Complex Excel Chart Templates

$39

Make 9 of the most complex charts in Excel by just filling in your numbers. No skill is required!

  • Chart templates
  • 9 complex chart types
  • 121 variations
  • Excel
Unique resource
220 Happy customers
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Highly rated

quicky

Meet Your Excel Chart Friend

121 variations of charts created so you can literally pick the variation you want, fill in the numbers, and have the chart you want for your presentations!

Popular with Consultants, Bankers, and Investors

These are the types of charts used by the leading management consultants, bankers, and hedge funds.

INTRO

Overview of the Complex Charts

Tl;dr: 9 complex chart types with 121 variations in Excel so you can create charts with ZERO ability!

  • It’s easy to make a pie chart but there are advanced charts used by consultants and bankers that are a total pain in the behind to make.
  • If you had templates you could take all effort out and just get your work done.
  • Better yet, if you’re not even aware of these charts, you suddenly have the ability to make better presentations without even knowing how to make them!

Designed in Excel to Meet Your Exacting Needs

This was made to change currencies in my models and then I added more cool stuff because being a nerd is fun!

1

9 Charts

  • The model is updated upon requests
  • I’ll email you updates when they’re done
2

121 Variations

  • Variations of each sheet
  • Pick the one that suits your dataset
3

Dynamic Labels

  • Click buttons and watch as you can add or remove labels
4

Indexed

  • Click through to each sheet from the cover sheet to get to what you want immediately

Unlocked

  • The entire model is editable by you
  • Nothing is locked or restricted

Updates

  • Updated with new features as requested by you
  • I’ll email you updates when they’re done

Excel

  • Excel financial model
  • Built for PC and Mac
  • Not for Google Sheets

Support

  • If you’re really stuck, ping me an email or catch me if I’m online and I’ll help you figure out what to do for free

Details

Let’s Go Through All the Charts

There are 9 charts, here is a quick explanation of each

Waterfall Chart

There are 12 variation sheets in the model

  • These are used to illustrate any process with additions and subtractions to a starting value.
  • They were popularized by the strategic consulting firm McKinsey & Company in its presentations to clients.
  • Private equity firms would use one to show how they would be able to reduce the cost base to increase the profitability of an acquisition.
  • They’re normally a pain to make because they involve using Stacked Column Charts and removing shading and outline on the “hidden” building blocks.

Football Field

There are 16 variation sheets in the model

  • A football field is used to compare and summarize different valuation methodologies to value a company.
  • It is commonly used in M&A investment banking.
  • You present a varied range of values to make it simple for clients to see average valuations based on a donkey kong amount of Excel analysis

Marimekko

There are 38 variation sheets in the model

  • Marimekko Charts work as a kind of two-way 100% Stacked Bar Graph and are used to visualise categorical data over a pair of variables.
  • This makes it possible to detect relationships between categories and their subcategories via the two axes.
  • Both axes are variable with a percentage scale, that determines both the width and height of each segment.
  • They can be a little difficult to read if there is a lot of data so are suited to showing an overview

Tornado Chart

There are 16 variation sheets in the model

  • The tornado chart looks like a tornado… It is a pair of back-to-back bar charts, which could also serve as histograms.
  • In M&A investment banking you use them to show the combination of two companies in a merger. You can see how revenue down to FCF compares.
  • Some people use it for financial modelling as a graphical means of displaying the results of a deterministic analysis to show the most important input variables.
  • It is also known as an Age & Sex Pyramid or a Population Pyramid. You compare both sexes and display the distribution of a population in all age groups and in both sexes. The X-axis is used to plot population numbers and the Y-axis lists all age groups.

Bullet Chart

There are 8 variation sheets in the model

  • Bullet Graphs are used to display performance data
  • The easiest way to think about them is for sales teams. You set what sucks to what is frickin awesome, and then you can show the target and what was achieved.
  • They are basically a Bar Chart on acid, accompanied by extra visual elements to pack in more context.
  • They were developed by a dude called Stephen Few as an alternative to dashboard gauges and meters because they didn’t display enough information, were less space-efficient and were cluttered with “chartjunk”.
  • The main data value is encoded by the length of the main bar in the middle of the chart, known as the Feature Measure. The line marker that runs perpendicular to the orientation of the graph is known as the Comparative Measure and is used as a target marker to compare against the Feature Measure value. So if the main bar has passed the position of Comparative Measure, you know you’ve hit your goal.
  • The segmented coloured bars behind the Feature Measure are used to display qualitative range scores. Each colour shade (the three shades of grey in the example above) is used to assign a performance range rating. So for example, poor, average and great. When using Bullet Graphs, it’s ideal to keep the maximum number of ranges to five.

Stacked Chart

There are 27 variation sheets in the model

  • Stacked charts show how you get to a number.
  • There is a total which is divided into smaller categories and what the relationship of each part has.
  • They’re great to see how things are getting larger/smaller, and why. If costs are increasing, where the heck are the costs increasing? “Oh, headcount”
  • In M&A you would use this to show the contribution of sources of revenue over time. If you were looking at an asset manager you could see what comes from active vs passive assets.
  • They’re one of the most common types of charts you will want to churn out

XY Chart

There are 4 variation sheets in the model

  • XY simply put, place something on two axis’ so you can compare stuff. You show your paired numerical data and that one variable impacts the other.
  • These are used for a huge number of reasons. Equity research analysts will have them in every broker report they write. Nerdy VCs blogging will discuss company valuations compared to others, economists will use them to show how relevant something is…
  • They are a collection of points placed using Cartesian Coordinates to display values based on two variables. The entire goal is to see if you can detect if a relationship or correlation between the two variables exists.
  • In fact, you can add a statistics thingamajig with r2 to see the correlation. If that number is close to one, your data set is highly correlated to the two variables. The strength of the correlation can be determined by how closely packed the points are to each other along the line of fit (which you can fiddle with).
  • I can remember the first time I had to figure out how the heck to make this since no one knew how. It was a pain!
  • This is also known as a Scatter Graph, Point Graph, Scatter Chart or Scattergram. I like brevity, so I call them XY

Waffle Chart

There is 1 variation sheet in the model

  • A waffle chart is a square display consisting of 100 smaller squares arranged in a 10-by-10 layout. It looks like a waffle… no shite.
  • Each square is coloured according to the proportions, just like a pie chart. When the waffle is full it is 100%.
  • These are mainly used for metric dashboards if you want to make your Excel life a bit more sexy. It’s not a common chart, but they are not easy to make so I added this as a bonus.
  • All you need to do is type in one number and you magically get the chart so it’s a no brainer win for you.

Gauge Chart

There is 1 variation sheet in the model

  • A gauge chart shows a single data value with a quantitative context. The shape resembles a speedometer that tracks the progress of a KPI in comparison to a set target or to other time periods.
  • It is not a common chart but it looks pretty cool. It is only really used in metric dashboards.
  • Again, not easy to make, but it is easy for you now if you want to make it with zero effort! Why not, right?

Who made this model?

Alexander Jarvis

CEO & Founder

  • I’m the #1 seller of startup financial models in the world
  • Worked in M&A (Lazard Financial Institutions Group)
  • I intimately know startups and what VCs care about having done both for over 10 years
  • TEDx, Top Quora Writer, accelerator mentor, fund advisor etc
  • I made the first version of this model for my own $20m raise

About Alexander

FAQs

Want to Know More?

Let’s run through the details and answer your FAQs

Do the models work with Google docs?

I have no idea. I’m going to say no.

Does the sheet work on Mac?

Yes

Who should use this sheet

Everyone who wants to make fancy charts.

Mainly bankers, consultants, advisors, and smart founders.

Who might find this sheet hard

Morons

What this model doesn’t do

Help you get into Valhalla. You need to die with an axe in hand.

You need to know how charts work if you want to change anything though.

Why this model was built

Charts shouldn’t be so hard to make.

I changed one of my financial models and the data structure changed and so did my Marimekko. I just couldn’t make the F’n chart work again because they are a pain in the butt to do.

I thought why not just make templates? Then I thought I could sell them for very little so others could Netflix and chill.

Support

The model is provided as is. If you don’t know how to use Excel, take a course, don’t email me as I’m not interested.

If something is legitimately wrong then let me know and I will fix it for you ASAP. Everything should just work!

What do I need to use this model?

Excel, the numbers you want to show, and hopefully a modicum of competence.

Refunds?

No refunds.

These are digital goods. You can’t return them.

If you aren’t sure if this model is for you ask me your questions first.

You can email me or hit me up on live chat (If I’m around).

If you are the type that earns so little they have the time to ask for refunds, do not buy this. Just spend hours making them yourself. You’ll actually learn a lot in the process.

Who the heck built these models and do you have a clue?

Hi. You’re on my site, I built the models.

I’ve worked at Lazard in FIG M&A (Top tier firm and team), and VC, I’ve built lots of startups, I mentor at lots of accelerators (And mentor some of the people who run them), TEDx talked, bla bla.

I’ve got more free Excel tools on my site than any other startup site and I give the stuff away that others charge for. Get some of my free stuff and tell yourself before you buy if you aren’t sure.

What if there is an error?

Tell me. I mean they’re charts… I’ll fix ASAP.

Do you send updates?

Yes. If someone finds an error or I add new functionality, I send updates to everyone with the new model.

Is the model locked?

I DO NOT hide anything in any model I make.

Yes, I know of one well-known model that locks everything. I think that’s dumb (Mainly because I already hacked it).

You can do anything to my models if you want. I purposefully design my formulas so you can follow what is happening.

My models are fully editable.

I also do not do VBA as I want you to be able to see what is going on.

Purchase

Excel Complex Charts

Make 9 of the most complex charts by just filling in your numbers within the 121 pre-made variations. No skill is required!

What’s inside

  • Excel
  • 9 complex charts
  • 121 variations
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