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.