Excel Sales Charts for Online Marketing is a course in building sales analysis charts in Excel, from preparing data and choosing charts that answer marketing questions to comparing sales with targets, using funnel and waterfall charts and creating one chart that switches views. It suits executives, sales and marketing teams and online store owners, and you leave with a sales report chart pack.
Sales and online marketing produce new data every day: sales by product, sales by channel, advertising spend and how many visitors become buyers. That data only helps decisions when it is shown as charts that answer the right question. Many people can create a chart in Excel but are unsure which type to use, run into broken lines, find small bars disappear next to very large values, or have to rebuild the chart every time management asks for a different view.
This course starts by preparing sales and online channel data with Excel tables and Power Query, choosing charts that answer marketing questions, formatting them for quick reading and comparing sales with targets. It then uses funnel, waterfall and Pareto charts, fixes common chart problems and builds two-axis combo charts, before combining dynamic array formulas with drop-downs, check boxes and scroll bars to create a single chart that switches between views. It finishes with a workshop that produces a sales report chart pack. (1 day, 6 hours, Intermediate level.)
Course Details
This is the 2026 edition of the Sales Analysis Charts in Excel for Online Marketing course. It runs for 1 day, 6 hours (09:00-16:00), as lectures with labs, at Intermediate level. It keeps the original topics of preparing data, choosing charts, working around chart limitations, comparing sales with targets and a single chart with several views, updates them for Excel in Microsoft 365, and adds Power Query, funnel, waterfall and Pareto charts, two-axis combo charts and dynamic array formulas. The course focuses on sales charts, unlike the Excel Dashboards course, which centres on PivotTables and the Data Model. Learners take home sample data, answer files and a sales report chart pack.
Day 1: Sales Analysis Charts in Excel
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
An easy-to-read approach is a column chart of actual sales with the target series added as a line in a combo chart, or actual bars overlapping wider target bars. To track progress through the year, calculate cumulative sales and cumulative targets and show them as two lines, adding data labels only where you want to draw attention.
Click the chart, choose Select Data, then Hidden and Empty Cells, and choose whether empty cells show as gaps, as zero or with the line connected. If your version of Excel offers the option to show #N/A as an empty cell, tick it too. Formulas for periods with no data yet should return NA() rather than blank or zero, so the line does not drop to zero.
The chart reads from a helper table calculated by formulas, and the controls change the values those formulas use. Create a drop-down with Data Validation, or add option buttons, check boxes and a scroll bar from Form Controls on the Developer tab and link them to cells. Then use XLOOKUP, FILTER or TAKE to pull the data for the chosen value, and the chart changes immediately without being rebuilt.
It suits executives, sales managers, marketing teams, online store owners and staff who prepare figures reports in Excel. You should be able to use Excel at a basic level, create a simple chart and write SUM or IF formulas, and have a laptop with Excel from Microsoft 365 or Excel 2024.
You will be able to prepare sales data with Excel tables and Power Query, choose charts that answer marketing questions, compare sales with targets, use funnel, waterfall, Pareto and combo charts, fix common chart problems and build a single chart that switches views with formulas and form controls. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own work, such as using the sales data structure and sales channels your team actually has. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
Articles are published in Thai.
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