How to Choose Charts for a Monthly Business Report
By Better Analyst3 min readStart with the sample data
This example uses synthetic business data in USD. Download the CSV and import it through Excel’s Data → From Text/CSV. Set dates to Date, amounts to Decimal Number, and identifiers to Text. The examples use Excel for Microsoft 365 on desktop with English formula names and comma separators.
Download the sample CSV · Data dictionary
Keep an untouched copy of the input. These are educational examples, not customer records or measured customer outcomes.
The result to check
Monthly observations: 24 months
The sample spans 24 months. Preserve time order and show the year boundary.
Build the analysis in Excel
1. Prepare the source and scope
Import sales.csv into a new worksheet with headers in row 1. Leave the source columns in their original order for the formulas below. Review the data dictionary before choosing the reporting period. Keep identifiers as text and convert numeric columns explicitly. Save a working copy so you can return to the original fixture.
2. Build the calculation
Use a line chart for the monthly revenue series, bars for segment comparisons and a variance chart for actual versus budget. Label each chart with the question it answers.
=COUNTA(A2:A25)3. Reconcile and interpret the output
The expected check is monthly observations: 24 months. The sample spans 24 months. Preserve time order and show the year boundary. If your result differs, inspect the selected rows, data types and date filters before changing the formula.
4. Adapt the workflow to a recurring report
Replace the sample with a copy of your own source, retaining the same column meanings and units. Extend bounded ranges to include new rows, refresh PivotTables where used, and compare the result to an independent source total. Record the reporting period and any exclusions beside the output. Avoid a pie chart with 24 slices or an unlabeled axis that hides the period.
Checks before using your own data
- Avoid a pie chart with 24 slices or an unlabeled axis that hides the period.
- Keep blanks distinct from zero. Investigate missing records rather than hiding errors with a blanket IFERROR formula.
- Verify results after changing filters, sorting rows or appending a new period. The sample output is a check for this fixture, not a forecast for your business.
See the workflow in Better Analyst
A useful report keeps the source data close to the result. Use the totals you checked above as a reference when reviewing an analysis or dashboard.
Tools and reference guides
Continue with your own data
Create charts from your dataSee the supported workflow and upload your file when you are ready. The sample is not loaded automatically.
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