apple’s actual performance.

## "Your product doesn't even cover gauges," a customer fumed when she asked for a refund. That's right, because gauges are still a terrible idea. Here's why.

### The World's First Excel Dashboard Report

Excel dashboard reports have been around a lot longer than you might think. Here are four reports from the early years of spreadsheets. While display techniques in Excel dashboards have changed some in the past 25 years, the most significant change has been "under the hood".