You can edit any element on a chart by left-clicking to select it and then right-clicking to access a context menu. The last option in this menu is always ‘Format [Element]’, where ‘[Element]’ is the name of the selected item (e.g., ‘Format Axis’). Selecting this opens a panel on the right side of the screen with all available options.

Tips for Effective Chart and Graph Design

  • Simplicity Is Key: Avoid clutter. Too much information can be overwhelming.
  • Consistent Style: Maintain a consistent style throughout a presentation for a professional look.
  • Use Colours Wisely: Use colour to highlight important data points but avoid overly bright or clashing colours.
  • Legible Text: Ensure all text is easy to read and understand.
  • Context Matters: Always provide context for your data to help your audience understand its significance.

Advanced Features to Enhance Your Charts

1. Combining chart types

Sometimes combining two different types of charts, like a column and a line chart, can provide a clearer picture of your data:

The above chart also has the data plotted on two separate axes, as the scale is so different for the two sets of data.

2. Using Pivot Charts

Pivot Charts are dynamic and can be a powerful tool for dealing with large datasets, as when the underlying Pivot Table data changes, the Pivot Chart automatically updates. They are typically far easier to update and edit by simply dragging and dropping the fields.

Since Pivot Charts are linked to Pivot Tables, they maintain consistency and accuracy in data representation, minimizing the risk of errors that can occur with manual chart updates.

3. Adding trendlines

For line charts, a trendline can help in forecasting and showing patterns.

Presenting Your Chart in a Meeting

  • Narrative Matters: When presenting, do not just show the chart; tell the story behind the data.
  • Prepare for Questions: Be ready to answer questions about your data and analysis and explain any anomalies that will be easily visible.
  • Practice Makes Perfect: Rehearse your presentation to become familiar with the flow and how the charts contribute to your narrative.

Conclusion

Your ability to present data engagingly and insightfully can make a significant difference in decision-making processes.

Excel’s charts and graphs are not just tools for displaying data; they are instruments for storytelling. By mastering these tools, you can create impactful presentations that resonate with your audience and effectively communicate key messages.

Remember, the best presentations do not just deliver data – they connect with the audience on a deeper level, making complex information easily digestible and actionable. Excel is your partner in this endeavour, offering a range of features to bring data to life in the most impactful way possible.

Book a FREE 30-minute consultation with me to take a look over how you can enhance your Excel usage and make life easier. Book an appointment.