Data Storytelling With Excel – Episode I

This is the first of series I plan to do on how you can use Excel for pretty data visuals and data storytelling.

In this video I build a very basic Excel dashboard using data storytelling principles including:

  • Focusing audience attention
  • Removing clutter
  • Include insights and takeaways right into the charts

In this dashboard I use a 100% stacked area chart to visualize all users to a website and users who made a purchase on the website. The line where these metrics intersect on the area chart is the trend and the rate Made a Purchase/All Users. This visualization aims to show what percentage of the users who visit the website make a purchase.
There are a number of ways to visualize this, but I chose a 100% stacked area chart so I can focus on the rate. In this video the blue color on the area chart is for visitors who made a purchase on the website and the orange color is for all users.
Using a text widget I will include a clarification of what the white line between these two chart components is. This insight will also focus the audience attention on the rate which is what I aim with this visual.

The second chart in this dashboard is a simple line chart with annotations. It visualizes the trend for revenue made from website purchases. To be easier to understand the real numbers behind the trend I am including data labels and removing the vertical axis to reduce clutter.
Using a text widget I will insert a takeaway insight onto the chart as well as further takeaways on the right hand of the chart.

This is a very basic Excel dashboard, there are a number of other ways to make data look pretty in Excel which I will be exploring in future series.

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