Create a Useful Pie Chart for the Expenses in Your Personal Budget in Excel | Cal Hyslop MBA, University Instructor | Skillshare

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Create a Useful Pie Chart for the Expenses in Your Personal Budget in Excel

teacher avatar Cal Hyslop MBA, University Instructor, Work Harder on Yourself than Your Job!

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Taught by industry leaders & working professionals
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Lessons in This Class

3 Lessons (22m)
    • 1. Create a Pie Chart Now in Excel

    • 2. Design Your Chart

    • 3. Finish Up by Formatting Your Chart

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About This Class

If you don't yet have a budget, now is certainly the time to get one. If you do have a budget, creating a pie chart in Excel can help you visually keep track of your spending. This lesson will show you three specific parts to a Pie Cart in Excel.

  • How to Create a Pie Chart
  • How to Design It
  • How to Format It

And if you liked this class, be sure to check out my related courses that may benefit you even further! 

  1. Envelope Budgeting Made Simple -
  2. Money Management for 18-16 Year-Olds -
  3. Core 12 Life Skills -

Hope to see you in class again soon!

Meet Your Teacher

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Cal Hyslop MBA, University Instructor

Work Harder on Yourself than Your Job!


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1. Create a Pie Chart Now in Excel: Well, hello, ladies and gentlemen. And welcome to Excel money. Let me take a quick moment to introduce myself to you. My name is William is a but I go by cow. I have an MBA from the United States, have lived and worked in the USA and Asia and have been a university instructor since 2007 for the second ranked university in South Korea. And this is one of many crucial lessons I have compiled for you to help you become more successful and happier in life. So today we're going to cover in Excel money how to make your own pie chart for the expenses area of your personal budget. Now, the sections that we're going to cover today include how to create a chart for your expenses in Excel. Then we'll go into the details, which include chart designed, which is fairly simple. And then another simple area, which is chart format. That's basically it. And then the next thing you know, Walla, you're going to have your own high chart with your expenses. Pretty simple stuff, and pretty interesting too. So, first of all, before we get into creating your own pie chart, do you have a budget now, some of you might have already seen my video from before on how to create your own personal budget from scratch. If you haven't seen it, I suggest you check it out. And I'll include a link to that particular video in the description of this video. But just in case you're looking for it, it looks like this on skill share. So if you have a budget, go ahead and get it out. I will also include a copy of the budget of the Excel File so you can download that and practice yourself something you can do in the project area. OK, so once you have an Excel file open, let's go a little further into pie charts. So you might be wondering, why is a pie chart actually useful to you? Well, a pie chart or graph uses data to break down ah, hole into different parts that are each represented by a slice within a circle just like this. When it comes to budgets, each slice of the pie graph represents a different category, as you can see over here on the right side, each category of expenses. Now I see we have category A B all the way down to G. No, of course, these would be different for your personal categories and your personal expenses. Pie graph Budgets are especially helpful for people who like to have a digital representation of their budget on a lot of us already visual learners. And this is true because it shows you an overall picture of your spending and can help you determine if you're paying too much in one category or another useful information right? Reviewing your income expenses is important because a pie graph uses your financial data to create a picture. This data comes from your bills and monthly spending. And in order to create an accurate pie chart, you need to know how much money you're spending each month. This data is gathered and collected from all your monthly expenses, and using that data allows you to create a chart with accurate slices for each expense category. So how do you create your own pie chart? Well, let's go ahead and get into it by opening up our Excel spreadsheet. So now we have the Excel spreadsheet that I created in a previous lesson, and you can download Now, if you want to test out on here now, I've put in my own numbers here. These are not. My numbers are just examples. So we have our income at the top and then in the orange, which you're going to work with. We have your expenses or possible expenses for someone. Now, what categories do we have? We have one to 34 56 expense categories. Let's go over those. Those include number one home expenses, next transportation three health, four daily living, five entertainment and finally savings. And then down here we have the total expenses and then the difference between your income and your expenses, which would be your net income. Now, in order to make your graph, you can do this really anywhere but to make it as simple as possible, we're going to do right here. We're gonna put in a couple simple categories. We're basically to areas right here. Let's go ahead and put something. It doesn't really matter, because it's gonna be the same thing that's putting a title for your particular chart. Let's say budget expenses. We're gonna do that twice because on the second area here, this is going to actually turn out to be your chart title, So let's do it again. Budget expenses. Now, what categories do we have for budget expenses? Well, it's a six categories. Appear of the top, let's see home expenses than transportation than health. So home expenses, transportation, then health. What? Our next three daily living entertainment in savings. Here we go entertainment and savings. Now, once again, it might be obvious that your particular categories and of course, your numbers are going to be different than mine. Now, what are the actual amounts for this particular month that you've spent? Well, it's really easy to get them from the data at the top for your home expenses. We want to get the total amount. So we're gonna do an equal sign and we're gonna go up to our ex total home expenses, total home expenses right here. Not this category is your budget is what you hope or expect to spend the actuals what we're really looking for. So we're gonna put this number here with a click and then enters Pretty simple. They're Ugo propagates down below, do the same thing for the rest of these categories. So, for transportation we do the equal sign, then we go up to transportation, collect once and then hit. Enter Super Simple. Let's do that for the rest of these categories. Equal health. Enter equal daily living, enter equal entertainment. Enter and finally, equal savings enter. So now it's this area here where we're going to create or grab. It's from this data that we need to create a pie graph, and it's actually super simple. What we're going to dio is would we're just gonna highlight all of that data, and then we're gonna go over here to insert and you scroll over. You could do recommended charts if you want. Here you have a budget expense chart with a clustered column or cluster bar graph are famous pie graph, funnel and Pareto. Now you can do whatever you want, really, and I suggest you experiment a little bit. But for today's lesson, we're gonna go with a pie chart. Now you can do that here in the recommended area, or just come over here to where you can see the pie chart itself. You have more options. Here is well, you can do your regular old fashioned pie chart. Or maybe something a little more interesting, like a three D or a doughnut. Let's go ahead and start with a old fashioned part chart. And then maybe later, we'll check out the other two. So click on one of those and there you go. Check it out. Scroll it over here. Notice it's highlighted these areas here, this is your title. These are your categories. And these are the numbers. Here is your pie chart. So once again, look in our pie chart Area budget expenses is the title. Down here we have the colors and their corresponding categories. Now, you might not quite look the way you want it to, but don't worry. The next section we're going to get into chart design and make it look a little bit better , so get ready for the next section chart design. 2. Design Your Chart: Okay. Now you have your own pie chart within your personal budget. Fantastic. Now all we need to do now is to simple things. Number one, design it the way you want it. And then next formatted. So let's work on the design now. Here we are. What? What we've left over from the previous Lassen. Now what we want to dio whenever you design or you format what, you want to do it. Just click on your pie chart. And then from here, you're going to see up at the top. A chart designed tab and a format tab. Lets work first on chart designed. Click on that. And you have this ribbons called a ribbon in Excel. So all of these choices up here, This is your chart design, Riman. Let's work from the left on over to the right on the left, where you can do is choose your chart title, your data labels and your legend. That's basically the main parts. So what that means is you're title here. You're what? What? What do we have? Your data labels? There are no data labels here yet. And your legend, that's what we have at the bottom down here, So let's go back here again in with chart title, you could have no title, which is not a good idea. You really should always have a title, or you can put your title above your chart or centered. I don't know why you would do centered, because look what happens. It sort of gets in the way there. Let's just go back, make it simple. Chart title Above chart. There we go, As usual. No, we go to data labels. Actually, at the moment has none, but we do. We want to see it to make it easier so we could have them in the center like this doesn't look that great or we can do them inside end, which is a little okay or with data labels. Let's just try outside end, and that looks pretty good. Now play with it a little bit. Mawr with data labels. Try a few things what works best for you and go with that. But for today's lesson, let's stick with outside end, and then the third thing is your legend. Now, at the moment, it's at the bottom if you could. If you want, you can put in the top, The top here, the left, the right or no legend. All whatever you want. Let's just see what it looks like on the right. All right, The right looks pretty good. You have a larger pie chart, and everything else looks pretty clear here. Let's stick with this for the moment. All right? So once again, we have our pie chart. We've chosen our title data labels and legend. Now, you condone do that in different ways throughout here. But this is just one of the easiest ways at the moment. The next little area here is a quick layout. Now, this sort of does the same thing. But all that one's for you, Uh, within certain limitations. And you can sort of guess Here, we've got the title at the top and your data in the center with no legend here, we do have a legend. So that's title here, legend here, and data in the middle. And you can play with these others and sort of sort of obvious what we're going to get when you choose whichever one. But right now, we're going with sort of this one here. We have our our title at the top our data. And they're not the center before the outside, isn't it? In Our legend is on the right. What about color? You can change your colors now we have the 1st 1 here. Looks pretty good right now. Maybe you want something slightly different. Oh, now it looks sort of monarch Rat A monochrome with blue. If you want monochromatic, we can go all blue Here you can choose maybe shades of orange shades of gray and really all kinds of shades as you scroll down even down shades of green which looks pretty good. Sort of fits the whole Excel theme, doesn't it? Well, I have no like color, so I'm just gonna go back with the default at the very top. And we have ours are blues greens and so on. Now, if you wanna design it a little bit further, look at all the choices you have up here at the top. Let's just scroll through them quickly and see how they change. If you click on this one, it sort of puts back in the middle. But there are options as you just scroll across. Does all these other nice little designs for you scroll one to the next. Choose something that sort of fits you. You don't think too long about it. It's all the design choice of personal choice. This one's a little odd. I think I'll skip that one. I'm gonna go back over here and go with Maybe not this. Let's just go where we were earlier. Now it's sort of jumbled things upright. You can always go back and change it, so just go right back up to your your chart top here. Data labels. See there, sort of in the center. Now let's go to data labels and put them on the outside and looks better. Play with things to see how they work for you Best. Now, for whatever reason, if you don't like a pie chart, well, you could change your chart. Type all kinds of choices here with column line a pie, of course, and a few more maybe take some time. Play around with its you know, see if other charts like ah column chart bar chart work better for you. But today's lesson is pie chart and ah, pie charger just so standard. So why not go with a multicolored pie chart? and it's basically it for chart design. So you've come up with something that sort of fits the design that you're looking for. Once you've chosen your chart design, they're going to go over to the next half format. But that's our next quick lesson to go ahead and click on your third component today's lesson chart format, and we'll get started with that. 3. Finish Up by Formatting Your Chart: Okay. Now, on to these third section of this particular lesson on high charts in Excel on your own personal budget, let's go into the sharp format section. So once again, click on your actual pie chart, go up to the top and instead of chart design, choose format and look at the ribbon that we get here. It's a little different from the other one. Here, you can play around with your text, your text color and a few other simple things. So starting here on the left, if you want to change a few things that, say your chart title and click on that and play around with, let's say the attacks, you could make it all black. Here is a shoe. Things change. Get another car here. It makes it blue. Um, is instead of having to actually check on these particular areas here, you could do it manually. So let's say we want to play around with legend instead of clicking here. Just come down here and click on the alleged itself, and you could do that just as easily. There's more than one way to at it. Your chart in Excel, which makes it handy So if we do click on legend here, we could do the same thing. Maybe make it all orange, and that doesn't really look great. But you do have an option. Let's go ahead. Maybe give it a gold or sort of a a Grady int Phil, it's really up to you. This is a little bit more like design. However, it's under the format tab. Now let's take a look at our data area here and let's let's take a look at the foot instead of you know where it is. It's making a nice, dark black sort of gives it a outside sort of, ah border here if you want to give it a border or click on it again, and we could go down here and maybe give it a shadow glow, soft edges, all kinds of things that you can dio. It's really There are a lot of options for you to play with, really probably not gonna get used most of them. But take a few minutes and play around with it. Familiarize yourself with it, and then the next thing you know, you're gonna feel more comfortable with Excel generally. Okay, so I'm gonna come back here, Click on my pie chart. Actually, I really don't like this sort of outline on the information here, so I am going to go back to that in instead of choosing a color, I'll just go to know outline. And there we go. It's taken away. So now that I think about it a little bit, Mawr, uh, what we could do, since it's it's come out to show that it has the title and the amount and the percentage here, all together, we don't really need this. Ah, legend. So I'm going to click on it right here, and I'm gonna hit Delete Baba finished. It's done. So really, at the moment, we have all the information we need. Now here's one final trick. Let's say that you really don't like this information. You really need to look at it, right? So what you could do is click on your pie chart and just scroll up a little bit, and it hides all of that information. And to make this even a little bit better here at the very bottom, right click, Drag it out a little bit to be about the same size is your data up Top and Walla. Look how good this looks for your pie chart on your expenses in your own personal budget. So I think this looks pretty good. Let's take a real quick scroll of what we got. Our personal month of budget income at the top, expenses in the middle, summary at the bottom and a visual representation of your budget expenses for you to better understand what you do on a month to month basis. Okay, I hope you found value in this particular lesson on pie charts, excel and your own personal budget. And if you did find value in this particular lesson, go ahead and share. And even better, why not click the follow button? So you keep abreast of any new lessons that I post for Excel or otherwise here on skill share. Thanks again. And I hope to see you pretty soon.