Excel: Charts and Graphs In Depth

2h 11mIntermediate2024-01-08

Authors

Jordan Goldmeier

Author, Entrepreneur, and Keynote Speaker

Course details

Excel charts allow you to communicate information with much more impact than raw numbers and are surprisingly easy to generate. In this course, Microsoft MVP Jordan Goldmeier shows you how to create different kinds of Excel charts, from familiar column, bar, line, and pie charts to more recently introduced types like Treemap, Funnel, and Pareto. He explains what types of data work best with each, so you can decide which type to choose for your specific information. Plus, Jordan goes over how to fine-tune your chart's color and style; add titles, labels, and legends; insert shapes, pictures, and text boxes; and pull data from multiple sources.

Skills covered

Data VisualizationSpreadsheetsMicrosoft ExcelData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Getting more from your data with charts

1. Chart Basics - What You Need to Know

02 - An overview of chart types
03 - Getting started - Laying out the data
04 - Creating and editing your chart
05 - The elements of an Excel chart
06 - Quirks of Excel charts
07 - Essential chart hacks to make your life easier

2. Zen and the Art of Chart Maintenance

08 - Why chart maintenance is important
09 - Effective chart titles and legends
10 - Managing your source data
11 - Template options and color choices

3. Modify Chart Elements and Details

12 - Set chart axes++
13 - Chart and axes titles
14 - Add and edit data labels
15 - Add basic interactivity
16 - Adjusting gridlines
17 - Trendlines

4. The Excel Chart Library

18 - Column and bar charts
19 - Pie charts and doughnut charts
20 - Line and area charts
21 - Scatter plots
22 - Bubble charts
23 - Radar charts
24 - Stock charts
25 - Sunburst charts and treemap charts
26 - Histogram chart
27 - Box and whisker chart
28 - Pareto chart
29 - Waterfall and funnel charts
30 - Map charts based on geographic data

5. Advanced Chart Techniques

31 - Pivot charts
32 - Slicers and Timelines
33 - Cross filtering with the Excel Data Model
34 - Conditional formatting in charts
35 - Using linked pictures
36 - Aligning chart elements
37 - Sparklines and heat maps
38 - Font charts

6. Data Visualization Rules

39 - Do more with less
40 - Format for clarity
41 - Using color to make a point
42 - Use data visualization principles
43 - Consider the audience

Conclusion

44 - Where to learn more about Excel charts and graphs