Charts & Dashboards Intermediate: Combo, Waterfall, Dynamic and Target Charts

Beyond the column chart: the six chart techniques that make business reports clear. Sales and margin on one chart, a profit bridge that explains a change, a chart that switches region from a drop-down, actual vs target with automatic red and green, sparklines and heat maps, and a one-page interactive dashboard.

Each lesson has a practice workbook with checked helper formulas, plus one finished-examples workbook built by Excel itself.

Before you start: the Charts & Dashboards Course. Excel 2016+ (waterfall), Microsoft 365 for the dynamic-array helpers.

1. 1Charts Intermediate Lesson 1: Combo Charts and a Secondary AxisShow sales in rupees and margin in % on one chart: a combo chart with columns, a line on the secondary axis,…
2. 2Charts Intermediate Lesson 2: Waterfall Charts – Explain a ChangeBuild a revenue or profit bridge from last year to this year with Excel's waterfall chart: set totals, colour increases and decreases,…
3. 3Charts Intermediate Lesson 3: Dynamic Charts With a Drop-DownOne chart, any region: a drop-down cell drives an INDEX/MATCH helper column, the chart reads the helper, and the title updates with…
4. 4Charts Intermediate Lesson 4: Actual vs Target With Automatic ColoursColour bars green when on target and red when below using two helper series with NA(), add a target marker line, and…
5. 5Charts Intermediate Lesson 5: Sparklines, In-Cell Bars and Heat MapsTiny charts inside cells: sparklines for trends, REPT bars, trend arrows and a colour-scale heat map for a region x month table.
6. 6Charts Intermediate Lesson 6: Project – An Interactive Sales DashboardFinal project: KPI cards, a combo trend, a dynamic region chart, an actual-vs-target chart and sparklines on one printable page with slicers…

Next: the same visuals in Power BI, or automated decks in PowerPoint Intermediate.