LABORATORY ACTIVITY: Advanced Data Visualization Techniques in MS Excel

Course: Data Science Analytics

Students: BS Psychology 3

Advanced data visualization techniques in Excel go beyond the basic charts and graphs that most
people are familiar with. They allow you to create more complex and informative visualizations that can help
you to better understand and communicate your data.

Objective: At the end of this activity, students will be able to:

1. Become familiar with these advanced data visualization techniques.

2. Integrate these advanced data visualization techniques in everyday life or in the field of business.
3. Apply these advanced data visualization techniques that can help to create more informative and
visually appealing presentations.
4. The charts and graphs help the students to better understand the data and make better decisions.

ACTIVITY INSTRUCTION

PART 1. CHARTS AND GRAPHS

Worksheet 1. Food Allowance

1. Open a new Excel Workbook and name the file as “LAB U 4ever_Advanced Data Visualization
Technique”
2. Add a worksheet and name it “Food Allowance”
3. In column A, enter “Category”, column B as “Sub-Category” and column C as “Allocated Money”
4. Under the “Category” Column, enter the following data:

CATEGORY
Monday
Monday
Monday
Tuesday
Tuesday
Tuesday
Wednesday
Wednesday
Wednesday
Thursday
Thursday
Thursday
Friday
Friday
Friday

5. Under the “Sub-Category” Column, enter the following data:

SUB-CATEGORY

Breakfast
Lunch
Dinner
Breakfast
Lunch
Dinner
 Breakfast
Lunch
Dinner
Breakfast
Lunch
Dinner
Breakfast
Lunch
Dinner

6. Under the “Allocated Money” column, enter the following data:

ALLOCATED MONEY

25
70
50
40
50
70
30
60
50
20
50
70
35
60
55

7. Before making a chart, check if all of the datasets are in a proper format.
8. Select the dataset, highlight the cells containing the data (including the column headers, e.g,
“Category,” Sub-Category,” and “Allocated Money”
9. Go to the Insert Tab >Charts> Recommended Charts > All Charts > Treemap > Click Ok Or Go
to Insert Tab > Charts > Hierarchy Chart > Treemap > Click Ok

10. The same dataset will be used to make the sunburst chart. Select the dataset, highlight the cells
containing the data (including the column headers, e.g, “Category”, Sub-Category,” and “Allocated
Money”
11. Go to the Insert Tab > Chart> Recommended Charts > All Charts > Sunburst > Click Ok Or Go
to Insert Tab > Charts > Hierarchy Chart > Sunburst > Click Ok
12. The Sunburst Chart and treemap will appear on your worksheet. Name the charts as “Food Allowance”
and then click the “+” or chart element to add a label on the chart. Customize it in a professional
manner.
Worksheet 2. Calories Tracker

1. In the same workbook, add a new worksheet and name it “Calories Tracker”
2. In column A, enter “Time Spend” and in column B, “Calories Burned”
3. In the “Time Spend” column, enter the following data:

TIME SPENT
60
45
30
20
40
35
25
50
55
15

4. In the “Calories Burned” column, enter the following data:

CALORIES BURNED
100
80
50
25
75
70
30
60
60
20

5. Before making a chart, check if all of the datasets are in a proper format.
6. Select the dataset, highlight the cells containing the data (including the column headers, e.g, “Time
Spend” and “Calories Burned”)
7. Go to the Insert Tab > Charts> Recommended Charts > All Charts > XY (Scatter) > Click Ok.
There are a lot of choices under the scatter plot, you can pick any scatter plot according to your
preference.
8. The same dataset will be used for the bubble plot. Go to the Insert Tab > Charts> Recommended
Charts > All Charts > XY (Scatter) > Bubble > Click Ok
9. The scatter plot and bubble plot will appear on your worksheet. Name the charts as “Calories Burned.”
Customize the charts in a professional manner.

Worksheet 3. Sleep Quality Tracker

1. In the same workbook, add a new worksheet and name it “Sleep Quality Tracker”
2. In column A, enter “Days”, column B as “Sleep Duration”, column C as “Sleep Efficiency”, and
column D as “Restfulness”
3. In the “Days” column, enter the following data:

Days
Day 1
Day 2
Day 3
 Day 4
Day 5
Day 6
Day 7

4. In the “Sleep Duration” column, enter the following data:

Sleep Duration
7
6
8
7.5
6.5
8
7

5. In the “Sleep Efficiency” column, enter the following data:

Sleep Efficiency
5
8
9
8
3
9
7

6. In the “Restfulness” Column, enter the following data:

Restfulness
6
7
9
7
6
8
7

7. Before making a chart, check if all of the datasets are in a proper format.
8. Select the dataset and highlight the cells containing the data (including the column headers, e.g, “Days”
and “Sleep Duration” “Sleep Efficiency” and “Restfulness”)
9. Go to the Insert Tab >Charts > Recommended Charts > All Charts > Radar > Click Ok. There are
a lot of choices under the radar chart, you can pick any radar chart according to your preference.
10. The radar chart will appear in your worksheet. Name the chart “Sleep Quality.” Customize the chart in
a professional manner.
Worksheet 4. Fitness Goal

1. In the same workbook, add a new worksheet and name it “Fitness Goal”
2. On column A, enter “Weeks”; on column B, “Weight Change”; and on column C, “Cumulative
Weight.”
3. In the “Weeks” column, enter the following data:

WEEKS
Week 1
Week 2
Week 3
Week 4

4. In the “Weight Change” column, enter the following data:

Weight Change
0
-2
-3
1

5. In the “Cumulative Weight” column, enter the following data:

Cumulative Weight
180
178
175
168

6. Before making a chart, check if all of the datasets are in a proper format.
7. Select the dataset, highlight the cells containing the data (including the column headers, e.g, “Weeks”
“Weight Change” and “Cumulative Weight”
8. Go to the Insert Tab > Charts > Insert Waterfall, funnel, stock, surface and Radar Ribbon> Click
Waterfall > Click Ok

Note: The “Insert Waterfall, funnel, stock, surface and radar” ribbon can be seen in between of
hierarchy chart and map.

9. The waterfall chart will appear in your worksheet. Name the chart as “Weight Tracker.” Customize the
charts in a professional manner.

Worksheet 5. Sales Performance

 1. Create a new worksheet and name it "Sales Performance".
2. Input the data, enter the following data:

Month Product A Product B Product C

January 200 150 300

February 180 120 250

March 220 170 350

April 250 200 400

May 270 210 420

June 300 230 450

July 320 250 470

August 310 240 460

September 280 220 430

October 260 200 410

November 230 180 380

December 210 160 350

3. Ensure proper data format, before making a chart, check if all of the datasets are in a proper format.
4. Highlight the Data
● Highlight the entire table (A1:D13).
5. Insert Pivot Chart
● Go to the Insert tab on the top menu.
● Click Pivot Chart (found under the Charts group).
● A window will pop up.
● Select New Worksheet and click OK.
6. Build the Pivot Chart
● The Pivot Chart Fields List will appear on the right side.
● Drag Month to the Axis (Categories) area.
● Drag Product A, Product B, and Product C to the Values area.
7. Locate the Chart Type Area
● Click on the Pivot Chart to select it.
● Go to the Chart Design tab on the toolbar.
● Look for the Change Chart Type button (it's in the middle part of the ribbon).
● Click Change Chart Type.
 8. Select Chart Type
● Choose your preferred chart type:
○ Column Chart (Clustered Column)
○ Line Chart
○ Click OK.
9. Add a title “Sales Performance 2025”
10. Customize the chart in a professional manner.

PART 2: CONDITIONAL FORMATTING & HEATMAPS

A. Conditional Formatting

Worksheet 6. Expense Tracker

1. Open the existing workbook and add a new worksheet named "Expense Tracker."
2. In column A, enter "Expense Category," in column B "Amount," and in column C "Status."
3.

Expense Category Amount Status

Rent 1200 Paid
Utilities 300 Unpaid
Groceries 500 Paid
Entertainment 200 Unpaid
Transportation 150 Paid
Subscriptions 100 Unpaid
Medical 180 Paid
Insurance 350 Unpaid
Clothing 250 Paid
Savings 600 Paid
4. Input the data, enter the following data:Applying Conditional Formatting:

Before applying conditional formatting, ensure your data is correctly entered.

1. Highlighting High Expenses

● Select the "Amount" column (B2:B11).

● Navigate to Home Tab > Conditional Formatting > Highlight Cell Rules > Greater Than.
● In the dialog box, enter 250 and choose a formatting style (your choice) to highlight expenses
exceeding 250.

2. Highlighting Unpaid Expenses

● Select the "Status" column (C2:C11).

● Go to Conditional Formatting > Highlight Cell Rules > Text that Contains.
● In the dialog box, enter "Unpaid" and choose a formatting style (your choice) to easily identify
unpaid expenses.

B. Heatmap

Worksheet 7. Sales Performance

1. Add a new worksheet named "Sales Performance."

2. In column A, enter "Month," and in columns B to D, enter product names ("Product A," "Product
B," "Product C").
3. Input the data,enter the following data:
 Month Product A Product B Product C

January 200 150 300

February 180 120 250

March 220 170 350

April 250 200 400

May 270 210 420

June 300 230 450

July 320 250 470

August 310 240 460

September 280 220 430

October 260 200 410

November 230 180 380

December 210 160 350

Applying the Heatmap (Conditional Formatting):

Before creating a heatmap, check that all sales data is entered correctly.

1. Select the Sales Data Range

● Highlight the range B2:D13 (all sales data).

2. Apply a Color Scale

● Go to Home Tab > Conditional Formatting > Color Scales.

● Choose the Green-Yellow-Red color scale:
○ Higher sales values will be highlighted in green (indicating strong performance).
○ Lower sales values will be highlighted in red (indicating weaker performance).

PART 3: DATA TABLE (WHAT-IF ANALYSIS)

Worksheet 8. Projected Savings

Step 1: Create a New Worksheet

1. Add a new worksheet.

2. Rename the worksheet as "Projected Savings "

Step 2: Enter Data

1. In cell A1, type "Income"

2. In cell B1, type "Expenses"
3. In cell C1, type "Savings"
4. Enter the following data in row 2:
○ Cell A2: 10000 (Income)
○ Cell B2: 1500 (Expenses)
○ Cell C2: =A2-B2 (Formula to calculate Savings)

Income Expenses Savings

10000 1500 = A2-B2

Step 3: Add Expense Scenarios

1. In cell E1, type "Expense Scenarios"

2. In cell F1, type "Projected Savings"
3. Enter the following expense scenarios in column E starting from row 2:
○ E2: 2000
○ E3: 3000
○ E4: 4000
○ E5: 5000
○ E6: 6000
○ E7: 7000
4. In cell F2, type the formula:
○ = A2 - E2

Step 4: Check Your Data

Before using What-If Analysis, make sure your data and formulas are correct.

Step 5: Apply What-If Analysis (Data Table)

1. Select the range E2:F7 (including Expense Scenarios and Projected Savings).
2. Go to the Data Tab in the Excel Ribbon.
3. Click on "What-If Analysis" in the Forecast group.
4. Select "Data Table."
5. In the Data Table dialog box:
○ Row Input Cell: Leave this blank.
○ Column Input Cell: Click on cell E2 (Expenses).
6. Click OK.
Expected Outcomes

● A treemap visually represents the allocated budget on each meal, the size of each rectangle is
proportional to the amount of money spent in each category. The larger the rectangle the bigger the
value.
● A sunburst chart visually represents the allocated budget on each meal, the size of each ring is
proportional to the amount of money spent in each category. The larger the ring the bigger the value.
● A scatter and bubble plot shows the relationship between time spent exercising and the calories burned.
Whether the marker or the plot is increasing or decreasing.
● A radar chart shows the pattern or areas of sleep quality factors in each week, pinpointing the possible
factors on sleep quality.
● A waterfall chart shows and tracks the weight change in each week, whether it is increasing or
decreasing.
● A Pivot Chart showing the Monthly Sales Performance of Product A, Product B, and Product C.
● Highlighted high expenses and unpaid status using conditional formatting. A heatmap that visually
represents sales performance across different months. Products with higher sales will stand out in
green, while lower sales will be shown in red, helping identify trends in sales performance.
● Calculated projected savings based on different expense scenarios using Data Table (What-If Analysis)

WHAT TO SUBMIT?

● Submit the screenshot image on an existing google drive found in the group chat.
● Create a new folder and name as “GROUP 4 - LABORATORY ACTIVITY”
● The screenshot image should be named as the name of the chart. (Ex. “Sunburst and Treemap” for the
sunburst chart and treemap)
● Provide a clear screenshot of the chart. See the example below.
● Submit only one screenshot per worksheet.