Professional Formatting and Design Standards
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Charts must communicate clearly and quickly. Formatting improves readability, not decoration. Professional formatting focuses on hierarchy, contrast, and consistency.
Cleaning the Chart
Start by removing visual noise. Adjust the chart by:
- Removing unnecessary gridlines;
- Deleting chart borders;
- Avoiding 3D styles;
- Reducing heavy shadows and effects;
The goal is a flat, clean structure.
Using Color Correctly
Color should guide attention. Use:
- One primary color for main data;
- Neutral tones for secondary elements;
- Consistent colors across multiple charts.
Avoid random color palettes. Avoid bright colors unless highlighting something specific.
Improving Labels and Titles
Titles must describe the data clearly. Axis labels should be readable and not overcrowded. Use data labels only when they improve understanding. If the chart becomes cluttered, remove them.
Consistency Across Charts
When multiple charts appear together:
- Use the same color scheme;
- Use the same font size;
- Align chart elements;
- Keep spacing consistent.
Consistency makes dashboards look professional.
Using the chart created in previous chapters:
- Remove unnecessary gridlines and borders;
- Apply a single consistent color style;
- Simplify the chart to improve clarity;
- Ensure formatting is clean and minimal.
Goal: transform a default Excel chart into a clean, professional version.
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