Charts and Graphs Template

Written by CFI Team

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Charts and Graphs Template

This charts and graphs template provides you with 10 different types of charts and graphs used in financial planning and analysis.

Here is a preview of the charts and graphs template:

Charts and Graphs Template Screenshot

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#1 Line Graphs

The perfect solution for showing multiple series of closely related series of data.

#2 Bar Graphs

Bars (columns) are the best types of graphs for presenting a single data series.

#3 Combo Chart

This is very useful when presenting two data services that have a very different scale and might be expressed in different units.

#4 Scatterplot

The scatterplot is excellent for showing the relationship between two data series and determining their correlation.

#5 Waterfall Chart

The waterfall chart is excellent for variance analysis and explaining how an “actual” result was different than a “budget” or how something has changed relative to an original data point.

#6 Pie Graph

A pie graph is effective for illustrating the percentage breakdown of a small number of data points.

#7 Histogram

Histograms show the distribution of a dataset.

#8 Gauge Chart

The gauge chart is perfect for graphing a single data point and showing where that result fits on a scale from “bad” to “good.”

#9 Area Graph

An area chart is a solid area and can be effective when showing stacked, cumulative data series.

#10 Spider chart / radar graph

A spider or radar graph is a very useful type of graph for showing qualitative data or the overall “score” or comparison of multiple series.

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Additional Resources

CFI is a global provider of financial modeling courses and of the FMVA Certification. CFI’s mission is to help all professionals improve their technical skills. If you are a student or looking for a career change, the CFI website has many free resources to help you jumpstart your Career in Finance. If you are seeking to improve your technical skills, check out some of our most popular courses. Below are some additional resources for you to further explore:

The Financial Modeling Certification

Analyst Certification FMVA® Program

The Financial Modeling Certification

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.

A well rounded financial analyst possesses all of the above skills!

Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answers for you to discover:

Excel Tutorial

The Financial Modeling Certification

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