Excel Business Analysis · Chapter 7 of 10

KPI Charts

Create Excel chart types that match each KPI question and make trends, comparisons, target gaps, and unusual changes easy to interpret.

Why this chapter matters

Executives act on what they can read quickly, so chart choice directly affects decisions.

What you will learn

  • Match line, column, combo, and variance charts to KPI questions.
  • Design clear axes, labels, and target markers without clutter.
  • Show actual versus plan and trend context in one view.

Lessons in this chapter

  1. Chart selectionChoose visuals based on comparison, trend, or composition questions.
  2. Target lines and bandsAdd benchmarks that clarify whether performance is on track.
  3. Variance storytellingExplain gaps between actual and goal using concise visuals. Read the full guide →
  4. Readability checksReduce clutter and enforce consistent number formatting.

Study task

Build a KPI page with monthly revenue, margin, and conversion charts, each with a visible target line.

Chapter checkpoint

What is one common chart mistake in KPI reporting?

Using a chart type that hides the question, such as pie charts for time trends where a line chart is clearer.