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7/30/2019 A Step-By-Step Guide to Building an Excel Graph [Quick Tip]
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7/30/2019 A Step-By-Step Guide to Building an Excel Graph [Quick Tip]
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spreadsheet full of data into a chart that actually, you know,
means something. Here are the simple steps you need to
build a graph in Excel.
Step 1: Get your data into
Excel.
First, you need to input your data into Excel. This is the easy
part! You may have exported the data from elsewhere, like a
piece of marketing software or a survey tool. Or, you might be
inputting it manually.
In the example below, in Column A, I have a list of the
responses to the question Did inbound marketing
demonstrate ROI?, and in Columns B,C, and D, I have the
responses to the question Does your company have a formal
sales-marketing agreement?. For example, Column C, Row 2
illustrates that 49% of people who have an SLA also say that
inbound marketing demonstrated ROI.
Step 2: Choose a type ofgraph to create .
You have plenty of choices for charts and graphs to create.
This data will look best in a bar graph, so let's pursue making
that one. To make a bar graph, highlight the data and include
the titles of the X and Y axis. Go to the Insert tab, click
Charts, click Column, and choose the graph you wish (in
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this example I will be picking the first 2-D Column choice -- just
because I prefer it over the 3-D look).
Step 3: Switch axes, ifnecessary .
If you want to switch what appears on the X and Y axis, right
click on the bar graph, click Select Data, and click Switch
Row/Column.
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Step 4: Adjust your
labels and legends , if
desired .
To change the layout of the labeling and legend, click on the
bar graph, then click the Layout tab. Here you can choose
what layout you prefer for the chart title, axis titles, and
legend.
In my example, I clicked on Chart Title, and selected Above
Chart. To format the X axis title, I clicked on Axis Titles,
clicked Primary Horizontal Axis Title, and clicked Title Below
Axis. To format the Y axis title, I clicked on Axis Titles,
clicked 'Primary Vertical Axis Title, and chose Rotated Title.
To change the placement of the legend, click Legend on the
Layout tab and choose your preferred location.
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Step 5: Change the Y
axis measurement
options , if desired .To change the type of measurement shown on the Y axis,
right click on the Y axis percentages, and click Format Axis.
Here you can decide if you want to display units located on
the Axis Options tab, or if you want to change whether the Y
axis shows percentages to 2 decimal places or to 0 decimal
places.
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The resulting graph would be changed to look like this:
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Step 6: Reorder data , if
desired .
To sort the data so that the software choices appear in
descending popularity order, click on the column that is most
important to you (in this case I picked column B), click on the
Data tab, and click Filter. Then go back to Column B and
click the down arrow and click Sort Largest to Smallest.
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If you click on the downward arrows located at B1 and C1, you
can choose to sort based on smallest to largest or largest to
smallest, depending on your preference. Here, I sorted largest
to smallest on B1.
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Jim Payne 2:45 PM on May 03, 2013
Pretty easy, right? What other Excel functions have you
always wanted help with?
Image credit: CraigMoulding
It would be nice to show people the F11 function
instead of embedding a graph onto their data page.
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Kristin 3:27 PM on May 03, 2013
Fred 4:01 PM on May 03, 2013
Sonny Parker 4:39 PM on May 03, 2013
Danilo 5:40 PM on May 03, 2013
It's cleaner, and helps for consistent formatting as
you transfer your graphs to reports. Shazaam!
I'd love a step by step on creating pivot tables to
illustrate data and trends.
Ditto on Kristin's request
I am building a YouTube channel with 1000's of how-
to videos for PC applications. You should find these
tasks at http://www.youtube.com/knowvidz.
You should make a guide for OpenOffice Calc too!
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PetsCo PetShop Online 6:49 PM on
May 03, 2013
Jason 7:06 PM on May 03, 2013
Randall Magwood 8:42 PM on May 03,
2013
Rajeev Ranjan 10:19 PM on May 03, 2013
TCC Sampit 11:56 PM on May 03, 2013
Thanks Good article, I'm using my best to rank online
petshop
Love! This will help me add some nice visuals to my
banking spreadsheet!
I actually learned a little bit of this in college and from
bulk uploading items to Amazon and Tradebit. But
this is a great refresher about Excel.
hey great tutorial for the beginner like me.
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Koundeenya 2:32 AM on May 04, 2013
Pinsi 3:35 AM on May 04, 2013
Ian Grindey 6:59 AM on May 04, 2013
Danny Hall 7:35 AM on May 04, 2013
thank you for the tutorial, great article and very
useful. Greetings TCC Sampit.
Whoa! I never knew Excel had these many features.
I used to design graphics wherever I wanted graphs
or charts. Duh! Thanks for explaining.
This is awesome, Sara! Thanks for the easy tips!
This is the most clearly written set of instructions I've
ever read. Thank you. Sales charts are not really my
thing but excel does far more than most people
could imagine, so I'll be watching this blog for more
excel tips.
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Seowaps 8:18 AM on May 04, 2013
Dedektr 8:33 AM on May 04, 2013
Daniel 2:06 PM on May 04, 2013
Yogesh Goplani 2:20 PM on May 04, 2013
What a great piece. I've bookmarked this and will be
using in future. Also ditto on Kristen's comment.
Hubspot article thank you very helpful at all. My step
by step always read your article carefully to business
strategy
I have tried a very nice program of works. I would
recommend. thenk u
Thanks again, always nice to have this tool under my
belt. It's great info as always
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Rob Jansen 4:53 PM on May 04, 2013
Suzanne 7:29 PM on May 04, 2013
Ryan 6:42 AM on May 05, 2013
Gracious Store 4:39 PM on May 05, 2013
A great tutorial Sara. Thank you.
Your post has uncanny timing. I've been using
graphs off an internet site. Next on my to-do list was
to learn how to make Excel graphs.
There are so many features in Excel that most
people don't even know about and this post
illustrates that point. I'm a big visual person making
snazzy graphs is important to me.
I use Excel quite a lot but I picked up a couple of new
ideas from that - thanks Sara. As marketers I guess
we often present data in a textual format where it
would be far better to represent it visually. The
above is proof of that. Regards
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Clair 1:39 PM on May 06, 2013
Jake Roslyn 1:39 PM on May 06, 2013
Rina 2:40 AM on May 10, 2013
Thanks for sharing with us how to represent data in
graphic format using excel
Hi Sara! Thanks for the nice writing. One thing is
clear that if anyone wants to be successful, he/she
have to be aware about his current working situation
and the condition of improvement . So i think using
Excel graph could be a great idea. :)
Excellent post. I often find as well, that the most
simplest aspect of Excel graphs that folk miss is a
Descriptive Heading.. It helps you to more effectively
communicate what you're showing in your graph to
others... Regards JR
Without the help of other software, we've been able
to create a graph from excel Bookmark it ....
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Daniela Persichetti 8:18 AM on July 02,
2013
Even if it's a basic excel tutorial its still very useful :)
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