Excel Waterfall Chart

waterfall chart excel-tutorial

Creating a Waterfall Chart in Excel is an easy task if you have Microsoft Excel 2016 or a newer version. If you are working with Excel 2010 or Excel 2013, we have good news for you. Follow our guide, and you can build a great bridge chart in a few steps.

To recognize between positive and negative values, we’ll use color-coded stacked column charts. This chart type is commonly used in various sectors: you can build an excellent profit-loss or sales templates using this way.

Cycle Plot Template

cycle plot panel chart small multiples in Excel

In this guide, you’ll learn how to create a chart template using a cycle plot. The chart is great for comparison purposes. It’s a combo chart and uses error bars, line charts, and dummy series. We’ll prepare the data first then build a pivot table to create a layout for the template. Using a panel chart, we can manage multiple data series in a single graph.

It is not a standard, built-in Excel graph, but they’re not too hard to create. Our tutorial describes all the important steps to build a panel chart.

Gauge Chart

This Excel chart template is based on a combo chart. You can create gauges easily, and it’s only a few steps necessary. First, prepare your data set and build the zones for the given criteria. After that, insert a donut and a pie chart. Because we want to use a single data point for tracking KPIs, format the pie series. Let’s see the doughnut series. Use the red, yellow, and green scheme for the given slices. That’s all. Download the free chart template!

Speedometers are great alternatives to bullet charts. If you need to build a perfect dashboard, we strongly recommend using it. In this tutorial, you will learn how to build a widget from the ground up! We’ll talk about the simple formula that is behind the graph.

Advanced Score Meter Chart

score meter chart

The score meter chart template is a smart chart that helps you to display values on a quality scale. Are you want to show your KPIs using a dynamic chart? You have to follow only a few steps! The template is based on multiple stacked bar charts. First, create a simple table for your data set. Split the range (from 0% to 100%) into five areas, like poor, uncertain, fair, good, and excellent.

You’ll use an array formula to decide that in the FREQUENCY column, what value will correspond to the actual value. Apply a custom color scale for each section from red to green. Your chart template is ready to use!

Progress Circle Chart

progress circle chart excel tutorial

Instead of using boring chart types, take a closer look at the progress chart. With its help, you can easily show your data. In the example, we will use a simple built-in chart template. The result – it’s based on a combo chart – displays the percentage completion towards a goal. The method is a little bit unusual, but it’s worth spending time on this.

To create the template, follow these simple steps. Insert a doughnut chart. Select the chart area and press Ctrl + C, then Ctrl + V. A new ring will appear. Split the chart into two parts. Use different colors for the inner and the outer ring. Apply the ‘No fill’ option to clean the chart. In this article, we’ll talk about the best charts to show % progress against a goal.

Radial Bar Chart

radial bar chart excel

This tutorial shows you how to create a radial bar chart template in Excel to compare sales performance. Good to know that a radial bar chart is one of the best solutions to create infographic-style charts. Data visualization is king! The vertical column chart evolved from the classical bar chart. All the difference between them is only that one of them uses polar and the other Cartesian coordinate systems.

While they look great, you need to pay attention to the Radial Bar Chart. It is good to know that each bar on the outside gets nearly longer to the last, even if they represent the same value. So, follow our tutorial and download the latest free excel chart templates.

Sales Funnel Chart

sales funnel pipeline chart

Sometimes we need to build custom charts. What if you want to analyze your sales funnel? As we mentioned above, some built-in Excel charts are outdated. The funnel a marketing tool that raises many interesting questions. The graph show areas using multiple levels in a process. If you are using Microsoft Excel, you have only a basic chart with limited functions. Read more about our automated solution! Get the best funnel chart that you have ever seen. Take a closer look at the video to see what is under the hood.

Waffle Chart

waffle chart template

Tell your story using a waffle chart! It’s a great idea. I found this trick several times while I was reading newspapers. Another name for them is a square pie chart. It gives you a quick and clear visual signal of what you want to depict without using a lot of space and boosts your dashboard’s readability — the solution based on conditionally formatted ranges. Create a range that contains 10 rows and 10 columns. Apply the ROWS and COLUMNS formula for the selected grid. Using formatting, you can check the progress starting from the bottom-left corner. To convert cells or ranges into a chart, use a linked picture. Download our free dynamic waffle chart template!

Bullet Chart in Excel

bullet chart graph excel

No one likes to work with useless reports. The Bullet Chart is one of the best usable chart types in Excel. It is a solution to reach your goal: creating a dashboard to show the data on a single screen. A bullet chart is an answer to this. At first glance, a gauge chart is a great tool, but it can be useful if you want to show only one data point. Otherwise, – if you need to show more than one value – a bullet graph is a widely accepted tool. It is the best possible choice for displaying the differences between plan vs. actual values. Is this simple little tool able to compete with it? It will turn out by the end of the article! You have to show all important KPIs on one page. So, the bullet chart is a great choice if you want to create Excel chart templates.

Conditional Formatting Shapes

Conditional Formatting Shapes template

How to use conditional formatting on charts? Formatting cells is easy in Excel. Custom shapes can improve this useful function; you can highlight elements and build a dynamic chart template. As you know, Excel charts have some limits.

Take a closer look at the chart template; we will show you how all this is possible. In a nutshell, conditional formatting charts can do way more things than most of you think. Control your dynamic shapes using a small VBA code. Download the sample workbook, and play with the graph!

Pareto Chart Template

pareto chart template

The Pareto Chart template in Excel is based on the essence of the Pareto principle. Also called the 80/20 rule – that the smaller part of the data (about 20%) is of decisive importance, opposite to a lot of little dominating data (80%). The good news is that you don’t have to be a genius in math to understand and use this rule. Pareto discovered the regularity behind the rule and later turned out that it can be applied to all fields of life!

Pareto has noticed that a minority group owns the larger part of the country’s economy. 80 % of the wealth is owned by 20% of the people. To create the chart template, group the data and make a column chart series. After that, insert a line chart that contains the cumulated data.

Scrolling Period Chart

scrolling chart

The scrolling period chart template helps you if you want to track a longer period and within it a highlighted period. There are two options to show the results of a period. The first one is when we create a detailed statement. This variant is especially for analysts, and every little detail is displayed on the chart.

In the second case, we are building a graph and only show the key events. The purpose of this is that the manager overviewing the report wouldn’t get lost in the details. You can make strategic decisions based on the graph. Good to know that it’s a combo chart; we need a line chart and an area type.

Organizational Chart Template

org chart template revised 2021

The org chart template is nothing else than a snapshot of the organized corporate structure. Not only Excel but Word and PowerPoint also contain tools for this job. Today’s article will show a quick solution. Using our small add-in, you can create an org chart with only a few clicks. If you have the mood, use VBA SmartArt objects to build advanced chart types in a short time.

You can achieve great results if we use Microsoft Excel to increase efficiency and reduce the time consumed by work. We spent a lot of time figuring out more and more automatization. The demonstrated example will show you again that Excel’s possibilities are almost endless. Download the chart tool!

Plan Actual Variance Chart

Plan Actual Variance Chart 2017 feat

In this tutorial, you will learn how to transform bars into a stunning variance chart. If you are using a variance chart template, you only need to provide the actual value and the target value. For example, you want to compare the sales of two companies for the last 12 months. Note: we recommend you using combo charts for financial purposes.

How to create the template? As first, add data for the bars. We are using grey bars to display the plan value. On the lollipop chart, we’ll show the actual value. With the help of green and red arrows, it’s easy to show the differences. The green arrows are pointing upward, and the red arrows are pointing downward on the final chart. That is all! The template provides dynamic updates. If you change single or multiple values, the chart will reflect.

Variance Analysis Chart

variance analysis report

We are using variance charts in everyday work in Excel. Comparing the planned value with the actual value is your goal if you are in sales. The chart template is based on a modern report. Using a simple drop-down list, you can take a closer look at the sales performance by year. It’s a bit special because, under the hood, you’ll apply conditional formatting instead of a default chart.

We recommend you using Excel form controls to create advanced dynamic charts. With the help of a drop-down list, you can show two different periods on the same chart. It can be helpful if you have a small space for your chart. Don’t hesitate and download our free chart template.

Conditional Color Chart

conditional-color-chart-template

The conditional color chart template is an interesting experiment for extending Excel toolbox. Today’s article will help us in the solution of a very rare but important issue. So far we could mostly have the opportunity to use Excel conditional formatting function with cells, and with a little thinking we can easily make a spectacular Excel chart template also. What is this all about? When we color or assign distinctive signs the cells than we talking about conditional formatting. The aim of today’s presentation is to display values by assigning color codes in connection of if they are larger or smaller than a given parameter (average).

Interactive Chart Tooltips

interactive-chart-tooltips-top

Would you like to see some great interactive charts and templates? With the help of these, the graphs speak for themselves. We were working hard to create better and diverse data visualizations for you. I hope you will find the result of today’s guide useful. Let us see the details: the sample data set is simple. There are income, expenses, and profit is the difference between these two. In the column Plan / Actual, we can see how the planned income and expenditures take shape compare to the actual data. In the last column, you can find the differences in percent. If the value is over 100 %, then we over-fulfilled the plan; obviously, this is the goal. The template uses linked picture technic.

Quick KPI Chart in Excel

Quick-KPI-Chart-feat

Today’s presentation, the Quick KPI Chart will give you lots and lots of help if the phrase key performance indicator is not new to you. Small, Simple, Smart, Quick are the words that first come to mind when we think about an excel template or excel dashboard. Many people or even excel gurus think it is astoundingly complicated workflow to create an excel dashboard. Fortunately there are situations when we don’t have to struggle for making something spectacular. We’ll introduce such little trick in today’s article. We hope that after you have reached the end of the article and tried the excel template, again take a big step toward getting to know the possibilities of Excel. As you will see, there are no limits!

Sunburst Chart

sunburst chart

The sunburst chart comes in Excel 2016. The template is great if you are using a higher level of data visualization. In the example, you need to show hierarchical data in a circular format. On the graph, each level of the hierarchy is represented as a ring. In the article, we will show all the advantages of this smart chart: the items on the top-level show up in the inner ring.

Sub-categories are displayed as outer rings. Segments in each ring are sized proportionally using a value series. It’s easy to show multiple categories on a circular format graph. All right; starting with the basics, let us see how the sunburst chart template is good!

TreeMap Chart

treemap chart example

Excel Treemap Chart was introduced in Excel 2016. What if you are using Microsoft Excel 2013? In this version, it’s not a default chart. Our new chart utility is ready to use and works fine with Office 2013. With its help, you can create new – never-before-seen templates. Compare the sales by years, manage the risks easily!

From now on, you can create advanced heatmaps with zero programming skills. Otherwise, time-consuming tasks will turn into a daily routine. You will see why the treemap chart is universal. We don’t want to use up your patience, so let’s start right away!

Interactive sales chart

radar chart

The radar chart shows multiple categories (scoring, risk, or sales) on one graph. It’s fully able for easy comparison. The solution, in a nutshell: All groups turn into points on the graph. The distance from the center displays the value of the score in the given category. A line connecting each data point in the category represents the data source. Multiple data sources become multiple colored areas on the chart. This guide will show you how to build a spider chart. The free editable worksheet is available for download!

Excel Sparklines

excel-sparklines-featured-image

From Excel 2013, you can use a new chart type named sparklines. Sparkline is mini charts located in single cells. Each cell shows a series of data in your range. It helps bring meaning and context to numbers being reported. Select the data and insert chart!

This type of graph – compared with classic chart templates – is meant to be embedded into what they are reporting.
To create new styles, use the Design tab on the ribbon and customize your sparklines to match whatever visual style you need. If you find a space-saving method, use sparklines instead of charts.

Gantt Chart

Issue-tracker-revisited

Gantt chart templates are useful tools for managing and scheduling projects in Excel. If you want to build a graph, you have two options. With a few steps, you can turn a simple bar chart into a Gantt Chart. In this case, Chart Formatting is important. As first, right-click on any of the bars on the chart to modify existing charts. Remove extra spaces between the graphs using the Gap Width. Another solution is based on conditional formatting. You can use different colors to highlight the task status.

Sales Forecast Chart

sales forecast chart

How to create a sales forecast chart in Excel? We need to show the actual value and the forecasted values on the same chart in some cases. In the example, we will show two graphs and apply a simple trick. The first graph shows the monthly data for two years. Insert a graph with two series. You can find the dates in column B. Enter the actual values in column C.

The main task is to leave some cells with blanks below. Now add the forecasted values in column D from that date down with blanks above. Format the two series the way you want them to appear. Use one line chart with solid and another line chart with a dashed line. If you want to insert new months, delete a forecast value and replace it with the actual value.