Making a chart in Excel: how it works
Select your labels and numbers with their headings, and choose Insert > Charts. A line shows a trend, a column compares, a pie shows parts of a whole.
Try the first exercises for freeIn the lesson Creating a chart
How do you make a chart?
A chart shows at a glance what's hidden in a table: which region sells best, how revenue is growing, which part of the budget goes where. You select the data and choose a type of chart; Excel draws the rest.
Which chart you choose depends on your question. A line shows a trend over time, a column or bar compares groups, and a pie shows parts of a whole. Also give your chart a title that says what the reader should remember.
Which chart do you choose when?
- How does revenue change per month? A line chart.
- Which region sells the most? A column chart, or a bar chart for long names.
- What share does each product have in the total? A pie chart, with five or six slices at most.
- This year versus last year, per month: a line or column chart with two series.
Making a chart, step by step
This is how to go about it:
- Select your data with the headings: the labels in the first column and the numbers next to them. Leave out the total row.
- Choose Insert > Recommended Charts, or choose a type yourself in the Charts group.
- Click the chart and choose the plus sign next to it, Chart Elements, to add or remove a title, data labels or a legend.
- Type a title that says what you see, such as: Revenue has been growing since March.
- If a number in the table changes, the chart adjusts automatically.
A title that says something
'Revenue per month' describes what's there. 'Revenue growing since March' says what your reader should remember.
Where it often goes wrong
- Don't include the total row, because that bar makes all the others small.
- A pie with ten slices is unreadable. Use a sorted bar chart instead.
- If you don't select the labels too, the axis only shows 1, 2, 3.
Practise this in the lesson Creating a chart. The first exercises are free.
Frequently asked questions
What's the difference between a column chart and a bar chart?
A column chart has upright bars, a bar chart horizontal ones. With long names, the bar chart is easier to read.
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