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Chart in Excel

The document provides a comprehensive guide on creating various types of charts in Excel, including column, line, pie, bar, area, scatter, and sparklines. It details the steps for creating each chart type, customizing them, and adding elements like trendlines and data labels. Additionally, it explains how to use Excel functions for forecasting and customizing sparklines for visual representation of data trends.

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Shivam Pandit
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0% found this document useful (0 votes)
29 views41 pages

Chart in Excel

The document provides a comprehensive guide on creating various types of charts in Excel, including column, line, pie, bar, area, scatter, and sparklines. It details the steps for creating each chart type, customizing them, and adding elements like trendlines and data labels. Additionally, it explains how to use Excel functions for forecasting and customizing sparklines for visual representation of data trends.

Uploaded by

Shivam Pandit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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CHART REPORT

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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.
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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.


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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:
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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.
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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.


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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.
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Result:
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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.


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Result:

Conclusion: the trendline predicts a population of approximately 250 bears in 2024.


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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.
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Result:

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

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

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

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


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Result:
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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.
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Result. In this example, some areas overlap.

Below you can find the corresponding line chart to clearly see this.
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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.
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3. Click Scatter with Straight Lines.

Note: also see the subtype Scatter with Smooth Lines.

Result:
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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).
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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".


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Result:
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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.
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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.


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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.
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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:
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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:
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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).
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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.
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X`

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.
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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:
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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.


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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).

Note: now it's your turn! Download the Excel file and try to create a few sparklines. Practice makes perfect.
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STOCK CHART
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How to Create a 3D Plot in Excel?


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Radar - Spider Chart in Excel


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