A-Guide-to-Advanced-Data-Visualization-in-Excel-2016-Final - PolicyViz.com Ebook

Oct 13, 2026

Step-by-step instruction for creating advanced data visualizations in Excel 2016 and Office 365, delivered as an ebook by Jon Schwabish via PolicyViz.com. The guide walks through both underlying principles and concrete chart-building techniques, including overlaid and enhanced gridline methods, slope and bar-based variations, bullet and dot plotting styles, sparklines and timelines, and heatmap and map-like layouts. It also emphasizes three foundational principles: show the data clearly, reduce visual clutter, and integrate text with the graph for stronger communication.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages238

Reading Time1 h 23 min

AccessFree to download

Introduction

Basic Data Visualization Principles

Overlaid Gridlines

Overlaid Gridlines with a Formula

Overlaid Gridlines with a Scatterplot

Vertical Line

Block Shading (annual-annual)

Block Shading (monthly-annual)

Broken Stacked Bars

Vertical Bullet

Horizontal Bullet

Dot Plot

Slope

Vertical Bar-Scatter

Horizontal Bar-Scatter

Lollipop

Sparklines

Gantt

Heatmap

Diverging Bars

Tile Grid Map

Marimekko

Data Visualization Books

Acknowledgments

A Step-by-Step Guide to Advanced Data Visualization EXCEL 2016 / OFFICE 365 Jon Schwabish POLICYVIZ.COM Table of Contents Introduction 5 Basic Data Visualization Principles 6 Overlaid Gridlines 15 Overlaid Gridlines with a Formula 34 Overlaid Gridlines with a Scatterplot 40 Vertical Line 53 Block Shading (annual-annual) 71 Block Shading (monthly-annual) 79 Broken Stacked Bars 93 Vertical Bullet 102 Horizontal Bullet 116 Dot Plot 125 Table of Contents Slope 137 Vertical Bar-Scatter 147 Horizontal Bar-Scatter 154 Lollipop 162 Sparklines 170 Gantt 177 Heatmap 189 Diverging Bars 199 Tile Grid Map 210 Marimekko 223 Data Visualization Books 237 Acknowledgments This guide would not have been possible without the support and help of a number of people. Ebook design and tech-editing could not have been done without the superb help of Glenna Shaw at [GlennaShaw.com](GlennaShaw.com. A number)[. A number](GlennaShaw.com. A number) of other people in the Excel communities have been inspirational to this and much of my other work including Jon Acampora at [ExcelCampus.com](ExcelCampus.com), Dave Bruns at [ExcelJet.net](ExcelJet.net), Jorge Camoes at [ExcelCharts.com](ExcelCharts.com), and Jon Peltier at [PeltierTech.com](PeltierTech.com. I encourage)[. I encourage](PeltierTech.com. I encourage) you to visit their websites to extend your Excel abilities even further. I also owe a debt of gratitude to many in the data visualization communities who have either helped develop some of the visualization types shown below and best practices to visualizing data (not exclusively in Excel) including Alberto Cairo, Ann Emery, Cole Nussbaumer Knaflic, Andy Kirk, and Robert Kosara. There are many, many others, so please forgive me for not including all of them. I encourage you to read the books, blogs and other writings and materials from these and many others in the data visualization field. Licensing Agreement Copyright © Jon Schwabish 2017. All Rights Reserved. This ebook, including any attached files, contains confidential, privileged and/or copyrighted information for the sole use of the original purchaser. No part of this publication may be reproduced, stored, transmitted, or shared in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of me, the author. Any use, distribution or disclosure to others is strictly prohibited. If you are not the original purchaser and have received this ebook in error, please delete the original and all copies. Federal copyright laws prohibit the disclosure or other use of this information without express written permission. This basically means I’d like to know and approve before this is reproduced or shared. Requests for permission can be sent to Jon Schwabish at [jschwabish@gmail.com](jschwabish@gmail.com). There is an increased recognition that effectively visualizing data is important to anyone who works with and analyzes data. To that end, there has been an explosion in data analysis and data visualization tools over the past few years. For many people, however, Microsoft Excel continues to the be the workhorse for their data visualization needs. If you are an Excel user, the default chart types in do not need to limit your data visualization capabilities; extending the tool to create other chart types is indeed possible. In this step-by-step guide to data visualization in Excel, you will learn how to create nearly 20 new graphs in Excel 2016/Office 365 (O365). Each tutorial will lead you through the steps to create each chart type (instructions and images use the 2016 version of Excel on PCs, but are very similar to those on the Mac) . Some basic, working knowledge of Excel, how to create basic graphs, adding different data series, and combining graph types will be u

FAQs

What prerequisites are recommended before using this guide?

The guide expects basic, working knowledge of Excel, how to create basic graphs, adding data series, and combining graph types.

Which visualization principles does the guide highlight?

It emphasizes showing the data clearly, reducing clutter by avoiding unnecessary visual elements, and integrating text and the graph so explanations sit within the visualization context.

Does the guide cover charts in both Excel 2016 and Office 365?

Yes. The instructions use Excel 2016 on PCs for examples, and the guide notes they are very similar on Mac and applicable to Office 365.

Oct 13, 2026

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