🟡 Intermediate 15 minintermediate path

Charts, Tables & Dashboards

Pick the right chart, style it professionally, and combine several into a single-screen dashboard.

Learning objectives

  • Choose the correct chart type for the message.
  • Format charts cleanly and avoid junk.
  • Compose a simple KPI dashboard.

Step-by-step

1. Chart type by intent

Trend over time → line. Compare categories → column or bar. Parts of a whole → pie or 100% stacked (never explode pies). Relationship of two variables → scatter.

2. Clean styling

Remove gridlines, legends when unnecessary, and 3D effects. Use a single accent color. Label directly instead of using long legends.

3. KPI cards

Big number, small label, tiny sparkline underneath — use =SUM/AVERAGE for the number and Insert → Sparklines for the trend.

4. Dashboard layout

Top row: KPIs. Middle: main chart. Bottom: supporting detail. Use a Slicer connected to Pivots to filter the whole dashboard.

Key takeaways

  • Choose the correct chart type for the message.
  • Format charts cleanly and avoid junk.
  • Compose a simple KPI dashboard.

Lesson complete

Nice work! Continue on to the next lesson.

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