Tuesday, June 11, 2013

Format painter

Its a great tool for those who wish to have a consistent formatting in their reports – items ranging from colours to fonts to number formats. Look at the following picture as an example.

Base formatting

I have specific colours decided for this particular part of the excel. Now if I have to apply similar formatting to the other tables in the tab, I’m going to use ‘Format painter’. I’m also not going to click on Format Painter every other time, I will double click on it and apply on all the tables I wish to. The formatted sheet looks somewhat like this:

Formatted Sheet

Hit ‘Format Painter’ once you are done with formatting or just click on ‘Esc’ key and you are done. Now, isn’t this cool.

Sunday, June 9, 2013

Excel: Showing percentages in Column charts

MS Office has provided us with a lot of options to create graphs - Bar/Column charts, Pie charts, Line charts and Area charts are just to name a few. Each one is important at different times, to show different things. For example, to show the different categories of spends in a month and know the amount spent on each one, the best one (as we would think) would be a column-chart:-

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But what the chart doesn’t do is show how much more or how much less was spent on one category than the other. The following chart does both the jobs:

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It gives the value and the percentage split as well. As you see, everything about the expenses last month is answered. You can make a judgmental call from here. Chart formatting is what comes in handy for cases like these. We have enormous number of options for showing the things we want  in a particular way – colours/labels/size/borders/etc.

For some exercise, I had wanted to show the percentage distribution in a bar chart a few weeks back. Lets take this data for example:

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I had wanted to show the change in distribution of categories over months. And this is all that I could get to using the direct chart making techniques available in Excel.

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But this did not give me the percentage distribution of the different categories at a monthly level. I modified the datasheet the following way (making sure the user doesn’t get to see it by re-colouring the font white).

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And here is the chart with the information we want to convey:

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Take care!