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Excel Chart Template and Report Builder
An Excel chart template with 50 professional chart types, a chart chooser that tells you which chart to use, and a report builder that lays out a one-page report from your own data. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Chart Chooser: 17 common messages, each matched to the chart to start with, what else to try and what to avoid
- 50 charts across two galleries, from column and line to waterfall, waffle, slope, bullet, Pareto, Gantt, treemap and sunburst
- Every chart sits next to its sample data: type over the numbers and the chart updates
- Chart Preview: pick any of the 50 charts to see it large, with when to use it and how it is built
- Report Builder and Chart Report: pick a chart, paste your data, add a title and three takeaways, and get a finished one-page report
- Opens in Excel
$14.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it does
- Chart Chooser: 17 common messages, each matched to the chart to start with, what else to try and what to avoid
- 50 charts across two galleries, from column and line to waterfall, waffle, slope, bullet, Pareto, Gantt, treemap and sunburst
- Every chart sits next to its sample data: type over the numbers and the chart updates
- Chart Preview: pick any of the 50 charts to see it large, with when to use it and how it is built
- Report Builder and Chart Report: pick a chart, paste your data, add a title and three takeaways, and get a finished one-page report
- 13 conditional formatting techniques and a Print Library of every chart as a reference card
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Chart Gallery 2
- Chart Chooser
- Report Builder
- Chart Report
Works in
- Microsoft Excel 2016 or later on Windows or Mac; Microsoft 365 recommended (the funnel chart needs Excel 2019 or later)
- Not for Google Sheets, Apple Numbers or Excel on a phone or tablet
- No macros
Honest scope
This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.
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