Create an Excel funnel chart based on PivotTable data.
- [Narrator] One of the most frequent requests…from sales people that we get…is how to generate a funnel chart in Excel…that shows how many opportunities or orders…are in each stage of the sales process.…And thankfully, Excel 2016 has the ability to do this…without a lot of hassle.…Right now I'm in the 0407 funnel charts file…that's in the chapter four folder.…And you see here I have a nice, neat little table…that shows me each sales stage…and then I've got the number of opportunities…in each stage.…
And to create a funnel chart, I'm just going to…press Alt + F1 just to get any old chart up there.…And then I'll go over here, change chart type,…and then I'll choose funnel and that is definitely…the kind of chart I'm looking for…as I hover over this preview, and then I'll click OK.…And there we go, we have a pretty good looking funnel chart.…I want my account numbers to be shown here…so I'm gonna check out these presets up here…and see if any of these can help me out.…
Looks like this one works pretty good.…I'll choose that,…
- Using, modifying, and sharing templates
- Importing data from a database
- Cleaning up data
- Refreshing queries
- Pasting data
- Sorting and filtering tables
- Using slicers
- Adding a dynamic commission calculation
- Using conditional formatting
- Working with PivotTables and PivotCharts
- Creating a leaderboard
- Create period, monthly, and yearly summaries
- Creating dashboards
Skill Level Appropriate for all
1. Getting Started with Templates
2. Importing Sales Data
3. Working with Tables
4. Analyzing Sales Data
5. Build Awesome Sales Solutions
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