Column Chart Excel Template
Originally published: 10/12/2021 08:38
Publication number: ELQ-39478-1
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Column Chart Excel Template

The Column Chart Excel Template will enable you to quickly and easily transfer raw data into useful business insights.

Save time by using this effective tool that turns your raw data into meaningful business insights. You can then display these insights with supporting data in an effective format.

Column charts are successful in analyzing categorical variables by:

1) Ranking data in order of the position in which an individual category contributes compared to other categories. The ranking of data can therefore show which are the top three and bottom three products regarding sales, which product has the highest or lowest sales, and which region contributes the most sales.

2) Determining part-to-whole percentages, meaning what percentage each category contributes to all categories combined. The part-to-whole analysis can therefore show what percentage of sales derives from each product, and how many and which products contribute to 80% of sales, for example.

This template is user-friendly and ready-to-use. Simply copy and paste any dataset into the template, configure the fields for analysis, and generate your valuable insights. You can then view, print, or export the column chart.

A huge time-saver is that the template will automatically generate your chart with effective analysis and a clear visual presentation.

With this template you will also be able to view the categories that exceed a given threshold by comparing factual results against a target threshold. Simply enter in any threshold and the categories that exceed that given threshold will be automatically highlighted along with a threshold line.

Group categories into an ‘Others’ category to make large sets of data look more presentable.

Apply Pareto analysis in one click when large portions of a measure (e.g. 80%) is driven by a small portion (e.g. 20%) of categories.

Highlight the categories that are above and below the mean with one click to generate a Different from Mean Analysis.

Use the Stacked Column Chart to gain a deeper understanding of your data by measuring on two dimensions. For example, you could measure your sales by region but within each region view the sales proportioned into each category.

The 100% Stacked Column Chart will enable you to view the normalized values. Like the Stacked Column Chart, this chart will measure on two dimensions. You could measure your sales by region like the previous chart, but this time break down the sales in each region to measure percentage of sales by the type of product being sold, e.g., furnishings.

It is also possible to highlight the minimum and maximum categories in different colors.

Use the ‘Custom Highlight’ option in the template to highlight the position or rank of a certain category compared to the others.

You can also apply dynamic slicers to filter segments of data to your needs.

The template can also automatically generate some commonly used aggregation calculations. One of these calculations is the Count of Rows calculation. For example, if your data set concerns orders, this calculation will tell you the exact number of orders.

The column chart displays the value as it is by default, but you can change this to show the percentage total as the value of each column.

When generating the Pareto analysis, the template will automatically generate the Cumulative or Running total when you choose ‘Pareto’. You can choose either of these percentages of absolute value.

Customize the template to suit your needs by changing the currency. Do this by typing in the currency symbol.

You can also change the formatting options from data labels and choose between Currency, Whole Number and Number with decimals. With one click, you can also change the measure or dimensions, date, and date filters. To narrow your dataset, enter in the start and end dates that you would like to analyze your data between.

Choose how many columns you would like to display between 5 and 25. The last column will automatically group your remaining data categories and label it as ‘Others’.

Enter any amount to add the threshold line in your chart. Turn labels displaying the value or percentage on and off when needed.


- Dataset size (max 25 columns/fields in dataset, max 25,000 rows by default)
- 25 Columns (distinct values) in Column Chart
- Max number on unique values in a dimension: 100

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