Time
6 hours 3 minutes
Difficulty
Beginner
CEU/CPE
6

Video Transcription

00:01
this lesson. I'm going to talk about creating charts, and this is one of the most important thinking Excel, because excels is mostly used for some kind of business application
00:11
and in business application, especially if you're doing some financial presentation or some analysis. Charts are the most important way to present data, because just looking at the numbers is usually way too boring and hard to understand. So charts make things
00:31
more understandable and make numbers more appealing.
00:36
So imagine we have something like this, and this is some kind of annual sales report of your company, and you just see some numbers on there not even formatted,
00:49
but for our purpose. Here doesn't matter.
00:54
And if you look at these numbers, you see pretty much nothing.
00:58
So, for example,
01:00
you want to create the simple chart
01:02
with just months and revenue in
01:04
generated by products.
01:07
So you'll go to insert Tab. You click here, and then you have a typical chart that is used all the time so you can click here
01:18
and you get this chart. And now you can do things with this chart. Um,
01:25
you can ah,
01:26
of course, do all the things you can
01:30
do with the objects that existed in Excel. So, for example, you can
01:36
make it like this because you,
01:38
for some reasons, wants to put more charges in this one
01:42
on on your sheet. So this is just the revenue in products
01:47
on this is just giving you the idea. What is the revenue products?
01:52
And also, you can click here
01:56
and you can, ah,
01:59
form it
02:00
chart
02:04
area So you can you can make a pattern feel
02:07
like this, which you probably don't want,
02:12
or you can have a Grady and Phil, which makes things much nicer.
02:16
And uh,
02:19
now, this looks like
02:23
very, very nice
02:24
information, visual information that somebody can
02:29
did you something out of it. And of course you want it like this so that these things would be much reason more visible.
02:38
Now, what you can do here is you can also change,
02:43
for example,
02:45
this type of chart which will give you these numbers here.
02:47
Now, this is not very readable. But if you
02:52
for example increased this
02:54
and then go to text options and put the color to be
03:00
black, for example, this is a little bit more readable, so you can also do this. And instead of having a vertical axis here, you can see just the numbers and you can see the trends how these things change.
03:15
Well, let's move this away a little bit and go for further possibility of creating charts, can you? Now,
03:22
for example,
03:23
you need to put more
03:24
then just one
03:28
line on this chart. So we would go again to insert,
03:32
and then we can choose a different type of chart.
03:37
For example, um,
03:39
we can use this
03:42
or
03:43
which is ah
03:45
to the column chart. In Richer. We would have revenue of products on DDE
03:51
Service's and financial one next to each other,
03:54
but this is not very visible.
03:59
So what I would recommend in this case
04:01
is to use something like this,
04:06
um,
04:08
or
04:11
something like this.
04:13
Now, you don't see things from this one,
04:17
but, uh,
04:24
you get this, so you go to select data
04:28
and then you want financial Toby on top,
04:30
and then service is to be second.
04:33
And now we Sorry.
04:42
And now you see
04:45
everything in three D in much nicer view.
04:49
But, uh,
04:53
let's remove this one as well.
04:56
What is mostly recommended for this type of
05:00
display
05:01
is to go here
05:04
and to have this stack.
05:10
And in this case,
05:13
this is stacked. So the Williams air stacked one off on top of each other.
05:17
But what you see here is
05:23
the combined. So you see the total revenue as well,
05:28
because some of these three represents total revenue. If you look at here
05:34
total revenue, simply that some of these three
05:39
so you can use this.
05:41
And now you can see not only just friends
05:46
from month to month
05:47
back, and you can also see the trends off
05:50
each one of these.
05:54
So these are very, very nice
05:57
way
05:58
to display charts or
06:00
which just moved this one.
06:02
Or you can go for total. So you want everything to be displayed in one chart
06:09
and you go again to insert,
06:13
and you can, uh,
06:15
sorry.
06:17
You can do it in three D
06:20
or to the
06:29
or you can just use
06:31
lines like this with markers so that some things are reasonable, much more
06:36
or you can use decline. But this is not exactly the the good. So this one
06:44
is really, really showing you everything that is happening. So you're seeing every
06:51
part of this so you can see the margin is dropping down and up and you see it in absolute values
06:59
and you see everything like you want.
07:02
So whoever reads this and they know
07:05
they can do it now you made a mistake and say, OK, I made a mistake. I want to change the
07:11
the type
07:13
so you can Ah, for example, go to this one
07:17
and you want to avoid lines because there is too much information there
07:23
and you get this. Now again, this is not really something that you would need views for.
07:29
It's financial information,
07:30
but you can go to this type of chart as well. And then it would give you all the information. Here again, it is something that you have to choose based on your audience and how they look at the data. You can also switch row in column
07:48
so you can have revenue products by month and then your revenue service's by month and revenue horizontal, the financial by month and rever total revenue by month and gross margin by month. So you
08:03
have this
08:05
this trending here for each and every
08:09
component off your report.
08:13
Andi, you can hear change some styles. You can make it, uh
08:18
uh, semi transparent.
08:22
Or you can make it like this
08:24
or
08:26
something like this. So
08:28
again, possibilities with graphics representation station is infinite. I will no longer go into details because you can really influence these things a lot. You can change colors
08:41
s so you can make it like, monochromatic.
08:46
So it doesn't, uh,
08:48
bother you too much with colors on dhe. Then you can
08:52
do something like this or
08:54
something like this.
08:56
And this is much more
09:00
appealing to the eye and doesn't distract you with all these colors from the main point, which is to see the trends in all these perimeters off business.
09:13
So this is all about inserting charts? There's quite a lot. But for this level, of course, I think that this is enough.

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Intro to Excel

This basic Excel training course will give you knowledge of Excel and the ability to use this software to do elementary calculations, file manipulation, data manipulation, to create charts, pivot tables and templates.

Instructed By

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Milan Cetic
IT Security Consultant
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