Basic Chart Types

Column / Bar Chart

Line / Area Chart
Pie / Doughnut Chart
Scatter Plot / Bubble Chart
Histogram
Combo Charts
 Excel D
Dynamic & Interactive Charts
Pivot Tables + Pivot Charts
Slicers (for filtering Pivot Tables/Charts)
Timelines (for time-based filters)
 Excel Data Visualization Toolkit
Mini Data Visuals
Sparklines (Line, Column, Win/Loss inside cells)
Conditional Formatting (Color scales, Data bars, Icon sets)
olkit
Statistical Tools & Charts
Trendlines (Linear, Exponential, Polynomial, etc.)
Error bars
Moving averages
Box & Whisker
Pareto chart
Waterfall chart
 Geographic Visualization
Plot regional data on world/country/state maps
 Case Study: Monthly Sales Performance Analysis of Two Retail Stores

A mid-sized retail company operates two outlets in a metropolitan area. Managem

visualizing and understanding the monthly sales patterns of both store

Identify seasonal trends

Compare store performance

Inform inventory planning and promotional campaigns

To understand why Store A consistently outperforms Store B, it is essential to analyze store-specific

footfall, local demographics, marketing expenditures, and customer satisfaction scores. Similarly, to
inventory, and promotional efforts during peak sales months like July and December, data on produc
allocation, and previous promotional campaigns would be instrumental. Finally, identifying strategie
slower months such as January would benefit from insights into customer behavior, promotional effe
factors such as weather or local events. Incorporating this additional data will help managers make m
decisions to improve overall store performance and operational efficiency.
Chart Title
18000
16000
14000
12000
Month Store A Store B 10000
sales

Jan 12000 11000 8000

6000
Feb 13500 12500 4000
Mar 15000 14000 2000
Apr 16000 13500 0
Jan Feb Mar Apr May Jun Jul Aug Sep
May 14500 13000
Jun 15500 14000 Months
Jul 17000 15500
Aug 16500 15000 Store A Linear (Store A) S
Sep 15000 14500
Oct 15500 14800
Nov 16000 15200
Dec 17000 16000

What operational or marketing strategies are enabling Store A to consistently outperform Store B, and how can these
How should staffing, inventory, and promotions be adjusted during peak months like July and December to maximize
What specific actions can be taken to improve sales during slower months like January, and should targeted promotio
 sis of Two Retail Stores

olitan area. Management is interested in

s patterns of both stores to:

ds

nce

tional campaigns

to analyze store-specific factors such as customer

tion scores. Similarly, to optimize staffing,
December, data on product-wise sales, workforce
ally, identifying strategies to boost performance in
ehavior, promotional effectiveness, and external
ll help managers make more informed, data-driven

art Title

May Jun Jul Aug Sep Oct Nov Dec

Months

Linear (Store A) Store B

Store B, and how can these be replicated or adapted?

y and December to maximize sales and customer satisfaction?
and should targeted promotions or localized campaigns be introduced?
 A digital marketing team for an e-commerce website is tracking its monthly web traffic. The data is categorized

Organic Traffic: Users who find the site through search engines

Paid Traffic: Users who arrive through paid advertising (Google Ads, social media, etc.)

Organic Paid
Month
Traffic Traffic
Chart Title
Jan 2200 800
4000
Feb 2500 950 3400
3500 3300 3200
Mar 2700 1000 3000 3100 3100
2900
3000 2700
Apr 3000 1200 2500
May 2900 11002500 2200

Jun 3100 10502000

1300 1400 1350
Jul 3300 13001500 1200 1250
1000 1100 1050
950
Aug 3400 14001000 800

Sep 3200 1350500

Oct 3100 1250 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Nov 3000 1200
Dec 2800 1100 Organic Traffic Paid Traffic

Managerial Implications

1. Marketing Efficiency: The strong rise in organic traffic suggests successful SEO strategies; budget can be shifte

2. Campaign Timing: Peak months for both types of traffic align with shopping seasons—indicating opportunities

3. Resource Allocation: Q4 requires a review of content and campaign timing to prevent traffic drop-offs, possibly
fic. The data is categorized into two types:

ch engines

Ads, social media, etc.)

00 3400
3200 3100 3000
2800

00 1400 1350 1250 1200 1100

ul Aug Sep Oct Nov Dec

Paid Traffic

tegies; budget can be shifted slightly from paid to content marketing.

—indicating opportunities for targeted promotions.

t traffic drop-offs, possibly through retargeting and refreshed keyword strategies.

 A market research firm conducted a survey on smartphone ownership across a major urban
market. The goal was to determine how market share is distributed among five major brands:
Market Share
Brand A, Brand B, Brand C, Brand D, and Brand E. Understanding (%) helps brands
this distribution
fine-tune their marketing and product development strategies.
15
Market
Brand Share Brand
(%) 35 Brand
10
Brand A 35 Brand
Brand
Brand B 25
Brand
Brand C 15
Brand D 10 15
Brand E 15

25
oss a major urban
five major brands:
%)
bution helps brands
es.

Brand A
Brand B
Brand C
Brand D
Brand E
A consumer goods company has been allocating varying monthly budgets for advertising over a 10-m
The sales team wants to understand how closely sales revenue is influenced by advertising spend. Th
support budget planning and ROI analysis.
Sales Revenue (USD '000)
Sales Re
Advertising
Spend (USD 90Sales Revenue 90
(USD '000)
'000) 80 80
10 70 25 70
20 60 28 60
30 50
35
50
40 45
40 40
50 50
30 30
60 60
70 20 65 20
80 10 70 10
90 0 78 0
0 20 40 0 60 20 80 40
100 85
 s for advertising over a 10-month period.
ced by advertising spend. This insight will
alysis.
venue (USD '000)
Sales Revenue (USD '000)

60 20 80 40 100 60 120 80 100 120

A retail store tracked the number of purchases made by 100 customers during a month. The marke
team wants to understand how frequently customers shop in order to design loyalty programs an
targeted campaigns for high-value and low-engagement customers.

Number
Purchase
of
s per
Custome
Month
rs
1 9
2 14
3 8
4 16
5 11
6 7
7 10
8 6
9 9
10 10
ring a month. The marketing
sign loyalty programs and
customers.
 Case Study: Performance Analysis of TechRetail Store

TechRetail, a consumer electronics retail chain, wants to analyze the monthly sales revenue and num
assess performance trends and operational efficiency. Management is particularly interested in und
revenue and units sold, as certain high-margin items contribute disproportionately to revenu

Chart Title
2250 90
1250
Revenue (INR in 50

Month Units
Units Sold 250 10

Lakhs)
Janu- Feb- Marc April May June July Au- Sep- Oc- No- De- Janu- Feb- Marc
ary ruary h gust tem- tober vem- cem- ary ruary h
ber ber ber

January 1800 85
February 1600 1800
U
n
1600
801900 2000 2200 2100 2500 2400 2300 2600
Axis Title
2700 2800

March 1900 t
s 90 Units Sold Revenue (INR in Lakhs)

April 2000 88
S
o
l
d
May 2200 85
R
e
80 92 90 88 92 87 95 93 91 97 100 105

June 2100 87
v
e
n
u

July 2500 e
95
(

August 2400 I
N
R
93
September 2300 i
n
91
October 2600 L
a 97
k

November 2700 h
s
)
100
December 2800 105

Combo Chart is Used

The Combo Chart allows comparison of two different metrics with different scales in a single vis

It reveals insights hidden in separate charts—e.g., when revenue increases more than unit sales,

It is ideal for managerial decision-making, such as optimizing product mix or adjusting marketin

Which months show a higher revenue despite lower units sold? What could be the reason?

How does the correlation between units sold and revenue help in identifying high-margin p

Based on the chart, during which quarter should inventory planning focus on high-revenue
 of TechRetail Store

sales revenue and number of units sold for its flagship store to
cularly interested in understanding the relationship between
roportionately to revenue despite lower sales volume.

le

Sales (in l)
90
50
10
- No- De- Janu- Feb- Marc April May June July Au- Sep- Oc- No- De-
er vem- cem- ary ruary h gust tem- tober vem- cem-
ber ber ber ber ber

00 2700 2800

ue (INR in Lakhs)

7 100 105

ent scales in a single visualization.

s more than unit sales, suggesting higher average price or margin.

mix or adjusting marketing focus.

could be the reason?

ntifying high-margin product periods?

ocus on high-revenue items?

Month Store City Product CaUnits Sold Revenue (INR)
Jan Store A Mumbai Fruits 500 50,000
Jan Store B Delhi Vegetables 700 42,000
Feb Store C Bangalore Dairy 600 60,000
Feb Store D Chennai Bakery 400 48,000
Mar Store A Mumbai Dairy 550 55,000
Mar Store B Delhi Bakery 300 36,000
Apr Store C Bangalore Fruits 800 72,000
Apr Store D Chennai Vegetables 650 39,000
May Store A Mumbai Bakery 450 54,000
May Store B Delhi Fruits 520 46,800
Jun Store C Bangalore Vegetables 680 40,800
Jun Store D Chennai Dairy 620 62,000

Which city is generating the most revenue and which store is underperforming?

Which product category has the most consistent sales across months?

What strategies can be taken to improve sales in Chennai compared to Bangalore or Delhi?
alore or Delhi?
Region - all -
Delivery Status - all -

Carrier Sum of Lead Time (Days)

BlueDart 9
Delhivery 16
EcomExpress 14
FedEx 13
Total Result 52
 Total
60

50

40

30

20

10

0
BlueDart Delhivery EcomExpress FedEx
al

Sum of Lead Time (Days)

FedEx Total Result

SwiftLogistics partners with multiple third-party logistics (3PL) carriers to deliver goods across India. T
carrier to identify the most reliable partner and optimize future contracts.

Shipment ID Carrier Region Delivery Status Lead Time (Days)

SHP001 BlueDart North On-time 2
SHP002 Delhivery South Late 5
SHP003 FedEx East On-time 3
SHP004 EcomExpresWest Late 6
SHP005 BlueDart South On-time 2
SHP006 FedEx North Late 5
SHP007 Delhivery East On-time 3
SHP008 BlueDart West Late 4
SHP009 EcomExpresNorth On-time 2
SHP010 Delhivery South On-time 3
SHP011 FedEx West On-time 2
SHP012 EcomExpresEast Late 6
SHP013 BlueDart South On-time 1
SHP014 Delhivery North Late 5
SHP015 FedEx South On-time 3

Pivot 1: Delivery Performance by Carrier

Rows: Carrier
Columns: Delivery Status
Values: Count of Shipment ID
Goal: Compare how many shipments per carrier were On-time vs. Late
ver goods across India. The management wants to evaluate the on-time delivery performance of each

Pivot 2 : Average Lead Time per Carrier

Rows:
Values:
Goal: See which carrier delivers faster on average
rmance of each
Category - all -

Data
Month Sum of Units Sold Sum of Revenue (INR in Lakhs)
January 1000 100
February 1200 120
March 1400 140
April 1570 160
May 1650 172
June 1720 184
July 1800 196
August 1850 205
September 1880 211
October 1910 218 This shape represent
November 2040 228 are supported in Exc
December 2170 238
Total Result 20190 2172 If the shape was mod
earlier version of Exc
workbook was saved
or earlier, the slicer c
 Monthly Sales & Revenue Analysis
2500 250

2000 200

Revenue in Lakhs
1500 150
Units Sold 1000 100 D
500 50 C
This shape represents a slicer. Slicers
are supported in Excel 2010 or later. 0 0
l
th ary ary rch pri ay ne uly ust ber ber ber ber
on nu ru a A M Ju J g m to m m
If the shape was modified in an M Ja
eb M Au te Oc ve ce
F p o e
earlier version of Excel, or if the Se N D
workbook was saved in Excel 2003
Axis Title
or earlier, the slicer cannot be used.
nue Analysis
250

200
Revenue in Lakhs

150

100 Data
50 Column C

0
r r
be be 2500
em cem
e
D
2000

1500

1000 Data
Column C

500

0
ry ry il t r r r r
th ch r ay ne Ju
ly
us be be be be
on ua r ua ar Ap M Ju g o
M Ja
n b M Au em ct em cem
Fe ept O ov e
S N D
 Data
Column C

r r r
be be
em cem
ov e
D
 TechRetail, a fast-growing consumer electronics company, sells products across mult
evaluate monthly sales volume (units sold) and revenue generation across regions and
interactive Excel dashboard to:

Identify high-performing months.

Compare units sold and revenue side by si

Provide decision-makers with a flexible visua

Month Region Category Units Sold Revenue (INR in Lakhs)

January North Mobiles 500 45
January South Laptops 300 40
January West Accessories 200 15
February North Mobiles 600 55
February South Laptops 350 45
February West Accessories 250 20
March North Mobiles 700 65
March South Laptops 400 50
March West Accessories 300 25
April North Mobiles 800 75
April South Laptops 450 55
April West Accessories 320 30
May North Mobiles 850 80
May South Laptops 470 60
May West Accessories 330 32
June North Mobiles 900 85
June South Laptops 480 65
June West Accessories 340 34
July North Mobiles 950 90
July South Laptops 500 70
July West Accessories 350 36
August North Mobiles 980 95
August South Laptops 510 72
August West Accessories 360 38
SeptemberNorth Mobiles 990 97
SeptemberSouth Laptops 520 74
SeptemberWest Accessories 370 40
October North Mobiles 1000 100
October South Laptops 530 76
October West Accessories 380 42
November North Mobiles 1100 105
November South Laptops 540 78
November West Accessories 400 45
December North Mobiles 1200 110
December South Laptops 550 80
December West Accessories 420 48
ells products across multiple stores in India. The management wants to
ration across regions and categories. They plan to build a dynamic and
Excel dashboard to:

h-performing months.

ld and revenue side by side.

kers with a flexible visual tool.

Category - all -

Data
Month Sum of Units Sold Sum of Revenue (INR in Lakhs)
January 1000 100
February 1200 120
March 1400 140
April 1570 160
May 1650 172
June 1720 184
July 1800 196
August 1850 205
September 1880 211
October 1910 218
November 2040 228
December 2170 238
Total Result 20190 2172

This shape represents a slicer. Slicers are

supported in Excel 2010 or later.

If the shape was modified in an earlier

version of Excel, or if the workbook was
saved in Excel 2003 or earlier, the slicer
cannot be used.
 2500

2000

1500

1000

500

0
a slicer. Slicers are il st r
t h ry ar
y c h r ay ne Ju
ly
be
0 or later. on ua ru ar Ap M Ju gu
M Ja
n b M Au em c
Fe pt O
ied in an earlier Se
he workbook was
earlier, the slicer
 250

200

150

Data
100 Column C

50

0
y t r r r r
J ul us be be be be
g t o
Au em c em em
pt O ov ec
Se N D
Month Region Category Units Sold Revenue (INR in Lakhs)
January North Mobiles 500 45
January South Laptops 300 40
January West Accessorie 200 15
February North Mobiles 600 55
February South Laptops 350 45
February West Accessorie 250 20
March North Mobiles 700 65
March South Laptops 400 50
March West Accessorie 300 25
April North Mobiles 800 75
April South Laptops 450 55
April West Accessorie 320 30
May North Mobiles 850 80
May South Laptops 470 60
May West Accessorie 330 32
June North Mobiles 900 85
June South Laptops 480 65
June West Accessorie 340 34
July North Mobiles 950 90
July South Laptops 500 70
July West Accessorie 350 36
August North Mobiles 980 95
August South Laptops 510 72
August West Accessorie 360 38
SeptemberNorth Mobiles 990 97
SeptemberSouth Laptops 520 74
SeptemberWest Accessorie 370 40
October North Mobiles 1000 100
October South Laptops 530 76
October West Accessorie 380 42
November North Mobiles 1100 105
November South Laptops 540 78
November West Accessorie 400 45
December North Mobiles 1200 110
December South Laptops 550 80
December West Accessorie 420 48
Category Accessories

Data
Month Sum of Units Sold Sum of Revenue (INR in Lakhs)
January 200 15
February 250 20
March 300 25
April 320 30
May 330 32
June 340 34
July 350 36
August 360 38
September 370 40
October 380 42
November 400 45
December 420 48
Total Result 4020 405
450

400

350

300

250

200

150

100

50

0
Month January February March April May June July August September Octo
 60

50

40

30 Data
Column C

20

10

0
August September October November December
Month Region Category Units Sold Revenue (INR in Lakhs)
January North Mobiles 500 45
January South Laptops 300 40
January West Accessories 200 15
February North Mobiles 600 55
February South Laptops 350 45
February West Accessories 250 20
March North Mobiles 700 65
March South Laptops 400 50
March West Accessories 300 25
April North Mobiles 800 75
April South Laptops 450 55
April West Accessories 320 30
May North Mobiles 850 80
May South Laptops 470 60
May West Accessories 330 32
June North Mobiles 900 85
June South Laptops 480 65
June West Accessories 340 34
July North Mobiles 950 90
July South Laptops 500 70
July West Accessories 350 36
August North Mobiles 980 95
August South Laptops 510 72
August West Accessories 360 38
September North Mobiles 990 97
September South Laptops 520 74
September West Accessories 370 40
October North Mobiles 1000 100
October South Laptops 530 76
October West Accessories 380 42
November North Mobiles 1100 105
November South Laptops 540 78
November West Accessories 400 45
December North Mobiles 1200 110
December South Laptops 550 80
December West Accessories 420 48
TechRetail, a fast-growing consumer electronics company, sells prod
management wants to evaluate monthly sales volume (units sold) and
categories. They plan to build a dynamic and interact

Identify high-performing month

Compare units sold and revenue side

Provide decision-makers with a flexible

Month Region Category Units Sold Revenue (INR in Lakhs)

January North Mobiles 500 45
January South Laptops 300 40
January West Accessorie 200 15
February North Mobiles 600 55
February South Laptops 350 45
February West Accessorie 250 20
March North Mobiles 700 65
March South Laptops 400 50
March West Accessorie 300 25
April North Mobiles 800 75
April South Laptops 450 55
April West Accessorie 320 30
May North Mobiles 850 80
May South Laptops 470 60
May West Accessorie 330 32
June North Mobiles 900 85
June South Laptops 480 65
June West Accessorie 340 34
July North Mobiles 950 90
July South Laptops 500 70
July West Accessorie 350 36
August North Mobiles 980 95
August South Laptops 510 72
August West Accessorie 360 38
SeptemberNorth Mobiles 990 97
SeptemberSouth Laptops 520 74
SeptemberWest Accessorie 370 40
October North Mobiles 1000 100
October South Laptops 530 76
October West Accessorie 380 42
November North Mobiles 1100 105
November South Laptops 540 78
November West Accessorie 400 45
December North Mobiles 1200 110
December South Laptops 550 80
December West Accessorie 420 48
mpany, sells products across multiple stores in India. The
me (units sold) and revenue generation across regions and
amic and interactive Excel dashboard to:

performing months.

and revenue side by side.

rs with a flexible visual tool.