Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...

Whether you are preparing a proposal for a new client or presenting your annual sales forecast, pie charts provide an instant visualization of complex numbers. Microsoft Excel includes a range of ...

Creating Gantt charts in Excel can help you manage project timelines effectively. Follow these steps to create your own Gantt chart: When you embark on a project, you often need a visual ...

Follow the steps to make a Run Chart in Microsoft Excel: Run charts are used to monitor the performance of the process over time with a focus on process improvement; it displays the measurement of the ...

Flow charts are effective ways to present many types of business processes, such as your payroll flow, your marketing stages or your overall business model. You can use one of the built-in process ...

One option for sharing reports with your team is to simply rattle off numbers. Think something like this: "We allocated 10% of operating budget to maintenance, 15% to hardware upgrades, 18% to ...

Create a report using charts: Select Insert > Recommended Charts, then choose the one you want to add to the report sheet. Create a report with pivot tables: Select Insert > PivotTable. Select the ...

Waterfall charts are powerful visual tools that can help you understand the cumulative effect of sequentially introduced positive or negative values. They are particularly useful in financial analysis ...

Type your data or use existing data from your file. Highlight the range of cells containing your data. Then click the Insert tab and click the Insert Column or Bar Chart button. Click the Clustered ...

So, select any cell in your formatted Excel table, and in the Insert Tab on the ribbon, click the top half of the split ...

I’m starting a series on dashboards because I think creating sexy dashboards is a critical skill every marketer needs to know. It’s going to be a long series — but by the time we’re finished, you’ll ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. A Microsoft Excel spreadsheet is one ...