Creating Awesome Charts in Excel: Process and Examples

on YouTube ↗01h 54m

" summary

Explains a 4-step chart process and builds concrete Excel 2013 examples: reshaping data with formulas/pivots, then making a thermometer chart for target vs actual that uses series overlap 100%, conditional series (IF/MIN/MAX) to color only the excess, and transparency to show the target boundary; shows how to split actual vs forecast into two series so forecasts draw as dashed lines. Recommends data/calculation/output sheets, axis min = 0, and avoiding 3D/pie charts; all examples work in the demo.

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" chapters (13)

1. 0:00Session overview
2. 2:29Chart selection importance
3. 8:29Chart design mistakes
4. 14:07Four-step chart process
5. 24:51Pie charts problematic
6. 34:08Avoid complex charts
7. 38:01Preparing demos
8. 41:15Thermometer chart in Excel
9. 1:04:42Enhancing thermometer charts
10. 1:14:50Adding titles and subtitles
11. 1:24:34Forecast vs actual charts
12. 1:34:44Highlighting data points
13. 1:46:33Final formatting tips

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