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Microsoft Excel

11 minute read

11 Best Excel Presentation Tips in 2024

Brandon Pfaff

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There’s more to a spreadsheet than just the numbers on the page. It is equally important to make your spreadsheets look professional, easy to read, and visually appealing to your viewers.

The same way a lawyer with a crooked tie and disorganized papers might raise an eyebrow in court, your Excel presentation won’t hit the right marks with your audience if it looks clumsy and bland, no matter how many hours of research goes into making it or how important the information contained within it is.

Whether you are creating a spreadsheet for personal use, to pass information to your team or share with your project manager, the secrets locked away in this post will be of immense use to you. Let’s take a look at the best Excel presentation tips to help you create standout spreadsheets .

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1. Get a template online

If you are a busy person, and you cannot fit an Excel presentation design into your schedule, enter the ex machina: pre-made Excel templates. You can choose from an array of purpose-specific templates with beautiful designs, fonts, and colors. Simply enter your values to customize it, and you are ready to go.

Of course, using a template means you will not get better at designing things yourself. If getting things done is your priority instead of getting better at designing presentations, then, by all means, use a template and be done with it. On the other hand, if you want to know how to make your Excel presentation better on your own, then find someone to teach you or stick around until the end of this post.

Check out our 50 best Excel templates to make your life easier  and our  33 Excel business templates for workplace productivity .

2. Name your worksheets correctly

Excel presentation is all about clarity. For this single reason, the importance of a correct and reliable project or worksheet name cannot be overemphasized. It could be a sentence, a phrase or just a word. Just make sure it is easy to understand by you or by anyone you will be sharing the file with.

You also must make sure it is distinct from the names of other worksheets stored on your computer. After all, what is the use of all the tips you will learn here today if you will not be able to find the worksheet you applied them on?

3. Define your header/title

Your header and title can be anything but it needs to stand out. Your header must be able to speak to the reader and make the reader know at first glance what the header is.

To do this, try a larger font for your header, underline and embolden it. You should center align it and use a different font color. It has to stand out but also blend with the template color scheme and overall aesthetic look. You can also use a different readable for your header. Just remember, we want to make it distinct, not isolated.

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4. Dos and don'ts of fonts

Full transparency: Fonts make or break your spreadsheet. Always use a uniform font for your data, you can use the same font for your header or you can change that of the header. You can use three fonts in a single presentation and that is the recommended maximum, else you would be pushing it. In this case, less is infinitely better.

These are the guidelines to follow in selecting the right format for your font.

Here is a quick tip, fonts of the sans-serif group are the best for your Excel spreadsheet if readability is your goal. Calibri, Helvetica, Arial or Playfair are few examples. If used with the right alignment, spacing, and color, they can bring out the best in your Excel presentation.

This ultimately depends on your presentation but officially, font 12 is often advised with double spacing to improve readability. As stated earlier, the header font can be larger. The headers should be larger than sub-headers which in turn should be larger than data fonts.

You want to create a sharp contrast between the text color and the background colors e.g. a light color text on a dark background and vice versa. This is where the "zebra stripes" rule comes in, which will be discussed later in the post.

People don’t often use the alignment tool in Excel. If you want to make your presentation look beautiful and business-like , you will need to maximize the alignment feature.

5. Create space for breathing room

When you see tightly packed, clumsy or wordy text or spreadsheet, your brain automatically gets tired of reading it before you even start. But when there is breathing space and the spreadsheet is divided up into categories, it becomes more pleasant to the eyes and ripe for interpretation by the brain.

This brings us to the B2 rule. Try to start your presentation on column B, row 2. Leaving the A column and the first row blank. It works like magic. You should also make sure that the column and row dimensions are the same.

Additionally, don't autofit the height and width of your document. You need to have flexibility and creative control of your workspace. Instead, manually adjust the height and width so that they have just enough white space but not too much to give your presentation some breathing room and improve readability.

6. Add an image

Whether it’s a photograph, an artistic sketch or your logo, images go a long way in making your spreadsheet better. Images make your presentation look official and possess the professional feel in many of the beautiful presentations you have seen. Pictures speak a thousand words. While Excel is not designed to accomplish the kind of presentation you can make in PowerPoint, a picture will help you to drive the point home and make your presentation memorable.

7. Go off the grid

Do you know that erasing all grid lines apart from those of your result will have people asking how you did it and if you used the same Excel software they use? Try it today. In your spreadsheet

Go to the View tab on the ribbon.

• Under the Show section, uncheck the box next to Gridlines .

8. Zebra stripes: Excel jungle law

Zebra stripes are alternating dark and light colors on rows lying on top of each other. This helps in a number of ways. First, it has this aesthetic feel that makes your work seem orderly, especially if you are displaying hundreds of rows of data. Second, it helps correlation and readability. A reader can track a row from the right-hand side to the far left and not lose track of what row his or her eyes are set upon.

You can zebra stripe using many methods. When you create a table in Excel, by default this will be zebra striped (Tip- select your data and use the shortcut Ctrl + T on a PC or ^ + T on a Mac to quickly create a table). On the Design tab, under Table Styles, you can change the color and style of your zebra stripes.

It can also be done using a formula in conditional formatting if desired. Conditional formatting is done by highlighting values that satisfy certain requirements (e.g. all odd-numbered rows). It can be copied from cell to cell using the painter tool in the Home toolbar.

9. Use charts, tables , and graphs

Most presentations are incomplete without some form of visual representation. Whether table, graph or chart, you need to visually represent your raw data in mediums that would be understood in a single glance. Charts, graphs, and tables should not be underestimated, especially if you have cumbersome data spanning many columns and rows.

In the Excel ecosystem, the chart, graph, and table features are like symbiotic siblings. You need them to bring out the beauty in the brevity of your work.

10. Create cell styles

Excel has many preset cell styles but you can create your own custom styles that will be more customized, and easier to use and edit because you created it. This is actually an alternative to getting a template if graphics consistency is your goal. After creating a beautiful spreadsheet with the above information, you can save the style so that you can apply it to future presentations.

Now your presentation is perfect with the right feel and style. Simply highlight the cells with your design for saving, then go to the Home toolbar, click on "more" at the base of the style gallery, then select "new cell style". A style dialog box will open, name the style, edit its properties and save.

If it isn't broken and it works efficiently, why change it? You can, however, add a touch of variability by changing the color palette from time to time.

11. Show restraint

You have learned all of these tips and you are ready to start your presentation -  be careful of overdoing it. Use color sparingly and don't combine too many tips at once. You need to tread the fine line between underwhelming and too much to find the "just enough" middle ground. Make sure your presentation is perfectly balanced, as all things should be.

Ultimately, the way your Excel presentation turns out depends on how well you communicate your data to your audience. Although, it does help to know the psychology of colors, good fonts. Browse beautiful spreadsheet presentations online to figure out what the "best" looks like. But at the end of the day, the ball is in your court and we hope that your dedication to practicing, sharpening and perfecting your presentation skills in Excel will be rewarded with cheers.

Ready to design your own Excel presentations?

If you would like to sum up the data on your Excel spreadsheet so that its insights are conveyed in a straight-forward manner, then follow this step-by-step guide. You’ll end up with a presentation that summarizes your data in a way that’s painless to analyze.

If you’re eager to brush up on your Excel skills, check out our Excel course and master the fundamentals to boost your productivity.

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Brandon is a full time CPA specializing in all things tax. He is also skilled in analytics and Mircosoft Word. When he is not serving clients, he enjoys spending time with his wife and son, real estate investing, and sipping fine bourbon. Find him on Linkedin here.

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• May 13, 2024
• Comments Off on How to create PowerPoint from Excel
• Artificial Intelligence
• How to create PowerPoint from Excel

Creating PowerPoint presentations is essential for sharing ideas and results in business. Creating these presentations can be challenging and time-consuming (especially if integrating Excel data is needed). It involves researching, organizing information, and deciding how to present key points clearly. Designing presentation slides that are visually appealing and adding graphs, charts and tables can further complicate the process. Wouldn’t it be nice to create PowerPoints from Excel with just a few clicks? 👀

It’s very common for consultants, marketing managers or other people to create PowerPoints from Excel data. This can include data like statistics, research findings, or forecasts in your presentations, which might be stored in Excel files. Manually transferring this XLS data to create graphs and charts is a lot of work. Thankfully, Artificial Intelligence (AI) can help simplify this task. AI tools can automatically turn Excel (XLS) data into PowerPoint slides. This is especially useful for consultants and professionals in various fields who need to present complex data efficiently.

There are two types of tools that allow you to create PowerPoint presentations from Excel automatically:

• Tools that directly generate completed PowerPoint presentations.
• Tools that create presentation content that you then need to copy manually.

In this blog post, we’ll cover how to create PowerPoint from Excel using both types of tools (both powered by AI). As a test example, we will use an Excel file containing data on changes in the US population by state from 1910 to 2020.

Note: The file was downloaded from the US Department of Commerce: https://www2.census.gov/programs-surveys/decennial/2020/data/apportionment/population-change-data-table.xlsx

We’ll explore tools like SlideSpeak, Microsoft Copilot, Beautiful.ai, and ChatGPT and provide a comprehensive guide on leveraging their functionalities to create impactful presentations. Additionally, we’ll list the pros and cons of each tool so that you can make informed decisions based on your specific needs and preferences.

Method 1: Generating PPT from XLSX using SlideSpeak

Website: https://slidespeak.co

SlideSpeak is a powerful AI tool that allows you to automatically convert PDF, Word, and XLSX files into ready-made beautiful presentations in minutes.

To generate a presentation from an Excel (XLS) file using SlideSpeak, you need to perform the following steps:

• Select the Excel file: select the file based on which you want to create a presentation.
• Upload the file: upload the file to SlideSpeak.
• Preview data: preview the uploaded data in SlideSpeak. You can also ask it questions about the uploaded data.
• Create a presentation: select the necessary parameters and start the process of creating the presentation.
• Review the table of contents: review the presentation’s table of contents that SlideSpeak suggests.
• Select a template: choose a presentation template.
• Review the presentation: review and download the finished presentation. 

Step 1: Select the Excel file 

Open SlideSpeak . Drag the Excel file from which you want to create a presentation into the box in the center of the screen, or upload this file using the Click to upload button.

Step 2: Upload a file

To upload a file, click the Upload button under the file name and wait a little.

Step 3: Preview data

After loading the data, it will be displayed on the screen. You can now also ask SlideSpeak questions about the uploaded data.

To start the process of creating a presentation, click the Create Presentation button in the upper right corner.

Step 4: Create a presentation 

After starting the presentation generation process for your Excel file, SlideSpeak asks you to configure some presentation parameters. You can choose the desired number of slides, presentation language, and tone. In addition, you can add stock images to the presentation.

If you use the premium version of SlideSpeak, you can also use the brand logo, color, and fonts.

After setting all the presentation’s parameters, click the Next button at the bottom of the page and wait a few minutes for the presentation to be generated.

Step 5: Review the table of contents

Based on the data from the Excel file, SlideSpeak creates content for the presentation. Review it, and if you are satisfied with it, click the Next button to proceed to the next step of generating the presentation.

Step 6: Select a template

At this step, you will be prompted to choose a presentation template. Select one of the default templates or upload your own and click the Generate button. The presentation will be ready in a few minutes.

Step 7: Review the presentation

You can now review the finished presentation. Users with a paid subscription can also regenerate the presentation and download it as a PDF or PowerPoint file.

Pros and cons

• The ability to upload an Excel file to SlideSpeak without the need for manual copying and pasting;
• User-friendly interface;
• Automated and quick presentation generation process;
• Ability to customize the presentation according to the user’s needs and preferences;
• Ability to choose the presentation language;
• Additional features are available for users with a paid subscription.
• Limited customization options;
• There is no possibility to edit the finished presentation;
• Unlimited use requires a paid subscription.

SlideSpeak is a convenient and fast tool that allows you to automatically create PowerPoint from Excel. However, if you prefer to set up the presentation manually, you may miss some functionality. Therefore, before choosing a tool for creating presentations, it is important to define your needs and analyze the tool’s capabilities.

Method 2: Create PowerPoint from Excel using MS Copilot

Website: https://copilot.microsoft.com/

Microsoft Copilot is an AI-powered tool that integrates with Microsoft PowerPoint. Using advanced natural language processing techniques, it can summarize documents, generate content, and answer questions about content.

Copilot uses advanced AI to let you quickly create presentations based on the provided Excel data. Given that AI is not 100% accurate, you may need to manually edit the presentation after it is automatically generated. However, Copilot can do most of the hard work and significantly speed up the process to create a presentation. It is important to note that you need a paid subscription to use Copilot in PowerPoint.

Here is a brief overview of how to create PowerPoint from Excel using MS Copilot.

• Open Microsoft Copilot in PowerPoint: create a presentation and open the Copilot toolbar.
• Insert data into Copilot in PowerPoint: copy the data from your Excel file and insert it into Copilot.
• Review the presentation: generate and, if necessary, edit the presentation.

Step 1: Open Microsoft Copilot in PowerPoint

Create a new presentation in PowerPoint and click the Copilot button on the right side of the toolbar. A Copilot panel will then appear on the right. The Copilot button is only available to users with a paid Copilot subscription.

Step 2: Insert data into Copilot in PowerPoint

Unfortunately, Copilot does not allow you to upload an Excel file. Therefore, you need to copy the data from your Excel file and paste it into the Copilot chat to generate a presentation. Write the following command in Copilot: “Create a presentation using the following data” and paste the data copied from Excel. However, in Copilot at the moment, the maximum length of a request is 2000 characters. Therefore, when you try to insert data from a large Excel sheet, excess data is cut off and not considered during presentation generation.

Step 3: Review the presentation

Wait a few minutes, and the presentation will be generated and displayed on the screen. You can edit the finished presentation, change the design and text, add slides, and more.

In our experience the results based on copy pasted data from Excel were very poor in quality. So we decide to use Excel Copilot to see if it can create us some nice charts from our Excel file that we can then copy over into our PowerPoint presentation.

Step 4: Generate charts using Copilot in Excel

As you can see from the slides, Copilot in PowerPoint creates text analysis of the data and inserts images associated with the data into the presentation. However, if you want to automatically generate charts based on Excel data, you can do this using Copilot in Excel.

Open Copilot in Excel by clicking the Copilot button on the right of the toolbar.

Select a table with data and write the following request in the Copilot chat: “Create a chart that shows the dynamics of population change in different states”. Wait for the chart to be generated. Then click the “ Add to a new sheet ” or “Insert PivotChart” button to insert the chart into a new Excel sheet.

After the chart opens in a new Excel sheet, you can edit it by adding new columns. Once the chart is ready, copy it into your PowerPoint presentation.

Pros and Cons

• Increasing the efficiency and productivity of creating presentations;
• Smart suggestions for slide layout based on analysis of its content;
• The ability to automatically generate charts;
• Wide possibilities for customization of the finished presentation.
• A paid subscription is required;
• Security and privacy risks of providing data access to an AI cloud service;
• The maximum length of the request is 2000 characters;
• The presentation may contain incorrect data as AI is not 100% accurate.

Copilot can fast and easily create PowerPoint from Excel. It also provides intelligent advice on the presentation’s content and design. However, users may still miss advanced features like the possibility of uploading Excel files. Additionally, a paid subscription is required even to use the limited features of Copilot.

Method 3: Create Presentation from Excel using Beautiful.ai

Website: https://www.beautiful.ai/

Beautiful.ai is cloud-based AI-powered presentation generation software. It provides customers with many professionally designed templates, layouts, and design elements that can be customized to match customers’ content and brand. Beautiful.ai simplifies and speeds up the process of creating visually attractive presentations. It saves users time and effort with design assistance and intuitive AI-driven tools.

Beautiful.ai is a paid tool, so you need to create an account and subscribe before you can get started. You can use a 14-day trial version for the preliminary study.

Below is a quick overview of the steps needed to create PowerPoint from Excel using Beautiful.ai.

• Open Beautiful.ai: go to Beautiful.ai and create a new presentation.
• Load data: load data from an Excel file into Beautiful.ai.
• Generate a presentation: check the uploaded data and initiate the process of creating the presentation.
• Review presentation: review and, if necessary, edit the finished presentation.

Step 1: Open Beautiful.ai

Open Beautiful.ai and ensure you are logged in to your account and have a subscription. After that, on the left side of the page, click Create Presentation -> Generate with AI .

Step 2: Load data

At this step, you need to enter the presentation topic and upload data from Excel. Enter your presentation topic in the text box at the top of the page. After that, click on the Train AI with Additional Context button and select the data input method. Beautiful.ai does not provide the function of uploading Excel files, so in the drop-down list, select the Text option.

Step 3: Generate a presentation

Copy the data from your Excel and paste it into the text box that appears on the page. After that, click the Generate Presentation button.

Step 4: Review presentation

You can review and edit the created presentation. The presentation editor provides functions for changing colors, fonts, images, and layouts. You can completely change the content of the slides and add new ones. 

You can export the final presentation as PowerPoint and PDF files or Google Slides. 

• Simple and intuitive user interface;
• Visually attractive design;
• Integration with Google Slides, PowerPoint, and PDF;
• Ability to collaborate with team members in real-time and securely share presentations.
• It is not possible to import Excel files;
• A paid subscription is required to access Beautiful.ai features;
• Limited customization options compared to creating presentations manually. Users may find it difficult to create a custom design or include certain branding elements.
• There are possible errors, as the AI is not 100% precise.

Overall, Beautiful.ai allows customers to create visually attractive presentations, saving time and effort. However, it is worth analyzing all its pros and cons to determine whether it meets your needs.

Method 4: Create presentation content using ChatGPT

Website: https://chat.openai.com/

ChatGPT is an AI tool that can perform natural language processing and generate text based on input data. It can answer questions, create summaries, perform translation, and generate text that looks natural and fits the context.

It is important to note that ChatGPT does not currently provide the ability to create PowerPoint from Excel. However, you can use it to greatly simplify and speed up the process of creating a presentation. You can do this in two ways:

• Generate titles and slide content with ChatGPT that you can copy and paste into your presentation.
• Generate VBA code that you can use to create your presentation in PowerPoint.

To generate presentation content from Excel using ChatGPT, perform the following steps:

• Ask to create a table of contents for the presentation.
• Generate slides’ content.
• Review the proposed content.
• Copy the finished content in PowerPoint.

Step 1: Ask to create a table of contents for the presentation

Write the following request in the ChatGPT chat: “Please suggest a table of contents for 8 slides for a presentation for this data: ” and paste the data from your Excel file. With the paid version, you can directly upload XLS files in ChatGPT and let it generate stuff for presentations.

Review the proposed presentation structure and ask clarifying questions or request revisions.

Step 2: Generate slides’ content

Ask ChatGPT to generate a few key phrases for each slide. For example, write in the following request: “Please provide 3–5 bullet points about Population Trends in the United States.”

Step 3: Review the proposed content

Review suggested content for each slide. Ask for content to be corrected or clarified as needed. You can also adjust the content manually.

Step 4: Copy the finished content in PowerPoint

Create a presentation in PowerPoint. Copy the title and content to each slide separately. Customize the design and add images and your brand logo to suit your needs.

• On-demand generation of presentation content;
• Ability to send an unlimited number of requests for free;
• The possibility of improving the content of the presentation.
• It is not possible to generate a ready-made presentation;
• Unable to generate graphic content;
• You need to do many settings manually;
• To upload an Excel file, you need the paid version.

Using ChatGPT to create presentations can be helpful for efficiently generating ideas and content. However, you may also need to make manual edits and manually transfer content generated by ChatGPT to PowerPoint.

Therefore, AI-based tools, such as SlideSpeak, Microsoft Copilot, Beautiful.ai, and ChatGPT, provide powerful solutions for converting Excel files into PowerPoint presentations. These instruments allow you to create beautiful presentations, significantly saving time and effort.

However, before choosing the best tool for you, it is impotant to clearly define your needs and analyze the advantages and disadvantages of each instrument. You can utilize the trial version to try the functions of each tool and make an informed decision based on your individual needs.

Is it possible to convert Excel to PPT (with AI)?

Yes. There are free and paid AI tools that can upload data from Excel file, automatically analyze it, and create ready-made, visually attractive presentations customized to the content. Examples of such tools are SlideSpeak, Microsoft Copilot, and Beautiful.ai.

How to automatically create PowerPoint from Excel?

AI-based platforms like SlideSpeak, Microsoft Copilot, Beautiful.ai, and others allow you to create PowerPoint from Excel automatically. The step-by-step process of creating a presentation depends on the platform you choose. However, in general, to generate a presentation from an Excel file, you need to do the following:

• Select and upload an Excel file.
• Generation presentation.
• Review and adjust the finished presentation according to your requirements.

How to create PPT using ChatGPT?

ChatGPT cannot directly generate a PPT file. However, you can use it to generate the title and content of the slides and get advice on the visual design of your presentation. To do this, enter the appropriate requests in the ChatGPT chat and provide the data you need to generate a presentation. If you want a full AI solution to generate presentations with AI you can use SlideSpeak or design friendly tools like Canva.

Why don’t I have Copilot in PowerPoint?

For the Copilot button to appear in PowerPoint, you must have a paid Copilot subscription. Create a subscription and refresh PowerPoint. Then, the Copilot button should appear. You can find more info on this here: https://copilot.cloud.microsoft/en-us/copilot-powerpoint .

How can I create a PowerPoint with Copilot from an Excel file?

To create a PowerPoint presentation from an Excel file using Microsoft Copilot, make sure your Excel data is well-organized with clear column headings. Open Excel and then use Copilot to generate charts and graphs for your data. Afterwards copy the charts into PowerPoint. Microsoft Copilot in PowerPoint will then help you to figure out a suitable design for your slides. You have to use PowerPoint Copilot and Excel Copilot in combination to get good results.

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How to create your presentation using Excel?

Hrideep barot.

• Presentation

MS- Excel, widely known as Excel, is famous for its spreadsheets and data handling. But little has been explored of this wonderful software other than the standard features.

Do you know that you can create and give your presentation using Excel? Are you curious of how to create a presentation in Excel?

Read till the end to get familiar with the steps and bonus tips in the end!

This is our game plan for this article.

Is excel presentation a good choice?

Step 1: choose a template, step 2: create slides, step 4: remove the grids, add a background picture, add colors to your data, font size matters, make use of cells, title slide, conclusion slide, product sales, comparative analysis, financial resolution or budget proposal, who all can benefit through excel presentations, does excel have presentation mode, how to export excel presentations.

Now, you might wonder: how can a simple spreadsheet be made presentable, especially a business report or pitch?

Well, using Excel might be more advantageous than you think. Here’s why:

Although PPT or PowerPoint Presentations gives a wide variety of options and templates to choose from, it can sometimes be too stretched out or contain lots of information that can be overwhelming.

Often, the main agenda of the presentation gets blurred, as we tend to emphasize and explain each and everything on the PPT.

If you want to give a crisp, short and effective presentation, then consider going for an Excel presentation.

There are fewer chances of your audience losing focus, as you emphasize only the needed information, especially if you are presenting a business report.

You will also save time of giving and making your presentation.

Now that you know why Excel is a good choice, let us see how we can use an Excel sheet in a presentation.

Creating a presentation in Excel

Creating a presentation in Excel can be the easiest way of making a presentation.

Follow these steps to make your presentation in excel:

The first step is to choose a template that goes with the aim of your presentation.

If your aim is to give a business presentation, you can go for templates like the ones seen in the above picture.

If you aim to present a business idea or budget, then you can choose templates such as planner and checklist or expense budget.

Choosing the right template would make things easier for you and your audience.

You might wonder how can I possibly create a slide in excel? Isn’t that a feature of PowerPoint?

Well, the idea is to create one similar to PowerPoint.

By using the sheets as slides, one can easily create an impactful presentation.

Make sure to name the sheets, and arrange them in order to give a smooth presentation.

Step 3: Organize your data

Now enter your required data and arrange it.

Simply select the required data by pressing the SHIFT key and use the ARROW keys to select.

Then, click on the Insert option from the menu tab and click on the Recommended Charts.

Now, select the type of chart you want.

Here are some possible options:

If you have data that depicts a financial report, and you want to explain the profits annually, then go for Line Graphs.

Remember to name your chart. You can click on the chart title to rename it.

If you want to present a monthly report on the expenses, then go for a pie chart.

Pie charts fit well when you present on a single aspect or topic.

Tables work for almost all purposes.

However, the information presented needs to be simple and short.

You can do this by making colored tables.

You can select your data, and from the Page Layout option from the menu, browse the themes and colors.

Go for lighter tones, as they look aesthetic and professional as well.

Also, the audience won’t find it difficult to read the data, which can happen if you use darker colors.

One of the main features of Excel are the grids, i.e., rows and columns.

Our last step is to get rid of the grids, as they can distract the audience and you may also run the risk of giving a shabby presentation.

To remove grids, go to the Page Layout option in the menu tab and unselect or uncheck the boxes under Gridlines and Headings.

After this step, your presentation would seem as if it was made using a PPT!

Tips for making a creative and professional presentation using Excel

Level up your presentation by setting a background picture in your Excel sheets!

In order to do this, go to the Page Layout and click on Background.

You can choose any of your saved pictures or choose from almost infinite options by searching one.

After you choose your picture, click on insert and your background picture is ready!

Last step is to remove the gridlines for a clean presentation.

You can also remove Headings and Formula Bar by unchecking them from the View tab.

It is quite a task to locate and understand data when everything is of the same color.

In other words, when you have a single color, say white, the audience would be busy tallying the data from right to left and not be able to concentrate on your presentation.

To resolve this issue, make your tables with two color tones.

You can choose them from Themes in Page Layout.

Here is the final result:

This table would take less time to locate the data in one row, as the color makes the task easy!

I bet you took some time to read this, especially if you are looking from a laptop or PC.

Did you feel any difference?

Your eyes were strained as you tried to read what was written.

Hence, make sure to have a decently larger font for making your information visible to everyone as not everyone sees your presentation from the same proximity as you.

If you don’t want a background picture, you can go for an image.

For adding an image, go to Insert and click on Illustrations.

You can add pictures, shapes, icons, 3D models and many more.

Remember to uncheck the Gridlines and Headings, before adding the images.

Cells in a spreadsheet can be used in creative ways.

Apart from entering data and doing calculations in a breeze, they can be turned into text boxes!

So make use of them as far as you can.

You can add in the main heading in the first sheet along with a background picture.

You can also use cells for short descriptions or notes below the tables or data for better comprehension for the viewers.

This is very important for all types of presentations and not just for Excel.

The main reason to categorize is to avoid “data dump”.

This happens when you put in too much information in one chart or sheet.

You might get confused or zoned out while presenting, and it is overwhelming from an audience’s perspective as well.

So, divide your data into various sheets and name them, ensuring they are in right order.

Doing so will also give your presentation a better clarity.

Sample Excel presentation

Suppose you are from the Sales department and are asked to give a presentation to the senior executives about the current vaccination drive status and future prospects.

Considering the period to be Jan-June 2021, here is a possible sample of how you can go about giving your presentation using Excel:

Here you can talk about your views on how the organization should carry forward the vaccination drive, and give suggestions on how to do it more efficiently.

What are some good Excel presentation topics?

Excel is a good medium to present product sales. The sample presentation above is a type of product sales.

It gives the organization a clear idea of the direction of the sales of a product and planning further marketing strategy.

If you have just begun your journey as an entrepreneur or are in the sales and marketing field, here is a useful article for you to enhance your skills of giving a business pitch to your clients! Pitch Perfectly: Crucial Public Speaking Tips for Startup Founders

Some topic ideas for product sales can be:

• Annual product review in XYZ branch
• Sales review of XYZ product
• Review of top-selling products in XYZ zone
• Sales promotion review 2020-21

Comparative analysis can be presented using Excel most effectively.

You can show data in simple charts and graphs, and compare the metrics using parameters such as time( weekly, monthly, annually) or regionally( within a company or branch, across branches, or internationally).

Some topics you can consider:

• Comparative analysis of student population taking XYZ stream/course
• Analyzing weekly donations to XYZ foundation
• Regional analysis of reported crimes in XYZ state
• Health and hygiene: A correlational study

Excel is a go-to application when it comes to finances.

With its easy tools and graphics, you can present budget proposals and financial resolutions with utmost ease.

You can consider these topics:

• FDIs for the year 2018-22
• Shares review 2020-21
• Annual review: Financial department
• Funds report: XYZ branch 2020-21

Although Excel is a great tool, it is not suitable for every type of presentations and professions.

It is an excellent medium for those engaging in quantitative data such as:

• researchers
• sales and marketing
• data analysts
• corporate executives
• logisticians, etc.

You can present your data in full-screen mode or presentation mode in Excel!

To do this, go to the View tab and select Full-screen mode, or press CTRL+ SHIFT+F1.

To go back to normal mode, right-click and choose the close full-screen option, or click on the three vertical dots on the top of the screen.

To export your Excel presentation, follow these steps!

STEP 1: Go to Files tab and select Export option.

STEP 2: In Export, click on create PDF/XPS document and name your file.

STEP 3: Click on Publish. Done!

Although we went through the steps of making an Excel presentation, do not leave the other aspect out!

Your body language and delivery style also matters!

If you are confused on what approach to take regarding body language while giving a speech, follow this article! To walk or stand still: How should you present when on stage?

For preparing your voice, follow along How to prepare your voice for a speech: Step-by-step guide .

We took a look into the steps for creating a creative and effective Excel presentation in just 4 steps!

Hope that the steps and tips would make your next Excel presentation a success and completely reinvent the way Excel is seen!

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How to Create Powerful Presentations Using Excel

Discover how we can create magic in your communication

TL;DR Transform raw Excel data into compelling presentations with our 15-step guide. Learn to set objectives, clean data, select appropriate charts, and incorporate interactive elements for engaging and effective presentations. Enhance your storytelling and data visualization skills to create powerful, dynamic presentations.

Introduction

Sometimes, we receive data in Excel and are tasked with transforming this raw data into powerful presentations. Excel is not just for spreadsheets; its powerful data manipulation capabilities make it an excellent tool for creating presentations, especially when dealing with large datasets or when you need to display data-driven insights dynamically. This guide provides 15 detailed steps to help you turn Excel data into compelling presentations effectively.

Detailed Steps to Create Engaging Presentations Using Excel

• Set Your Objectives
• Clearly define the purpose of your presentation.
• Identify the core message you want to convey.
• Understand your audience's needs and expectations.
• Set actionable goals for what your presentation should achieve.
• Align your presentation structure to these objectives for maximum impact.
• Organize Your Data
• Separate raw data and analysis into different sheets for clarity.
• Group similar data together to facilitate easier analysis.
• Use named ranges to make data references clearer.
• Organize data chronologically or categorically based on the presentation flow.
• Maintain a clean and organized data setup to avoid confusion during visualization.
• Clean Your Data
• Remove any irrelevant or redundant data.
• Correct all errors and inconsistencies in the data set.
• Use Excel functions like TRIM to clean text data.
• Standardize data formats (dates, numbers, etc.) across your dataset.
• Check for and resolve any missing data issues.
• Select Appropriate Charts
• Choose charts that best represent the nature of your data.
• Consider the impact of different chart types on data interpretation.
• Use bar or column charts for comparisons among categories.
• Opt for line charts to display trends over time.
• Employ pie charts to show proportions within a whole.
• Utilize Advanced Chart Options
• Explore Excel’s specialized charts like radar or waterfall for complex data.
• Customize chart colors, labels, and legends for better readability.
• Use trend lines or data labels to add meaningful insights to charts.
• Employ dual-axis charts for comparing different datasets on the same chart.
• Utilize 3D charts to enhance visual appeal, but use sparingly to avoid distortion of data.
• Link Data Dynamically
• Connect charts to live data sources to ensure real-time data updates.
• Use Excel’s Data Model to integrate data from multiple sources.
• Apply dynamic formulas like INDEX and MATCH to make charts responsive.
• Employ data validation techniques to ensure data integrity.
• Set up dynamic ranges to auto-adjust as data grows.
• Incorporate Interactive Elements
• Use slicers and timelines for interactive data segmentation.
• Implement PivotTables to summarize large datasets dynamically.
• Add form controls like buttons and sliders to make the presentation interactive.
• Design your slides to respond to user inputs or selections.
• Ensure interactive elements are intuitive and clearly contribute to the narrative.
• Design a Dashboard
• Combine multiple data visualizations on a single screen for a unified view.
• Ensure each component of the dashboard provides unique but complementary information.
• Use consistent design elements across all visuals for a cohesive look.
• Make sure the dashboard is easy to read and navigate.
• Include interactive elements in the dashboard to engage the audience.
• Automate with Macros
• Use macros to streamline repetitive tasks, enhancing presentation efficiency.
• Automate data updates and visual adjustments with VBA scripts.
• Write macros that help navigate through the presentation smoothly.
• Ensure macros are tested and error-free to avoid glitches during the presentation.
• Provide button triggers for macros on the Excel interface for easy access.
• Narrative Flow
• Structure your presentation to tell a coherent story.
• Begin with an introduction that outlines key points.
• Build the body of your presentation with data-driven analysis.
• Conclude with a strong, data-supported conclusion.
• Transition smoothly between sections to keep your audience engaged.
• Maintain Design Consistency
• Use a uniform color scheme, font style, and layout across all slides.
• Apply consistent formatting rules for all data visuals.
• Design templates that can be reused for future presentations.
• Ensure that the visual design supports the data narrative.
• Avoid overdesigning that may distract from the data itself.
• Test and Iterate
• Conduct dry runs to test the flow and functionality of your presentation.
• Invite feedback from peers to refine content and design.
• Make iterative adjustments based on practical trials and feedback.
• Test on different devices to ensure compatibility.
• Finalize the presentation after thorough testing and refinement.
• Prepare Backups
• Save copies of your presentation in multiple formats.
• Ensure you have both digital and physical backups available.
• Regularly update your backups to reflect the latest changes.
• Store backups in different locations to mitigate risk.
• Consider cloud storage options for easy access and additional security.
• Have a contingency plan in place in case of technical issues.
• Add Supporting Notes
• Embed comments within your Excel cells to provide additional context.
• Use the notes section for personal reminders during the presentation.
• Prepare detailed explanations that can be referred to if questions arise.
• Keep notes concise and relevant to the data being presented.
• Ensure all notes are hidden from the audience view but accessible to you.
• Peer Review
• Share your presentation with colleagues or experts for feedback.
• Encourage constructive criticism to refine your presentation.
• Consider diverse perspectives to enhance the presentation’s appeal.
• Implement suggested changes that align with your objectives.
• Conduct a final review session to ensure all feedback has been addressed.

Mastering Excel for presentations transcends basic data visualization—it transforms how we communicate and persuade with data. This expertise not only empowers you to deliver insights in a compelling manner but also enhances your strategic influence within your organization or client base. Through the careful integration of data, design, and narrative, your presentations become not just informative but transformative, inspiring action and facilitating decision-making. The steps outlined in this guide equip you with the tools to turn complex data into captivating stories that resonate deeply with your audience. Embrace these practices to elevate your presentations from mundane to memorable, ensuring that every data point not only informs but also inspires and engages.

Are you ready to leverage your Excel data into powerful narratives that not only inform but also inspire and persuade? Visit INK PPT today and discover how our expert design services can amplify your presentation impact. At INK PPT, we don't just design slides; we craft stories that engage, inform, and motivate your audience to action. Elevate your presentations with us—where data meets design and storytelling.

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Excel Tutorial: How To Make Graphical Presentation In Excel

Introduction.

When it comes to analyzing and presenting data, graphical presentations in Excel can be a game-changer. These visual representations of data not only make it easier to understand complex information but also help in making informed decisions. In this tutorial, we will take you through the process of creating graphical presentations in Excel and explore the benefits of incorporating visuals into your data analysis.

Key Takeaways

• Graphical presentations in Excel are crucial for understanding complex data and making informed decisions.
• Understanding the basics of creating graphical presentations is essential, including the different types of graphs and charts available in Excel.
• Selecting the appropriate data and organizing it effectively is key to creating effective graphical presentations.
• Utilizing Excel's advanced features and customization options can elevate the visual appeal and insights provided by graphical presentations.
• Adding finishing touches such as visual elements and annotations can enhance the overall look and clarity of graphical presentations.

Understanding the basics of creating graphical presentations in Excel

Graphical presentations are an essential tool for visualizing data and conveying information in a clear and concise manner. In Microsoft Excel, creating graphical presentations is a straightforward process that can greatly enhance the impact of your data. In this tutorial, we will explore the basics of creating graphical presentations in Excel.

Excel offers a wide range of graph and chart types, each suited for different data sets and presentation purposes. Some of the most commonly used graph and chart types in Excel include:

• Column and Bar Charts: These charts are used to compare values across different categories.
• Line Charts: Line charts are useful for showing trends and changes over time.
• Pie Charts: Pie charts are ideal for displaying the proportion of different categories in a data set.
• Scatter Plots: Scatter plots are used to show the relationship between two variables.

When creating a graphical presentation in Excel, it's important to include key components that help convey the information effectively.

The title of the graph or chart should clearly indicate the subject of the presentation.

Axis Labels

Axis labels are essential for providing context to the data being presented. The x-axis and y-axis should be clearly labeled to indicate what each represents.

The data being used for the graphical presentation should be clearly defined and organized to ensure accuracy and relevance.

By understanding the different types of graphs and charts available in Excel and the key components of a graphical presentation, you can effectively create visual representations of your data that are both impactful and easy to understand.

Selecting the appropriate data for your graphical presentation

When creating graphical presentations in Excel, it is essential to carefully choose the data that best suits the intended visualization. Here are some key points to consider:

• Look for trends or patterns: Data that shows clear trends or patterns are ideal for graphical representation. This can include sales figures over time, survey responses, or market trends.
• Comparing data: Data that needs to be compared across different categories or variables, such as product sales by region or customer demographics, can be effectively presented graphically.
• Highlighting relationships: If you want to showcase the relationship between different sets of data, such as correlation between variables or cause-and-effect relationships, graphical representation can be very effective.
• Clean and structured data: Ensure that your data is clean and well-structured before importing it into Excel. This includes removing any unnecessary columns or rows, and organizing the data in a logical manner.
• Use proper labels and headers: Clearly label your data and use headers to identify different categories or variables. This will make it easier to interpret and visualize the data in Excel.
• Convert text to numerical values: If your data includes text that needs to be represented graphically, such as categories or labels, consider converting them to numerical values or using a numerical equivalent for easier graphing in Excel.
• Remove outliers or irrelevant data: If there are outliers or irrelevant data points that could skew the visualization, consider removing them or addressing them separately to ensure the accuracy of the graphical presentation.

Step-by-step guide to creating graphical presentations in Excel

Excel is a versatile tool not only for data analysis and calculations but also for creating visually appealing graphical presentations. In this tutorial, we will walk you through the process of creating simple bar or pie charts using Excel's chart tools and then show you how to utilize Excel's graph customization features to enhance the visual appeal of your presentation.

A. Creating a simple bar or pie chart using Excel's chart tools

Excel's chart tools make it easy to create visually stunning bar or pie charts to represent your data. Follow these simple steps:

• Select your data: Start by selecting the data that you want to include in your chart. This will typically be a range of cells containing your data.
• Insert a chart: Once you have selected your data, go to the "Insert" tab and select the type of chart you want to create, such as a bar chart or a pie chart.
• Customize your chart: Excel will automatically generate a basic chart based on your selected data. You can then customize the chart by adding titles, labels, and modifying the colors and styles to suit your presentation.
• Finalize your chart: Once you are happy with the appearance of your chart, you can further customize it by adding data labels, adjusting the axis scales, or adding a trendline.

B. Utilizing Excel's graph customization features to enhance the visual appeal of your presentation

Excel offers a range of graph customization features that allow you to enhance the visual appeal of your presentation. Here's how to make the most of these features:

• Modify chart elements: Excel allows you to modify various elements of your chart, such as the axis titles, data labels, and gridlines. You can also add or remove chart elements to make your chart more visually appealing.
• Change chart styles: Excel provides a range of pre-set chart styles that you can apply to your chart to change its appearance. You can also manually adjust the colors, fonts, and effects to create a custom look for your chart.
• Add visual effects: Excel allows you to add visual effects to your chart, such as shadows and glows, to make it stand out. You can also adjust the transparency of chart elements to create a more subtle and polished look.
• Format data series: Excel enables you to format individual data series within your chart, allowing you to highlight specific data points or make certain elements stand out.

Adding the finishing touches to your graphical presentation

Once you have created your graphical presentation in Excel, it's time to add the finishing touches to make it visually appealing and easy to understand for your audience.

Visual elements play a crucial role in making your graphical presentation stand out. Here are a few tips on how to use colors and fonts effectively:

• Use a cohesive color scheme: Select a color palette that complements your data and helps in conveying your message effectively. Avoid using too many colors that can make the presentation look cluttered.
• Choose readable fonts: Use clear and legible fonts for your titles, labels, and annotations. Make sure the font size is appropriate for the audience to read comfortably.
• Emphasize important data points: Use different colors or fonts to highlight important data points or trends in your presentation.

Titles, legends, and annotations help provide context and clarity to your graphical presentation. Here's how to effectively incorporate these elements:

• Include a descriptive title: A clear and concise title helps the audience understand the purpose of the graphical presentation. It should convey the main message or insight from the data.
• Utilize legends for clarity: If your graphical presentation includes multiple data series or categories, use a legend to provide clarity on what each element represents.
• Add annotations for additional information: Annotations can help provide additional context or explanations for specific data points. They can be used to highlight outliers, trends, or any other important details in the visualization.

Utilizing trendlines, sparklines, and other advanced chart elements to provide deeper insights

When creating graphical presentations in Excel, it's important to go beyond basic charts and graphs to provide deeper insights. Utilizing advanced features such as trendlines and sparklines can help you achieve this.

• Adding trendlines to your charts can help you identify and visualize patterns and trends in your data. This can be especially useful for predicting future values based on historical data.
• Customizing trendlines allows you to further refine your graphical presentation, adjusting the type of trendline (e.g., linear, exponential, polynomial) to best fit your data.
• Interpreting trendlines is essential for understanding the implications of the data. You can use the equation of the trendline to make predictions or analyze the relationship between variables.
• Integrating sparklines into your data tables or dashboards can provide a quick and concise visualization of trends and variations, without taking up too much space.
• Customizing sparklines allows you to adjust the appearance and layout to best suit your graphical presentation, ensuring clarity and effectiveness.
• Interpreting sparklines involves understanding the patterns and variations they display, providing quick insights into the data at a glance.

Exploring additional tools and features to further customize and polish your graphical presentation

Excel offers a range of additional tools and features to help you further customize and polish your graphical presentation, elevating it to a professional level.

Data Labels and Callouts

• Adding data labels to your charts can provide additional context and clarity, allowing viewers to easily interpret the data points.
• Using callouts to highlight specific data points or trends can draw attention to key insights, making your graphical presentation more impactful.

Interactive Elements

• Utilizing interactive elements such as drop-down menus, buttons, or sliders can make your graphical presentation more engaging and dynamic, allowing viewers to interact with the data.
• Creating interactive dashboards with linked charts and tables can provide a comprehensive view of the data, allowing for seamless exploration and analysis.

Formatting and Design

• Applying consistent formatting across all elements of your graphical presentation can create a cohesive and professional look, enhancing visual appeal and readability.
• Using design elements such as color schemes, fonts, and shapes can help convey a specific message or theme, adding depth and personality to your graphical presentation.

In conclusion, this tutorial covered the essential steps for creating graphical presentations in Excel . We discussed the process of selecting the data, choosing the appropriate chart type, customizing the design, and adding final touches to enhance the visual appeal. Now that you have the knowledge and tools at your disposal, I encourage you to start creating your own graphical presentations in Excel. Practice makes perfect, and with a little creativity, you can transform your data into compelling visuals that effectively communicate your message.

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Excel Visualization: A Guide to Clear Data Presentation for Beginners

I once struggled with dull data tables.

Numbers clustered in rows and columns become a blur. But with Excel visualization , you can empower your audience to make informed decisions based on the data presented. Excel charts and graphs replace chaos, revealing patterns and trends.

Convey ideas efficiently with the right visual. It’s not just about creating a chart; it’s about making data understandable and engaging.

In this article, I’ll guide you step-by-step on transforming your Excel data into insightful visuals.

Let’s get started!

Table of Contents

Understanding the Basics of Excel Visualization

Excel provides various visualization options, whether 2D or 3D versions, standard, stacked, or 100% stacked options. It’s all about finding the right fit that best represents your data and message.

The Excel Charting Interface

Let’s start with creating a chart in Excel.

When you click on the Insert tab in Excel, you’ll see various chart types that you can use to visualize your data.

The Excel charting interface provides a wide range of options, from line and area charts to bar and column charts. When you click on a chart, the ‘ Chart Tools ’ contextual tab provides additional features for customizing your charts.

Types of Data for Visualization

Excel visualization data can be broadly categorized into numerical, categorical, and time-series data.

• Numerical data includes values that can be measured, such as sales figures or temperature readings.
• Categorical data includes information such as names, labels, or groups.
• Time-series data involves values measured over time, such as stock prices or website traffic.

Excel offers different chart types depending on your data type.

Selecting the Right Chart Type

Selecting the right chart type is half the battle for effective data visualization in Excel.

Pie charts are best for part-to-whole comparisons. Use line charts for time series or trends. Bar or column charts are the most suitable for categorical comparisons.

However, consider more advanced chart types for more complex data sets.

Scatter plots are excellent for correlation analysis , while histograms and box plots are ideal for distribution analysis of quantitative data.

It’s all about understanding your data and determining the best way to display it.

Steps for Visualizing Data in Excel – Creating Basic Charts

Creating basic charts in Excel is a fundamental skill for anyone looking to present data in a visual format.

Excel offers a variety of chart types, each with unique properties and use cases. The key to successful chart creation in Excel is understanding these different chart types and knowing how to present your data most effectively with them.

Organizing Your Data

Before you dive into creating Excel charts, it is crucial to organize your data correctly . 

Well-organized data will make the charting process easier and the resulting charts more meaningful. Ensure your data is clean, error-free, and arranged clearly and logically.

This will make it easier to select the data for your charts and create visuals that effectively communicate your data analysis results.

Pie and Donut Chart

Pie charts are popular for showing the proportion of different categories within a whole. While visually appealing, they are often misused and can lead to misleading interpretations.

Generally, they are most effective when comparing a few categories representing parts of a whole.

On the other hand, donut charts are a variation of pie charts with a hole in the middle (as the name implies!). Like pie charts, they can display multiple data series, but they should be used sparingly.

To create a pie chart in Excel:

• Select the data you want to visualize
• From the “ Insert ” tab, choose “ Pie ” from the chart options.
• You can customize your chart by changing the colors, adding labels, and adjusting other settings in the “ Format Chart Area ” pane.

Here’s a video guide on how to create a donut chart:

Line and Area Chart

Line and area charts are handy when dealing with time-series data . These charts plot data points on a graph and connect them with a line, allowing you to see trends over time. 

Check out this video for a step-by-step guide on how to create a line chart:

One of the business essentials when working with line and area charts is customizing the axis and gridlines. This can help make your chart more readable and meaningful .

The “ Format Axis ” pane allows you to customize the axis labels, adjust the scale, and add gridlines.

Column and Bar Graph

Bar and column charts are Excel’s most commonly used chart types. They are excellent for comparing different categories of data.

While bar charts and column charts are often used interchangeably, there is a difference: A bar chart presents data horizontally , while a column chart presents data vertically . This distinction can influence how easily your audience interprets the chart.

You can also choose between a stacked or clustered bar and column chart layout.

In a stacked chart , data series are stacked on each other, while in a clustered chart , they are placed side by side.

To create a bar or column chart:

• Select the data
• Then choose either “Bar” or “Column” from the chart options in the “ Insert ” tab
• Remember to format the chart and the axis labels to make the chart easier to understand

Advanced Charting Techniques

In this section, I’ll describe how to present complex data in a visually appealing and easily understandable format. Since each dataset is unique, treat these charts as ideas for meaningfully presenting your data.

Combination Charts

This type of chart combines the features of line and column charts, allowing you to present mixed data more comprehensively.

For example, when you have a target and actual data for comparison , a combination chart can be the perfect tool for visualization.

Clicking the Chart Design tab on the ribbon allows you to change the chart type and create a customized combination chart.

This allows you to have your target values in columns and the actual values marked along the line, which provides a clearer visualization of your data.

Trendlines and Data Analysis

Another essential feature of Excel charts is the ability to add trendlines. These can be linear, polynomial, or moving average trendlines.

A trendline graphically displays trends in your data , and you can extend it beyond the actual data to predict future values.

Along with trendlines, interpreting R-squared values is also crucial in data analysis. This will help you understand the relationship between your dependent and independent variables, thus enhancing your analysis results.

Check out our detailed how-to post on adding trendlines to Excel charts .

Conditional Formatting in Charts

Conditional formatting is another advanced charting technique in Excel that can enhance your data visualization. You can also add data bars, color scales, and icon sets.

These features allow you to customize your charts based on certain conditions, making it easier for your audience to understand your data. Applying these formatting options enables you to create more engaging and visually appealing charts for your data presentation.

Creating a Tornado Chart in Excel

Tornado charts are particularly effective when comparing and contrasting different variables . A well-crafted tornado chart can help you visualize how changes in several factors can impact a specific outcome – for example, the impact of inflation on NPV and IRR results.

Here’s a video showing you how to create a tornado chart:

Designing a Funnel Chart in Excel

Funnel Charts in Excel are highly effective tools for monitoring sales processes or any other process that narrows down over time.

Here are two quick methods for designing funnel charts in Excel:

Building a Waffle Chart in Excel

Waffle charts, also known as square pie or waffle bar charts, are a great way to visualize individual data points compared to the whole data set. They are a fun and engaging way to present percentages or proportions.

Here is a simple method for creating waffle charts:

Data Visualization Tips – Enhancing Chart Aesthetics

The aesthetics of your Excel chart play a significant role in how effectively your data is communicated.

A visually appealing chart is easier to understand and engages your audience. Enhancing chart aesthetics involves working with various chart elements and features, such as colors, styles, and data labels.

Adding data labels, for instance, provides additional information on your chart, making it easier to interpret.

Besides, you can customize the chart’s colors and styles to match your presentation theme or company branding.

Check out this post for more information on good dashboard design principles .

Working with Chart Elements

Working with chart elements can significantly improve the readability and effectiveness of your data visualization.

Some key chart elements you can manipulate include titles, legends, and data labels.

• Data labels provide additional context to your data and can be customized to suit your chart
• Modify axis labels and gridlines to adjust their appearance and improve readability. Check out this video on how to add gridlines to your Excel charts:

These chart elements can enhance your aesthetic appeal and make your data easier to interpret.

Customizing Chart Colors and Styles

Spicing up your Excel charts is easier than you think.

The ‘ Chart Design ‘ tab in the Excel ribbon allows you to alter your charts’ aesthetics significantly.

Navigate to the ‘ Chart Styles ‘ section, and you’ll see various styles for your chart. 

Looking for a bit more customization? No problem! Simply click the ‘ Change Colors ‘ dropdown and choose a color scheme.

You can use Excel’s preset color schemes or create a custom color palette for brand consistency. Minor visual changes can significantly affect your chart’s overall look and feel.

3D Charts and Effects

Adding a third dimension to your charts can make them pop . But be careful.

While 3D effects can add a specific wow factor, they can also lead to misinterpretations of your data if they are not used properly.

To add 3D effects to your charts, click the ‘ Chart Styles ‘ and choose a style with 3D effects. 

Remember, though, that 3D effects should be used sparingly and only when they can enhance the understanding of the data. Overuse of these effects can lead to cluttered, confusing charts. When it comes to 3D effects, less is often more .

Advanced Excel Graphics

Beyond the basic charts, Excel offers advanced graphics capabilities to take your data presentation to the next level.

This includes using Sparklines, shapes, and icons, among other features.

Sparklines are mini-charts within individual cells, each representing a row of data. They give a quick snapshot of trends, helping you understand your data at a glance.

Excel offers line, column, and win/loss types of Sparklines that you can add with the Quick Analysis tool.

Using Shapes and Icons

Remember to appropriately format these shapes and icons to convey the right message and not distract from the data.

Portraying a Story Through Data

Excel visualization is not just about creating charts or diagrams; it’s about telling a story with your data. This is where the concept of data storytelling comes in.

It’s about using visualization tools to highlight key points and trends in your data, making it easier for your audience to understand and absorb.

It’s not unlike creating a plot in a novel where rows and columns of data are the characters, and the chart is the narrative arc. Every element should convey your story effectively and compellingly, from simple bar charts to intricate trend analysis.

Exporting and Sharing Your Visualizations

Once you’ve created your data visualization in Excel, it’s important to know how to share it! This involves exporting the visual representation of data in a format that others can easily access.

Whether you’re sharing a simple bar graph or a complex infographic, the export method will depend on the intended use of the chart/graphic.

This process can be as simple as saving your chart as an image or embedding Excel visuals in PowerPoint presentations and documents.

Saving Charts as Images

One of the simplest ways to share visualizations is by saving them as images .

To do this, right-click the chart and select ‘Save as Picture.’ Several image formats are available, each with its uses.

For instance, JPEG is great for photographic images, while PNG is ideal for images with transparent backgrounds. However, it’s important to consider the resolution of your image. High resolution is crucial for clear, crisp images, especially if they’re intended for print.

Embedding Excel Visuals in Presentations and Documents

Embedding them in presentations and documents is another way to share your Excel visualizations.

This can be done in two ways: linking and embedding .

• Linking refers to connecting the original Excel file and the document where it’s inserted. Any changes made to the original file will automatically update in the document (assuming the link isn’t broken ).
• Embedding involves inserting a copy of the chart into the document. While this won’t update automatically, it ensures that the chart will always be available, regardless of the status of the original file.

Both methods have advantages and should be chosen based on your specific needs.

Frequently Asked Questions

What are some common mistakes for beginners to avoid in data visualization with excel.

Common mistakes include overcrowding the chart with too much data, using inappropriate chart types, neglecting to label axes or data points clearly, and choosing colors or styles that reduce readability.

What are the best practices for presenting Excel data visually to a non-technical audience?

Focus on simplicity and clarity .

Use straightforward chart types, avoid technical jargon, and highlight key takeaways. Ensure your charts are well-labeled, and use annotations or callouts to draw attention to important data points.

What are some resources to learn more about Excel visualization? 

For more tips and tricks, visit my YouTube channel . Alternatively, look at Chandoo’s training, where I learned many excellent dashboard design ideas.

Can Excel visualization help in career development?

Absolutely! Proficiency in Excel visualization is a valuable skill in many industries.

It’s especially relevant in fields like data science, finance, marketing, and others involving large amounts of data. Effectively communicating data through graphical representation can give you a significant advantage in your professional journey.

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Four ways to improve your data presentation in Excel

   1.   Add a watermark text or a picture to the workbook with your company branding

See Adding watermarks to workbook for more details.

   2.   Add a background picture by choosing a graphics file to serve as a wallpaper for a spreadsheet like the wallpaper that you usually see on your Windows desktop:

See Adding a background image to the spreadsheet for more details.

   3.   Use conditional formatting to highlight cells in the worksheet:

See Applying Conditional Formatting for more details.

   4.   Use the drop-down list to simplify entering a value from the predefined set like countries, states, types, etc.

See Creating a Drop-Down List in a Cell for more details.

See also this tip in French: Quatre façons d'améliorer votre présentation de données dans Excel .

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Adding a header and footer to the worksheet