For business users of Microsoft Excel Free guides and templates

Windows & Mac Excel

Charley's Swipe File #10

Use this Excel chart figure to compare performance for two time periods, two related measures, two genders, before and after a major change, and so on.

by Charley Kyd, MBA
Microsoft Excel MVP, 2005-2014
The Father of Spreadsheet Dashboard Reports

Charley's Swipe File #10(Many of my swipe files use Greeking, which is fake Latin. It helps you ignore the textual content and focus on the actual charts and tables.)

Each set of swipe files comes with two PDFs for documentation: a general, eight-page "Getting Started" document, and a two-page document specific to the current swipe file.

Suggested Usage

Use this figure to compare paired performance for several categories of data. For example, you can use it for two time periods, for two related measures, for genders, before and after a major change, and so on.

From the documentation for this swipe file...

One limitation of Excel charts is that they provide very little space for text within the body of a chart.

And this figure needs space for text.

It originally was used to display the results of a survey, so the text provided a short version of each survey question. But you could use the figure to compare the same two measures for four (or more) categories of performance.

True, to add more text we could add text boxes to charts. But text boxes arenít anchored to chart series. So if we adjust the size of a chart, we must carefully reposition each text box.

This chart takes another approach to display the four rows of text in the chart. Not only can we add any amount of text we want within the limits of the chart boundaries, we easily can control the position of the text when we resize the chart.

Hereís the secret: 

(Continued in the documentation.)

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