Microsoft Excel

11 minute read

11 Best Excel Presentation Tips in 2024

Brandon Pfaff

Brandon Pfaff

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presentation about excel

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There’s more to a spreadsheet than just the numbers on the page. It is equally important to make your spreadsheets look professional, easy to read, and visually appealing to your viewers.

The same way a lawyer with a crooked tie and disorganized papers might raise an eyebrow in court, your Excel presentation won’t hit the right marks with your audience if it looks clumsy and bland, no matter how many hours of research goes into making it or how important the information contained within it is.

Whether you are creating a spreadsheet for personal use, to pass information to your team or share with your project manager, the secrets locked away in this post will be of immense use to you. Let’s take a look at the best Excel presentation tips to help you create standout spreadsheets .

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1. Get a template online

If you are a busy person, and you cannot fit an Excel presentation design into your schedule, enter the ex machina: pre-made Excel templates. You can choose from an array of purpose-specific templates with beautiful designs, fonts, and colors. Simply enter your values to customize it, and you are ready to go.

Of course, using a template means you will not get better at designing things yourself. If getting things done is your priority instead of getting better at designing presentations, then, by all means, use a template and be done with it. On the other hand, if you want to know how to make your Excel presentation better on your own, then find someone to teach you or stick around until the end of this post.

Check out our 50 best Excel templates to make your life easier  and our  33 Excel business templates for workplace productivity .

2. Name your worksheets correctly

Excel presentation is all about clarity. For this single reason, the importance of a correct and reliable project or worksheet name cannot be overemphasized. It could be a sentence, a phrase or just a word. Just make sure it is easy to understand by you or by anyone you will be sharing the file with.

Excel-presentation-tips

You also must make sure it is distinct from the names of other worksheets stored on your computer. After all, what is the use of all the tips you will learn here today if you will not be able to find the worksheet you applied them on?

3. Define your header/title

Your header and title can be anything but it needs to stand out. Your header must be able to speak to the reader and make the reader know at first glance what the header is.

Excel-presentation-tips

To do this, try a larger font for your header, underline and embolden it. You should center align it and use a different font color. It has to stand out but also blend with the template color scheme and overall aesthetic look. You can also use a different readable for your header. Just remember, we want to make it distinct, not isolated.

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4. Dos and don'ts of fonts

Full transparency: Fonts make or break your spreadsheet. Always use a uniform font for your data, you can use the same font for your header or you can change that of the header. You can use three fonts in a single presentation and that is the recommended maximum, else you would be pushing it. In this case, less is infinitely better.

These are the guidelines to follow in selecting the right format for your font.

Here is a quick tip, fonts of the sans-serif group are the best for your Excel spreadsheet if readability is your goal. Calibri, Helvetica, Arial or Playfair are few examples. If used with the right alignment, spacing, and color, they can bring out the best in your Excel presentation.

Excel-presentation-tips

This ultimately depends on your presentation but officially, font 12 is often advised with double spacing to improve readability. As stated earlier, the header font can be larger. The headers should be larger than sub-headers which in turn should be larger than data fonts.

Excel-presentation-tips

You want to create a sharp contrast between the text color and the background colors e.g. a light color text on a dark background and vice versa. This is where the "zebra stripes" rule comes in, which will be discussed later in the post.

People don’t often use the alignment tool in Excel. If you want to make your presentation look beautiful and business-like , you will need to maximize the alignment feature.

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5. Create space for breathing room

When you see tightly packed, clumsy or wordy text or spreadsheet, your brain automatically gets tired of reading it before you even start. But when there is breathing space and the spreadsheet is divided up into categories, it becomes more pleasant to the eyes and ripe for interpretation by the brain.

This brings us to the B2 rule. Try to start your presentation on column B, row 2. Leaving the A column and the first row blank. It works like magic. You should also make sure that the column and row dimensions are the same.

Excel-presentation-tips

Additionally, don't autofit the height and width of your document. You need to have flexibility and creative control of your workspace. Instead, manually adjust the height and width so that they have just enough white space but not too much to give your presentation some breathing room and improve readability.

6. Add an image

Whether it’s a photograph, an artistic sketch or your logo, images go a long way in making your spreadsheet better. Images make your presentation look official and possess the professional feel in many of the beautiful presentations you have seen. Pictures speak a thousand words. While Excel is not designed to accomplish the kind of presentation you can make in PowerPoint, a picture will help you to drive the point home and make your presentation memorable.

Excel-presentation-tips

7. Go off the grid

Do you know that erasing all grid lines apart from those of your result will have people asking how you did it and if you used the same Excel software they use? Try it today. In your spreadsheet

Go to the View tab on the ribbon.

  • Under the Show section, uncheck the box next to Gridlines .

Excel-presentation-tips

8. Zebra stripes: Excel jungle law

Zebra stripes are alternating dark and light colors on rows lying on top of each other. This helps in a number of ways. First, it has this aesthetic feel that makes your work seem orderly, especially if you are displaying hundreds of rows of data. Second, it helps correlation and readability. A reader can track a row from the right-hand side to the far left and not lose track of what row his or her eyes are set upon.

Excel-presentation-tips

You can zebra stripe using many methods. When you create a table in Excel, by default this will be zebra striped (Tip- select your data and use the shortcut Ctrl + T on a PC or ^ + T on a Mac to quickly create a table). On the Design tab, under Table Styles, you can change the color and style of your zebra stripes.

It can also be done using a formula in conditional formatting if desired. Conditional formatting is done by highlighting values that satisfy certain requirements (e.g. all odd-numbered rows). It can be copied from cell to cell using the painter tool in the Home toolbar.

9. Use charts, tables , and graphs

Most presentations are incomplete without some form of visual representation. Whether table, graph or chart, you need to visually represent your raw data in mediums that would be understood in a single glance. Charts, graphs, and tables should not be underestimated, especially if you have cumbersome data spanning many columns and rows.

In the Excel ecosystem, the chart, graph, and table features are like symbiotic siblings. You need them to bring out the beauty in the brevity of your work.

Excel-presentation-tips

10. Create cell styles

Excel has many preset cell styles but you can create your own custom styles that will be more customized, and easier to use and edit because you created it. This is actually an alternative to getting a template if graphics consistency is your goal. After creating a beautiful spreadsheet with the above information, you can save the style so that you can apply it to future presentations.

Excel-presentation-tips

Now your presentation is perfect with the right feel and style. Simply highlight the cells with your design for saving, then go to the Home toolbar, click on "more" at the base of the style gallery, then select "new cell style". A style dialog box will open, name the style, edit its properties and save.

If it isn't broken and it works efficiently, why change it? You can, however, add a touch of variability by changing the color palette from time to time.

11. Show restraint

You have learned all of these tips and you are ready to start your presentation -  be careful of overdoing it. Use color sparingly and don't combine too many tips at once. You need to tread the fine line between underwhelming and too much to find the "just enough" middle ground. Make sure your presentation is perfectly balanced, as all things should be.

Ultimately, the way your Excel presentation turns out depends on how well you communicate your data to your audience. Although, it does help to know the psychology of colors, good fonts. Browse beautiful spreadsheet presentations online to figure out what the "best" looks like. But at the end of the day, the ball is in your court and we hope that your dedication to practicing, sharpening and perfecting your presentation skills in Excel will be rewarded with cheers.

Ready to design your own Excel presentations?

If you would like to sum up the data on your Excel spreadsheet so that its insights are conveyed in a straight-forward manner, then follow this step-by-step guide. You’ll end up with a presentation that summarizes your data in a way that’s painless to analyze.

If you’re eager to brush up on your Excel skills, check out our Excel course and master the fundamentals to boost your productivity.

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Brandon Pfaff

Brandon is a full time CPA specializing in all things tax. He is also skilled in analytics and Mircosoft Word. When he is not serving clients, he enjoys spending time with his wife and son, real estate investing, and sipping fine bourbon. Find him on Linkedin here.

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How to Create Powerful Presentations Using Excel

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Discover how we can create magic in your communication

TL;DR Transform raw Excel data into compelling presentations with our 15-step guide. Learn to set objectives, clean data, select appropriate charts, and incorporate interactive elements for engaging and effective presentations. Enhance your storytelling and data visualization skills to create powerful, dynamic presentations.

Introduction

Sometimes, we receive data in Excel and are tasked with transforming this raw data into powerful presentations. Excel is not just for spreadsheets; its powerful data manipulation capabilities make it an excellent tool for creating presentations, especially when dealing with large datasets or when you need to display data-driven insights dynamically. This guide provides 15 detailed steps to help you turn Excel data into compelling presentations effectively.

Detailed Steps to Create Engaging Presentations Using Excel

presentation about excel

  • Set Your Objectives
  • Clearly define the purpose of your presentation.
  • Identify the core message you want to convey.
  • Understand your audience's needs and expectations.
  • Set actionable goals for what your presentation should achieve.
  • Align your presentation structure to these objectives for maximum impact.
  • Organize Your Data
  • Separate raw data and analysis into different sheets for clarity.
  • Group similar data together to facilitate easier analysis.
  • Use named ranges to make data references clearer.
  • Organize data chronologically or categorically based on the presentation flow.
  • Maintain a clean and organized data setup to avoid confusion during visualization.
  • Clean Your Data
  • Remove any irrelevant or redundant data.
  • Correct all errors and inconsistencies in the data set.
  • Use Excel functions like TRIM to clean text data.
  • Standardize data formats (dates, numbers, etc.) across your dataset.
  • Check for and resolve any missing data issues.
  • Select Appropriate Charts
  • Choose charts that best represent the nature of your data.
  • Consider the impact of different chart types on data interpretation.
  • Use bar or column charts for comparisons among categories.
  • Opt for line charts to display trends over time.
  • Employ pie charts to show proportions within a whole.
  • Utilize Advanced Chart Options
  • Explore Excel’s specialized charts like radar or waterfall for complex data.
  • Customize chart colors, labels, and legends for better readability.
  • Use trend lines or data labels to add meaningful insights to charts.
  • Employ dual-axis charts for comparing different datasets on the same chart.
  • Utilize 3D charts to enhance visual appeal, but use sparingly to avoid distortion of data.
  • Link Data Dynamically
  • Connect charts to live data sources to ensure real-time data updates.
  • Use Excel’s Data Model to integrate data from multiple sources.
  • Apply dynamic formulas like INDEX and MATCH to make charts responsive.
  • Employ data validation techniques to ensure data integrity.
  • Set up dynamic ranges to auto-adjust as data grows.
  • Incorporate Interactive Elements
  • Use slicers and timelines for interactive data segmentation.
  • Implement PivotTables to summarize large datasets dynamically.
  • Add form controls like buttons and sliders to make the presentation interactive.
  • Design your slides to respond to user inputs or selections.
  • Ensure interactive elements are intuitive and clearly contribute to the narrative.
  • Design a Dashboard
  • Combine multiple data visualizations on a single screen for a unified view.
  • Ensure each component of the dashboard provides unique but complementary information.
  • Use consistent design elements across all visuals for a cohesive look.
  • Make sure the dashboard is easy to read and navigate.
  • Include interactive elements in the dashboard to engage the audience.
  • Automate with Macros
  • Use macros to streamline repetitive tasks, enhancing presentation efficiency.
  • Automate data updates and visual adjustments with VBA scripts.
  • Write macros that help navigate through the presentation smoothly.
  • Ensure macros are tested and error-free to avoid glitches during the presentation.
  • Provide button triggers for macros on the Excel interface for easy access.
  • Narrative Flow
  • Structure your presentation to tell a coherent story.
  • Begin with an introduction that outlines key points.
  • Build the body of your presentation with data-driven analysis.
  • Conclude with a strong, data-supported conclusion.
  • Transition smoothly between sections to keep your audience engaged.
  • Maintain Design Consistency
  • Use a uniform color scheme, font style, and layout across all slides.
  • Apply consistent formatting rules for all data visuals.
  • Design templates that can be reused for future presentations.
  • Ensure that the visual design supports the data narrative.
  • Avoid overdesigning that may distract from the data itself.
  • Test and Iterate
  • Conduct dry runs to test the flow and functionality of your presentation.
  • Invite feedback from peers to refine content and design.
  • Make iterative adjustments based on practical trials and feedback.
  • Test on different devices to ensure compatibility.
  • Finalize the presentation after thorough testing and refinement.
  • Prepare Backups
  • Save copies of your presentation in multiple formats.
  • Ensure you have both digital and physical backups available.
  • Regularly update your backups to reflect the latest changes.
  • Store backups in different locations to mitigate risk.
  • Consider cloud storage options for easy access and additional security.
  • Have a contingency plan in place in case of technical issues.
  • Add Supporting Notes
  • Embed comments within your Excel cells to provide additional context.
  • Use the notes section for personal reminders during the presentation.
  • Prepare detailed explanations that can be referred to if questions arise.
  • Keep notes concise and relevant to the data being presented.
  • Ensure all notes are hidden from the audience view but accessible to you.
  • Peer Review
  • Share your presentation with colleagues or experts for feedback.
  • Encourage constructive criticism to refine your presentation.
  • Consider diverse perspectives to enhance the presentation’s appeal.
  • Implement suggested changes that align with your objectives.
  • Conduct a final review session to ensure all feedback has been addressed.

Mastering Excel for presentations transcends basic data visualization—it transforms how we communicate and persuade with data. This expertise not only empowers you to deliver insights in a compelling manner but also enhances your strategic influence within your organization or client base. Through the careful integration of data, design, and narrative, your presentations become not just informative but transformative, inspiring action and facilitating decision-making. The steps outlined in this guide equip you with the tools to turn complex data into captivating stories that resonate deeply with your audience. Embrace these practices to elevate your presentations from mundane to memorable, ensuring that every data point not only informs but also inspires and engages.

Are you ready to leverage your Excel data into powerful narratives that not only inform but also inspire and persuade? Visit INK PPT today and discover how our expert design services can amplify your presentation impact. At INK PPT, we don't just design slides; we craft stories that engage, inform, and motivate your audience to action. Elevate your presentations with us—where data meets design and storytelling.

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Excel Visualization: A Guide to Clear Data Presentation for Beginners

I once struggled with dull data tables.

Numbers clustered in rows and columns become a blur. But with Excel visualization , you can empower your audience to make informed decisions based on the data presented. Excel charts and graphs replace chaos, revealing patterns and trends.

Convey ideas efficiently with the right visual. It’s not just about creating a chart; it’s about making data understandable and engaging.

In this article, I’ll guide you step-by-step on transforming your Excel data into insightful visuals.

Let’s get started!

Table of Contents

Understanding the Basics of Excel Visualization

Excel provides various visualization options, whether 2D or 3D versions, standard, stacked, or 100% stacked options. It’s all about finding the right fit that best represents your data and message.

The Excel Charting Interface

Let’s start with creating a chart in Excel.

When you click on the Insert tab in Excel, you’ll see various chart types that you can use to visualize your data.

Insert Column Chart

The Excel charting interface provides a wide range of options, from line and area charts to bar and column charts. When you click on a chart, the ‘ Chart Tools ’ contextual tab provides additional features for customizing your charts.

Types of Data for Visualization

Excel visualization data can be broadly categorized into numerical, categorical, and time-series data.

  • Numerical data includes values that can be measured, such as sales figures or temperature readings.
  • Categorical data includes information such as names, labels, or groups.
  • Time-series data involves values measured over time, such as stock prices or website traffic.

Excel offers different chart types depending on your data type.

Selecting the Right Chart Type

Selecting the right chart type is half the battle for effective data visualization in Excel.

Pie charts are best for part-to-whole comparisons. Use line charts for time series or trends. Bar or column charts are the most suitable for categorical comparisons.

However, consider more advanced chart types for more complex data sets.

Scatter plots are excellent for correlation analysis , while histograms and box plots are ideal for distribution analysis of quantitative data.

It’s all about understanding your data and determining the best way to display it.

Steps for Visualizing Data in Excel – Creating Basic Charts

Creating basic charts in Excel is a fundamental skill for anyone looking to present data in a visual format.

Excel offers a variety of chart types, each with unique properties and use cases. The key to successful chart creation in Excel is understanding these different chart types and knowing how to present your data most effectively with them.

Organizing Your Data

Before you dive into creating Excel charts, it is crucial to organize your data correctly . 

Well-organized data will make the charting process easier and the resulting charts more meaningful. Ensure your data is clean, error-free, and arranged clearly and logically.

This will make it easier to select the data for your charts and create visuals that effectively communicate your data analysis results.

Pie and Donut Chart

Pie charts are popular for showing the proportion of different categories within a whole. While visually appealing, they are often misused and can lead to misleading interpretations.

Generally, they are most effective when comparing a few categories representing parts of a whole.

On the other hand, donut charts are a variation of pie charts with a hole in the middle (as the name implies!). Like pie charts, they can display multiple data series, but they should be used sparingly.

To create a pie chart in Excel:

  • Select the data you want to visualize
  • From the “ Insert ” tab, choose “ Pie ” from the chart options.
  • You can customize your chart by changing the colors, adding labels, and adjusting other settings in the “ Format Chart Area ” pane.

Here’s a video guide on how to create a donut chart:

Line and Area Chart

Line and area charts are handy when dealing with time-series data . These charts plot data points on a graph and connect them with a line, allowing you to see trends over time. 

Check out this video for a step-by-step guide on how to create a line chart:

One of the business essentials when working with line and area charts is customizing the axis and gridlines. This can help make your chart more readable and meaningful .

The “ Format Axis ” pane allows you to customize the axis labels, adjust the scale, and add gridlines.

Column and Bar Graph

Bar and column charts are Excel’s most commonly used chart types. They are excellent for comparing different categories of data.

While bar charts and column charts are often used interchangeably, there is a difference: A bar chart presents data horizontally , while a column chart presents data vertically . This distinction can influence how easily your audience interprets the chart.

You can also choose between a stacked or clustered bar and column chart layout.

In a stacked chart , data series are stacked on each other, while in a clustered chart , they are placed side by side.

To create a bar or column chart:

  • Select the data
  • Then choose either “Bar” or “Column” from the chart options in the “ Insert ” tab
  • Remember to format the chart and the axis labels to make the chart easier to understand

Advanced Charting Techniques

In this section, I’ll describe how to present complex data in a visually appealing and easily understandable format. Since each dataset is unique, treat these charts as ideas for meaningfully presenting your data.

Combination Charts

This type of chart combines the features of line and column charts, allowing you to present mixed data more comprehensively.

For example, when you have a target and actual data for comparison , a combination chart can be the perfect tool for visualization.

Clicking the Chart Design tab on the ribbon allows you to change the chart type and create a customized combination chart.

Combo chart example

This allows you to have your target values in columns and the actual values marked along the line, which provides a clearer visualization of your data.

Trendlines and Data Analysis

Another essential feature of Excel charts is the ability to add trendlines. These can be linear, polynomial, or moving average trendlines.

A trendline graphically displays trends in your data , and you can extend it beyond the actual data to predict future values.

Along with trendlines, interpreting R-squared values is also crucial in data analysis. This will help you understand the relationship between your dependent and independent variables, thus enhancing your analysis results.

Check out our detailed how-to post on adding trendlines to Excel charts .

Conditional Formatting in Charts

Conditional formatting is another advanced charting technique in Excel that can enhance your data visualization. You can also add data bars, color scales, and icon sets.

These features allow you to customize your charts based on certain conditions, making it easier for your audience to understand your data. Applying these formatting options enables you to create more engaging and visually appealing charts for your data presentation.

Creating a Tornado Chart in Excel

Tornado charts are particularly effective when comparing and contrasting different variables . A well-crafted tornado chart can help you visualize how changes in several factors can impact a specific outcome – for example, the impact of inflation on NPV and IRR results.

Here’s a video showing you how to create a tornado chart:

Designing a Funnel Chart in Excel

Funnel Charts in Excel are highly effective tools for monitoring sales processes or any other process that narrows down over time.

Here are two quick methods for designing funnel charts in Excel:

Building a Waffle Chart in Excel

Waffle charts, also known as square pie or waffle bar charts, are a great way to visualize individual data points compared to the whole data set. They are a fun and engaging way to present percentages or proportions.

Here is a simple method for creating waffle charts:

Data Visualization Tips – Enhancing Chart Aesthetics

The aesthetics of your Excel chart play a significant role in how effectively your data is communicated.

A visually appealing chart is easier to understand and engages your audience. Enhancing chart aesthetics involves working with various chart elements and features, such as colors, styles, and data labels.

Adding data labels, for instance, provides additional information on your chart, making it easier to interpret.

Besides, you can customize the chart’s colors and styles to match your presentation theme or company branding.

Check out this post for more information on good dashboard design principles .

Working with Chart Elements

Working with chart elements can significantly improve the readability and effectiveness of your data visualization.

Some key chart elements you can manipulate include titles, legends, and data labels.

  • Data labels provide additional context to your data and can be customized to suit your chart
  • Modify axis labels and gridlines to adjust their appearance and improve readability. Check out this video on how to add gridlines to your Excel charts:

These chart elements can enhance your aesthetic appeal and make your data easier to interpret.

Customizing Chart Colors and Styles

Spicing up your Excel charts is easier than you think.

The ‘ Chart Design ‘ tab in the Excel ribbon allows you to alter your charts’ aesthetics significantly.

Navigate to the ‘ Chart Styles ‘ section, and you’ll see various styles for your chart. 

Looking for a bit more customization? No problem! Simply click the ‘ Change Colors ‘ dropdown and choose a color scheme.

Changing chart style and color

You can use Excel’s preset color schemes or create a custom color palette for brand consistency. Minor visual changes can significantly affect your chart’s overall look and feel.

3D Charts and Effects

Adding a third dimension to your charts can make them pop . But be careful.

While 3D effects can add a specific wow factor, they can also lead to misinterpretations of your data if they are not used properly.

To add 3D effects to your charts, click the ‘ Chart Styles ‘ and choose a style with 3D effects. 

Remember, though, that 3D effects should be used sparingly and only when they can enhance the understanding of the data. Overuse of these effects can lead to cluttered, confusing charts. When it comes to 3D effects, less is often more .

Advanced Excel Graphics

Beyond the basic charts, Excel offers advanced graphics capabilities to take your data presentation to the next level.

This includes using Sparklines, shapes, and icons, among other features.

Sparklines are mini-charts within individual cells, each representing a row of data. They give a quick snapshot of trends, helping you understand your data at a glance.

Excel offers line, column, and win/loss types of Sparklines that you can add with the Quick Analysis tool.

Using Shapes and Icons

Example column chart with a star

Remember to appropriately format these shapes and icons to convey the right message and not distract from the data.

Portraying a Story Through Data

Excel visualization is not just about creating charts or diagrams; it’s about telling a story with your data. This is where the concept of data storytelling comes in.

It’s about using visualization tools to highlight key points and trends in your data, making it easier for your audience to understand and absorb.

It’s not unlike creating a plot in a novel where rows and columns of data are the characters, and the chart is the narrative arc. Every element should convey your story effectively and compellingly, from simple bar charts to intricate trend analysis.

Exporting and Sharing Your Visualizations

Once you’ve created your data visualization in Excel, it’s important to know how to share it! This involves exporting the visual representation of data in a format that others can easily access.

Whether you’re sharing a simple bar graph or a complex infographic, the export method will depend on the intended use of the chart/graphic.

This process can be as simple as saving your chart as an image or embedding Excel visuals in PowerPoint presentations and documents.

Saving Charts as Images

One of the simplest ways to share visualizations is by saving them as images .

To do this, right-click the chart and select ‘Save as Picture.’ Several image formats are available, each with its uses.

For instance, JPEG is great for photographic images, while PNG is ideal for images with transparent backgrounds. However, it’s important to consider the resolution of your image. High resolution is crucial for clear, crisp images, especially if they’re intended for print.

Embedding Excel Visuals in Presentations and Documents

Embedding them in presentations and documents is another way to share your Excel visualizations.

This can be done in two ways: linking and embedding .

  • Linking refers to connecting the original Excel file and the document where it’s inserted. Any changes made to the original file will automatically update in the document (assuming the link isn’t broken ).
  • Embedding involves inserting a copy of the chart into the document. While this won’t update automatically, it ensures that the chart will always be available, regardless of the status of the original file.

Both methods have advantages and should be chosen based on your specific needs.

Frequently Asked Questions

What are some common mistakes for beginners to avoid in data visualization with excel.

Common mistakes include overcrowding the chart with too much data, using inappropriate chart types, neglecting to label axes or data points clearly, and choosing colors or styles that reduce readability.

What are the best practices for presenting Excel data visually to a non-technical audience?

Focus on simplicity and clarity .

Use straightforward chart types, avoid technical jargon, and highlight key takeaways. Ensure your charts are well-labeled, and use annotations or callouts to draw attention to important data points.

What are some resources to learn more about Excel visualization? 

For more tips and tricks, visit my YouTube channel . Alternatively, look at Chandoo’s training, where I learned many excellent dashboard design ideas.

Can Excel visualization help in career development?

Absolutely! Proficiency in Excel visualization is a valuable skill in many industries.

It’s especially relevant in fields like data science, finance, marketing, and others involving large amounts of data. Effectively communicating data through graphical representation can give you a significant advantage in your professional journey.

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excel basics

Excel Basics

Mar 12, 2019

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Excel Basics. Created by Barbara Pitsinger. What is Excel. Microsoft Excel is an electronic spreadsheet program. Excel’s Format. The workbook consists of rows and columns. Rows are identified by numbers. Columns are identified by the letters of the alphabet.

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Presentation Transcript

Excel Basics Created byBarbara Pitsinger

What is Excel • Microsoft Excel is an electronic spreadsheet program.

Excel’s Format • The workbook consists of rows and columns. • Rows are identified by numbers. • Columns are identified by the letters of the alphabet. • The intersection of a row and column is a rectangular area called a cell. • Cell Coordinates Example: A1 • Information is typed in each cell.

Excel Spreadsheet Window Formula Bar Active Cell Name Box Worksheet Tabs

Navigating in Excel Keyboard Navigation • Left Arrow -- Moves left • Right Arrow -- Moves Right • Up Arrow -- Moves Up • Down Arrow -- Moves Down • Control Home -- Returns to cell A1 • Control End -- Goes to last row, column and cell • Control Down Arrow -- Goes to last cell in column with data • Control Up Arrow -- Goes to first cell in column with data • Control Right Arrow -- Goes to last right hand cell with data • Control Left Arrow -- Goes to last left hand cell with data OR Simply click the left mouse on a cell to make it active.

Worksheet Data Three types of data can be entered into Excel: • Text (labels) • Numbers (values) • Formulas & Functions

Text • Are used to identify the numeric data • Used to sort and group data • Used as column or row headers • Steps: • Click on the cell • Type in text • Press Enter or Tab

Adding Text Observe the text is displayed in two areas.

Numbers • Numeric values are the foundation for Excel’s calculations, analyses, charts, and graphs. • Right-justified in a cell. • Can be formatted as: • Currency • Percentages • Decimals • Fractions

Adding Numbers • Steps: • Click the cell • Key in the value or number • Press Enter or Tab

Formatting Numbers as Dates Steps: • Click on the cell • Type in the date: Example April 11, 2008. • Date is automatically formatted as 11-Apr-08

Changing the Date Format Steps: • Select the cell the date is in. • Click on Format from the menu. • Click on cells • Click on date under the number options tab. • Select the date format desired. • Click Okay.

Functions & Formulas • Are expressions that can be used to manipulate or analyze information. • Always begin with an = sign

Formulas & Functions Excel has the capability to calculate the following type of functions & Formulas: • Statistical Functions • Text Functions • CountIF Use the Help Feature when needed.

Using Auto Sum • Excel allows you to quickly find the total of a column or row of numbers • Steps: • Select the cell below the column of numbers (or to the right of your row of numbers). • Select the Auto Sum button from the Standard toolbar • Verify that the range of numbers is proper, depress return/enter and the sum is displayed.

Fill a Series with Auto Fill • Auto Fill will automatically fill cells with data by using the fill handle. • Steps: • Select the desired cell. • Place mouse on fill handle and drag down or across holding down the left mouse button. • Release mouse button. Fill Handle Excel will automatically continue a series of numbers, numbers and text combinations, dates, or time periods based on the established pattern.

Inserting Columns & Rows • Steps • Click on the Insert tab from the Menu bar • Select ColumnsorRows • A new column or row is inserted

Copying Data • Steps: • Select one or more cells • Select Edit in the menu • Select Copy • Move to the new active cell • Select paste from the Edit menu

Changing Font Color,Size, & Style • Steps: • Select the range • Point to the Font Box arrow that is located on the Formatting toolbar. • Select a Font Style. • Same steps applies to Font size just select the Font Size Button. • Same steps apply to Font color only select the Font Color Button off the toolbar. Font Font Size Font Color

Merging Cells • Formatting the worksheet title is to center it across columns. This improves the worksheet’s appearance. • Merging cells involves creating a single cell by combining 2 or more selected cells. • Steps: • Select the range • Click the Merge and Center button on the Formatting Toolbar.

Using Table AutoFormat • AutoFormat is a built-in collect of formats such as font style, font color, borders, and alignment which can be applied to a range of cells. • Steps: • Select the range of cells. • Click on Format from the Menu Bar • Click on AutoFormat on the Format menu. • Select the style desired. • Click on Okay.

Charts & Graphs • Charts & Graphs are used to visually express data for comparing and analysis. • There are many different types of charts that can be added to a spreadsheet. • Examples: • Pie • Column • Bar

Charts & Graphs (continued) Steps: • Select the range to graph • Click on Chart icon from the standard toolbar. • Select the type of chart desired • Select the subtype of chart desired • Click Next and follow through the Chart Wizard dialog box until finished.

Saving a Worksheet • Steps: • Select Save or Save As from the File menu • Or Click on the Save Button from the Standard Toolbar. • Type in a Filename • Change the directory if need be. • Click on Save

Printing a Worksheet • Steps: • Click on print from the File menu the Print Dialog Box will appear. • Select the necessary options • Click on okay. • Or Click the Print Icon off the standard toolbar. • The entire worksheet will print.

Excel Lesson Plan Ideas • Grade Book • Attendance • Collect & analyze rain fall in community • Budget expenses & income Worksheet • Create an Historical Time line • Create a battle statistic's spreadsheet & graph it • Interactive Crossword Puzzle

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如何将 Excel 表格 导入 PPT 提升演示效果的实用技巧

admin 20 2024-11-09 编辑

presentation about excel

如何将 Excel表格 导入PPT

在工作中,我们常常需要将 Excel 中的数据呈现在PPT中,以便进行更好的展示和沟通。但你是否知道,有多种方法可以轻松实现这一目标?本文将详细介绍不同的操作步骤,帮助你快速掌握将 Excel表格 导入PPT的技巧,让你的 演示文稿 更加专业。

这是最简单的方法之一。

  • 打开你的 Excel表格 ,选择你想要导入的单元格。
  • 按下 Ctrl + C 复制选中的内容。
  • 切换到你的PPT,选择你想要插入表格的幻灯片。
  • 按下 Ctrl + V 粘贴内容。

这种方法可以保持表格的格式。

  • 在PPT中,选择 插入 选项卡。
  • 点击 对象 ,然后选择 由文件创建 。
  • 选择你的Excel文件,点击 确定 。

方法三:链接Excel表格

这种方法适合需要动态更新数据的情况。

  • 在Excel中选择并复制所需单元格。
  • 在PPT中选择粘贴选项,点击 粘贴特殊 。
  • 选择 粘贴链接 ,然后点击 确定 。

如果只需要展示数据的某个部分,可以使用截图。

  • 在Excel中,使用 Snipping Tool 或 截图 工具截取所需表格部分。
  • 在PPT中,选择 插入 -> 图片 ,然后选择你的截图。

通过以上方法,你可以轻松将Excel表格导入PPT,提升你的演示效果。无论是复制粘贴还是链接动态数据,都能帮助你更好地展示信息。尝试这些方法吧,分享你的体验或提问,大家一起交流!更多模板可点击下方图片下载WPS查看。

本文编辑:十五,来自加搜AIGC

如何将Excel表格导入PPT提升演示效果的实用技巧

presentation about excel

Excel如何插入图片,五种简单方法帮你快速实现

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Excel如何合并单元格内容,5种方法教你搞定

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    如何将Excel表格导入PPT. 在工作中,我们常常需要将Excel中的数据呈现在PPT中,以便进行更好的展示和沟通。 但你是否知道,有多种方法可以轻松实现这一目标?本文将详细介绍不同的操作步骤,帮助你快速掌握将Excel表格导入PPT的技巧,让你的演示文稿更加专业。 ...