Analyzing And Charting Financial Data

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Financial functions

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Excel functions used to analyze loans, investments, and business statistics

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PMT function

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The financial function that calculates the payment schedule required to repay a loan

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Principal

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The amount of money being loaned

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Interest

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The amount added to the principal by the lender

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Chart subtypes

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A variation of a chart type

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Pie chart

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A chart in the shape of a circle divided into slices like a pie; shows data values as a percentage of the whole

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Embedded chart

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A chart object placed in a worksheet

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Selection box

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A box surrounding an object such as a chart that is used to move or resize the object

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Sizing handles

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A square or dot on the edge of a selection box that is used to change the object's width and height

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Leader line

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A line that connects a data label to its corresponding data marker

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Exploded pie chart

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A pie chart that moves one slice away from the others as if someone were taking the piece away from the pie

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Filter

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The process of limiting data to fewer values

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Column chart

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A chart that displays data values as columns with the height of each column based on its value

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Bar chart

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A column chart turned on its side so that the length of each bar is based on its value

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Clustered column chart

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A column chart that displays the data values in separate columns side by side

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Stacked column chart

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A column chart that places the data series values within combined columns showing how much is contributed by each series

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100% stacked column chart

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A column chart that places the data series values within combined columns showing what percentage is contributed by each series

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Scale

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In a chart, the range of values displayed on a chart axis

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Tick marks

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A line that divides the scale into regular intervals on a chart axis

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Major tick marks

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Lines that identify the main units on a chart axis

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Minor tick marks

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Lines that identify the smaller intervals between major tick marks on a chart axis

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Primary axis

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The axis against which a data series in a chart is plotted; usually appears along the left side of a chart

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Secondary axis

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An alternate axis in a chart against which other data series with a different scale is plotted; usually appears on the right side of a chart

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Plot area

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The part of a chart that contains the graphical representation of the data series

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Waterfall chart

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A chart used to track the addition and subtraction of values within a sum

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Hierarchy charts

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A chart that shows the relative contribution of groups to a whole

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Treemap chart

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A hierarchy chart in which each category is placed within a rectangle and subcategories are nested as rectangles within those rectangles

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Sunburst chart

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A hierarchy chart that groups categories within a series of concentric rings with the upper levels of the hierarchy placed in the innermost rings

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XY scatter charts

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A chart that shows the pattern or relationship between two or more sets of values