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Excel Charting Primer I
Charting Missing Data
Modifying Chart Series
Create a Chart with Series Formulas
Combination Charts
Use 2 alue !xes in a Chart
"ra#hical Fills
Dynamic Chart $itles
%& 's( )ine Chart $y#es
Correcting Misleading Chart Scales
Managing Category Dates
Creating a Chart with Multi#le Category )abels
)ocate Chart $ic* Mar*s
!dding )abels to %& and +ubble Chart Data Points
,-D Chart +asics
Many of the exam#les in this wor*boo* wereada#ted from the text named Excel Charts. by
/ohn 0al*enbach. 0iley. 211,(
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, 0ays to Chart Missing Data
Charting Missing Data$he three charts in this wor*sheet show three ways to handle missing data(
In the first chart the missing data is not #lotted. in the second the missing
data is #lotted as eros. and in the third Excel inter#olates the missing data(
The Data
Time Temperature
32411 !M 25
3411 !M 26
2411 !M 26
,411 !M 27
7411 !M 28
9411 !M ,2
8411 !M ,9
6411 !M ,5
5411 !M 71
:411 !M
31411 !M 79
33411 !M 76
32411 PM 91
3411 PM 92
2411 PM 92
,411 PM 91
7411 PM 7,
9411 PM
8411 PM ,8
6411 PM ,7
5411 PM ,2
:411 PM ,1
31411 PM 2:
33411 PM 25
1
31
21
,1
71
91
81
TemperatureChart 1 - Missing Data Not Plotted
1
31
21
,1
71
91
81
TemperatureChart 2 - Missing Data Not Plotted as Zeros
1
31
21
,1
71
91
81
TemperatureChart 3 - Missing Data Interpolated
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Mani#ulate Chart S
Manipulate Chart eries
the data series and the regions as the categories( Change the <3 Sales series nam
=<3 Sales= to =<uarter 3 >Millions=?( $he #lotting order is changed so the @uarter 2
mar*ers a##ear to the left of the @uarter 3 series mar*ers and =<2 Sales= is the to
of the legend(
3? !ll series remo'ed but Aorth. South. East. and 0est(
,? &-axis scale chaned from B1 to B61 to B1 to B51 and dis#lay labels by 21s on the
>that is. B1. B21. B71. B81. B51. and B311? instead of by 31s(
7? ! chart data table added(
Data !ange 1
!egion "1 ales "2 ales
Aorth B91 B99
South B79 B72
East B,2 B,9
0est B95 B91
Central B71 B7,
Aorth0est B,9 B,9
AorthEast B,1 B25
South0est B,5 B79
SouthEast B72 B75
Data !ange 2
!egion "3 ales "# ales
Aorth B95 B98
South B73 B71
East B,6 B,5
0est B7: B92
Central B78 B76
Aorth0est B,6 B,7
AorthEast B27 B22
South0est B76 B75
SouthEast B75 B79
Chart 1$ ! column chart using data in Data !ange 1 with the @uarterly sales 'alues a
Chart 2$ % co#y of Chart 3 with these changes4
2? Aorth. South. East. and 0est data added for @uarters , and 7 from Data !ange
Aor th South Ea
B1
B31
B21
B,1
B71
B91
B81
B61
Aor th
B1
B21
B71
B81
B51
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Cre
Create a Chart &' peci('ing its eries$he series function in the chart below generates the bar m
$he data for the chart doesnt exist anywhere but in the S
statement. which is SE;IES>.=Films=.=+oo*s=.=Music=.2.
$he co#y of the chart below has been modified to column
$he SE;IES formula has been changed so that Films. +oo*s
Music constitute a single data mar*er with a total of 35 ho
Coo*ing. and Dusting are a second data mar*er with a tot
! legend has been included and functions as this charts ti
+elow is the text for the series function that will create t
SE;IES>=Gours Per 0ee*4 Entertainment 's( Gou
0hen dis#laying the formula in the wor*sheet. #recede th
a single @uote mar* so Excel doesnt attem#t to inter#ret
actual formula(
) Note
$o create a chart using only a series formula. start the Ch
0iard as usual but without selecting any data beforehan
button immediately( 0ith the em#ty rectangle the 0iard
series function that defines your chart( Excel creates the
0iards Ste# 3 select a chart ty#e( Clic* the 0iards Fin
allocated selected >Illustr. 1). clic* in Excels Formula +ar
chart >Illustr. 2?( !dd whate'er formatting you li*e(
*ours Per +ee,$ Entertainment
0
5
10
15
Hours Per Week: Entertainment vs. Housekee
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Com&ination ChartsCreate a combination chart by creating a standard chart first and then
con'erting one or more of the chart series to a different chart ty#e(
!egion "1 ales "2 ales "3 ales "# ales
Aorth B91 B99 B81 B89
South B79 B72 B,: B,8
East B,2 B,9 B,5 B73
0est B95 B91 B72 B,7
Central B71 B7, B78 B7:
Excel offers a few built-in combination charts on its Chart 0iard Ste# 3
on its =Custom $y#es= tab. but its easy to customie your own combination(
Aorth South East 0est Central
B1
B21
B71
B81
B51
<7 Sales <3 Sales <2 Sales <, Sales
Column and ine Com&ination Chart
Aorth South East 0es
B1
B21
B71
B81
B51
<, Sales <7 Sales <3 Sales
Column. %rea. and ine Com&inatio
;
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t Central
<2 Sales
n Chart
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% Chart /ith T/o 0alue %xes0hen the data youre charting 'aries dramatically in scale.
a chart with two 'alue axes may be the best solution( March
$he first chart on this wor*sheet uses a single 'alue axis( %pril
$he second chart is modified so Income 'alues use the left-hand Ma'
& axis and Profit Margin 'alues use a new right-hand & axis( une
$he left-hand & axis scale is changed so it ranges from 361.111 ul'
to 2.:61.111 with a =Maor Unit= of 611.111( $he right-hand %ugust
& axis scale is changed to start at :J( eptem&er
B3.961.111
B2.261.111
B2.:61.111
32(1J
3,(1J
37(1J
39(1J
Data Charted +ith T/o 0alue %xes
I n c o m e
March !#ril May /une /uly !ugust Se#tember
B-
B591.111
B3.611.111
B2.991.111
B,.711.111
Income
Profit Margin
Data Charted +ith ne 0alue %xis
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March !#ril May /une /uly !ugust Se#tember
B361.111
B561.111
:(1J
31(1J
(
Income
Profit Margin
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Income Pro(it Margin
B 2.799.852 32(9J
B 2.122.939 33(2J
B 3.5::.955 31(3J
B 2.791.,59 37(9J
B 2.559.828 37(3J
B 3.::,.259 3,(2J
B 3.:55.89: 31(:J
P r o( i t M ar g i
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Examples o( Charts /ith raphical 4ills
B3
B911.113
B3.111.113
B3.911.113
B2.111.113
B2.911.113
B,.111.113
Plot %rea /ith 3r
March !#ril May
B-
B911.111
B3.111.111
B3.911.111
B2.111.111
B2.911.111
B,.111.111
1(1J
2(1J
7(1J
8(1J
5(1J
31(1J
32(1J
37(1J
Line Chart Plot Area with Graphical Fil l
Pie Chart with aGraphic in One Slice
Quarter 1 Quarter 2 Quarter 3
Char
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Co#y a chart and #as
from its underlying d
Chart Data
<uarter 3 <uarter 2 <uarter ,
!#r 32 , 98
Feb 379 9 77
Mar 38 55 86
1 3
/anuary
Feb
Mar
!#r
May
/un
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March !#ril May
aphical 4ill and Chart eries /ith 3raphical 4ill
with Formatted Legend
Quarter 1
Quarter 2
Quarter 3
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te s#ecial as a #icture to se#arate the chart
ata( Ungrou# the elements to mani#ulate them(
raphic 5nce a Chart6
Edited as a Picture
21 ,1 71 91 81
Aew Data Kld Data
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D'namic Chart TitlesMa*e chart titles dynamic if you want them to change
automatically as 'alues in your wor*sheet change(
"1 "2 "3
4e& 317 69 98 ;eferenced 'alue4 outhern >Change this 'alue
Mar 339 58 77
Concatenation4 alues from the Southern ;egio
Gow to create a dynamic chart title4
3( Create the chart. lea'ing off a main title(
2( )ocate in a wor*sheet cell >or cells? the 'alue
the title to ta*e on( If using 'alues from more
create the title you want in another cell using,( Select the chart(
7( Clic* in the formula bar. enter an e@uals sign.
the cell that holds the title 'alue or the conca
you want( Git the enter *ey(
"1 "2 "3
7
#7
87
127
Feb
Mar
0alues (rom the outhern !egion
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to change the chart title(?
n
you want
than one cell.
Excel concatenation(
and reference
tenated 'alue
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The 9: 5catter6 ;s< the ine Chart D
$he relationshi# between data #oints is best #lotted with :ear
an %& or Scatter #lot for certain *inds of data( +elow is 1
an %& chart ty#e of the #o#ulation data in this wor*sheet( 3111
+elow that is a line chart of the same data( $he line chart 3291
assumes the % axis is non-numeric and that the years are 3911
e@ually s#aced in the data. which is not the case( $he line 3691
chart gi'es a misleading 'iew of the data( 3511
3591
3:11
3:31
3:21
3:,1
3:71
3:913:81
3:61
3:51
3::1
3:::
2111
2131
2121
21,1
21712191
2311
2391
1 911 3111 3911 2111 2911
1
2
7
8
5
31
32
:ear 5plotted against population (igures6
P o p u l a t i o n 5 &
i l l i o n s 6
Population ro/th$ 9: Chart
1
2
7
8
5
31
32
Population ro/th$ ine Chart
:ear 5plotted as categor' ;alues6
P o p u l a t i o n 5 & i l l i o n s
6
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ta
Population (billions)
1(13
1(21
1(71
1(89
1(65
1(:1
3(21
3(89
3(69
3(59
3(:9
2(19
2(9:2(61
,(31
,(51
7(,1
7(59
9(71
9(:9
8(91
5(33
5(955(:3
:(78
:(69
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Misleading cales=Consistent Chart calesIf creating se'eral charts of li*e data. its often best to ur;e' "uesti
ma*e sure the chart scales remain the same so the data Excellent
can be com#ared accurately across charts( $he first two ery "ood
charts below a##ear to be charting data thats @uite similar. "ood
but this is because the 'alue scales are different( See the Aot "ood
third chart below that uses the same scale as the first( Unsatisfactory
ur;e' "uesti
Excellent
ery "ood
"ood
Aot "ood
Unsatisfactory
$his third chart is based on fewer res#onses( $he scale of this chart matches the scale
of the first chart. ma*ing it easier to com#are res#onses accurately across charts(
Excellent
ery "ood
"ood
Aot "ood
Unsatisfactory
1(1J 9(1J 31(1J 39(1J 21(1J 29(1J ,1(1J ,9(1J 71(1J 79(1J
ur;e' "uestion 1 !esponses 5cale 7->7?6
Excellent
ery "ood
"ood
Aot "ood
Unsatisfactory
1(1J 2(1J 7(1J 8(1J 5(1J 31(1J 32(1J 37(1J 38(1J 35(1J
ur;e' "uestion 2 !esponses 5cale 7-27?6
Unsatisfactory
ur;e' "uestion 2 !esponses 5cale 7->7?6
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Excellent
ery "ood
"ood
Aot "ood
1(1J 31(1J 21(1J ,1(1J 71(1J 91(1J
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n 1 !esponses
,(1J
7(:J
27(7J
73(9J
28(2J
311(1J
n 2 !esponses
2(:J
7(1J
33(1J
38(1J
32(1J
79(:J
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The Date-@ased Categor' Chart %xisIf you create a chart using time or date data as category data. ale Date
Excel automatically creates e@ual inter'als between 'alues 31L9L211,
e'en if that means adding new category information to what 31L6L211,
youre charting( For exam#le. the chart below shows e@ually 31L32L211,
s#aced dates on the category >%? axis. although the data 31L35L211,
itself >at right? does not ha'e dates e@ually s#aced( 31L2,L211,
31L27L211,
31L25L211,
If you #refer you can turn off this Excel charting feature( K#en the
=Chart K#tions= dialog for the chart and on the =!xes= tab change
the selected o#tion for the category axis from =!utomatic= to =Category=(
$0.0 $1.0 $2.0 $3.0 $4.0 $5.0 $6.0 $7.0
Saes !"#ousans%
E q u a l l y - s p a c e d D a t e s S u p p l i e d
b y E x c e l
10&1'&2003
10&23&2003
10&24&2003
10&2'&2003
Saes !"#ousans%
t h e D a t a O n l y
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10&5&2003
10&7&2003
10&12&2003
$0.0 $1.0 $2.0 $3.0 $4.0 $5.0 $6.0 $7.0
D a t e s F r o
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ales 5Thousands6
B9(,
B7(9
B8(8
B9(5
B,(2
B9(3
B7(5
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Asing Multiple Categor' a&elsExcel can recognie and use multi#le rows or columns of category
'alues in a single chart(
$o correct Excels inter#retation of the data. use the =Series= tab in the
=Source Data= chart dialog( Aote that data used for the multi#le category
names must be contiguous(
China Japan Croatia Russia Canada MexicoFar East Eastern Europe West
0
5
10
15
20
25
(ont#
)onta*tsExcels !nterpretation o" the Data to Chart
5
10
15
20
25
Multiple Cate%ory &abels Reinterpreted to include Months
u m b e r o " C o n t a c t s M a d e
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#$ ## #$ ## #$ ##China Japan Croatia Russia Canada Mexico
Far East Eastern Europe West
0
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Categor' a&els
Data to Chart
!egion Countries Month Contacts
Far East China 31 39
/a#an 33 38
Eastern Euro#e Croatia 31 32
;ussia 33 31
0est Canada 31 35
Mexico 33 2,
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Controlling Chart Tic, Mar, a&els Data to Chart
0ith some charts you may want to o'erride Excels -9
standard #ositioning of tic* mar* labels -,
-3
,
9
5
Use the =Format !xis= dialog and the =Patterns= tab to
control tic* mar* label #ositioning on a chart(
1 2 3 4 5 6
+6
+4
+2
0
2
4
6
'
10
Standard (ic) Mar) &abel *osition
(ic) Mar) *osition
+6
+4
+2
0
2
4
6
'
10
(ic) Mar) &abels Speci"ied 0&o10
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# + , . /
+6
+4
+2
0
2
4
6
'
10
(ic) Mar) &abels Speci"ied 02i%h0
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a&eling 9: and @u&&le Chart Data PointsExcel has no way for you to s#ecify a range of text to be used as
data labels for the 'alues #lotted in %& or Scatter charts( )abels
can be added manually. or third-#arty utilities are a'ailable to
ma*e a labeling feature a'ailable to your %& chart( Microsoft also
#ro'ides instructions on its Nnowledge +ase website for creating
a +! #rogram to add %& labels( $hat +! code is used to label
the data #oints in the scatter and bubble #lot exam#les here(
See
SUMMARY
Excel has no built-in commandto automatically attach text labels to
data points in an xy (scatter) or Bubble chart. However, you can create a
Visual Basic for pplications macro that does this. Below is a macro that
performs this tas! on an "# $catter chart. %t can also be used for a Bubble &har
'he sample code in this article assumes that the data and associated labelsare arraned in a wor!sheet accordin to the followin format 'he first
column contains the data labels. 'he second column contains the x values
for the xy (scatter) chart. 'he third and subse*uent columns contain the y
values for the xy (scatter) chart.
y values, you can use more than one series of data.
htt#4LLsu##ort(microsoft(comLdefault(as#xOscid*ben-us23,691
NOTE lthouh the example provided contains only one column of data for
$20 $25 $30 $35 $40 $45
0
4
'
12
16
20
'
12
10
5
15
'etsu)e Demand by *rice and Model- as 34 5Scatter6 *lot -
D e m a n d
*rice
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'o use the macro described here, create a chart usin the followin data
A1: Labels B1: X Values C1: Y Values
A2: DataPoint1 B2: 12 C2: 5
A3: DataPoint2 B3: 9 C3: 7
A4: DataPoint3 B4: 5 C4: 3
A5: DataPoint4 B5: 4 C5: 8
A6: DataPoint5 B6: 1 C6: 4
data labels should not be separated from the column that contains the x values.
labels and values must be laid out in exactly the format described in this article
(the location of the upper-left cell does not have to be cell +).
'o attach text labels to data points in an xy (scatter) chart, follow these steps
- &reate an "# chart in the usual fashion.- ress '/++ to open Excel0s Visual Basic for pplications environment.
- 'ype the followin sample code in the module sheet (or copy 1 paste fro
Sub Atta!Labels"oPoints#$
%Di&ension 'a(iables)
Di& Counte( As *nte+e(, C!a(t-a&e As St(in+, .Vals As St(in+
% Disable s(een u/0atin+ !ile t!e sub(outine is (un)
A//liation)S(een/0atin+ alse
%Sto(e t!e o(&ula o( t!e i(st se(ies in .Vals)
.Vals Ati'eC!a(t)Se(iesColletion#1$)o(&ula
%.t(at t!e (an+e o( t!e 0ata (o& .Vals)
.Vals i0#.Vals, *nSt(#*nSt(#.Vals, ,$, .Vals,
i0#Let#.Vals, *nSt(#.Vals, $ ; 1$, 9$$$
.Vals Let#.Vals, *nSt(#*nSt(#.Vals, $, .Vals, ,$ ; 1$
Do <!ile Let#.Vals, 1$ ,
.Vals i0#.Vals, 2$
Loo/
%Atta! a label to ea! 0ata /oint in t!e !a(t)
o( Counte( 1 "o =an+e#.Vals$)Cells)Count
Ati'eC!a(t)Se(iesColletion#1$)Points#Counte($)>asDataLabe
"(ue
Ati'eC!a(t)Se(iesColletion#1$)Points#Counte($)DataLabel)
=an+e#.Vals$)Cells#Counte(, 1$)?set#@, ;1$)Value
-e.t Counte(
n0 Sub
NOTE 'he table should not contain empty columns, and the column that contai
- 2n the VB Insert menu, clic! Module to create a code window.
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- ress '3 to return to 4icrosoft Excel.
- $elect the chart.
and then clic! 5un to run the macro.
'he macro automatically associates the labels with the data points on the
- /rom Excel0s menus choose Tools, Macro, Macros. &lic! AttachLabelsT
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+ubble Sie
Aetsu*e Price Demand !'ailability
Nirin B22 5 ,
+adger B,5 32 9
Foo Dog B,2 31 7
+ean $hrower B72 9 3
Mirror Polisher B25 39 5
$his column of data is used in the bubble chart only( $he bubble sie
gi'es a @uic* 'isual indication of the =a'ailability= dimension in the data(
.
$15 $20 $25 $30 $35 $40 $45
4
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chart.
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3-D Chart @asicsExcel has some built-in ,-D chart ty#es( $he ,-D chart here Chart Data
is shown in six different 'iews( +ecause it can be difficult :ear
to select a ,-D chart element. remember that the Chart 2777
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iew 34 ! standard ,-D column chart( Select the
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iew 74 $he ,-D chart with a Q alue axis added( $he data isnt all
'isible in this 'iew and with this arrangement of the data( $he =Chart
iew 84 $he data series modified so all data is 'isible the chart rotated( $he =Forma
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K#tions= dialog =!xes= tab with all , axes selected( iew 94 !n incom#rehensible ,-D 'iew of
t Data Series= dialog with its =Series Krder= tab(
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d by dragging the Corners element(
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he data( button to return the chart to a standard #ers#ecti'e(
Use the =Chart K#tions= =,-D iew= dialog and its Default
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