Loan visualizations

Loan Amortization in Google Sheets

Brent Allen

Instructor

Available visualizations

Examples include:

  • Area charts
  • Column charts
  • Line graphs
  • Scatter plots
  • Histograms

Visualization examples in Google Sheets

Loan Amortization in Google Sheets

Line graphs

Shows changes in values over time.

  • X Axis - Time
    • Dates
    • Periods
  • Y Axis - Values
    • Ending Balance
    • Cumulative Interest
    • Cumulative Principal

Line graph showing value change over time

Loan Amortization in Google Sheets

Stacked column charts

Shows relationships in values over time.

  • X Axis - Time
    • Dates
    • Periods
  • Y Axis - Point in time values
    • Principal Paid
    • Interest Paid

Changes in interest and principal over time

Loan Amortization in Google Sheets

Creating a visualization box

  • Select the "Insert Chart" icon.
  • Creates a visualization box with no data.

Insert chart icon

  • Select the chart type to use.
  • Click on the first option under Line to select a line chart.

vis_selection.jpg

Loan Amortization in Google Sheets

Adding data

  • Click on the Data range icon.
  • Select all data for a single data series.
  • Click on the "Add Another Data Range" button and add more until all series are included.

Data selection options

Loan Amortization in Google Sheets

Missing elements

  • No title
  • No values on X axis
  • No labeled Y axis

Graph with no X axis

Loan Amortization in Google Sheets

Adding titles

  • Change menu to Customize
  • Select "Chart & axis titles"
  • Enter title text.
  • Repeat for vertical and horizontal axis.

Chart editor - select title text

Loan Amortization in Google Sheets

Adding the X axis

  • Click on the icon in X-Axis.
  • Select all data for the X-Axis.

Adding X axis to graph

Loan Amortization in Google Sheets

Time to get graphing!

Loan Amortization in Google Sheets

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