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Income statement annual data

Combo chart example - income statement with annual data

Income statements are commonly shown in a combo chart, with columns plotting revenue and net income, and a line showing the profit margin as a percentage. You can see examples of this on Google's finance pages. This kind of chart is easy to make in later versions of Excel by inserting a combo chart.

The data used to create this chart is shown below:

Data used to create income statement chart

How to make this chart

  1. Select the data and insert a "combo chart"
    Insert > combo chart option
  2. Select the send option - columns with line on secondary axis:
    Select the send option - columns with line on secondary axis
  3. The initial chart looks like this:
    Initial combo chart as inserted
  4. Select revenue columns, then set series overlap and gap with
    Set series overlap to zero and bar width to 60%
  5. Select legend and move to top:
    Select legend and move to top
  6. Select secondary axis and set units to major units to .01 (1%):
    Select secondary axis and set units to major units to .01
  7. Chart at this point:
    Final chart after options

At this point you can finalize the chart by setting the chart title, chart size, and font size for all text.
 

Chart type 
Author 
Dave Bruns

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