Excel

Creating Image Overlay Char t The video shows how to create an overlay chart which is just really cool visual to create in addition to a waterfall chart Use 100% Stacked Column Swap Rows & Columns No Fill for $ Remaining Couple more edits like shrinking width, removing title, and bottom x axis, highlight $ raised/billed to red fill Move image behind opaque thermometer

I made a Version 2 of the Waterfall chart and provided an example that goes from Jan through Dec.  In addition, I think it was helpful to have a bar in the waterfall chart to show bill YTD. From left to right, it is the ATB amount, Bill YTD amount, billing for each month, and finally the remaining to bill. With so many budgets and billings throughout the month, the waterfall chart is a great visualization tool to understand if we are on track regarding that ATB.

Waterfall Charts I made a waterfall chart for a specific ATB estimate with made up ATB amounts and numbers. The starting amount is in green and each red bar represents a particular month's billing and the yellow shows remaining amount to bill. It is a great visualization to see if we are on track billing up to the ATB amount or behind or even over.

Index & Match "To summarize, INDEX gets a value at a given location in a range of cells based on numeric position. When the range is one-dimensional, you only need to supply a row number. When the range is two-dimensional, you'll need to supply both the row and column numbers." "The MATCH function is designed for one purpose: find the position of an item in a range" Now, using index and match together, I can find the billing numbers for particular client and month. Feel free to utilize the data validated dropdown to change client and month to find its respective billing numbers.

Credits to this YouTuber Great Excel tips from this YouTuber. Column and Row grouping is helpful for hiding and unhiding in quick efficient manner.  The classic (New-Old)/Old then convert into percentage to find percent change Use the insert --> Symbol and I used geometric shapes. Also used a conditional formatting for easy reading Ctrl + 1 is hotkey shortcut to format cells