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Charts in excel

The document provides a comprehensive guide on creating and customizing various types of charts in Excel, including line, column, pie, bar, area, and scatter plots. It outlines step-by-step instructions for tasks such as changing chart types, adding data labels, and incorporating trendlines and error bars. Additionally, it covers the creation and customization of sparklines to visually represent data trends within a single cell.

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0% found this document useful (0 votes)
5 views59 pages

Charts in excel

The document provides a comprehensive guide on creating and customizing various types of charts in Excel, including line, column, pie, bar, area, and scatter plots. It outlines step-by-step instructions for tasks such as changing chart types, adding data labels, and incorporating trendlines and error bars. Additionally, it covers the creation and customization of sparklines to visually represent data trends within a single cell.

Uploaded by

anuanamika0220
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
Download as docx, pdf, or txt
Download as docx, pdf, or txt
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Charts

Create a Chart | Change Chart Type | Switch Row/Column | Legend


Position | Data Labels

A simple chart in Excel can say more than a sheet full of numbers. As
you'll see, creating charts is very easy.

Create a Chart
To create a line chart, execute the following steps.

1. Select the range A1:D7.

2. On the Insert tab, in the Charts group, click the Line symbol.

3. Click Line with Markers.


Result:

Note: enter a title by clicking on Chart Title. For example, Wildlife


Population.

Change Chart Type


You can easily change to a different type of chart at any time.

1. Select the chart.

2. On the Chart Design tab, in the Type group, click Change Chart Type.
3. On the left side, click Column.

4. Click OK.

Result:
Switch Row/Column
If you want to display the animals (instead of the months) on the
horizontal axis, execute the following steps.

1. Select the chart.

2. On the Chart Design tab, in the Data group, click Switch Row/Column.

Result:

Legend Position
To move the legend to the right side of the chart, execute the following
steps.

1. Select the chart.

2. Click the + button on the right side of the chart, click the arrow next to
Legend and click Right.

Result:

Data Labels
You can use data labels to focus your readers' attention on a single data
series or data point.

1. Select the chart.


2. Click a green bar to select the Jun data series.

3. Hold down CTRL and use your arrow keys to select the population of
Dolphins in June (tiny green bar).

4. Click the + button on the right side of the chart and click the check box
next to Data Labels.

Result:

Column Chart
Column charts are used to compare values across categories by using
vertical bars.

To create a column chart, execute the following steps.

1. Select the range A1:A7, hold down CTRL, and select the range C1:D7.
2. On the Insert tab, in the Charts group, click the Column symbol.

3. Click Clustered Column.

Result:
Line Chart
Line charts are used to display trends over time. Use a line chart if you
have text labels, dates or a few numeric labels on the horizontal axis. Use
a scatter plot (XY chart) to show scientific XY data.

To create a line chart, execute the following steps.

1. Select the range A1:D7.

2. On the Insert tab, in the Charts group, click the Line symbol.

3. Click Line with Markers.


Result:

Note: only if you have numeric labels, empty cell A1 before you create the
line chart. By doing this, Excel does not recognize the numbers in column
A as a data series and automatically places these numbers on the
horizontal (category) axis. After creating the chart, you can enter the text
Year into cell A1 if you like.

Let's customize this line chart.


To change the data range included in the chart, execute the following
steps.

4. Select the line chart.

5. On the Chart Design tab, in the Data group, click Select Data.

6. Uncheck Dolphins and Whales and click OK.

Result:
To change the color of the line and the markers, execute the following
steps.

7. Right click the line and click Format Data Series.

The Format Data Series pane appears.

8. Click the paint bucket icon and change the line color.

9. Click Marker and change the fill color and border color of the markers.

Result:
To add a trendline, execute the following steps.

10. Select the line chart.

11. Click the + button on the right side of the chart, click the arrow next to
Trendline and then click More Options.

The Format Trendline pane appears.

12. Choose a Trend/Regression type. Click Linear.

13. Specify the number of periods to include in the forecast. Type 2 in the
Forward box.
Result:
To change the axis type to Date axis, execute the following steps.

14. Right click the horizontal axis, and then click Format Axis.

The Format Axis pane appears.

15. Click Date axis.


Result:

Conclusion: the trendline predicts a population of approximately 250 bears


in 2024.

Pie Chart
Pie charts are used to display the contribution of each value (slice) to a
total (pie). Pie charts always use one data series.

To create a pie chart of the 2017 data series, execute the following
steps.

1. Select the range A1:D2.


2. On the Insert tab, in the Charts group, click the Pie symbol.

3. Click Pie.

Result:
4. Click on the pie to select the whole pie. Click on a slice to drag it away
from the center.

Result:

Note: only if you have numeric labels, empty cell A1 before you create the
pie chart. By doing this, Excel does not recognize the numbers in column
A as a data series and automatically creates the correct chart. After
creating the chart, you can enter the text Year into cell A1 if you like.

Let's create one more cool pie chart.

5. Select the range A1:D1, hold down CTRL and select the range A3:D3.
6. Create the pie chart (repeat steps 2-3).

7. Click the legend at the bottom and press Delete.

8. Select the pie chart.

9. Click the + button on the right side of the chart and click the check box
next to Data Labels.

10. Click the paintbrush icon on the right side of the chart and change the
color scheme of the pie chart.
Result:

11. Right click the pie chart and click Format Data Labels.

12. Check Category Name, uncheck Value, check Percentage and click
Center.
Result:
Note: right click the data labels and click Font to change the font size and
font color of the data labels.

Bar Chart
A bar chart is the horizontal version of a column chart. Use a bar chart if
you have large text labels.

To create a bar chart, execute the following steps.

1. Select the range A1:B6.

2. On the Insert tab, in the Charts group, click the Column symbol.

3. Click Clustered Bar.


Result:

Area Chart
An area chart is a line chart with the areas below the lines filled with
colors. Use a stacked area chart to display the contribution of each value
to a total over time.

To create an area chart, execute the following steps.

1. Select the range A1:D7.


2. On the Insert tab, in the Charts group, click the Line symbol.

3. Click Area.

Result. In this example, some areas overlap.


Below you can find the corresponding line chart to clearly see this.

4. Change the chart's subtype to Stacked Area (the one next to Area).

Result:
Note: only if you have numeric labels, empty cell A1 before you create the
area chart. By doing this, Excel does not recognize the numbers in column
A as a data series and automatically places these numbers on the
horizontal (category) axis. After creating the chart, you can enter the text
Year into cell A1 if you like.

Scatter Plot
Only Markers | Straight Lines

Use a scatter plot (XY chart) to show scientific XY data. Scatter plots are
often used to find out if there's a relationship between variable X and Y.

Only Markers
To find out if there is a relationship between X (a person's salary) and Y
(his/her car price), execute the following steps.

1. Select the range A1:B10.


2. On the Insert tab, in the Charts group, click the Scatter symbol.

3. Click Scatter.

Result:
Note: we added a trendline to clearly see the relationship between these
two variables.

Straight Lines
To create a scatter plot with straight lines, execute the following steps.

1. Select the range A1:D22.


2. On the Insert tab, in the Charts group, click the Scatter symbol.

3. Click Scatter with Straight Lines.


Note: also see the subtype Scatter with Smooth Lines.

Result:

Note: we added a horizontal and vertical axis title. The horizontal axis of a
scatter plot is a value axis, so you have more axis scaling options (the
same as a vertical axis which always is a value axis).

Data Series
Select Data Source | Switch Row/Column | Add, Edit, Remove and Move

A row or column of numbers that are plotted in a chart is called a data


series. You can plot one or more data series in a chart.

To create a column chart, execute the following steps.


1. Select the range A1:D7.

2. On the Insert tab, in the Charts group, click the Column symbol.

3. Click Clustered Column.

Result:
Select Data Source
To launch the Select Data Source dialog box, execute the following steps.

1. Select the chart. Right click, and then click Select Data.

The Select Data Source dialog box appears.


2. You can find the three data series (Bears, Dolphins and Whales) on the
left and the horizontal axis labels (Jan, Feb, Mar, Apr, May and Jun) on the
right.

Switch Row/Column
If you click Switch Row/Column, you'll have 6 data series (Jan, Feb, Mar,
Apr, May and Jun) and three horizontal axis labels (Bears, Dolphins and
Whales).

Result:
Add, Edit, Remove and Move
You can use the Select Data Source dialog box to add, edit, remove and
move data series, but there's a quicker way.

1. Select the chart.

2. Simply change the range on the sheet.

Result:
Axes
Axis Type | Axis Titles | Axis Scale

Most chart types have two axes: a horizontal axis (or x-axis) and
a vertical axis (or y-axis). This example teaches you how to change the
axis type, add axis titles and how to change the scale of the vertical axis.

To create a column chart, execute the following steps.

1. Select the range A1:B7.


2. On the Insert tab, in the Charts group, click the Column symbol.

3. Click Clustered Column.

Result:
Axis Type
Excel also shows the dates between 8/24/2018 and 9/1/2018. To remove
these dates, change the axis type from Date axis to Text axis.

1. Right click the horizontal axis, and then click Format Axis.

The Format Axis pane appears.

2. Click Text axis.


Result:

Axis Titles
To add a vertical axis title, execute the following steps.

1. Select the chart.

2. Click the + button on the right side of the chart, click the arrow next to
Axis Titles and then click the check box next to Primary Vertical.
3. Enter a vertical axis title. For example, Visitors.

Result:

Axis Scale
By default, Excel automatically determines the values on the vertical axis.
To change these values, execute the following steps.

1. Right click the vertical axis, and then click Format Axis.
The Format Axis pane appears.

2. Fix the maximum bound to 10000.

3. Fix the major unit to 2000.

Result:
Trendline
This example teaches you how to add a trendline to a chart in Excel.

1. Select the chart.

2. Click the + button on the right side of the chart, click the arrow next to
Trendline and then click More Options.

The Format Trendline pane appears.

3. Choose a Trend/Regression type. Click Linear.

4. Specify the number of periods to include in the forecast. Type 3 in the


Forward box.
5. Check "Display Equation on chart" and "Display R-squared value on
chart".

Result:
Explanation: Excel uses the method of least squares to find a line that best
fits the points. The R-squared value equals 0.9295, which is a good fit. The
closer to 1, the better the line fits the data. The trendline predicts 120 sold
Wonka bars in period 13. You can verify this by using the equation. y =
7.7515 * 13 + 18.267 = 119.0365.

6. Instead of using this equation, you can use the FORECAST.LINEAR


function in Excel. This function predicts the same future values.

7. The FORECAST.ETS function in Excel predicts a future value using


Exponential Triple Smoothing, which takes into account seasonality.
Tip: visit our page about forecasting to learn more about these functions.

Error Bars
Add Error Bars | Custom Error Bars

This page teaches you how to quickly add error bars to a chart in Excel,
followed by instructions for adding custom error bars.

Add Error Bars


To quickly add error bars, execute the following steps.

1. Select the chart.

2. Click the + button on the right side of the chart, click the arrow next to
Error Bars and then click More Options.

Notice the shortcuts to add error bars using the Standard Error, a
percentage value of 5%, or 1 standard deviation.
The Format Error Bars pane appears.

3. Choose a Direction. Click Both.

4. Choose an End Style. Click Cap.

5. For example, click Fixed value and enter the value 10.

6. If you add error bars to a scatter plot, Excel also adds horizontal error
bars. To remove the horizontal error bars, select them and press Delete.
Result:

Explanation: the vertical error bar in period 1 (value of 20) predicts 10 to


30 sold Wonka bars, the vertical error bar in period 2 (value of 32) predicts
22 to 42 sold Wonka bars, etc.

Custom Error Bars


To add awesome custom error bars, execute the following steps.

1. Below you can find our data.


Note: we used the AVERAGE function to calculate the means and the
STDEV.P function to calculate the standard deviations. Visit our page
about standard deviation to learn more about this topic.

2. Select the range A1:D1, hold down CTRL, and select the range A8:D8
(means).

3. Insert a column chart.

Result:

4. Select the chart.

5. Click the + button on the right side of the chart, click the arrow next to
Error Bars and then click More Options.
The Format Error Bars pane appears.

6. Select Custom and click the Specify Value button.


7. Empty the Positive Error Value box and select the range B9:D9
(standard deviations). Repeat this step for the Negative Error Value box.

8. Click OK.

Result:

Sparklines
Create Sparklines | Customize Sparklines | Sparkline Types | Sparkline
Axes | Hidden and Empty Cells

Sparklines in Excel are graphs that fit in one cell. Sparklines are great
for displaying trends. Excel offers three sparkline types: Line, Column and
Win/Loss.

Create Sparklines
To create sparklines, execute the following steps.

1. Select the cells where you want the sparklines to appear. In this
example, we select the range G2:G4.
2. On the Insert tab, in the Sparklines group, click Line.

3. Click in the Data Range box and select the range B2:F4.

4. Click OK.

Result:

5. Change the value in cell F2 to 1186.

Result. Excel automatically updates the sparkline.


Customize Sparklines
To customize sparklines, execute the following steps.

1. Select the sparklines.

2. On the Sparkline tab, in the Show group, check High Point and Low
Point.

Result:

Note: to make the sparklines larger, simply change the row height and
column width of the sparkline cells.

3. On the Sparkline tab, in the Style group, choose a nice visual style.

Result:
Note: the high points are colored green now and the low points are colored
red.

To delete a sparkline, execute the following steps.

4. Select 1 or more sparklines.

5. On the Sparkline tab, in the Group group, click Clear.

Note: when creating multiple sparklines at once (one for each row or
column of data), your sparklines are grouped. To customize each sparkline
individually, first select the grouped sparklines and click Ungroup.

Sparkline Types
Excel offers three sparkline types: Line, Column and Win/Loss. You can
easily change to a different type of sparkline at any time.

1. Below you can find the Line sparklines we created in the previous two
paragraphs.

2. Select the Line sparklines.

3. On the Sparkline tab, in the Type group, click Column.

Result:
4. Select the column sparklines.

5. On the Sparkline tab, in the Type group, click Win/Loss.

6. On the Sparkline tab, in the Show group, uncheck High Point and Low
Point and check Negative Points.

Result:

Note: we changed the data to negative and positive values. A win/loss


sparkline only shows whether each value is positive (win) or negative
(loss).

Sparkline Axes
By default, each sparkline has its own vertical scale. The maximum value
is plotted at the top of the cell. The minimum value is plotted at the
bottom of the cell.

1. Below you can find the column sparklines we created in the previous
paragraph.

Note: all green bars have the same height, but the maximum values (B2,
E3 and F4) are different!

2. Select the column sparklines.

3. On the Sparkline tab, in the Group group, click Axis.

4. Under Vertical Axis Minimum Value Options and Vertical Axis Maximum
Value Options, select Same for All Sparklines.
Result:

Conclusion: now you can clearly see that the earnings of Jack are much
higher.

5. Here's another cool little trick. Below you can find three sparklines with
negative values.

6. Select the sparklines.

7. On the Sparkline tab, in the Group group, click Axis.


8. Under Horizontal Axis Options, click Show Axis.

9. On the Sparkline tab, in the Show group, check Negative Points.

Result:
Note: the horizontal axis only appears if the sparkline has data that
crosses the zero axis. On the Sparkline tab, in the Style group, click Marker
Color to change the color of the negative points.

Hidden and Empty Cells


By default, Excel does not show hidden data in a sparkline and empty cells
are shown as gaps.

1. Select 1 or more sparklines.

2. On the Sparkline tab, in the Sparkline group, click Edit Data.

3. Click Hidden & Empty cells.

The following dialog box appears.

Note: to show hidden data in a sparkline, check "Show data in hidden rows
and columns".

4. You can show empty cells as gaps (first sparkline below), zero (second
sparkline below) or connect the data points with a line (third sparkline
below).
Combination Chart
A combination chart is a chart that combines two or more chart types in
a single chart.

To create a combination chart, execute the following steps.

1. Select the range A1:C13.

2. On the Insert tab, in the Charts group, click the Combo symbol.

3. Click Create Custom Combo Chart.


The Insert Chart dialog box appears.

4. For the Rainy Days series, choose Clustered Column as the chart type.

5. For the Profit series, choose Line as the chart type.

6. Plot the Profit series on the secondary axis.

7. Click OK.

Result:

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