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Effective Charts and Dashboards for Excel users

Data Visualization

If you want to make sense of your data you need at least some rudimentary data visualization skills. By “data visualization skills” I don’t mean “to be able to make a chart in Excel”. You must have a deeper understanding of what charts should be used and when, why some many formatting options serve a functional purpose (not an aesthetic one) and even be able to decide that a chart, any chart, is not the best tool in a specific context.

I don’t have a well-rounded data visualization theory. Some general principles seem obvious to me, and from there you can derive a set of “best practices”. But, given the low level of graphic literacy among managers and business users, I am not sure if a radical change (removing pie charts, for example) is the best option.



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