The sales funnel chart is a marketing tool that raises many interesting questions. Today’s article is particular. Naturally we again offer a free Excel template and also we’d like to talk here about the professional background. The industry moves better than ever today. It doesn’t matter what business you’re in, what performed well a two years ago isn’t enough today. What is a sales funnel chart? The chart demonstrates when the sales funnel narrows in a bigger of smaller rate compared to average change. Funnel diagrams illustrate areas using multiple levels in a process.
Waffle chart in Excel add the beauty of the visualization to the advancement path directed to your target. It gives you a quick and clear visual signal of what you want to depict without utilization of a lot of space and increasing readability of data in your dashboard. Have you experienced the visualization of data or percentages? If yes, then you have probably revised Waffle Charts before. I met with this magic several times while I was reading newspapers and magazines. Another name for them is pie chart or square pie chart. Download our free dynamic waffle chart template!
The Bullet Chart is one of the best usable chart type in Excel. It is a solution for one of the challenges while creating a dashboard to present the analysis preferably on a single screen. Bullet chart is the answer for this. Besides the gauge this is one of the best data visualization tool. Currently gauge chart is the market leader dashboard tool. Is this simple little tool able to compete with it? It will turn out by the end of the article! Bullet graph is a widely accepted tool the best possible choice for displaying the differences between plan / actual values. As we have talked about in our previous articles the one-page dashboard rule makes designers’ lives a little harder because they have to portray on one single page all the important key performance indicators. Fortunately the chart type introduced today is a great choice if we need to create a spectacular representation and it takes up little space of your dashboard.
How to use conditional formatting shapes? This is a very interesting area in Excel. Today we’ll show you all the tricks related to this subject. Formatting cells is a useful function. Can this function be extended? Is a shape fit to be the highlighted element of a professional chart template? Of course! Stay with us today and we’ll show you how all this is possible. As conclusion we can say that conditional formatting shapes is capable of doing way more things than most of us think. On the sample workbook you can find the VBA code which you can freely use and modify.
Excel Pareto Chart template on Excel Dashboard School! The essence of the Pareto principle, – which is also called the 80/20 rule – that the smaller part of the data (about 20%) is of a decisive importance, opposite to the 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. The regularity behind the rule was discovered by an economist, named Pareto and later turned out that it can be applied for all fields of life! Pareto has noticed that the larger part of the country’s economy is owned by a minority group. 80 % of the wealth is owned by 20% of the people.
The scrolling period chart template is a special solution in that case if we would like to examine a longer time phase and within it an emphasized period. There are two instances of portraying the results of a period. The first one is when we create a detailed statement. This variant is especially for analysts, every little detail is displayed on the chart or on the dashboard. In the second case we creating a dashboard and only portray the highlighted events. The purpose of this is that the manager overviewing the report wouldn’t get lost in the details. It is important for a manager to get only the final data because he / she will make strategic decisions based on these.
The organizational chart template is nothing else than the portrayal of organized structure model or corporate structure. Not only Excel but Word and PowerPoint programs also contain tools for this job. Today’s article will introduce a solution that able you to create an organizational chart template with only a push of a button. If you have the mood than engage in the programming of the VBA SmartArt objects, in a short time you can achieve great results. If we use Excel to increase efficiency and decrease the time consumed by work than we will have a lot more time to figure out more and more automatization. This little example showed us again that the possibilities of Excel usage are almost endless.
The Plan Actual Variance Chart template enables a very spectacular variance representation. Previously we have made a chart template in this subject and this time we will demonstrate the essential tool of company analysis and control from a completely different view. Because we have introduced the basics in details today will place emphasis strictly to the technical part of representation. Let’s start! On the picture below the Plan Actual Variance chart can be seen and in this article we will show you step by step the Excel knowledge needed for its creation. The described timespan will be the usual 12 months, which is one business year. We will show you by two examples the basis of logic for the calculation of differences.
Today’s infographic chart tutorial will be all about spectacular data visualization. Excel – like many of times before – will be our help in carrying out this task. To assemble a captivating Excel infographic we can use vector objects, drawings and texts, although infographics is more than a simple photograph, more complex than a drawing and more informative than a modest chart or a printed out document. The biggest advantage of infographics is that it can display complex connections on a relatively small space. Use ingenious solutions for displaying information! For example for represent proportions you can use figures or icons instead of numbers, best to display more figures for larger amounts.
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).
The advanced score meter chart template is nothing else than such an application that helps us display each quality indicator in a different way till now. We have already seen several solutions on the net but these are all looked alike except for a very few. We keep ourselves to the previously written down principles meaning that on the Excel Dashboard School blog you will only see unique Excel templates and dashboards. The effectuation of the interval division that makes the score meter chart unique. We all know the classic scale with degrees ranging from week to excellent. We will use these and in a dynamic way! As a default we will be able to handle values between 0% and 100%.
Would you like to see some great interactive chart tooltips and templates? With help of these the graphs speak for themselves. We continually work so day by day, week by week we can create better and diverse data visualizations for you. You can see the result in today’s guide. Would you like to see some great interactive chart tooltips? The base board relatively simple, there are income, expenses, and the profit is the difference of 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 %, than we over-fulfilled the plan, obviously this is the goal.
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!
Smart Chart Tools and free Templates for everyone! Lately there was relatively few words said about graphs, sometimes we tend to forget about them. Although we shouldn’t for they form an elemental part of excel. Finally the time came to present a few little less known tricks in our article that could be to your advantage in the business life or even in your work at home. We know that dashboards and reports can be professional, but no need to create a complex excel report for spectacularly displaying some data. Let’s see three examples we trust can be helpful making your life easier.
Creating sunburst chart will be this year one of the most exciting innovation of the Office 2016. In today’s article we will show all the advantages of this very useful application. Before we start we have to note that been waiting for years to get a well usable kind of chart instead of the comparatively poor supply. We have had our wish fulfilled now, let’s see what is a sunburst chart template is good for! All right! Let’s start with the basics! What can we consider hierarchical data visualization? On the picture below we see a bookstore yearly income in a form of a chart. This will compose the bases of the sunburst graph.
Excel TreeMap Chart Engine – Let’s see a real novelty that you can’t see every day! After many years of waiting the Treemap chart or Square-chart still didn’t get into the current version of Excel. Our newest application is done and with its help you can create new – never before seen dashboards. From now on really spectacular heatmaps can be created without any programming skills and the otherwise time consuming and complex analysis tasks will turn into daily routine. You will see treemap charts usage can be universal, we don’t want to use up your patience, so let’s start right away!
Excel waterfall chart – The regular excel waterfall chart is designed to demonstrate how a start value is raised and reduced, leading to a final result. To recognize between positive and negative values, we’ll use a color-coded stacked column charts. This chart type commonly used in various sectors: you can build an excellent profit-loss or sales dashboards using this way.
Interactive sales chart! How to create this Interactive sales chart excel template? Radar chart demonstrates multivariate information in the form of a 2D chart of more than three parameters showed on axes beginning from the similar point. Today’s Excel tutorial will talk about building a sales template which is also named spider chart.
In Excel 2010 and Excel 2013 we can use a new chart type named sparklines. Sparkline are mini charts located in single cells, each representing a series of data in our range. It help bring meaning and context to numbers being reported and, compared with a classic chart, are meant to be embedded into what they are reporting. Using the Design tab on the ribbon, we can completely customize our sparklines to match whatever visual style we need.
Gantt chart is a variation of bar chart, created by H. Gantt in the 1910s, that demonstrates a project plan. Excel Gantt chart show the start and finish dates of the critical elements and overview elements of a project. This free excel chart template also used in IT to represent data that have been received. A work breakdown structure element can be a service, product or any combination thereof. A WBS will provide the necessary structure for in depth cost calculating and manage along with providing path for schedule development too.
It is common problem to show both actual data and forecast as a single trending component. Here is a good question: How to create sales forecast chart in Excel? In this example we have a simple line chart with monthly data for two years. We will charted months on the X axis and sales on the Y axis. This table represent actual and forecasted sales.