Excel Magic Trick 744: Break Even Analysis Formulas Chart & Plotting Break Even Point On Chart

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  • เผยแพร่เมื่อ 26 ม.ค. 2025

ความคิดเห็น • 245

  • @sezeracar1227
    @sezeracar1227 ปีที่แล้ว +2

    Thank you so much. 13 years later I watch this video and it help me a lot. 🙏🙏

    • @excelisfun
      @excelisfun  ปีที่แล้ว

      You are welcome so much!!

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว +1

    Great! I am glad that it is helpful. All the videos and downloadable Excel workbooks can be used for non-profit purposes such as teaching!

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว +1

    Love is good! So is Excel! I am glad that the video helped!

  • @aviterra4668
    @aviterra4668 10 ปีที่แล้ว +2

    I took a pro forma financial projection for a transport business and with the excellent instruction provided in your video, I was able to construct a very professional presentation. B-E charts are an awesome, visual business tool. Your video instruction was excellent. Man... the incredible power of TH-cam video, the internet... and the magic of stop - pause & rewind. Many thanks.

  • @aishaa3
    @aishaa3 12 ปีที่แล้ว

    You are AWESOME! When I first listened to your video, I was shaking my head thinking there was no way I could follow what you were doing. Even with a totally obsolete excel spreadsheet, I managed to find my way to doing exactly what you did. Thank you sooo much!!!!

  • @excelisfun
    @excelisfun  12 ปีที่แล้ว

    You are welcome!

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    I am glad that you like it!!

  • @ricardo-eloysipesol2216
    @ricardo-eloysipesol2216 2 ปีที่แล้ว +3

    2022 and this video was very useful to me..🙌🏾🙌🏾 THANKS SO MUCH

    • @excelisfun
      @excelisfun  2 ปีที่แล้ว +2

      Yes, this sort of analysis is the same in any year : )

  • @saraclark4559
    @saraclark4559 7 ปีที่แล้ว

    Im currently taking survey calculus right now in college and my teacher is absolutely awful at his job. I have an exam in an hour and a half and this video has so far helped me way more than any of the others. THANK YOU !

    • @excelisfun
      @excelisfun  7 ปีที่แล้ว

      Glad the video and Break Even topic helps !!! Thanks for the support with your comment, Thumbs Up and Sub : ) Many, many more vids to come.

  • @excelisfun
    @excelisfun  12 ปีที่แล้ว

    Net Income = Revenue (funds coming in for period) - Expenses (funds going out for the period). It is an accounting / economic measure to determine performance of the company.

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว

    You are welcome! I am glad that this helped!

  • @excelisfun
    @excelisfun  14 ปีที่แล้ว

    I would make three separate charts.
    I do not know how to make sense of adding all the fixed costs and then plotting three separate lines - it does not make sense to me. But if you insist - just add extra columns and plot them - similar to the way we had three columns for the three lines that we plotted in this video.

  • @lorena2267
    @lorena2267 11 ปีที่แล้ว

    A yellow link should appear at the top of the screen to enable the worksheet. Good luck. I just used it and followed the instructions on the video and it came out perfect.

  • @lorena2267
    @lorena2267 11 ปีที่แล้ว +3

    This was very helpful and provides accurate information. Thank you for making this user friendly. Awesome!

  • @doctore2com
    @doctore2com 3 ปีที่แล้ว +1

    Thank You! Very good example for my responsibilities!

    • @excelisfun
      @excelisfun  3 ปีที่แล้ว

      I am glad that the video helps : )

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว +3

    Glad the vid helps!

  • @justinmckinlay
    @justinmckinlay 11 ปีที่แล้ว +1

    Thank you for sharing! I've fumbled around trying to make my own breakevens for a long time. This tutorial was just the guidance I needed.

  • @excelisfun
    @excelisfun  12 ปีที่แล้ว

    I do not have a dedicated Accounting Playlist. Sorry.

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    @immahotpepper , Cool! I am glad that the video helps!! What university/college do you attend and what class is this for?

  • @mahdimostafid8886
    @mahdimostafid8886 9 ปีที่แล้ว

    At 2:35:15 of the video it is missed up to put "," between -# and K for formatting style but it is correctly mentioned in the workbook. Thank you for longest video about excel I have ever watched.

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว

    Glad you liked it!

  • @excelisfun
    @excelisfun  12 ปีที่แล้ว

    I did not start with Line. It is Scatter all the way. Within the Scatter there are options to show Scatter as line or points, but they are all Scatter.

  • @mezykin
    @mezykin 12 ปีที่แล้ว

    THANK YOU SO SO SO SO SO MUCH! I GOT 90% ON MY PRESENTATION THANKS TO THIS SLIDE!

  • @williamrivera162
    @williamrivera162 3 ปีที่แล้ว +1

    Very useful, well done explained.

    • @excelisfun
      @excelisfun  3 ปีที่แล้ว

      Glad you like it, William!!!

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว

    I am glad that it helped!

  • @brackdagg
    @brackdagg 13 ปีที่แล้ว

    Dude! You are the frickin' MACK!!! Thanks for posting this- you have saved my bacon!

  • @LadyAmethyst
    @LadyAmethyst 4 ปีที่แล้ว

    Great tutorial and easy to follow. This video helped me accomplish my assignment, maybe more thorough than the University expects. Thank you for the help!

    • @excelisfun
      @excelisfun  4 ปีที่แล้ว

      Glad to help! And I am sure it is more than they ask for. They will be pleasantly surprised: they will be like" How'd you do that?" ; )

  • @Ezelmode
    @Ezelmode 10 ปีที่แล้ว

    Omg dude, you saved my thesis! You are awesome! Keep up the great work!!!!!

    • @excelisfun
      @excelisfun  10 ปีที่แล้ว +1

      You are welcome!

  • @greywhale
    @greywhale 10 ปีที่แล้ว

    great video! the excel example my professor gave us did not work for some reason and your video just saved me.

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    @7441029SSIT , you are welcome!

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    @mattcool1st , you are welcome!!

  • @jonathanho1618
    @jonathanho1618 11 ปีที่แล้ว

    Thank You very much ExcellsFun this was a very big help !! Excellent Video!!

  • @rykahgray
    @rykahgray 4 ปีที่แล้ว

    Good staff enjoying them teach more of this for business purpose

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    @hunken01011990 , you are welcome!

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    @brackdagg , I am glad that the vid helps!

  • @richardsatorre
    @richardsatorre 9 ปีที่แล้ว

    for some reason at 10:21 the unit price changed... any idea, why?

  • @akk2766
    @akk2766 3 ปีที่แล้ว

    Excellent tutorial, thanks. I'm really hoping you monitor comments for this video otherwise I'm stuck in a lurch.
    Microsoft 365 Apps seems to no longer have the capability to modify Series X/Y values. At 15:16 in the video, you proceed to show how to add the BEU value in the chart and when you go to add the point at 15:40, you get the Edit Series dialog which has 3 entries namely "Series name", "Series X values", and "Series Y values." In Microsoft 365 Apps, there's only 2 entries, namely "Series name" and "Series values."
    Is there some configuration option to enable for this to work in this version of Excel?

    • @akk2766
      @akk2766 3 ปีที่แล้ว

      Nevermind - I realized that I did not pay enough attention when you were adding thew chart. I created a 2-D Line chart instead of a Scatter with Straight Lines. Now I can see the Set X/Y values. I thought I was going mad when I couldn't find anything on the internet about my problem.

  • @Tagerh
    @Tagerh 12 ปีที่แล้ว

    Man, that was amazing, I got aproject due tomorrow and was just needed help. on the very last step when I made the break even bigger and stuff, on the legend it doesnt indicate that the BEU is a point. its still a straight line on the legend with no point in the middle, but there is a point on the graph....what do?..

  • @ravailkhan
    @ravailkhan 10 ปีที่แล้ว

    This man is a god.

  • @agrotecsa6593
    @agrotecsa6593 4 ปีที่แล้ว

    Great video thank. Simple, well explaind. just what i needed

  • @woaization
    @woaization 12 ปีที่แล้ว

    This is my favorite video so far! What other videos/playlists of yours would you recommend for learning cost accounting/financial accounting? (aside from the excel finance, which I'm enjoying!)

  • @excelisfun
    @excelisfun  12 ปีที่แล้ว

    Maybe you used a Line Chart in stead of a Scatter Chart?

  • @pashumov
    @pashumov 11 ปีที่แล้ว

    This is an excellent tutorial, is there a video of a break even analysis for a manufacturing company?

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว

    Glad it helped!

  • @ppotvin27
    @ppotvin27 13 ปีที่แล้ว

    Very helpful! My only complaint (possibly included but I missed it) is that this doesn't factor in start-up costs. I'm working on a business plan for a class and wish I would have found this sooner. Is there any way to manipulate/add in the start-up expenses?

  • @ismailismaili0071
    @ismailismaili0071 7 ปีที่แล้ว

    Thank u so much Mr. Mike i really was looking for how to do this i didn't expect that you are doing even managerial accounting excel sheet

  • @patrickbreeze6129
    @patrickbreeze6129 11 ปีที่แล้ว

    This is so good! I think you've just saved my masters degree :) cheers mate!

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว

    Cool!

  • @islandluvn
    @islandluvn 12 ปีที่แล้ว

    This was very helpful. Worked like a charm. Thank you. Anyway to calculate margin of safety using the same variables?

  • @msweeney70
    @msweeney70 11 ปีที่แล้ว

    Great job! I am going to show this to my accounting students.

  • @excelisfun
    @excelisfun  11 ปีที่แล้ว

    yOU ARE WELCOME!

  • @Skylightatdusk
    @Skylightatdusk 12 ปีที่แล้ว

    Thank you for the quick response. Having reviewed the video, I see that you switched from Line to Scatter, is it necessary to start with Line and then switch ... or is it OK to start with scatter?

  • @fauzanazhima5640
    @fauzanazhima5640 3 ปีที่แล้ว

    Thank you so much sir, both the excel file and your great explanation really helped me!
    Can't wait to see another videos from you :)

    • @excelisfun
      @excelisfun  3 ปีที่แล้ว

      I have A LOT of videos. Check out this two minute video that shows how to navigate the channel and showcases the free classes in some of my TH-cam Playlist: th-cam.com/video/l1-1aVgFth4/w-d-xo.html

  • @hazemali382
    @hazemali382 4 ปีที่แล้ว

    Great Tutorial Mr.Girvin

    • @excelisfun
      @excelisfun  4 ปีที่แล้ว

      Yes, with a chart like this we can REALLY amaze our bosses at work : )

  • @fyi_it
    @fyi_it 5 ปีที่แล้ว

    Good work is some times timeless. Thanks a lot. I just learned a lot of things.

    • @excelisfun
      @excelisfun  5 ปีที่แล้ว

      Yes, this is still a killer business Excel trick, almost 10 years later! Thanks for stopping by in the comments, deeper down!!!

  • @chrissy44711
    @chrissy44711 11 ปีที่แล้ว

    This is an awesome tutorial! Do you have a video where it shows the break even analysis using two units of sale? I am attempting to calculate & demonstrate the break even point for them. Otherwise, I need to know how many of each unit combined needs to be sold to reach the company's break even point.

  • @kerynb1
    @kerynb1 12 ปีที่แล้ว

    Hello, Excells fun. Thank you for your video. I'm having one problem when plotting the breakeven point. In your net income column you manage to find the exact $0 point. I can't figure out how to get to this point. My net income goes straight from ($1,720,000) to $100,000 on the next row down. I imagine this has something to do with my data in the 'assumptions' table..... any help would be most appreciated! Cheers

  • @Skylightatdusk
    @Skylightatdusk 12 ปีที่แล้ว

    When plotting the x and y for the BEP, seeing only 2 fields: 'series name' and 'series values'. Not seeing 3 options 'series x values', 'series y values' and 'series values' as appearing on the video @15:42. I'm using Excel 2010. Any ideas?

  • @brendanthalneth
    @brendanthalneth 10 ปีที่แล้ว

    WOW! What a great tutorial. Very helpful tip. Thumbs up for sure.

    • @excelisfun
      @excelisfun  10 ปีที่แล้ว

      Glad you liked it!

  • @deelanbilimoria3215
    @deelanbilimoria3215 10 ปีที่แล้ว

    you just helped me on my assignment, i love you

  • @rickiev1
    @rickiev1 11 ปีที่แล้ว +2

    This video was easy to understand and really helpfull, thanks alot!

    • @excelisfun
      @excelisfun  11 ปีที่แล้ว

      Glad you liked it!

  • @emilyristevski3846
    @emilyristevski3846 11 ปีที่แล้ว

    You are the Best thank you so much this helped me a lot

  • @Magicus1
    @Magicus1 8 ปีที่แล้ว

    Thanks!
    I learned how to add a marker and how to build my graphs extra sexy!
    You were a huge help!

  • @PatriceChloe
    @PatriceChloe 10 ปีที่แล้ว

    This basically saved my life. :)

    • @excelisfun
      @excelisfun  10 ปีที่แล้ว

      Glad the video helped!

  • @chrissem1427
    @chrissem1427 11 ปีที่แล้ว

    That was a great tutorial, thank you very much. I already really like excel and now I'm starting to love it. Thanks again, and if will be going through more of your tutorials

    • @excelisfun
      @excelisfun  11 ปีที่แล้ว

      You are welcome!

  • @jamir0n
    @jamir0n 11 ปีที่แล้ว +1

    good job. very informative. just what i need thanks alot ExcellsFun

    • @excelisfun
      @excelisfun  11 ปีที่แล้ว

      You are welcome!

  • @mariamlsmail2511
    @mariamlsmail2511 3 ปีที่แล้ว

    Are these information created or gotten from the financial statements. I need help with how to find information of drawing breakeven analysis

  • @Skylightatdusk
    @Skylightatdusk 12 ปีที่แล้ว

    The link does not lead directly to the Excel download. After a long time going back and forth through the pages that have codes, we could not find the file on the website. Doesn't appear to still be on the site.

  • @kevinhales3433
    @kevinhales3433 12 ปีที่แล้ว

    Love trick #744, i am wondering how i can search your database for other useful excel magic tricks, I would be interested in a complex machine hour or labor hour driver for manufacturing overhead annual calculator for process costing

  • @tanya4367
    @tanya4367 11 ปีที่แล้ว

    You just saved my life! Thanks a bunch!!

  • @tolitsfer
    @tolitsfer 9 ปีที่แล้ว +1

    Fantastic video. Saved me a lot of time! Thanks man.

    • @excelisfun
      @excelisfun  9 ปีที่แล้ว

      +Joselito Fernandez You are welcome!

  • @elgawishahmed
    @elgawishahmed 4 ปีที่แล้ว

    Hi, having problem with showing the break even point on the chart, as I dont get X & Y options when creating, so the point on the chart is only on X or Y and not on the lines, please help

  • @gaelvilsaint865
    @gaelvilsaint865 11 ปีที่แล้ว

    How do I make a break even analysis for a company that deals with royalties.

  • @ABiSolutions
    @ABiSolutions 11 ปีที่แล้ว

    The dounload link is not working?
    Can you pleas shere the format?
    Thank you

  • @siztacass
    @siztacass 11 ปีที่แล้ว +1

    Thank you. This is a great resource which I will refer others too.

  • @ishankukade
    @ishankukade 8 ปีที่แล้ว

    I just saw "NPV and IRR in Excel 2010" video before this and you talked about cash flows. In it, at the end you introduced IRR function - the value at which it is not worthy to carry out that investment (similar to break even, if break even does not occur then why continue?). The calculation involved netting cash inflows and outflows over the time period. In this video too it is about finding cost (cash outflow) and revenues (inflow) to find the break even point (profit =0). Would the break even point be exactly similar to IRR if we were to plot the above cash flows (ins and outs) to calculate IRR?

  • @davidw1324
    @davidw1324 5 ปีที่แล้ว

    how would you calculate the break even when you do not have a cost of goods. This would be in reference to a service company where there is no cost of goods. David

  • @excelisfun
    @excelisfun  13 ปีที่แล้ว

    people.highline.edu/mgirvin/ExcelIsFun.htm

  • @rhyssmith6140
    @rhyssmith6140 11 ปีที่แล้ว

    Thanks alot :) helped me immensely!!! Keep up the great work!!

  • @jackwatson5855
    @jackwatson5855 11 ปีที่แล้ว +6

    Is it possible to download the sound effects you make into my Excel?

  • @MrTeryable
    @MrTeryable 10 ปีที่แล้ว

    can i do this when company is selling the product with a loss? like PS3

  • @tannelson6616
    @tannelson6616 11 ปีที่แล้ว

    When i go to select data, and press add, I got series name and series values only... I cant select which one is x-axis and which one is the y-axis for the POINT of BreakEven... Anyone can help ASAP?...

  • @davidw1324
    @davidw1324 11 ปีที่แล้ว

    How do you include "Investment Dollars" as in a start up company. Your/my chart does work, but does not balance with my other spread sheet. i am off by $38k plus.
    Please help.

  • @mihaelavinturis7594
    @mihaelavinturis7594 10 ปีที่แล้ว

    HY Mike, i need help, i have to create a dynamic break even analysis with excel, but i do not sell units, i just sell services, i just do not know how to set it up...thanks

  • @HasnRza
    @HasnRza 11 ปีที่แล้ว

    You, Sir, are a legend!

  • @gideonrichter4977
    @gideonrichter4977 9 ปีที่แล้ว

    Thanks! I did notice that it is impossible to find the file you are using as a template from the link in your description. Perhaps give the name of file too, I ended up just making my own file but it might be nice!

  • @chaboya353
    @chaboya353 13 ปีที่แล้ว

    How could i Conditionally Show or Hide Excel Charts
    many thanks

  • @joshuamanampiu6489
    @joshuamanampiu6489 8 ปีที่แล้ว

    Very helpful. Keep up the good work.

  • @NatsClueBeautyPulseLONDON
    @NatsClueBeautyPulseLONDON 6 ปีที่แล้ว

    This is brilliant! Thank you!

    • @excelisfun
      @excelisfun  6 ปีที่แล้ว

      You are welcome!!! Thanks for your support : )

  • @ichikishi1652
    @ichikishi1652 5 ปีที่แล้ว

    Thank you so much sir!!! I really learned a lot!

    • @excelisfun
      @excelisfun  5 ปีที่แล้ว

      You are welcome a lot!!!

  • @Stanley.Dalone
    @Stanley.Dalone 10 ปีที่แล้ว

    Excellent tutorial thanx. I'm using Excel 200 and having a hard time showing the BEU plot point. I can't select it to add a marker. Any ideas?

  • @pawan184
    @pawan184 13 ปีที่แล้ว

    where is the 'select data' on excel for mac? I can't seem to find it, which means i cannot plot my break even point on my chart. help me someone

  • @khotiyem
    @khotiyem 10 ปีที่แล้ว

    I LITERALLY LOVE YOU! THANKYOU THANKYOU!!!

    • @excelisfun
      @excelisfun  10 ปีที่แล้ว

      You are welcome! You are welcome! You are welcome!

  • @Cofalik
    @Cofalik 9 ปีที่แล้ว

    Great video ! Very useful.

    • @excelisfun
      @excelisfun  9 ปีที่แล้ว

      You are welcome!

  • @siztacass
    @siztacass 11 ปีที่แล้ว

    Excel Magic Trick 744 is missing from your site "Excel is Fun". Will you upload it again please? Thanks

    • @excelisfun
      @excelisfun  11 ปีที่แล้ว

      It is there. The file name is:
      WorkbookExcelMagicTricks740-752StartFile&FinishedFile (.xlsx file format)

    • @excelisfun
      @excelisfun  11 ปีที่แล้ว

      Or just serach in Goole for:
      WorkbookExcelMagicTricks740-752

  • @josephscardino131
    @josephscardino131 11 ปีที่แล้ว

    Is it possible to build this chart for six different products all with different variable costs, different selling prices and vastly varying projected sales volume?

  • @aschultz007
    @aschultz007 7 ปีที่แล้ว

    How do you edit the series to plot the break-even point in Google Sheets?

  • @toruk9901
    @toruk9901 9 ปีที่แล้ว

    Hi ..How to create the break even point analysis with multiple products? Anyone can help please ?

  • @xhevatuka9473
    @xhevatuka9473 11 ปีที่แล้ว +2

    you are amazing... God bless u

  • @MehmetAliMD
    @MehmetAliMD 3 ปีที่แล้ว

    When I click edit data and wanna insert Break even data Series Y values is missing. how can I do that? Thank you...