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Read the next part of this series now: Excel Goal Seek (Part 4 of 5: Essential Excel Skills Every Controller Should Know)Īnalytics cookies help us understand how our visitors interact with the website. In a few easy steps, you can transform your plain Excel financials into colorful reports and dashboards for the Executives in your business. To get started, highlight data rows to analyze. Repeat the process for each type / line of data where a Sparkline is desired.Ĭonditional Formatting, Sparklines, Charts, Formulas, and Tables are all available using the Quick Analysis function. Once the Sparkline has been created, the Design tab will open allowing for changes, such as creating high point and low point colors. In the Sparkline creation box, select your Data Range. Place your cursor in the cell you want a Sparkline and select the output type. There are three options – Line, Column, and Win/Loss, found on the Insert tab.Ĭreating a Sparkline is simple. Much like Conditional Formatting, the use of Sparklines provides another opportunity for a quick graphic in Excel. As we continue our effort to spruce up our financials reports, let’s look at Sparklines and the Quick Analysis tool.
In part 2 of Essential Excel Skills Every Controller Should Know, I discussed the use of Conditional Formatting and how it can be used to create more dynamic reporting.
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