Budget vs Actual chart

“Actually an ordinary story, like Cinderella”… these are the words of an old hit from the ’80s, and they came to my mind as an illustration of what I want to describe in this text: a comparison chart of budgeted vs actual. If we use the display of data on the secondary axis, we can easily compare planned and realized values, which can be important for displaying intuitive reports.

Picturesque labels

When we make charts in most cases we’ll use text labels, numbers, dates, percentages etc. to display categories on the x axis. Sometimes descriptions are too long, so we have to work in different ways to display them in an adequate manner. Could we use something that describes them more closely such as a currency symbol, an envelope, a smiley face? In this “recipe” you will learn how to add different symbols to a table or chart.

Data Visualizer

Do you like Visio? It is an application that essentially belongs to the Microsoft Office, but is purchased separately. I used it to draw diagrams, but the number of objects it offers indicates that it is applicable in many activities where some type of design is performed. Recently, there is an add-on that allows you to easily create Visio diagrams within an Excel document. It’s called Data Visualizer. Let’s see how it is used!

Illustrate your report

Icons are illustrations that we first encountered when Office 2019 appeared. Although we could find a multitude of icons, divided by categories, Office 2021 has significantly improved this segment so that now, in addition to a rich icon gallery, you can add images, transparent photos of people, stickers, or other vector images that can enhance the look of your report. Let’s see how this is used!

Compressing pictures

“A picture speaks more than 1000 words” so you leave a better impression when you enrich the report with pictures. However, many users do not care how big they are and, accordingly, Excel files grow progressively. Even Office 2010 got an option for image optimization that you can use whether you use Word, Excel, PowerPoint … Optimization reduces images, which loses quality, but files take up less space. How to determine the right ratio?