
Thursday, June 26th, 2025 |
Choose your preferred time
Excel Charting Hacks:
Jon Peltier’s Secrets to Custom Excel Visualizations
Create Visuals That Drive Financial Decisions
What separates average financial reporting from exceptional financial storytelling?
The answer isn’t expensive BI tools—it’s knowing how to leverage Excel’s hidden capabilities to create visuals that transform raw numbers into clear insights.
On June 26th, Microsoft Excel MVP Jon Peltier reveals more of his must-have techniques in this hands-on webinar designed specifically for finance professionals. This is not about basic charts; it’s about mastering visualization methods that communicate complex financial relationships at a glance.
What you’ll discover:
- Waterfall Charts: Build charts that visualize budget variances, contribution analysis, and bridge diagrams using native Excel features
- Dumbbell Charts: Create compelling Dumbbell Charts that display period-over-period comparisons and highlight financial performance gaps
- Chart Transformation: Use hidden data series, error bars, and custom formatting to enhance standard charts
- Multi-Dimensional Reporting: Implement data layouts for Clustered-Stacked Column Charts that show actual vs. budget across multiple categories
- Executive-Ready Visualizations: Apply professional formatting methods that improve chart readability and create consistent visual standards across all financial reports
- And much, much more!
Plus, you’ll receive a practice workbook to follow along during this interactive session!
Speaker Info

Jon Peltier, Microsoft Excel MVP and Founder of Peltier Technical Services, Inc.
Jon Peltier is a master of leveraging the power of Excel to produce and simplify complex solutions in engineering, finance, and marketing. Jon holds a Doctor of Science degree from MIT in Metallurgy, his background includes Manufacturing, Statistics, Total Quality, and Six Sigma, and he knows more about Excel charts than practically anyone. Jon has been a full-time Excel developer since 2004 and has received Microsoft’s Most Valuable Professional award every year since 2001.
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