How to Do Trend Analysis in Excel

This wikiHow teaches you how to create a projection of a graph's data in Microsoft Excel. You can do this on both Windows and Mac computers. Open your Excel workbook. Double-click the Excel workbook document in which your data is stored.
Method 1 of 2:

On Windows

  1. How to Do Trend Analysis in Excel Picture 1How to Do Trend Analysis in Excel Picture 1
    Open your Excel workbook. Double-click the Excel workbook document in which your data is stored.
    1. If you don't have the data that you want to analyze in a spreadsheet yet, you'll instead open Excel and click Blank workbook to open a new workbook. You can then enter your data and create a graph from it.
  2. How to Do Trend Analysis in Excel Picture 2How to Do Trend Analysis in Excel Picture 2
    Select your graph. Click the graph to which you want to assign a trendline.
    1. If you haven't yet created a graph from your data, create one before continuing.
  3. How to Do Trend Analysis in Excel Picture 3How to Do Trend Analysis in Excel Picture 3
    Click . It's a green button next to the upper-right corner of the graph. A drop-down menu will appear.
  4. How to Do Trend Analysis in Excel Picture 4How to Do Trend Analysis in Excel Picture 4
    Click the arrow to the right of the "Trendline" box. You may need to hover your mouse over the far-right side of the "Trendline" box to prompt this arrow to appear. Clicking it brings up a second menu.
  5. How to Do Trend Analysis in Excel Picture 5How to Do Trend Analysis in Excel Picture 5
    Select a trendline option. Depending on your preferences, click one of the following options
    1. Linear
    2. Exponential
    3. Linear Forecast
    4. Two Period Moving Average
    5. You can also click More Options... to bring up an advanced options panel after selecting data to analyze.
  6. How to Do Trend Analysis in Excel Picture 6How to Do Trend Analysis in Excel Picture 6
    Select data to analyze. Click a data series name (e.g., Series 1) in the pop-up window. If you named your data already, you'll click the data's name instead.
  7. How to Do Trend Analysis in Excel Picture 7How to Do Trend Analysis in Excel Picture 7
    Click OK. It's at the bottom of the pop-up window. Doing so adds a trendline to your graph.
    1. If you clicked More Options... earlier, you'll have the option of naming your trendline or changing the trendline's persuasion on the right side of the window.
  8. How to Do Trend Analysis in Excel Picture 8How to Do Trend Analysis in Excel Picture 8
    Save your work. Press Ctrl+S to save your changes. If you've never saved this document before, you'll be prompted to select a save location and file name.
Method 2 of 2:

On Mac

  1. How to Do Trend Analysis in Excel Picture 9How to Do Trend Analysis in Excel Picture 9
    Open your Excel workbook. Double-click the Excel workbook document in which your data is stored.
    1. If you don't have the data that you want to analyze in your spreadsheet, you'll instead open Excel to create a new workbook. You can then enter your data and create a graph from it.
  2. How to Do Trend Analysis in Excel Picture 10How to Do Trend Analysis in Excel Picture 10
    Select the data in your graph. Click the series of data that you want to analyze to select it.
    1. If you haven't yet created a graph from your data, create one before continuing.
  3. How to Do Trend Analysis in Excel Picture 11How to Do Trend Analysis in Excel Picture 11
    Click the Chart Design tab. It's at the top of the Excel window.[1]
  4. How to Do Trend Analysis in Excel Picture 12How to Do Trend Analysis in Excel Picture 12
    Click Add Chart Element. This option is on the far-left side of the Chart Design toolbar. Clicking it prompts a drop-down menu.
  5. How to Do Trend Analysis in Excel Picture 13How to Do Trend Analysis in Excel Picture 13
    Select Trendline. It's at the bottom of the drop-down menu. A pop-out menu will appear.
  6. How to Do Trend Analysis in Excel Picture 14How to Do Trend Analysis in Excel Picture 14
    Select a trendline option. Depending on your preferences, click one of the following options in the pop-out menu:[2]
    1. Linear
    2. Exponential
    3. Linear Forecast
    4. Moving Average
    5. You can also click More Trendline Options to bring up a window with advanced options (e.g., trendline name).
  7. How to Do Trend Analysis in Excel Picture 15How to Do Trend Analysis in Excel Picture 15
    Save your changes. Press Command+Save, or click File and then click Save. If you've never saved this document before, you'll be prompted to select a save location and file name.
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