Category Archives for "Excel – Dynamic Dashboards and Charts"

Using INDEX and MATCH to Retrieve Data and Chart with Multiple Criteria

Excel , Excel - Dynamic Dashboards and Charts

Use multiple criteria to retrieve data from tables that do not have a unique identifier or index for each row . This example uses two drop-down lists to select and then chart Product and Region for the months Jan through Dec. Concatenate (join) two columns together to create a unique key you can use to […]

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Using INDEX and MATCH to Retrieve Excel Data

Excel , Excel - Dynamic Dashboards and Charts

Use INDEX and MATCH to retrieve data from an Excel table when you want the greatest flexibility and speed in retrieving data. INDEX and MATCH takes a little more work to create than VLOOKUP, but it is far more flexible and powerful. It also enables you to animate charts. One of the most powerful features […]

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How to Combine Bubble and Column Excel Charts – Creating a Dynamic Four Quadrant – Matrix Model

Excel , Excel - Dynamic Dashboards and Charts

A static Four Quadrant – Matrix Model is fine if you’re working with something like the Steven Covey – Eisenhower time-management matrix or a SWOT (strengths, weaknesses, opportunities, and threats) matrix that just contain lists and there is no difference between item weightings. But, what about Four Quadrant – Matrix Models where the quadrants change […]

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How to Create a Static Four Quadrant – Matrix Model in an Excel Chart

Excel - Dynamic Dashboards and Charts , Problem Solving Decision Making

The Four Quadrant – Matrix Model is a valuable decision making tool. This article will show you how to create a Four Quadrant – Matrix Model in an Excel chart, add multi-line data labels to each data point, add a graphic background, and more. Another article shows you how to create a dynamic Four Quadrant […]

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Moving Data Labels on an Excel Bubble Chart

Excel , Excel - Dynamic Dashboards and Charts

Bubbles and labels can get crowded and hard to read. Make them easier to read by either dragging individual labels to a new location or by right-clicking a label to select all of them, choosing Format Data Labels, and then selecting new label positions for all the labels.

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Adding Labels with Multiple Lines to the Bubbles in an Excel Bubble Chart

Excel , Excel - Dynamic Dashboards and Charts

To make your chart one you can make decisions from it may need more information than normally shows in an Excel chart. With the following trick you can add two or more lines of valuable information to each label. (Remember, don’t create cluttered charts. You have to promise to only use this to add data […]

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Adding Labels to the Bubbles in an Excel Bubble Chart

Excel , Excel - Dynamic Dashboards and Charts

You can apply data labels to the bubbles to show the data they represent by right-clicking a bubble so the entire series is selected, then choosing Format Data Labels. Initially only Y values are displayed, but you can choose to add X values, the Z values (bubble size), and more. What you’d really like to […]

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Scaling the Size of the Bubbles in a Bubble Chart

Excel , Excel - Dynamic Dashboards and Charts

If you have only a few bubbles in your bubble chart and do not specify a Z value, the initial bubble size is monstrous. The bubble size can represent a Z factor, such as Revenue, ROI, Risk, etc. But, you will often need to scale the bubbles so they are more appropriately sized and aren’t […]

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Inserting a Background Picture into the Chart’s Plot Area to Create Static Quadrants

Excel , Excel - Dynamic Dashboards and Charts

You can insert a picture behind any Excel chart. To create a static four quadrant background you will need to insert a picture into the chart. For this example I created a picture in a drawing program showing four quadrants, each quadrant a different color. Since the upper right was a positive outcome I chose […]

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Excel’s Four Quadrant – Matrix Model Chart : Don’t Make a Decision without It!

Excel - Dynamic Dashboards and Charts , Problem Solving Decision Making

The Four Quadrant or Matrix Model is one the most valuable and widely used tools for decision making. The related article shows you how to create the two most used types using Excel charts. This article has short descriptions of a few famous Four Quadrant – Matrix Model charts.  You can’t be a successful consultant […]

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