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You're reading from  Data Modeling with Microsoft Excel

Product typeBook
Published inNov 2023
PublisherPackt
ISBN-139781803240282
Edition1st Edition
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Author (1)
Bernard Obeng Boateng
Bernard Obeng Boateng
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Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng

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Adding and formatting charts

Next up are charts. In this dashboard, we are going to insert two popular charts. We will add some formats to enhance how they appear in our dashboard.

The first chart is the area chart. This chart falls into the group of charts that are useful for visualizing trends. We are going to use this chart to show the trend of profits for the period that we select.

We will go through these steps:

  1. Create a PivotTable in the Calculations sheet in cell Q10.
  2. Put Months in the Row section and the Profit measure in the Values section.

This should give us the following PivotTable:

Figure 8.35 – Creating a PivotTable report on monthly profit

Figure 8.35 – Creating a PivotTable report on monthly profit

From here, we will select any cell in the PivotTable we just created and insert a PivotChart. In the chart options, we will select the Area chart:

Figure 8.36 – Inserting an area chart

Figure 8.36 – Inserting an area chart

We will reduce the clutter on the PivotChart by removing...

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Data Modeling with Microsoft Excel
Published in: Nov 2023Publisher: PacktISBN-13: 9781803240282

Author (1)

author image
Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng