When you store your income and expense data in an Excel table, you can create a…chart to summarize how your company's cash on hand has trended over time.…This Excel table contains columns for the date of the item, whether each item is…an income or expense, the category of the item, and the amount.…The column that we're interested in in this case is our cash on hand for a cash…flowchart and those values occur here in the Balance column.…To create a chart based on this data, you click any cell in the table and then…on the Insert tab, you click the type of chart you want to create.…
In this case I'll create a Line Chart.…trending over time.…Just create a basic chart with no markers or anything.…When I do, Excel creates an exceptionally ugly chart.…In other words, you have each of these dates and it's trying to organize things by…starting balance and so on.…So you need to do a little bit of manipulation with the data.…To do that, you click the Select Data button.…That's on the Design contextual tab, and now you can edit the chart series.…
Author
Released
6/16/2010- Tracking income and expenses by category and contract
- Using balance sheets
- Designing worksheets to assist decision making
- Creating income statements
- Calculating loans payments and interest
- Creating cell references to other worksheets
- Summarizing data in a chart
- Building alternative budget scenarios
Skill Level Intermediate
Duration
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Introduction
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Welcome1m 1s
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1. Managing Cash on Hand
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2. Calculating Loan Repayments
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3. Budgeting Using Financial Statements
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4. Managing Budgets
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5. Defining Alternative Budget Scenarios
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Summarizing scenarios2m 18s
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Conclusion
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Goodbye16s
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Video: Summarizing cash on hand in a chart