Excel Charts to Report Financial Results during a Crisis
Your organization or industry is going through a crisis. Available cash, sales, expenses, and other financial metrics need to be reported to executives every few days, not only at month end. You need the executives to instantly understand what has gone on because they need to make major decisions every few days. Excel charts will be the best way for the executives to understand the important issues at a glance and get their questions answered. You don’t have time to develop a dashboard specific to the crisis, so use the tool you are familiar with.
Which charts should you use?
This course gives you specific Excel charts that you can start using right away. For each chart you can download a template workbook that you can quickly adapt to create the chart that fits your unique situation. This will save you the time of creating it from scratch and allows you to take advantage of advanced techniques that could take weeks to discover on your own. This course has the templates ready for you to hit the ground running.
Each template has a video that explains how the worksheet is built so you can adapt it to your data. I don’t walk through the basics of every step to build the charts in the video. I discuss the data setup that comes from your analysis so you can grab the right data from your analysis worksheet. I walk through how the data table is set up for the chart so you know how to adjust it for your situation. And I explain how the chart is created so you can tweak it to meet your needs. I assume you are not an Excel beginner, but have at least intermediate Excel charting skills.
These templates do not use VBA so you don't have to know or learn any programming. They use Excel functions that have been around for years, not any new functions that you need to be on an Insider build to use. This means that you can get up and running quickly without hitting any roadblocks.
Here are some of the visuals you will learn.
More visuals are added to the course as they get identified so you will get more charts to use as time goes by.
The video below gives you an outline of the philosophy that drives how I create the templates so they can be used with your data right away.
The course also has a video on how to adapt the worksheets for more or less data in a way that doesn’t break the chart and cause you hours of extra work. You also get a video on the different methods for copying an Excel chart to a PowerPoint presentation since that is likely a common way you will have to present the chart to the executives. Check out the list of templates and videos below.
Dave Paradi has over twenty years of experience delivering customized training workshops to help business professionals improve their presentations. He has written ten books and over 500 articles on the topic of effective presentations and his ideas have appeared in publications around the world. He helps corporate professionals create clear visual messages of financial data. Dave is one of fewer than ten people in North America recognized by Microsoft with the Most Valuable Professional Award for his contributions to the Excel and PowerPoint communities. He regularly presents highly rated sessions at national and regional conferences of financial professionals.
Frequently Asked Questions
If you are looking to build a robust library of Excel chart templates, consider investing in the Excel Chart Worksheet Templates Bundle that includes my course that contains six advanced Excel charts for showing variance. Click here to save when you buy both courses together.