A Practical Guide to Creating Visualizations in Microsoft Excel

Beyond the
Bar Chart.

11 underused chart types that transform how your dashboards, models and reports communicate.

11 Chart Types55 Enterprise Use CasesComplexity Scored Per ChartPlatform Compatibility Per Chart
Written by101 Excel Hacks
Combo
Funnel
In-Cell
Waterfall
Gantt
Waffle
Butterfly
Checkbox
Speedometer
72%
Image Copy-Paste
Pareto
Introduction

Excel shows the data, but it doesn't always show the story.

A bar chart is honest. A pie chart is familiar. But familiar is not the same as effective – and in a world where your audience is overloaded, a chart that is merely accurate is not enough. It needs to stop the scroll, demand attention, and make the insight impossible to miss.

The good news is that Excel – the tool already sitting on every desk in your organisation – is hiding one of the most powerful data visualisation toolkits in the world. Right there, beneath the surface of Insert → Charts.

This guide is your invitation to find it.

What this guide contains
Overview
What the chart is, when to reach for it, which platforms support it, and whether any VBA is required.
Complexity scorecard
A five-dimension rating – features, formatting, formulas, form controls and build time – plus the constraints.
How to build it
A step-by-step walkthrough, one step per page.
What is inside
3Beginner
charts
6Intermediate
charts
2Advanced
charts
Bar charts inform. These charts convince, clarify and captivate.
Beyond the Bar Chart101ExcelHacks.co02
Before you start

How to read this guide

This page covers the compatibility and complexity of each chart – two things worth knowing before you build. Compatibility tells you where a chart survives; complexity tells you what it will cost you to build it.

Compatibility – where the chart survives

Every overview page carries a compatibility table that answers one question per row: if I build this chart and someone opens it there, what do they see?

Excel Desktop
Windows and Mac, Microsoft 365 or the perpetual release named in the row. The reference build for every chart in this guide.
Excel Desktop 2013 and below
Legacy perpetual builds. Called out only where a chart type did not yet exist and has to be simulated.
Excel Mobile
The iOS and Android apps.
Excel Web
Excel in the browser, including the viewer embedded in Teams and SharePoint.
Google Sheets import
What survives when the workbook is opened or converted in Sheets.
The three support states
Full

The chart type is native here. You can build it, edit it, and it renders exactly as designed. Nothing in the build steps needs changing for this platform.

Partial

It renders view-only with no editing, a setting that sometimes drops on transfer, or a dependency on a font or feature that may not be present. Open it on the platform and check it.

Breaks

The chart does not survive. The platform has no equivalent, so it falls back to a different chart type, or the feature is unavailable outright. Rebuild it natively there, or keep the file in Excel.

Complexity scorecard – what the build will cost you

Every chart is scored on the same five dimensions, and each star has a written definition behind it. The band below is the shape of the build overall.

BeginnerNative tools, few settings, repeatable on a first attempt.
IntermediateHelper data or deliberate formatting stands between you and the finished chart.
AdvancedLayered chart objects and careful sequencing. Worth keeping as a template once it works.
Dimension
Features neededHow much of Excel's chart engine the build reaches for.One native chart type, inserted and used as it comesA native type plus a second feature - secondary axis, combo series or conditional formattingTwo or more chart objects or features layered into a single visual
Formatting effortHow much of the finished look you have to set by hand.Excel's defaults land close to final; light tidying onlyAxes, colours, gap widths and labels all need setting deliberatelyPixel-level work - cell sizing, transparent fills, rotation or manual overlays
Formulas neededHow much calculation sits behind the chart.Charts directly off the source range; no helper cellsOne helper column derived from the source dataA helper table with conditional, cumulative or lookup logic feeding the series
Form controlsWhether the reader drives the chart from the sheet.None - the chart is static once it is builtOne optional control, added for convenience rather than functionLinked Form Controls and cell links are core to how the chart works
Time to developFirst build, blank sheet to finished chart.Under 10 minutes10 to 30 minutes30 minutes or more - worth saving as a reusable template
Beyond the Bar Chart101ExcelHacks.co03
Before you start

What this guide covers

The use cases are not illustrations. Each one is a report someone actually runs, drawn from the functions below, and each chart is scoped against five of them.

11Chart types
55Enterprise use cases
9Business functions
39Constraint notes
Enterprise functions in scope

Every use case on an overview page carries the colour of the function that owns it, and each page prints the key for the functions it draws on. The count is how many of the 55 use cases belong to that function.

Finance & Accounting14
P&L, budgets, cash flow, variance and board reporting
Sales & Revenue7
Pipeline, quota attainment, territory and account performance
Marketing & Growth6
Acquisition, conversion, market share and campaign returns
Supply Chain & Operations6
Inventory, demand planning, capacity, throughput and safety
HR & People7
Headcount, hiring, attrition, diversity and workforce planning
Customer Support & Success5
Onboarding, SLAs, complaint volumes, NPS and retention
IT & Quality2
Incidents, defects, root-cause analysis and service reliability
Project & PMO3
Schedules, roadmaps, milestones, dependencies and delivery status
Executive & Strategy5
Headline KPIs, scorecards, board packs and leadership decks
What we mean by constraints and limitations

Every chart carries a short list of things that will bite you. They are not reasons to avoid a chart – they are the decisions Excel leaves to you. All of them fall into six families.

Version and platform gaps
The chart type does not exist in an older Excel, or does not cross into Sheets, mobile or the browser intact.
Manual setup steps
Settings Excel will not apply for you - marking totals, reversing an axis, enabling connector lines - easy to miss, and they change what the chart says.
Helper-data dependency
The chart is drawn from derived cells rather than raw data, so adding or removing a category means revisiting the helper range.
Formatting fragility
Fonts, row heights, column widths or image scaling hold the visual together. Change one and the chart distorts.
Axis and scale defaults
Excel's own defaults - a 0-120% cumulative axis, an unsynchronised mirrored scale - misrepresent the data until you lock them.
Missing native features
What the chart type simply does not offer: conversion-rate labels, an 80% reference line, dependency arrows between tasks.
Beyond the Bar Chart101ExcelHacks.co04
01
Chart 01 of 11

Combo Chart

Two scales, one plot area
Beginner
Beyond the Bar Chart101ExcelHacks.co05
01
Chart 01 of 11
Combo Chart
Two scales, one plot area
What it is

A combo chart overlays two different chart types on the same plot area – most commonly a column chart and a line chart – each mapped to its own axis. It solves one of the most common dashboard problems: showing two datasets that live on fundamentally different scales in the same visual space.

Enterprise use cases
Revenue and margin dashboard – show monthly revenue as columns and gross margin % as a line, revealing whether margin holds as revenue grows
Sales and headcount reporting – track sales volume (columns) against sales team size (line) to visualise productivity per head
Inventory and demand planning – display stock levels as bars alongside order volumes as a line to flag replenishment timing
Budget vs actuals reporting – actual spend as columns, cumulative budget burn as a line, with a secondary axis for percentage utilisation
Customer acquisition and churn – new customers added (columns) overlaid with monthly churn rate (line) for retention analysis
Best paired with
Executive dashboardsMonthly reportingKPI packsMargin analysis
Beyond the Bar Chart101ExcelHacks.co06
Complexity scorecard
Beginner
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo. Built entirely with native Excel chart tools.
Pro tip
Set the secondary axis maximum to roughly double your line's peak value. It keeps the line clear of the columns instead of cutting through them.
Compatibility
PlatformSupportNote
Excel Desktop (2016+)Fullnative chart type
Excel MobilePartialno editing capability
Excel WebFullbrowser rendering accurate
Google Sheets importPartialcombo renders but secondary axis sometimes drops; verify on import
Constraints & limitations
Maximum two chart types in one combo (e.g. column + line; bar + area). Three-way combos are not natively supported.
Secondary axis scaling is manual – if your data ranges shift significantly, the axis may need recalibrating
In Excel 2013 and below, combo chart creation is more manual: insert two separate series, then change chart type per series individually
Beyond the Bar Chart101ExcelHacks.co07
How to build it

Combo Chart

Step 1 of 5
01Insert a clustered column chart

Select your two data series and insert a clustered column chart

02Change one series to a line

Click on the series you want as a line → right-click → "Change Series Chart Type"

03Set the line series to Line

In the dialog, set Series 2 to Line

04Send the line to a secondary axis

Check "Secondary Axis" for the line series

05Calibrate axes and clean up formatting

Format both axes – adjust scale min/max so both series display cleanly; then remove excess gridlines, format the line with a contrasting colour, and add data labels selectively

Screen captureassets/steps/01-combo-step-1.png
Beyond the Bar Chart101ExcelHacks.co08
How to build it

Combo Chart

Step 2 of 5
01Insert a clustered column chart

Select your two data series and insert a clustered column chart

02Change one series to a line

Click on the series you want as a line → right-click → "Change Series Chart Type"

03Set the line series to Line

In the dialog, set Series 2 to Line

04Send the line to a secondary axis

Check "Secondary Axis" for the line series

05Calibrate axes and clean up formatting

Format both axes – adjust scale min/max so both series display cleanly; then remove excess gridlines, format the line with a contrasting colour, and add data labels selectively

Screen captureassets/steps/01-combo-step-2.png
Beyond the Bar Chart101ExcelHacks.co09
How to build it

Combo Chart

Step 3 of 5
01Insert a clustered column chart

Select your two data series and insert a clustered column chart

02Change one series to a line

Click on the series you want as a line → right-click → "Change Series Chart Type"

03Set the line series to Line

In the dialog, set Series 2 to Line

04Send the line to a secondary axis

Check "Secondary Axis" for the line series

05Calibrate axes and clean up formatting

Format both axes – adjust scale min/max so both series display cleanly; then remove excess gridlines, format the line with a contrasting colour, and add data labels selectively

Screen captureassets/steps/01-combo-step-3a.png
Beyond the Bar Chart101ExcelHacks.co10
How to build it

Combo Chart

Step 4 of 5
01Insert a clustered column chart

Select your two data series and insert a clustered column chart

02Change one series to a line

Click on the series you want as a line → right-click → "Change Series Chart Type"

03Set the line series to Line

In the dialog, set Series 2 to Line

04Send the line to a secondary axis

Check "Secondary Axis" for the line series

05Calibrate axes and clean up formatting

Format both axes – adjust scale min/max so both series display cleanly; then remove excess gridlines, format the line with a contrasting colour, and add data labels selectively

Screen captureassets/steps/01-combo-step-3b.png
Beyond the Bar Chart101ExcelHacks.co11
How to build it

Combo Chart

Step 5 of 5
01Insert a clustered column chart

Select your two data series and insert a clustered column chart

02Change one series to a line

Click on the series you want as a line → right-click → "Change Series Chart Type"

03Set the line series to Line

In the dialog, set Series 2 to Line

04Send the line to a secondary axis

Check "Secondary Axis" for the line series

05Calibrate axes and clean up formatting

Format both axes – adjust scale min/max so both series display cleanly; then remove excess gridlines, format the line with a contrasting colour, and add data labels selectively

Screen captureassets/steps/01-combo-step-4-5.png
Beyond the Bar Chart101ExcelHacks.co12
02
Chart 02 of 11

Funnel Chart

Stage-by-stage drop-off
Beginner
Beyond the Bar Chart101ExcelHacks.co13
02
Chart 02 of 11
Funnel Chart
Stage-by-stage drop-off
What it is

A funnel chart shows values progressively decreasing across sequential stages – visualising drop-off, conversion, or attrition through a process. Each bar is centred and narrower than the one above, creating a distinctive funnel silhouette that makes the relative size of each stage immediately legible.

Enterprise use cases
Sales pipeline – prospects → qualified leads → proposals sent → negotiations → closed won, showing conversion at each stage
Recruitment funnel – applications received → screened → interviewed → offered → accepted, for talent acquisition reporting
Customer onboarding – sign-ups → verified → profile complete → first purchase → repeat purchase, for product analytics
Budget approval pipeline – submitted → reviewed → revised → approved → allocated, for finance governance dashboards
Website conversion – visitors → product page views → add-to-cart → checkout initiated → purchase completed, for e-commerce reporting
Best paired with
Sales pipelineRecruitmentProduct analyticsE-commerce
Beyond the Bar Chart101ExcelHacks.co14
Complexity scorecard
Beginner
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo.
Pro tip
Excel gives you no conversion-rate labels. Add a helper column of stage-over-stage percentages and link each data label to it with "Value From Cells".
Compatibility
PlatformSupportNote
Excel Desktop (2019+)FullFull native support
Excel Desktop 2016Breakssimulate with bar chart trick (centre-aligned bars)
Excel MobilePartialView only
Excel WebFullFull support
Google Sheets importBreaksreverts to bar chart; rebuild natively in Sheets
Constraints & limitations
Values must decrease from top to bottom – the chart does not handle non-monotonic sequences gracefully; bars will appear out of proportion
No built-in percentage labels – you must add a helper column and overlay text manually
Excel 2016 users must simulate using a stacked bar chart with an invisible left spacer series
Beyond the Bar Chart101ExcelHacks.co15
How to build it

Funnel Chart

Step 1 of 3
01Insert the native funnel chart

Select range → Insert → Charts → Funnel (available in Excel 2019+)

02Tighten gap width, remove chrome

Format: remove legend, remove axis, increase gap width to 15–20%

03Apply a top-to-bottom colour ramp

Apply colour gradient from dark to light top-to-bottom to reinforce the narrowing narrative

Screen captureassets/steps/02-funnel-step-2.png
Beyond the Bar Chart101ExcelHacks.co16
How to build it

Funnel Chart

Step 2 of 3
01Insert the native funnel chart

Select range → Insert → Charts → Funnel (available in Excel 2019+)

02Tighten gap width, remove chrome

Format: remove legend, remove axis, increase gap width to 15–20%

03Apply a top-to-bottom colour ramp

Apply colour gradient from dark to light top-to-bottom to reinforce the narrowing narrative

Screen captureassets/steps/02-funnel-step-4.png
Beyond the Bar Chart101ExcelHacks.co17
How to build it

Funnel Chart

Step 3 of 3
01Insert the native funnel chart

Select range → Insert → Charts → Funnel (available in Excel 2019+)

02Tighten gap width, remove chrome

Format: remove legend, remove axis, increase gap width to 15–20%

03Apply a top-to-bottom colour ramp

Apply colour gradient from dark to light top-to-bottom to reinforce the narrowing narrative

Full walkthroughDownload templateWorkbook tab 02_Funnel
Screen captureassets/steps/02-funnel-step-5.png
Beyond the Bar Chart101ExcelHacks.co18
03
Chart 03 of 11

In-Cell Chart

Charts that live inside cells
Beginner
Beyond the Bar Chart101ExcelHacks.co19
03
Chart 03 of 11
In-Cell Chart
Charts that live inside cells
What it is

In-cell charts are micro-visualisations that live inside spreadsheet cells rather than as separate chart objects. They take two forms: Excel's native Sparklines (miniature line, bar or win/loss charts embedded in a cell), and REPT-function bar charts (a formula-driven technique that fills a cell with repeated characters scaled to a value). Both allow data tables to carry their own visual context without a separate chart object.

Enterprise use cases
KPI scorecards – a column of sparkline trend lines beside monthly KPI values shows direction without requiring a separate chart
League tables and rankings – REPT bars next to a ranked list give instant proportional context to each row
Financial model summaries – win/loss sparklines in cash flow tables indicate positive vs negative periods at a glance
HR dashboards – attendance or performance score tables with in-cell bars allow dense data display in a compact layout
Operational monitoring – production output tables with embedded sparklines replace entire chart sheets in tight-layout reports
Best paired with
KPI scorecardsLeague tablesDense tablesHR dashboards
Beyond the Bar Chart101ExcelHacks.co20
Complexity scorecard
Beginner
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo.
Pro tip
REPT bars only line up if every cell in the column uses the same font. Set it to Playbill before you build, not after.
Compatibility
PlatformSupportNote
Excel DesktopFullFull support for both Sparklines and REPT bars
Excel MobilePartialmay render inconsistently depending on font
Excel WebPartialSparklines display correctly; REPT bars work if the Wingdings/Courier font renders
Google Sheets importBreaksrecreate using Sheets' native SPARKLINE function; REPT bars import as text only
Constraints & limitations
Sparklines cannot be individually formatted per data point – they are all-or-nothing per group
REPT bars depend on the column's font choice for consistent width; changing it after building breaks the visual
Sparklines do not respond to standard chart formatting – colours and axes are limited to the Sparkline design ribbon
Sparklines are invisible in print unless cells are explicitly formatted before printing
Beyond the Bar Chart101ExcelHacks.co21
How to build it

In-Cell Chart

Step 1 of 5
01Insert a sparkline beside your data

For Sparklines: Select a blank cell beside your data row → Insert → Sparklines → Line (or Column/Win-Loss) → select data range → confirm

02Style high, low and marker points

Customise via Sparkline Design tab: set high/low point colours, axis scale

03Build a REPT bar in Playbill

For REPT bars: In a new column enter =REPT("|",[TOTALVALUE]) and set that column's font to Playbill

04Adjust the divisor to control bar length

Adjust the divisor to control the maximum bar length – e.g. =REPT("|",[TOTALVALUE]/5); this example uses a divisor of 5

05Colour-code bars by value band

Apply conditional formatting to colour-code bars by value band (e.g. green above target, red below)

Screen captureassets/steps/03-in-cell-step-1.png
Beyond the Bar Chart101ExcelHacks.co22
How to build it

In-Cell Chart

Step 2 of 5
01Insert a sparkline beside your data

For Sparklines: Select a blank cell beside your data row → Insert → Sparklines → Line (or Column/Win-Loss) → select data range → confirm

02Style high, low and marker points

Customise via Sparkline Design tab: set high/low point colours, axis scale

03Build a REPT bar in Playbill

For REPT bars: In a new column enter =REPT("|",[TOTALVALUE]) and set that column's font to Playbill

04Adjust the divisor to control bar length

Adjust the divisor to control the maximum bar length – e.g. =REPT("|",[TOTALVALUE]/5); this example uses a divisor of 5

05Colour-code bars by value band

Apply conditional formatting to colour-code bars by value band (e.g. green above target, red below)

Screen captureassets/steps/03-in-cell-step-2.png
Beyond the Bar Chart101ExcelHacks.co23
How to build it

In-Cell Chart

Step 3 of 5
01Insert a sparkline beside your data

For Sparklines: Select a blank cell beside your data row → Insert → Sparklines → Line (or Column/Win-Loss) → select data range → confirm

02Style high, low and marker points

Customise via Sparkline Design tab: set high/low point colours, axis scale

03Build a REPT bar in Playbill

For REPT bars: In a new column enter =REPT("|",[TOTALVALUE]) and set that column's font to Playbill

04Adjust the divisor to control bar length

Adjust the divisor to control the maximum bar length – e.g. =REPT("|",[TOTALVALUE]/5); this example uses a divisor of 5

05Colour-code bars by value band

Apply conditional formatting to colour-code bars by value band (e.g. green above target, red below)

Screen captureassets/steps/03-in-cell-step-3-4.png
Beyond the Bar Chart101ExcelHacks.co24
How to build it

In-Cell Chart

Step 4 of 5
01Insert a sparkline beside your data

For Sparklines: Select a blank cell beside your data row → Insert → Sparklines → Line (or Column/Win-Loss) → select data range → confirm

02Style high, low and marker points

Customise via Sparkline Design tab: set high/low point colours, axis scale

03Build a REPT bar in Playbill

For REPT bars: In a new column enter =REPT("|",[TOTALVALUE]) and set that column's font to Playbill

04Adjust the divisor to control bar length

Adjust the divisor to control the maximum bar length – e.g. =REPT("|",[TOTALVALUE]/5); this example uses a divisor of 5

05Colour-code bars by value band

Apply conditional formatting to colour-code bars by value band (e.g. green above target, red below)

Screen captureassets/steps/03-in-cell-step-4b.png
Beyond the Bar Chart101ExcelHacks.co25
How to build it

In-Cell Chart

Step 5 of 5
01Insert a sparkline beside your data

For Sparklines: Select a blank cell beside your data row → Insert → Sparklines → Line (or Column/Win-Loss) → select data range → confirm

02Style high, low and marker points

Customise via Sparkline Design tab: set high/low point colours, axis scale

03Build a REPT bar in Playbill

For REPT bars: In a new column enter =REPT("|",[TOTALVALUE]) and set that column's font to Playbill

04Adjust the divisor to control bar length

Adjust the divisor to control the maximum bar length – e.g. =REPT("|",[TOTALVALUE]/5); this example uses a divisor of 5

05Colour-code bars by value band

Apply conditional formatting to colour-code bars by value band (e.g. green above target, red below)

Full walkthroughDownload templateWorkbook tab 03_In-Cell
Screen captureassets/steps/03-in-cell-step-5.png
Beyond the Bar Chart101ExcelHacks.co26
See it in a real dashboard

Supplier Health Tracker

Supplier Health Tracker
Dashboard screenshotassets/sample-dashboard-in-cell.png

The compliance table in the bottom-left panel is built from the same REPT-bar technique this guide just walked through, sitting alongside sparkline trend cells and dial KPIs in one live dashboard.

Beyond the Bar Chart101ExcelHacks.co27
04
Chart 04 of 11

Waterfall Chart

Show cumulative change across categories
Intermediate
Beyond the Bar Chart101ExcelHacks.co28
04
Chart 04 of 11
Waterfall Chart
Show cumulative change across categories
What it is

A waterfall chart visualises how an initial value is built up or broken down by a series of intermediate positive and negative contributions, arriving at a final total. Bars float at heights corresponding to cumulative running totals – each bar's top marks where the next bar begins – making the path from start to finish immediately readable. It is one of the most analytically powerful chart types in business reporting and one of the most underused.

Enterprise use cases
P&L bridge – show how EBITDA moves from prior year to current year, with each driver (volume, price, cost, FX) as a separate floating bar
Inventory stock movement – opening stock → receipts → issues → write-offs → closing stock, showing exactly where units entered and left the warehouse
Cash flow reconciliation – opening cash balance → inflows → outflows by category → closing balance, in a single chart
Headcount movement – opening headcount → hires → departures → transfers → closing headcount, for HR reporting
Revenue attribution – total revenue decomposed by product line, region or channel, showing how each contributes to the whole
Best paired with
Financial dashboardsCFO reportsVariance analysisBoard packs
Beyond the Bar Chart101ExcelHacks.co29
Complexity scorecard
Intermediate
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo.
Pro tip
In Excel 2013 or earlier, recreate this with a stacked bar plus an invisible base series – set the base fill to "No Fill, No Border" to make the bars float.
Compatibility
PlatformSupportNote
Excel Desktop 2016+FullFull native support
Excel Desktop 2013 and belowPartialMust simulate using stacked bar with invisible base series
Excel MobilePartialView only
Excel WebFullFull support
Google Sheets importBreaksreverts to standard bar chart on import; no native waterfall in Sheets
Constraints & limitations
"Set as Total" must be applied manually by right-clicking each total/subtotal bar – new users frequently miss this step
Excel 2013 workaround requires a helper column computing the invisible base value: =SUM of preceding values; any data change requires rechecking the base series
Dynamic ranges that add or remove categories can disrupt the invisible base series in legacy builds
Beyond the Bar Chart101ExcelHacks.co30
How to build it

Waterfall Chart

Step 1 of 4
01Build a three-column data table

Create a table: Column A = category names, Column B = values (+ve for increases, −ve for decreases), Column C = type (mark "Total" for first and last rows)

02Insert the waterfall chart

Select range → Insert → Charts → Waterfall

03Mark opening and closing bars as totals

Right-click the first bar → "Set as Total"; repeat for the last bar and any subtotals

04Remove gridlines

Format: remove gridlines

Screen captureassets/steps/04-waterfall-step-1.png
Beyond the Bar Chart101ExcelHacks.co31
How to build it

Waterfall Chart

Step 2 of 4
01Build a three-column data table

Create a table: Column A = category names, Column B = values (+ve for increases, −ve for decreases), Column C = type (mark "Total" for first and last rows)

02Insert the waterfall chart

Select range → Insert → Charts → Waterfall

03Mark opening and closing bars as totals

Right-click the first bar → "Set as Total"; repeat for the last bar and any subtotals

04Remove gridlines

Format: remove gridlines

Screen captureassets/steps/04-waterfall-step-3.png
Beyond the Bar Chart101ExcelHacks.co32
How to build it

Waterfall Chart

Step 3 of 4
01Build a three-column data table

Create a table: Column A = category names, Column B = values (+ve for increases, −ve for decreases), Column C = type (mark "Total" for first and last rows)

02Insert the waterfall chart

Select range → Insert → Charts → Waterfall

03Mark opening and closing bars as totals

Right-click the first bar → "Set as Total"; repeat for the last bar and any subtotals

04Remove gridlines

Format: remove gridlines

Screen captureassets/steps/04-waterfall-step-4.png
Beyond the Bar Chart101ExcelHacks.co33
How to build it

Waterfall Chart

Step 4 of 4
01Build a three-column data table

Create a table: Column A = category names, Column B = values (+ve for increases, −ve for decreases), Column C = type (mark "Total" for first and last rows)

02Insert the waterfall chart

Select range → Insert → Charts → Waterfall

03Mark opening and closing bars as totals

Right-click the first bar → "Set as Total"; repeat for the last bar and any subtotals

04Remove gridlines

Format: remove gridlines

Full walkthroughDownload templateWorkbook tab 04_Waterfall
Screen captureassets/steps/04-waterfall-step-5.png
Beyond the Bar Chart101ExcelHacks.co34
05
Chart 05 of 11

Gantt Chart

Tasks laid out along a timeline
Intermediate
Beyond the Bar Chart101ExcelHacks.co35
05
Chart 05 of 11
Gantt Chart
Tasks laid out along a timeline
What it is

A Gantt chart is a horizontal bar chart where each bar represents a task or phase, positioned along a timeline. Its x-axis is time; its y-axis is a list of activities. Bars begin at the task start date and end at the task end date. Excel has no native Gantt chart type – it is built by combining a stacked bar chart with an invisible start-date series, producing one of Excel's most valued dashboard constructs.

Enterprise use cases
Project planning – phases, milestones and dependencies for any project, from IT implementations to product launches
Monthly close schedule – finance teams track each close activity (accruals, reconciliations, reporting) across the close calendar
Audit planning – schedule fieldwork, review cycles and report issuance dates across multiple audit engagements
Product roadmap – feature development timelines across sprints or quarters for product and engineering teams
Resource planning – visualise team member allocation across concurrent workstreams in a single view
Best paired with
Project planningClose calendarsAudit schedulesRoadmaps
Beyond the Bar Chart101ExcelHacks.co36
Complexity scorecard
Intermediate
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
VBA may be requiredOptional. A basic Gantt works without VBA. For dynamic Gantts with automated "today" line, progress shading, or dropdown-driven filtering, VBA or named range formulas are needed.
Pro tip
Reversing the category axis is the step everyone forgets. Without it your first task sits at the bottom and the whole schedule reads upside down.
Compatibility
PlatformSupportNote
Excel DesktopFullbuilt manually using stacked bar technique
Excel MobilePartialView only
Excel WebFullrenders correctly in browser
Google Sheets importBreaksThe stacked bar structure imports but axis date formatting usually breaks; requires manual axis reconfiguration
Constraints & limitations
No native Gantt type – always a workaround build using stacked bars with an invisible first series
Date axis requires careful formatting: axis type must be set to "Date axis" not "Text axis" or bars will not align correctly
Dependencies (arrows between tasks) are not natively supported – must be drawn manually using shapes
Scaling breaks when date ranges span both days and months – choose one unit of granularity and stick to it
Beyond the Bar Chart101ExcelHacks.co37
How to build it

Gantt Chart

Step 1 of 5
01Build a task, start date and duration table

Create table: Task name, Start Date, Duration (days), Category. Enter dates as real Excel date values

02Insert a stacked bar chart

Insert stacked bar chart using Start Date and Duration as two series

03Make the start-date series invisible

Select the Start Date series → Format Data Series → No Fill, No Border (makes it invisible – this is the spacer)

04Reverse the category axis order

Set x-axis to date axis type; set minimum to your project start date as a number value; adjust major unit to 7 (weekly) or 30 (monthly)

05Fix the date axis bounds and format

Reverse y-axis order (Format Axis → Categories in reverse order) so tasks read top-to-bottom; add a "today" vertical line using a scatter series with error bars

Screen captureassets/steps/05-gantt-step-1.png
Beyond the Bar Chart101ExcelHacks.co38
How to build it

Gantt Chart

Step 2 of 5
01Build a task, start date and duration table

Create table: Task name, Start Date, Duration (days), Category. Enter dates as real Excel date values

02Insert a stacked bar chart

Insert stacked bar chart using Start Date and Duration as two series

03Make the start-date series invisible

Select the Start Date series → Format Data Series → No Fill, No Border (makes it invisible – this is the spacer)

04Reverse the category axis order

Set x-axis to date axis type; set minimum to your project start date as a number value; adjust major unit to 7 (weekly) or 30 (monthly)

05Fix the date axis bounds and format

Reverse y-axis order (Format Axis → Categories in reverse order) so tasks read top-to-bottom; add a "today" vertical line using a scatter series with error bars

Screen captureassets/steps/05-gantt-step-2.png
Beyond the Bar Chart101ExcelHacks.co39
How to build it

Gantt Chart

Step 3 of 5
01Build a task, start date and duration table

Create table: Task name, Start Date, Duration (days), Category. Enter dates as real Excel date values

02Insert a stacked bar chart

Insert stacked bar chart using Start Date and Duration as two series

03Make the start-date series invisible

Select the Start Date series → Format Data Series → No Fill, No Border (makes it invisible – this is the spacer)

04Reverse the category axis order

Set x-axis to date axis type; set minimum to your project start date as a number value; adjust major unit to 7 (weekly) or 30 (monthly)

05Fix the date axis bounds and format

Reverse y-axis order (Format Axis → Categories in reverse order) so tasks read top-to-bottom; add a "today" vertical line using a scatter series with error bars

Screen captureassets/steps/05-gantt-step-3.png
Beyond the Bar Chart101ExcelHacks.co40
How to build it

Gantt Chart

Step 4 of 5
01Build a task, start date and duration table

Create table: Task name, Start Date, Duration (days), Category. Enter dates as real Excel date values

02Insert a stacked bar chart

Insert stacked bar chart using Start Date and Duration as two series

03Make the start-date series invisible

Select the Start Date series → Format Data Series → No Fill, No Border (makes it invisible – this is the spacer)

04Reverse the category axis order

Set x-axis to date axis type; set minimum to your project start date as a number value; adjust major unit to 7 (weekly) or 30 (monthly)

05Fix the date axis bounds and format

Reverse y-axis order (Format Axis → Categories in reverse order) so tasks read top-to-bottom; add a "today" vertical line using a scatter series with error bars

Screen captureassets/steps/05-gantt-step-4.png
Beyond the Bar Chart101ExcelHacks.co41
How to build it

Gantt Chart

Step 5 of 5
01Build a task, start date and duration table

Create table: Task name, Start Date, Duration (days), Category. Enter dates as real Excel date values

02Insert a stacked bar chart

Insert stacked bar chart using Start Date and Duration as two series

03Make the start-date series invisible

Select the Start Date series → Format Data Series → No Fill, No Border (makes it invisible – this is the spacer)

04Reverse the category axis order

Set x-axis to date axis type; set minimum to your project start date as a number value; adjust major unit to 7 (weekly) or 30 (monthly)

05Fix the date axis bounds and format

Reverse y-axis order (Format Axis → Categories in reverse order) so tasks read top-to-bottom; add a "today" vertical line using a scatter series with error bars

Screen captureassets/steps/05-gantt-step-5.png
Beyond the Bar Chart101ExcelHacks.co42
06
Chart 06 of 11

Waffle Chart

A 10x10 grid as a percentage
Intermediate
Beyond the Bar Chart101ExcelHacks.co43
06
Chart 06 of 11
Waffle Chart
A 10x10 grid as a percentage
What it is

A waffle chart is a 10×10 grid of equal squares where each square represents 1% of a total. Filled squares (typically coloured) show the actual percentage; unfilled squares show the remainder. It is a visually compelling alternative to a pie or donut chart for single-percentage KPIs – more precise, more readable, and significantly more striking in a dashboard layout.

Enterprise use cases
KPI completion rate – project completion percentage, budget utilisation rate, or target achievement displayed as a filled grid
Market share visualisation – company's share of a total addressable market shown as a proportion of 100 squares
Survey or NPS results – percentage of promoters, passives and detractors shown as three colour zones on the grid
Headcount diversity metrics – percentage representation of a demographic shown as a filled waffle beside a benchmark
Capacity utilisation – warehouse, fleet or server capacity displayed as a percentage-filled grid on an operational dashboard
Best paired with
Progress trackingInfographicsSurvey resultsGoal dashboards
Beyond the Bar Chart101ExcelHacks.co44
Complexity scorecard
Intermediate
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo. Built using conditional formatting and a supporting percentage formula in a helper cell.
Pro tip
Make the 10x10 block genuinely square before you format it. Set both row height and column width by pixel, or your percentage reads as a distorted rectangle.
Compatibility
PlatformSupportNote
Excel DesktopFullbuilt using conditional formatting on a 10×10 cell grid
Excel MobilePartialDisplays correctly if the file is pre-built; conditional formatting renders on mobile
Excel WebFullFull support
Google Sheets importPartialCell structure imports but conditional formatting rules may need recreation
Constraints & limitations
Resolution is limited to 1% increments – not suitable for datasets requiring decimal precision
Building a 10×10 grid manually is time-consuming; a template is strongly recommended
Animating the fill (e.g. on refresh) requires VBA; static fills update on formula recalculation only
Multiple waffles on one sheet require separate grids and separate conditional formatting ranges
Beyond the Bar Chart101ExcelHacks.co45
How to build it

Waffle Chart

Step 1 of 5
01Build a square 10x10 cell grid

In a 10×10 cell block, number each cell 1–100 left-to-right, bottom-to-top (so cell 1 is bottom-left, cell 100 is top-right). Use a formula: =(ROW($A$1)-ROW())*10 + COLUMN()-COLUMN($A$1)+1 adjusted for your grid position

02Number the cells 1 to 100

Make all cells square: set row height = column width (approximately 20×20 points)

03Write the percentage helper formula

Apply conditional formatting: "Format cells where cell value <= [percentage_cell]*100" → fill with blue (#1E40AF)

04Apply the conditional formatting rule

Apply a second rule for the remainder: cell value > percentage → fill with light grey (#E0E0E0)

05Hide the numbers and add a label

Add a percentage label in a merged cell below the grid

Screen captureassets/steps/06-waffle-step-1.png
Beyond the Bar Chart101ExcelHacks.co46
How to build it

Waffle Chart

Step 2 of 5
01Build a square 10x10 cell grid

In a 10×10 cell block, number each cell 1–100 left-to-right, bottom-to-top (so cell 1 is bottom-left, cell 100 is top-right). Use a formula: =(ROW($A$1)-ROW())*10 + COLUMN()-COLUMN($A$1)+1 adjusted for your grid position

02Number the cells 1 to 100

Make all cells square: set row height = column width (approximately 20×20 points)

03Write the percentage helper formula

Apply conditional formatting: "Format cells where cell value <= [percentage_cell]*100" → fill with blue (#1E40AF)

04Apply the conditional formatting rule

Apply a second rule for the remainder: cell value > percentage → fill with light grey (#E0E0E0)

05Hide the numbers and add a label

Add a percentage label in a merged cell below the grid

Screen captureassets/steps/06-waffle-step-2.png
Beyond the Bar Chart101ExcelHacks.co47
How to build it

Waffle Chart

Step 3 of 5
01Build a square 10x10 cell grid

In a 10×10 cell block, number each cell 1–100 left-to-right, bottom-to-top (so cell 1 is bottom-left, cell 100 is top-right). Use a formula: =(ROW($A$1)-ROW())*10 + COLUMN()-COLUMN($A$1)+1 adjusted for your grid position

02Number the cells 1 to 100

Make all cells square: set row height = column width (approximately 20×20 points)

03Write the percentage helper formula

Apply conditional formatting: "Format cells where cell value <= [percentage_cell]*100" → fill with blue (#1E40AF)

04Apply the conditional formatting rule

Apply a second rule for the remainder: cell value > percentage → fill with light grey (#E0E0E0)

05Hide the numbers and add a label

Add a percentage label in a merged cell below the grid

Screen captureassets/steps/06-waffle-step-3.png
Beyond the Bar Chart101ExcelHacks.co48
How to build it

Waffle Chart

Step 4 of 5
01Build a square 10x10 cell grid

In a 10×10 cell block, number each cell 1–100 left-to-right, bottom-to-top (so cell 1 is bottom-left, cell 100 is top-right). Use a formula: =(ROW($A$1)-ROW())*10 + COLUMN()-COLUMN($A$1)+1 adjusted for your grid position

02Number the cells 1 to 100

Make all cells square: set row height = column width (approximately 20×20 points)

03Write the percentage helper formula

Apply conditional formatting: "Format cells where cell value <= [percentage_cell]*100" → fill with blue (#1E40AF)

04Apply the conditional formatting rule

Apply a second rule for the remainder: cell value > percentage → fill with light grey (#E0E0E0)

05Hide the numbers and add a label

Add a percentage label in a merged cell below the grid

Screen captureassets/steps/06-waffle-step-4.png
Beyond the Bar Chart101ExcelHacks.co49
How to build it

Waffle Chart

Step 5 of 5
01Build a square 10x10 cell grid

In a 10×10 cell block, number each cell 1–100 left-to-right, bottom-to-top (so cell 1 is bottom-left, cell 100 is top-right). Use a formula: =(ROW($A$1)-ROW())*10 + COLUMN()-COLUMN($A$1)+1 adjusted for your grid position

02Number the cells 1 to 100

Make all cells square: set row height = column width (approximately 20×20 points)

03Write the percentage helper formula

Apply conditional formatting: "Format cells where cell value <= [percentage_cell]*100" → fill with blue (#1E40AF)

04Apply the conditional formatting rule

Apply a second rule for the remainder: cell value > percentage → fill with light grey (#E0E0E0)

05Hide the numbers and add a label

Add a percentage label in a merged cell below the grid

Full walkthroughDownload templateWorkbook tab 06_Waffle
Screen captureassets/steps/06-waffle-step-5.png
Beyond the Bar Chart101ExcelHacks.co50
07
Chart 07 of 11

Butterfly Chart

Two populations, mirrored
Intermediate
Beyond the Bar Chart101ExcelHacks.co51
07
Chart 07 of 11
Butterfly Chart
Two populations, mirrored
What it is

A butterfly chart (also called a tornado chart or back-to-back bar chart) displays two datasets horizontally on either side of a central axis, with categories shared between them. Left bars extend leftward; right bars extend rightward. It excels at head-to-head comparisons – making differences and similarities across a shared category list instantly readable.

Enterprise use cases
Demographic analysis – age and gender population pyramid showing male vs female distribution across age bands
Competitor benchmarking – your company vs a competitor across multiple performance dimensions
Before and after comparison – pre-intervention vs post-intervention metrics across departments or regions
Survey response comparison – agree vs disagree distributions for multiple survey questions shown side by side
Budget vs actuals by department – planned and actual spend for each cost centre shown as mirrored bars, highlighting which departments are over or underspent
Best paired with
HR analyticsDemographicsA/B comparisonCompetitor analysis
Beyond the Bar Chart101ExcelHacks.co52
Complexity scorecard
Intermediate
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo.
Pro tip
Negate one side with a helper column, then use a custom number format such as 0;0 so the axis and labels still read as positive values.
Compatibility
PlatformSupportNote
Excel DesktopFullbuilt using a bar chart with a reversed axis trick
Excel MobilePartialView only
Excel WebFullFull support
Google Sheets importPartialBar chart structure imports but axis reversal formatting may reset; requires manual fix
Constraints & limitations
The left-side bars require negative values or a reversed axis to point leftward – the data itself may need to be stored as negative numbers, which can confuse non-chart users reading the source data
Category labels sit at the centre axis by default and may overlap with bars if labels are long – use a helper column with short labels
Axis scale must be manually synchronised between left and right sides to ensure fair visual comparison
Beyond the Bar Chart101ExcelHacks.co53
How to build it

Butterfly Chart

Step 1 of 5
01Negate one side in a helper column

Structure data as three columns: Category, Left Series (as negative values or use axis reversal), Right Series (positive values)

02Insert a bar chart from both series

Insert a horizontal bar chart using both series

03Overlap the series to 100%

Select the left series bars → right-click → Format Data Series → Series Options → drag the Series Overlap slider to 100%

04Hide the minus signs with a number format

Apply a custom number format to the left series' values and labels: #,##0;#,##0 – this hides the minus sign so the negative values read as plain positive numbers

05Centre the category labels between wings

Position category labels at the centre: select the category axis → Format Axis → set Label Position to "Low" → move labels manually or use a third invisible series to float centre labels

Screen captureassets/steps/07-butterfly-step-1.png
Beyond the Bar Chart101ExcelHacks.co54
How to build it

Butterfly Chart

Step 2 of 5
01Negate one side in a helper column

Structure data as three columns: Category, Left Series (as negative values or use axis reversal), Right Series (positive values)

02Insert a bar chart from both series

Insert a horizontal bar chart using both series

03Overlap the series to 100%

Select the left series bars → right-click → Format Data Series → Series Options → drag the Series Overlap slider to 100%

04Hide the minus signs with a number format

Apply a custom number format to the left series' values and labels: #,##0;#,##0 – this hides the minus sign so the negative values read as plain positive numbers

05Centre the category labels between wings

Position category labels at the centre: select the category axis → Format Axis → set Label Position to "Low" → move labels manually or use a third invisible series to float centre labels

Screen captureassets/steps/07-butterfly-step-2.png
Beyond the Bar Chart101ExcelHacks.co55
How to build it

Butterfly Chart

Step 3 of 5
01Negate one side in a helper column

Structure data as three columns: Category, Left Series (as negative values or use axis reversal), Right Series (positive values)

02Insert a bar chart from both series

Insert a horizontal bar chart using both series

03Overlap the series to 100%

Select the left series bars → right-click → Format Data Series → Series Options → drag the Series Overlap slider to 100%

04Hide the minus signs with a number format

Apply a custom number format to the left series' values and labels: #,##0;#,##0 – this hides the minus sign so the negative values read as plain positive numbers

05Centre the category labels between wings

Position category labels at the centre: select the category axis → Format Axis → set Label Position to "Low" → move labels manually or use a third invisible series to float centre labels

Screen captureassets/steps/07-butterfly-step-3.png
Beyond the Bar Chart101ExcelHacks.co56
How to build it

Butterfly Chart

Step 4 of 5
01Negate one side in a helper column

Structure data as three columns: Category, Left Series (as negative values or use axis reversal), Right Series (positive values)

02Insert a bar chart from both series

Insert a horizontal bar chart using both series

03Overlap the series to 100%

Select the left series bars → right-click → Format Data Series → Series Options → drag the Series Overlap slider to 100%

04Hide the minus signs with a number format

Apply a custom number format to the left series' values and labels: #,##0;#,##0 – this hides the minus sign so the negative values read as plain positive numbers

05Centre the category labels between wings

Position category labels at the centre: select the category axis → Format Axis → set Label Position to "Low" → move labels manually or use a third invisible series to float centre labels

Screen captureassets/steps/07-butterfly-step-4.png
Beyond the Bar Chart101ExcelHacks.co57
How to build it

Butterfly Chart

Step 5 of 5
01Negate one side in a helper column

Structure data as three columns: Category, Left Series (as negative values or use axis reversal), Right Series (positive values)

02Insert a bar chart from both series

Insert a horizontal bar chart using both series

03Overlap the series to 100%

Select the left series bars → right-click → Format Data Series → Series Options → drag the Series Overlap slider to 100%

04Hide the minus signs with a number format

Apply a custom number format to the left series' values and labels: #,##0;#,##0 – this hides the minus sign so the negative values read as plain positive numbers

05Centre the category labels between wings

Position category labels at the centre: select the category axis → Format Axis → set Label Position to "Low" → move labels manually or use a third invisible series to float centre labels

Full walkthroughDownload templateWorkbook tab 07_Butterfly
Screen captureassets/steps/07-butterfly-step-5.png
Beyond the Bar Chart101ExcelHacks.co58
08
Chart 08 of 11

Checkbox Chart

Reader-controlled series toggles
Intermediate
Beyond the Bar Chart101ExcelHacks.co59
08
Chart 08 of 11
Checkbox Chart
Reader-controlled series toggles
What it is

A checkbox chart is a standard chart (column, line, bar or other) connected to a set of Form Control checkboxes that show or hide individual data series dynamically. Checking a box makes a series visible; unchecking hides it. The result is an interactive dashboard element that allows users to control what they see without editing the underlying data – a powerful UX upgrade for shared reports and presentations.

Enterprise use cases
Multi-region sales dashboard – toggle individual regions on/off to isolate performance without cluttering the chart with all series simultaneously
Scenario comparison model – show/hide Base Case, Upside and Downside forecast lines on a single chart
Product line performance – allow the reader to select which product lines to compare on a shared revenue chart
Departmental cost dashboard – finance teams can isolate specific cost centres for focused review
Executive presentation charts – build a "reveal" experience by checking boxes sequentially during a presentation to walk through data layer by layer
Best paired with
Interactive dashboardsSelf-serve reportsScenario viewsDemos
Beyond the Bar Chart101ExcelHacks.co60
Complexity scorecard
Intermediate
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo. Uses Form Control checkboxes linked to helper cells, combined with IF-based series toggle formulas. (VBA can be added for more advanced reset/select-all functionality.)
Pro tip
Return NA() rather than 0 from your toggle formula. A zero flattens the series onto the axis; NA() removes it from the plot entirely.
Compatibility
PlatformSupportNote
Excel DesktopFullForm Controls are a desktop-only feature
Excel MobilePartialChart displays but checkboxes are non-interactive on mobile
Excel WebPartialchart will display in its default state only
Google Sheets importBreaksentire interactive mechanism must be rebuilt
Constraints & limitations
Form Controls are Excel Desktop only – this limits the chart's interactivity to desktop users
Each checkbox requires a linked cell and a corresponding IF formula in the data preparation table – complexity scales with number of series
The chart must be based on helper data (not raw data) to allow series toggling via formula
Beyond the Bar Chart101ExcelHacks.co61
How to build it

Checkbox Chart

Step 1 of 5
01Write the IF/NA toggle formulas

In your data prep area, create a helper table: for each series, write =IF(linked_cell=TRUE, actual_value, NA()) – NA() hides the series without removing it from the chart

02Add Form Control checkboxes

Insert → Form Controls → Checkbox; draw a checkbox near the chart

03Link each checkbox to a cell

Right-click checkbox → Format Control → Cell link → select a blank cell (this cell will show TRUE/FALSE)

04Chart the toggled helper range

Build your chart using the helper table (not the raw data)

05Position the controls over the chart

Repeat for each series; align and label checkboxes; lock the worksheet to prevent accidental edits to helper cells

Screen captureassets/steps/08-checkbox-step-1.png
Beyond the Bar Chart101ExcelHacks.co62
How to build it

Checkbox Chart

Step 2 of 5
01Write the IF/NA toggle formulas

In your data prep area, create a helper table: for each series, write =IF(linked_cell=TRUE, actual_value, NA()) – NA() hides the series without removing it from the chart

02Add Form Control checkboxes

Insert → Form Controls → Checkbox; draw a checkbox near the chart

03Link each checkbox to a cell

Right-click checkbox → Format Control → Cell link → select a blank cell (this cell will show TRUE/FALSE)

04Chart the toggled helper range

Build your chart using the helper table (not the raw data)

05Position the controls over the chart

Repeat for each series; align and label checkboxes; lock the worksheet to prevent accidental edits to helper cells

Screen captureassets/steps/08-checkbox-step-2.png
Beyond the Bar Chart101ExcelHacks.co63
How to build it

Checkbox Chart

Step 3 of 5
01Write the IF/NA toggle formulas

In your data prep area, create a helper table: for each series, write =IF(linked_cell=TRUE, actual_value, NA()) – NA() hides the series without removing it from the chart

02Add Form Control checkboxes

Insert → Form Controls → Checkbox; draw a checkbox near the chart

03Link each checkbox to a cell

Right-click checkbox → Format Control → Cell link → select a blank cell (this cell will show TRUE/FALSE)

04Chart the toggled helper range

Build your chart using the helper table (not the raw data)

05Position the controls over the chart

Repeat for each series; align and label checkboxes; lock the worksheet to prevent accidental edits to helper cells

Screen captureassets/steps/08-checkbox-step-3.png
Beyond the Bar Chart101ExcelHacks.co64
How to build it

Checkbox Chart

Step 4 of 5
01Write the IF/NA toggle formulas

In your data prep area, create a helper table: for each series, write =IF(linked_cell=TRUE, actual_value, NA()) – NA() hides the series without removing it from the chart

02Add Form Control checkboxes

Insert → Form Controls → Checkbox; draw a checkbox near the chart

03Link each checkbox to a cell

Right-click checkbox → Format Control → Cell link → select a blank cell (this cell will show TRUE/FALSE)

04Chart the toggled helper range

Build your chart using the helper table (not the raw data)

05Position the controls over the chart

Repeat for each series; align and label checkboxes; lock the worksheet to prevent accidental edits to helper cells

Screen captureassets/steps/08-checkbox-step-4.png
Beyond the Bar Chart101ExcelHacks.co65
How to build it

Checkbox Chart

Step 5 of 5
01Write the IF/NA toggle formulas

In your data prep area, create a helper table: for each series, write =IF(linked_cell=TRUE, actual_value, NA()) – NA() hides the series without removing it from the chart

02Add Form Control checkboxes

Insert → Form Controls → Checkbox; draw a checkbox near the chart

03Link each checkbox to a cell

Right-click checkbox → Format Control → Cell link → select a blank cell (this cell will show TRUE/FALSE)

04Chart the toggled helper range

Build your chart using the helper table (not the raw data)

05Position the controls over the chart

Repeat for each series; align and label checkboxes; lock the worksheet to prevent accidental edits to helper cells

Full walkthroughDownload templateWorkbook tab 08_Checkbox
Screen captureassets/steps/08-checkbox-step-5.png
Beyond the Bar Chart101ExcelHacks.co66
See it in a real dashboard

Ward & Polling Station Tracker

Ward & Polling Station Tracker
Dashboard screenshotassets/sample-dashboard-checkbox-chart.png

Two Form Control checkboxes on the right – Wards and Polling Stations – toggle each series on and off without touching the underlying state-by-state data.

Beyond the Bar Chart101ExcelHacks.co67
09
Chart 09 of 11

Speedometer Chart

A dial for a single metric
Advanced
72%
Beyond the Bar Chart101ExcelHacks.co68
09
72%
Chart 09 of 11
Speedometer Chart
A dial for a single metric
What it is

A speedometer chart (also called a gauge or dial chart) displays a single KPI value on a semicircular arc divided into coloured zones – typically red (poor), amber (caution) and green (target). A needle points to the current value. Excel has no native gauge type – it is built by combining a doughnut chart (for the arc and zones) with a pie chart (for the needle), then overlaying them on the same plot area. The result is one of Excel's most visually striking chart types and a perennial favourite in executive dashboards.

Enterprise use cases
KPI dashboard headline metric – NPS score, customer satisfaction rating or net promoter index as a dial on an executive summary page
Sales target attainment – percentage of quota achieved displayed as a gauge with red/amber/green zones
Financial health indicator – current ratio, debt-to-equity or margin versus benchmark, displayed as a single dial
Operational SLA compliance – percentage of tickets resolved within SLA, showing performance against threshold
Safety and quality metrics – defect rate or incident frequency displayed as a dial with regulatory thresholds as zone boundaries
Best paired with
Executive KPIsSLA monitoringTarget trackingOps dashboards
Beyond the Bar Chart101ExcelHacks.co69
Complexity scorecard
Advanced
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
VBA may be requiredOptional for static gauge. Required for a dynamic needle that updates live when a linked cell changes without requiring a chart refresh.
Pro tip
The needle is a second doughnut ring, not a shape. Build it as three slices – before, needle, after – so it rotates with the value instead of needing to be dragged.
Compatibility
PlatformSupportNote
Excel DesktopFullrequires combining doughnut and pie charts
Excel MobilePartialDisplays if pre-built; no editing
Excel WebPartialDisplays correctly; no editing of combined chart type
Google Sheets importBreaksdoughnut/pie combination does not survive import; rebuild from scratch
Constraints & limitations
Built from two overlapping charts – any accidental click can select the wrong chart layer, breaking the visual
The needle is a very thin pie slice (1–3 degrees) – precision is limited; small value changes produce barely visible needle movement
Zone boundaries must be hardcoded as separate doughnut series segments; changing zone thresholds requires manual data table edits
The chart cannot display negative values on the arc – all inputs must be normalised to a 0–100 or 0–max scale
Beyond the Bar Chart101ExcelHacks.co70
How to build it

Speedometer Chart

Step 1 of 5
01Build the band and needle data table

Build a data table with four rows: the three zone sizes (e.g. 33, 33, 34 for equal thirds) plus a "blank" row to create the bottom half of the doughnut arc

02Insert a doughnut chart for the bands

Insert a doughnut chart; format zone segments with red, amber and green fills; format the bottom half segment with no fill and no border

03Rotate and hide the lower half

Rotate the doughnut 270° so the flat edge sits at the bottom (Format Data Series → Angle of first slice = 270)

04Add the needle as a second series

Add a second data series (the needle): three values – needle position, needle width (1–3), and the remaining arc value; change this series type to Pie; format the needle slice with a dark fill, the others with no fill

05Overlay the value and finish the dial

Overlay both charts on the same plot area; lock the chart group; add a linked text box showing the numeric value beneath the dial centre

Screen captureassets/steps/09-speedometer-step-1.png
Beyond the Bar Chart101ExcelHacks.co71
How to build it

Speedometer Chart

Step 2 of 5
01Build the band and needle data table

Build a data table with four rows: the three zone sizes (e.g. 33, 33, 34 for equal thirds) plus a "blank" row to create the bottom half of the doughnut arc

02Insert a doughnut chart for the bands

Insert a doughnut chart; format zone segments with red, amber and green fills; format the bottom half segment with no fill and no border

03Rotate and hide the lower half

Rotate the doughnut 270° so the flat edge sits at the bottom (Format Data Series → Angle of first slice = 270)

04Add the needle as a second series

Add a second data series (the needle): three values – needle position, needle width (1–3), and the remaining arc value; change this series type to Pie; format the needle slice with a dark fill, the others with no fill

05Overlay the value and finish the dial

Overlay both charts on the same plot area; lock the chart group; add a linked text box showing the numeric value beneath the dial centre

Screen captureassets/steps/09-speedometer-step-2.png
Beyond the Bar Chart101ExcelHacks.co72
How to build it

Speedometer Chart

Step 3 of 5
01Build the band and needle data table

Build a data table with four rows: the three zone sizes (e.g. 33, 33, 34 for equal thirds) plus a "blank" row to create the bottom half of the doughnut arc

02Insert a doughnut chart for the bands

Insert a doughnut chart; format zone segments with red, amber and green fills; format the bottom half segment with no fill and no border

03Rotate and hide the lower half

Rotate the doughnut 270° so the flat edge sits at the bottom (Format Data Series → Angle of first slice = 270)

04Add the needle as a second series

Add a second data series (the needle): three values – needle position, needle width (1–3), and the remaining arc value; change this series type to Pie; format the needle slice with a dark fill, the others with no fill

05Overlay the value and finish the dial

Overlay both charts on the same plot area; lock the chart group; add a linked text box showing the numeric value beneath the dial centre

Screen captureassets/steps/09-speedometer-step-3.png
Beyond the Bar Chart101ExcelHacks.co73
How to build it

Speedometer Chart

Step 4 of 5
01Build the band and needle data table

Build a data table with four rows: the three zone sizes (e.g. 33, 33, 34 for equal thirds) plus a "blank" row to create the bottom half of the doughnut arc

02Insert a doughnut chart for the bands

Insert a doughnut chart; format zone segments with red, amber and green fills; format the bottom half segment with no fill and no border

03Rotate and hide the lower half

Rotate the doughnut 270° so the flat edge sits at the bottom (Format Data Series → Angle of first slice = 270)

04Add the needle as a second series

Add a second data series (the needle): three values – needle position, needle width (1–3), and the remaining arc value; change this series type to Pie; format the needle slice with a dark fill, the others with no fill

05Overlay the value and finish the dial

Overlay both charts on the same plot area; lock the chart group; add a linked text box showing the numeric value beneath the dial centre

Screen captureassets/steps/09-speedometer-step-4.png
Beyond the Bar Chart101ExcelHacks.co74
How to build it

Speedometer Chart

Step 5 of 5
01Build the band and needle data table

Build a data table with four rows: the three zone sizes (e.g. 33, 33, 34 for equal thirds) plus a "blank" row to create the bottom half of the doughnut arc

02Insert a doughnut chart for the bands

Insert a doughnut chart; format zone segments with red, amber and green fills; format the bottom half segment with no fill and no border

03Rotate and hide the lower half

Rotate the doughnut 270° so the flat edge sits at the bottom (Format Data Series → Angle of first slice = 270)

04Add the needle as a second series

Add a second data series (the needle): three values – needle position, needle width (1–3), and the remaining arc value; change this series type to Pie; format the needle slice with a dark fill, the others with no fill

05Overlay the value and finish the dial

Overlay both charts on the same plot area; lock the chart group; add a linked text box showing the numeric value beneath the dial centre

Full walkthroughDownload templateWorkbook tab 09_Speedometer
Screen captureassets/steps/09-speedometer-step-5.png
Beyond the Bar Chart101ExcelHacks.co75
See it in a real dashboard

Support Team Performance Dashboard

Example 1 of 2
Support Team Performance Dashboard
Dashboard screenshotassets/sample-dashboard-speedometer.png

Occupancy Rate and Net Promoter Score are both built as the doughnut-plus-needle gauge this guide teaches – reused twice on the same executive dashboard.

Beyond the Bar Chart101ExcelHacks.co76
See it in a real dashboard

Salesperson Scorecard

Example 2 of 2
Salesperson Scorecard
Dashboard screenshotassets/sample-dashboard-speedometer-in-cell.png

The Total Sales gauge pairs with in-cell bars in the Change column – two techniques from this guide, side by side in one scorecard.

Beyond the Bar Chart101ExcelHacks.co77
10
Chart 10 of 11

Image Copy-Paste Chart

Bars filled with pictures
Advanced
Beyond the Bar Chart101ExcelHacks.co78
10
Chart 10 of 11
Image Copy-Paste Chart
Bars filled with pictures
What it is

An image copy-paste chart (also called a picture fill chart or pictograph) is a bar or column chart where the fill of each bar is replaced by a repeated or stretched image – most often an icon, a product image or a branded graphic. This transforms a standard bar chart into a pictograph that communicates category identity through visual association, not just colour and height. It is built by copying an image to the clipboard and pasting it directly onto a selected chart bar.

Enterprise use cases
Product comparison charts – each bar displays the product's own image as its fill, making category identification immediate without reading axis labels
Regional sales dashboards – bars filled with country flags or regional icons for geographic sales reporting
HR and people analytics – person icons stacked vertically to show headcount, making each unit of height represent one person
Retail and FMCG reporting – SKU images used as bar fills in a sales ranking chart for category management presentations
Executive presentations – branded report decks where chart bars carry the company logo or campaign imagery as fill, reinforcing visual identity
Best paired with
Product comparisonRetail reportingPeople analyticsExec decks
Beyond the Bar Chart101ExcelHacks.co79
Complexity scorecard
Advanced
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo.
Pro tip
Always choose "Stack and Scale with" over "Stretch". Stretch distorts your icon every time the underlying value changes.
Compatibility
PlatformSupportNote
Excel DesktopFullpaste image directly onto selected bar
Excel MobilePartialDisplays if pre-built; cannot apply picture fills on mobile
Excel WebPartialDisplays but picture fills cannot be applied or edited in browser
Google Sheets importBreakspicture fills are stripped on import; bars revert to solid colour
Constraints & limitations
"Stretch" fill distorts images as bar heights change – use "Stack and Scale" fill mode with a sensibly sized icon to avoid distortion
Image resolution affects print quality – use SVG or high-DPI PNG sources for report-quality output
File size increases significantly when images are embedded in chart bars – keep source images under 100KB each
Updating the underlying data does not update the image – the visual fill is static; only the bar height changes
Beyond the Bar Chart101ExcelHacks.co80
How to build it

Image Copy-Paste Chart

Step 1 of 4
01Build a standard column chart

Build a standard column or bar chart using your data

02Prepare square, transparent icons

Prepare your images: PNG or SVG files, ideally square-format, transparent background, consistent dimensions

03Copy the icon and paste the fill

Copy the image to clipboard (Ctrl+C on the image file or image in a cell); click once to select the chart series, then click again to select a single bar, and paste with Ctrl+V – the image fills the bar

04Switch to Stack and Scale units

Right-click the filled bar → Format Data Series → Fill → "Stack and Scale with" → set units-per-picture to a meaningful value (e.g. 1 icon = 10,000 units); repeat for each bar if different images are needed per category

Screen captureassets/steps/10-image-fill-step-1.png
Beyond the Bar Chart101ExcelHacks.co81
How to build it

Image Copy-Paste Chart

Step 2 of 4
01Build a standard column chart

Build a standard column or bar chart using your data

02Prepare square, transparent icons

Prepare your images: PNG or SVG files, ideally square-format, transparent background, consistent dimensions

03Copy the icon and paste the fill

Copy the image to clipboard (Ctrl+C on the image file or image in a cell); click once to select the chart series, then click again to select a single bar, and paste with Ctrl+V – the image fills the bar

04Switch to Stack and Scale units

Right-click the filled bar → Format Data Series → Fill → "Stack and Scale with" → set units-per-picture to a meaningful value (e.g. 1 icon = 10,000 units); repeat for each bar if different images are needed per category

Screen captureassets/steps/10-image-fill-step-2.png
Beyond the Bar Chart101ExcelHacks.co82
How to build it

Image Copy-Paste Chart

Step 3 of 4
01Build a standard column chart

Build a standard column or bar chart using your data

02Prepare square, transparent icons

Prepare your images: PNG or SVG files, ideally square-format, transparent background, consistent dimensions

03Copy the icon and paste the fill

Copy the image to clipboard (Ctrl+C on the image file or image in a cell); click once to select the chart series, then click again to select a single bar, and paste with Ctrl+V – the image fills the bar

04Switch to Stack and Scale units

Right-click the filled bar → Format Data Series → Fill → "Stack and Scale with" → set units-per-picture to a meaningful value (e.g. 1 icon = 10,000 units); repeat for each bar if different images are needed per category

Screen captureassets/steps/10-image-fill-step-3.png
Beyond the Bar Chart101ExcelHacks.co83
How to build it

Image Copy-Paste Chart

Step 4 of 4
01Build a standard column chart

Build a standard column or bar chart using your data

02Prepare square, transparent icons

Prepare your images: PNG or SVG files, ideally square-format, transparent background, consistent dimensions

03Copy the icon and paste the fill

Copy the image to clipboard (Ctrl+C on the image file or image in a cell); click once to select the chart series, then click again to select a single bar, and paste with Ctrl+V – the image fills the bar

04Switch to Stack and Scale units

Right-click the filled bar → Format Data Series → Fill → "Stack and Scale with" → set units-per-picture to a meaningful value (e.g. 1 icon = 10,000 units); repeat for each bar if different images are needed per category

Screen captureassets/steps/10-image-fill-step-5.png
Beyond the Bar Chart101ExcelHacks.co84
11
Chart 11 of 11

Pareto Chart

Find the vital few
Intermediate
Beyond the Bar Chart101ExcelHacks.co85
11
Chart 11 of 11
Pareto Chart
Find the vital few
What it is

A Pareto chart combines a descending bar chart with a cumulative percentage line, built on the principle that roughly 80% of effects come from 20% of causes. Bars are sorted largest to smallest (left to right); the cumulative line rises from 0% to 100% across the bars. A reference line at 80% allows instant identification of the "vital few" categories driving the majority of the outcome. Excel 2016+ includes a native Pareto chart type.

Enterprise use cases
Defect and quality analysis – identify the small number of defect types causing the majority of product failures, for Six Sigma and quality management reporting
Customer complaint analysis – which complaint categories account for 80% of all complaints, to focus service improvement effort
Revenue concentration analysis – which 20% of customers, products or SKUs generate 80% of revenue, for portfolio prioritisation
Cost driver analysis – which cost categories account for the bulk of total expenditure, for cost reduction targeting
IT incident management – which incident types account for most system downtime, to prioritise infrastructure investment
Best paired with
Quality analysisComplaint triageCost driversIncident review
Beyond the Bar Chart101ExcelHacks.co86
Complexity scorecard
Intermediate
Features needed
Formatting effort
Formulas needed
Form controls
Time to develop
No VBA requiredNo.
Pro tip
Excel defaults the cumulative axis to 0-120%. Lock the maximum to 1 or the 80% line lands in the wrong place and the chart lies.
Compatibility
PlatformSupportNote
Excel Desktop 2016+FullInsert → Charts → Histogram → Pareto
Excel Desktop 2013 and belowPartialMust build manually using sorted bar chart + cumulative line series
Excel MobilePartialView only
Excel WebFullFull support
Google Sheets importPartialreverts to bar chart; rebuild manually
Constraints & limitations
Native Pareto sorts automatically – if your data is already sorted differently, the chart may override your intended order
The 80% reference line is not built in – it must be added manually as a constant-value series or a drawn line shape
The secondary y-axis (for the cumulative %) defaults to 0–120%; lock it to 0–100% for accurate visual reading
In the manual build (Excel 2013), the cumulative percentage must be calculated in a helper column: =SUM($B$2:B2)/SUM($B$2:$B$12) formatted as percentage
Beyond the Bar Chart101ExcelHacks.co87
How to build it

Pareto Chart

Step 1 of 4
01Sort categories descending by value

Sort your data descending by value (largest category first)

02Add the cumulative percentage column

Add a helper column for cumulative %: =SUM($B$2:B2)/SUM($B$2:$B$[last row]) – format as percentage

03Insert the native Pareto chart

Excel 2016+: Select both value and cumulative % columns → Insert → Charts → Histogram → Pareto – done

04Lock the axis and add the 80% line

Format: set secondary y-axis max to 1 (100%); add a constant series at 0.8 as a dashed horizontal reference line; label the 80% line; set bar colours descending dark-to-light green; format line with red

Screen captureassets/steps/11-pareto-step-1.png
Beyond the Bar Chart101ExcelHacks.co88
How to build it

Pareto Chart

Step 2 of 4
01Sort categories descending by value

Sort your data descending by value (largest category first)

02Add the cumulative percentage column

Add a helper column for cumulative %: =SUM($B$2:B2)/SUM($B$2:$B$[last row]) – format as percentage

03Insert the native Pareto chart

Excel 2016+: Select both value and cumulative % columns → Insert → Charts → Histogram → Pareto – done

04Lock the axis and add the 80% line

Format: set secondary y-axis max to 1 (100%); add a constant series at 0.8 as a dashed horizontal reference line; label the 80% line; set bar colours descending dark-to-light green; format line with red

Screen captureassets/steps/11-pareto-step-2.png
Beyond the Bar Chart101ExcelHacks.co89
How to build it

Pareto Chart

Step 3 of 4
01Sort categories descending by value

Sort your data descending by value (largest category first)

02Add the cumulative percentage column

Add a helper column for cumulative %: =SUM($B$2:B2)/SUM($B$2:$B$[last row]) – format as percentage

03Insert the native Pareto chart

Excel 2016+: Select both value and cumulative % columns → Insert → Charts → Histogram → Pareto – done

04Lock the axis and add the 80% line

Format: set secondary y-axis max to 1 (100%); add a constant series at 0.8 as a dashed horizontal reference line; label the 80% line; set bar colours descending dark-to-light green; format line with red

Screen captureassets/steps/11-pareto-step-3.png
Beyond the Bar Chart101ExcelHacks.co90
How to build it

Pareto Chart

Step 4 of 4
01Sort categories descending by value

Sort your data descending by value (largest category first)

02Add the cumulative percentage column

Add a helper column for cumulative %: =SUM($B$2:B2)/SUM($B$2:$B$[last row]) – format as percentage

03Insert the native Pareto chart

Excel 2016+: Select both value and cumulative % columns → Insert → Charts → Histogram → Pareto – done

04Lock the axis and add the 80% line

Format: set secondary y-axis max to 1 (100%); add a constant series at 0.8 as a dashed horizontal reference line; label the 80% line; set bar colours descending dark-to-light green; format line with red

Full walkthroughDownload templateWorkbook tab 11_Pareto
Screen captureassets/steps/11-pareto-step-5.png
Beyond the Bar Chart101ExcelHacks.co91
At a glance

All eleven charts, side by side

Part 1 of 2
ComplexityCompatibility
ChartLevelFeaturesFormatFormulasControlsTimeDesktopWebMobileSheets
01 Combo ChartTwo scales, one plot areaBeginnerFullFullPartialPartial
02 Funnel ChartStage-by-stage drop-offBeginnerFullFullPartialBreaks
03 In-Cell ChartCharts that live inside cellsBeginnerFullPartialPartialBreaks
04 Waterfall ChartShow cumulative change across categoriesIntermediateFullFullPartialBreaks
05 Gantt ChartTasks laid out along a timelineIntermediateFullFullPartialBreaks
06 Waffle ChartA 10x10 grid as a percentageIntermediateFullFullPartialPartial
Beyond the Bar Chart101ExcelHacks.co92
At a glance

All eleven charts, side by side

Part 2 of 2
ComplexityCompatibility
ChartLevelFeaturesFormatFormulasControlsTimeDesktopWebMobileSheets
07 Butterfly ChartTwo populations, mirroredIntermediateFullFullPartialPartial
08 Checkbox ChartReader-controlled series togglesIntermediateFullPartialPartialBreaks
09 72%Speedometer ChartA dial for a single metricAdvancedFullPartialPartialBreaks
10 Image Copy-Paste ChartBars filled with picturesAdvancedFullPartialPartialBreaks
11 Pareto ChartFind the vital fewIntermediateFullFullPartialPartial
3 beginner, 6 intermediate, 2 advanced. Every chart here is built with native Excel tools on a supported desktop release. Where a platform column reads Partial or Breaks, the note on that chart's overview page says exactly what changes.
Download the companion workbook
Beyond the Bar Chart101ExcelHacks.co93
A Practical Guide to Creating Visualizations in Microsoft Excel

Beyond the
Bar Chart.

11 underused chart types that transform how your dashboards, models and reports communicate.

11 Chart Types55 Enterprise Use CasesComplexity Scored Per ChartPlatform Compatibility Per Chart
Written by101 Excel Hacks
Combo
Funnel
In-Cell
Waterfall
Gantt
Waffle
Butterfly
Checkbox
Speedometer
72%
Image Copy-Paste
Pareto
101
101 Excel Hacks
Win with Excel. Tips, templates and tools for professionals and small business owners.
Start herewww.101excelhacks.co
Follow along
YouTubeyoutube.com/@101excelhacks8
Instagraminstagram.com/101excelhacks
TikToktiktok.com/@101excelhacks
Keep going

You just built eleven charts.
Here is what to build next.

This guide is one corner of the site. Everything below is already there, free or paid, and all of it is built the same way: native Excel, no add-ins, workbook included.

Screenshotassets/promo/pmp-study-tool.png
Free PMP study toolInteractive Excel, instant download
Screenshotassets/promo/templates.png
Automation templatesBest sellers on the shop
Screenshotassets/promo/tutorials.png
YouTube tutorialsStep-by-step builds, workbook included
Get weekly Excel tipsJoin thousands of professionals. No spam, unsubscribe any time. Sign up at 101excelhacks.co
Shop templates on Selar