This is a very early draft of a section now in my latest book, Effective Data Visualization. It has loads of advice on the best chart type to use and how to make it in Excel. Video help is available at the Academy and in The Evergreen Data Certification Program.
One thing some of my JMP customers also do is replace the blank generic PowerPoint template shipped with JMP with one of their own company/organizations blank PowerPoint templates. That way, the JMP graphs, charts, and tables all populate right into your own designated organization's template. The naming convention and file location for the JMP supplied template are in the documentation.
Waterfall charts are ideal for showing how you have arrived at a net value, by breaking down the cumulative effect of positive and negative contributions. This is very helpful for many different scenarios, from visualizing financial statements to navigating data about population, births and deaths.
A classic example for Waterfall charts is visualizing financial statements. The example below illustrates how a Waterfall chart can visually display an income statement, also known as a profit and loss statement:
There are multiple ways to insert a Waterfall chart into your worksheet: the Recommended Charts tab and the All Charts tab. You can also insert a Waterfall chart directly from the ribbon.
Using the Recommended Charts feature in Excel helps you find the most effective and visually aesthetic chart for your data. Based on the range of data you have selected, the Recommended Charts feature suggests the charts that will best display your data. The Waterfall chart is recommended when the data has a column of category text, a mix of positive and negative values, and no more than a few empty value cells. The ideal dataset size for recommending charts is anywhere between 8 to 20 values, and given its most popular use case of financial statements, currency-formatted data will favor Waterfall charts. In this example, the parenthetical notation, i.e. ($2,412), is a variation of our currency formatting and denotes a negative value, -$2412.
To start, select your data and then under the Insert tab click the Recommended Charts button. The list of recommended charts is displayed. Select the Waterfall recommendation to preview the chart with your selected data.
To set a subtotal, right click the data point and select Set as Total from the list of menu options. We designed Waterfall charts so customers never have to make edits to their data in the Excel worksheet. Everything can be done in the chart.
The Waterfall chart can apply beyond the financial context. The chart is also perfect for highlighting the positive and negative contributions that ultimately derive the net value or outcome of any data. Below is an example of using the waterfall chart to effectively visualize year-over-year population changes by plotting the births and deaths, along with the net growth.
After quickly setting all population category items as subtotals, we now have an effective visualization, which easily depicts the contributions of births and deaths to the total population. The Waterfall chart adds another layer of information beyond what a typical clustered column chart would show.
I have created a dashboard on Excel and used a Year slicer to dynamically change charts. But 1st chart in my dashboard is not changing as per the slicer. I have created a Date Table in Excel data modeling and mapped date column from date table to various date columns in other tables.
DATASET-XL.xlsx (597.7 KB)
The problem is with slicing data in 1st Sheet, Scheme_Details. Can anyone check my sheets, data model and relationships and find out why slicer is not getting applied on 1st chart that uses data from Scheme_Details sheet?
In Normal excel charts, we can add data labels by clicking on the stacked bar but in NPrinting, we don't see stacks when we design the template. following is the view from template editor. we only see stacks once we take an NPrinting export.
I'm able to reproduce your issue with a pivot stacked bar chart. Please open a support ticket about the issue with a link to this conversation so the support will know that I already tested the issue and they will send the information to the development team for deeper tests.
7: To add axis titles, data labels, legend, trendline, and more, click the graph you just created. A new tab titled "Chart design" should appear. In the upper menu of that tab, you should see a section called "add chart element."
Microsoft Excel has a Bar chart feature that can be formatted to make an Excel Gantt chart. If you need to create and update a Gantt chart for recurring communications to clients and executives, it may be simpler and faster to create it in PowerPoint.
On this page, you can find each of these two options documented in separate sections. First, we will give you step-by-step instructions for making a Gantt chart in Excel by starting with a Bar chart. Then, we will also show you how to instantly create an executive Gantt chart in PowerPoint by pasting or importing data from an .xls file.
On the left side of Excel's Data Source window, you will see a table named Legend Entries (Series). Click on the Add button to bring up Excel's Edit Series window where you will begin adding the task data to your Gantt chart.
Click on the icon and Excel will open a smaller Edit Series window. Now simply click the first start date in your task table and drag your mouse down to the last start date. This highlights all of the start dates for your tasks and inputs them into your Gantt chart. Make sure you have not mistakenly highlighted the header or any extra cells.
Stay in the Select Data Source window and re-click the Add button to bring up Excel's Edit Series window. Here is where you will add the duration data to your Gantt chart.
To exit, click again on the small spreadsheet icon with the black arrow, which will return you to the previous window. Select OK and you should now be back in the Select Data Source window. Click OK again to update your Gantt chart which should now look something like this:
Click OK and then OK again to exit the Select Data Source window. Now your Gantt chart should have the correct task descriptions next to their respective bars, and should look something like this:
Up to this point, you have really built a Stacked bar chart. Now we need to format it so it looks like a Gantt chart. To do that, we must make the blue parts of each task bar transparent so only the orange parts will be visible. These will become the tasks of your Gantt chart.
To select all of the task bars at once, click on the blue part of any bar in your Gantt chart, then right-click and select Format Data Series, which will bring up the Format Data Series window in Excel.
You will probably notice that the tasks on your Gantt chart are listed in reverse, with the last task on top of the Gantt chart and the first task listed at the bottom. However, you can easily arrange them in counter direction in Excel.
You will notice that Excel not only arranged your tasks from first to last on your Gantt chart, but also moved the date markers from beneath to the top of the graphic. Now it is really starting to look more like a Gantt chart should.
Removing some of the blank white space where the blue bars used to be will bring your tasks a little closer to the vertical axis of your Gantt chart. To do this, click on any of the dates above the task bars to have all of them selected. Then, right-click and select Format Axis to bring up Excel's Axis Options window.
In the Axis Options window, under the header called Bounds, note the current number for Minimum Bounds. It represents the left most boundary of your Gantt chart. Changing this number by making it larger will bring your tasks closer to the vertical axis of your Gantt chart. In our case, we changed the original number (which was 44300.0) to 44365.0. At any time, you can hit the reset button to restore the original settings. This gives you the opportunity to try several different settings until you find the one that makes your Gantt chart look best.
In the same Axis Options window under the header Units, you can adjust the spacing between the dates listed at the top of the horizontal Axis. If you increase the Major unit number, Excel will enlarge the space between each date and, thus, lessen the number of dates your Gantt chart shows. Doing the opposite will reduce the space between each date and, therefore, create extra room for more dates onto your Gantt chart. In our case, we changed the original number from 20 to 30.
Right-click on the first task bar and choose Format Data Series to open the Format Data Series control. Under the Series Options header, you will find the Gap Width control. Sliding it up or down will increase or reduce the size of the task bars on your Gantt chart. Play around until you find something that best works for you.
- recolor the chart bars from orange to a dark blue by double-clicking on any of the bars, going to the Fill & Line section of the Format Data Series pane on the right, and using the Fill color option menu;
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