Excel Charts and Conditional Formatting: Sales Summary Sheet
Excel in a Minute by GridGo
0:00 / 0:00
Excel Charts and Conditional Formatting: Sales Summary Sheet
19 просмотров · 10 дней назад
Excel in a Minute by GridGo
74 подписчика
19 просмотров · 10 дней назад
How to present data in Excel, recorded live in Excel: a one page summary sheet built from a workbook whose answer already exists. Three headline formulas that point at the data sheet, the region by month table brought across with a spill reference, a colour scale for size, a highlight rule for direction (anything down more than five percent turns red), a line chart that shows the crossover, a stacked column that shows one product carrying the growth, gridlines off, and one sentence that says what it all means.
Nothing on the page is typed in as a number, so at the end one edit in the data moves the total, the colours and both charts.
Chapters:
0:00 What we have: the answer is already in the workbook, nobody can see it
1:08 The headline numbers: three formulas that point at the data
2:23 A table people can read: a spilled block, a colour scale, a highlight rule
4:13 The chart that shows the crossover: a line chart, and Switch Row/Column
5:34 The chart that shows one product: a stacked column
6:36 Make it readable and keep it live: gridlines off, one sentence, one edit
7:24 The result
Follow along from the starting workbook (the data sheet with its summary tables, and a blank Summary sheet), download or make a copy: https://docs.google.com/spreadsheets/...
Or download the finished page: https://docs.google.com/spreadsheets/...
Features used: cross sheet references, the spill reference (#), Percentage Style and Comma Style, Conditional Formatting (Colour Scales, Highlight Cells Rules), Insert Chart (Line with Markers, Stacked Column), Switch Row/Column, chart titles, View Gridlines.
Part of GridGo's Excel formula series.