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How to create a graph or chart in excel, how to customize a graph or chart in excel.

Graphs and charts are useful visuals for displaying data. They allow you or your audience to see things like a summary, patterns, or trends at glance. Here's how to make a chart, commonly referred to as a graph, in Microsoft Excel.

Excel offers many types of graphs from funnel charts to bar graphs to waterfall charts . You can review recommended charts for your data selection or choose a specific type. And once you create the graph, you can customize it with all sorts of options.

Start by selecting the data you want to use for your chart. Go to the Insert tab and the Charts section of the ribbon. You can then use a suggested chart or select one yourself.

Choose a Recommended Chart

You can see which types of charts Excel suggests by clicking "Recommended Charts."

On the Recommended Charts tab in the window, you can review the suggestions on the left and see a preview on the right. If you'd like to use a chart you see, select it and click "OK."

Choose Your Own Chart

If you would prefer to select a graph on your own, click the All Charts tab at the top of the window. You'll see the types listed on the left. Select one to view the styles for that type of chart on the right. To use one, select it and click "OK."

Another way to choose the type of chart you want to use is by selecting it in the Charts section of the ribbon.

There is a drop-down arrow next to each chart type for you to pick the style. For example, if you choose a column or bar chart , you can select 2-D or 3-D column or 2-D or 3-D bar.

Whichever way you go about choosing the chart you want to use, it will pop right onto your sheet after you select it.

From there, you can customize everything from the colors and style to the elements that appear on the chart.

Related: How to Make a Bar Chart in Microsoft Excel

Just like there are various ways to select the type of chart you want to use in Excel, there are different methods for customizing it. You can use the Chart Design tab, the Format Chart sidebar, and on Windows, you can use the handy buttons on the right of the chart.

Use the Chart Design Tab

To display the Chart Design tab, select the chart. You'll then see many tools in the ribbon for adding chart elements, changing the layout, colors, or style, choosing different data, and switching rows and columns.

If you believe a different type of graph would work better for your data, simply click "Change Chart Type" and you'll see the same options as when you created the chart. So you can easily switch from a column chart to a combo chart , for instance.

Use the Format Chart Sidebar

For customizing the font, size, positioning , border, series, and axes, the sidebar is your go-to spot. Either double-click the chart or right-click it and pick "Format Chart Area" from the shortcut menu. To work with the different areas of your chart, go to the top of the sidebar.

Related: How to Lock the Position of a Chart in Excel

Click "Chart Options" and you'll see three tabs for Fill & Line, Effects, and Size & Properties. These apply to the base of your chart.

Click the drop-down arrow next to Chart Options to select a specific part of the chart. You can choose things like Horizontal or Vertical Axis, Plot Area, or a Series of data.

Click "Text Options" for any of the above Chart Options areas and the sidebar tabs change to Text Fill & Outline, Text Effects, and Textbox.

For whichever area you work with, each tab has its options directly below. Simply expand to customize that particular item.

As an example, if you choose to create a Pareto chart , you can customize the Pareto line with the type, color, transparency, width, and more.

Use the Chart Options on Windows

If you use Excel on Windows, you'll get a bonus of three helpful buttons to the right when you select your chart. From top to bottom, you have Chart Elements, Chart Styles, and Chart Filters.

Chart Elements : Add, remove, or position elements of the chart such as the axis titles, data labels , gridlines, trendline, and legend.

Chart Styles : Select a theme for your chart with different effects and backgrounds. Or choose a color scheme from colorful and monochromatic color palettes.

Chart Filters : For viewing particular parts of the data in your chart, you can use filters. Check the boxes under Series or Categories and click "Apply" at the bottom to update your chart and only include your selections.

Chart Filters are only available for certain types of charts.

Hopefully this guide will get you off to a great start with your chart. And if you use Sheets in addition to Excel, learn how to make a graph in Google Sheets too.

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How to Create a Graph in Excel: A Step-by-Step Guide for Beginners

Anyone who wants to quickly make observations and represent them graphically should know how to create graphs with Excel . Whether it is the preparation of business analysis papers, academic research documents or financial reports among other things, learning how to make graphs in Excel can significantly improve the way you present information derived from different sources. By exploring Excel’s vast array of options, you have what it takes to convert raw information into coherent visuals that immediately reveal any trends, consistencies, and anomalies, also we will encounter to create charts in Excel from data .

In this article, we will learn to make graphs in Excel or create a graph in Excel along with the several categories of graphs such as creating pie graphs in Excel, bar graphs in Excel and so on.

Table of Content

• What is a Chart or Graph in Excel
• How to Create Charts in Excel

Type of Charts in MS Excel

How to create surface graph in ms excel, how to create histogram in excel.

• How to Format the Chart

How to Change Chart Type

What are charts and graphs in excel.

Charts and graphs in Excel are powerful tools for data visualization. They help you present and analyze data graphically, making it easier to identify trends, patterns, and comparisons. By converting numerical data into visual formats, you can communicate complex information clearly and effectively.

Top Uses of Charts and Graphs in Excel

Charts and graphs in Excel offer several advantages:

Data Visualization: Transform raw data into visually appealing graphics.

Comparison: Easily compare different datasets.

Trend Analysis: Identify trends and patterns over time.

Clarity : Make data insights more accessible and understandable..

Step-by-Step Guide to Creating Different Types of Graphs in Excel

Plotting a Graph in Excel is an easy process. Below is a step-by-step process explaining how to make a chart or graph in Excel:

Step 1: Create a Dataset

In your excel sheet enter the dataset for which you want to make chart or graph. We are using the following random sales data for different courses for Jan – Mar period.

Create a Dataset

Step 2: Select the Dataset

Select the entered dataset by drag and drop or by CTRL + A.

Select the Dataset

Step 3: Go to Insert and Select Recommended Charts

Go the Insert Tab and in the dropdown select chart of your choice from the Recommended Charts . You can click on All charts option if can not find your desired chart.

Go to Insert and Select Recommended Charts

There are various types of charts recommended by Excel. You can preview the chart before applying it. Select the chart or graph that you desire and click on OK . These types of charts are discussed below.

Recommended Charts

Excel provides several charts or graphs that we can use to visualize and analyze the data in different scenarios. Usually, we are required to choose the chart type depending on the data we are required to analyze.

To give you insights of how to create charts or graphs in excel we are using Surface chart as an example showing you the step by step procedure.

Follow the steps to create Surface Graph in Excel :

Step 1: Highlight the Dataset

Select the dataset for which you want to draw the graph.

Step 2: Go to Insert and Select All Charts

Access the Insert tab and from the drop down click on All Charts option.

Go to Insert and Select All Charts

Step 3: Click on Surface Chart

Select the option of surface chart from the given graph options and click on OK .

Click on Surface Chart

Follow the Steps to create Histogram in Excel:

Highlight the Dataset

Step 3: Click on Histogram

Click on Histogram

After we insert the chart, Excel will automatically prepare the chart according to the dataset and insert it into the sheet. In the similar fashion you can easily insert any graph of your choice.

How to Format and Customize Your Excel Graphs

Formating the chart will enhance our chart or graph and also provide information that will help to analyze the chart easily. You can format or customize chart by adding titles, axis, labels, etc.

Here we are showing process of adding title and axis.

1. Adding Chart Title

Follow the steps given below to add chart title in Excel.

Step 1: Select the Inserted Chart

Step 2: add title.

Add title to the chart by double-clicking on the Chart Title view and, add whatever title you want.

2. Adding Axis

Follow the steps given below to add axis in Excel.

Step 1: Select the Inserted Chart.

Step 2: click on the plus(+) button beside the chart., step 3: check the axis titles checkbox, and add the axis name..

3. Switching Row/Column

To rearrange the data presentation, you can switch the row and column layout of your chart. This can be particularly useful when you want to display data series or categories differently.

4. Legend Position

The legend position provides valuable information about the data series in your chart. You can customize the legend’s position to enhance chart clarity and presentation.

To move the legend to the right side of the chart, click the “ + ” button on the right side of the chart, choose “ Legend “, and then select “ Right “.

5. Data Labels

Data labels draw attention to specific data points or series on your chart. By adding data labels, you can provide context and emphasize crucial data points.

To add data labels, select the chart, click on the data series or point you want to label, and then click the “ + ” button. Check the “ Data Labels” option to display the labels.

Excel gives you the feature to change the type of chart or graph after creating. Follow the below steps to change the chart type in Excel:

Step 1: Select the chart

Click on the chart or graph you want to modify to select it. When the chart is selected, you will see handles or bounding boxes around it, indicating that it’s active.

Step 2: Select the “Change Chart Type” Option

Navigate to the “ Chart Design ” tab in the Excel ribbon. In the “ Type ” group, click the “ Change Chart Type ” button to open a gallery of available chart types.

Step 3: Choose a new Chart type

Browse through the chart-type options in the gallery and select the one that suits your needs. For example, if you want to switch to pie chart, click on Pie chart.

Step 4: Confirm the Change

After selecting the change you require, click “ OK ” to apply the change. Your chart will be instantly updated with the new chart type, providing useful when you want to display that series or categories differently.

Creating a graph in Excel is a straightforward process that transforms your data into visually appealing and easily understandable charts. By selecting the appropriate chart type, customizing it with relevant titles and labels, and ensuring the data is accurately represented, you can effectively communicate your data insights. Whether you’re working on data analysis , business reporting , or academic projects , Excel’s graphing capabilities provide a powerful tool to enhance your presentations. Remember to optimize your charts for readability and clarity to make the most of your data visualization efforts. By mastering these skills, you can leverage Excel charts to drive better business decisions and data-driven strategies , making your presentations stand out.

How to Draw Graph in Excel – FAQs

How do i create graph in excel.

To create a graph in Excel: Select your data Click on the “ Insert ” tab Choose your graph type from the “ Charts ” group, and click to insert. Customize the graph using the Chart tools for design and format.

How do you make an X Y graph in Excel?

To make an XY (Scatter) graph in Excel: Select your data, Go to the “ Insert ” tab Click the “ Scatter ” icon in the “ Charts ” group Choose your preferred scatter plot type.

How to Create a Line Graph in Excel?

Here are the steps to make a line graph in Excel: Prepare Your Data Select Your Data Insert the Line Graph Customize Your Line Graph Format Your Line Graph

How do you create a graph in Excel using a function?

To create a graph in Excel using a function follow the steps given below: Prepare Your Data Input the Data Select Your Data Insert the Graph Customize Your Graph

How to make a graph in Excel from a Table?

Follow the steps given below to make a graph from a table: Open Your Excel Workbook Select the Data Go to the Insert tab Insert a Chart Customize the Chart

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How to Create Graphs in Excel: A Step-by-Step Guide for Beginners

Creating graphs in Excel might seem intimidating at first, but it’s actually a breeze once you get the hang of it. This article will walk you through the steps to make a graph from your data in Excel. We’ll cover selecting the data, choosing the right type of graph, and customizing it to make it look professional. By the end, you’ll be able to convert your rows and columns into clear and informative visuals.

How to Create Graphs in Excel

In this section, we’ll go through the steps to create a graph in Excel, turning your numerical data into a visual story. These instructions will help you create a basic graph and then customize it to fit your needs.

Step 1: Open your Excel file

Open the Excel document that contains the data you want to visualize.

Make sure your data is organized in columns and rows before starting. Each column should have a header, like "Month" or "Sales."

Step 2: Select your data

Click and drag to highlight the cells that contain the data you want to include in your graph.

It’s crucial to include the headers in your selection. This helps Excel understand what each part of your data represents.

Step 3: Go to the "Insert" tab

Navigate to the "Insert" tab on the Excel ribbon at the top of the screen.

This tab contains all the tools you need to create various types of charts and graphs.

Step 4: Choose your graph type

Click on the type of graph you want to create, such as a bar chart, line graph, or pie chart.

Excel offers many graph options, so choose one that best represents your data. You can always switch to a different type if needed.

Step 5: Customize your graph

After you’ve inserted the graph, use the "Chart Tools" to add titles, change colors, and adjust other settings to make it look just right.

Customizing your graph helps make your data clearer and more appealing. Experiment with different options to find what works best for your information.

Once you’ve followed these steps, your data will be represented visually in a graph. You can move the graph around, resize it, and even copy it into other documents or presentations.

Tips for Creating Graphs in Excel

• Keep it simple: Avoid cluttering your graph with too much information. Focus on key data points.
• Label clearly: Make sure your graph has clear titles and labels for the axes.
• Use contrasting colors: This makes different data sets easier to distinguish.
• Check your scales: Ensure that the scale on your axes makes sense and is appropriate for your data.
• Preview before finalizing: It’s always a good idea to look at a preview of your graph to see how it will appear when printed or presented.

Frequently Asked Questions

How do i change the type of graph after creating it.

Select the graph, go to the "Chart Tools – Design" tab, and click "Change Chart Type." Pick a new type and click "OK."

Can I add data to an existing graph?

Yes, you can. Right-click on the graph, select "Select Data," and then add your new data range.

How do I update my graph if the data changes?

Excel automatically updates the graph when you change the data in the cells. Just make sure your graph is linked to the correct data range.

Why doesn’t my graph look right?

This could be due to incorrect data selection or a poor choice of graph type. Double-check your data and consider trying a different type of graph.

Can I remove elements like the legend or gridlines?

Yes, you can. Click on the element you want to remove, then press the "Delete" key.

• Open your Excel file
• Select your data
• Go to the "Insert" tab
• Choose your graph type
• Customize your graph

Creating graphs in Excel is a fundamental skill that can help you present your data in a clear and compelling way. Whether you’re a student trying to impress with a school project, a professional presenting quarterly sales, or someone just wanting to visualize data for personal use, mastering this skill is invaluable. You can transform simple data tables into insightful visuals with just a few clicks and tweaks.

Remember, practice makes perfect. The more you experiment with different types of graphs and customization options, the more proficient you’ll become. So next time you’re faced with raw data, don’t shy away; turn it into a graph in Excel and let the numbers tell their story. For further reading, consider diving into more advanced Excel functionalities like pivot tables and data analysis tools. Happy graphing!

Matt Jacobs has been working as an IT consultant for small businesses since receiving his Master’s degree in 2003. While he still does some consulting work, his primary focus now is on creating technology support content for SupportYourTech.com.

His work can be found on many websites and focuses on topics such as Microsoft Office, Apple devices, Android devices, Photoshop, and more.

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• How to Make a Graph in Excel

Want to make your data more engaging and easier to understand?

Excel charts can transform plain numbers into clear, visual stories. Learning to create and format Excel charts will enhance your presentations and reports.

In this guide, we’ll show you how to make and customize various types of charts, from simple line graphs to advanced combo charts.

Ready to turn your data into stunning visuals? Let’s get started!

Watch video tutorial

In this tutorial:

• What is a Chart or Graph in Excel?
• Types of Charts in Excel
• Format a Chart in Excel
• How to Add a New Series to a Chart
• Creating Combination (Combo) Charts
• Download the Workbook

Download the free workbook 👉 HERE and follow along.

A chart or graph in Excel is a visual tool that makes data easier to understand. These tools help you see trends and compare data quickly. Excel offers many types of charts like bar, line, pie, and scatter plots. Each type is useful for different kinds of data and analysis.

Chart vs Graph

People often use “chart” and “graph” to mean the same thing, but they are different.

• A chart is a broad term that includes various ways to show data, like pie charts, Gantt charts, and flow charts.
• A graph is a type of chart. It shows math relationships using data points on axes. It can be a line or bar graph.

Graphs are best for numbers trends. Charts can also show timelines and structures.. In Excel, you can find both under the Charts section.

In this tutorial, I’ll show you how to make a graph in Excel. But first, let’s take a quick look at the different types of charts available.

• Bar Chart / Column Chart : These charts use horizontal (bar) or vertical (column) bars to represent data. They are great for comparing different groups or categories, like sales of different products.
• Line Chart / Area Chart : Line charts connect data points with lines to show trends over time. Area charts are similar but fill the space under the line. They are ideal for tracking changes over periods, like stock prices.
• Pie Chart / Donut Chart : These charts show parts of a whole in a circle. Pie charts use slices, and donut charts use rings. They are best for displaying proportions of categories, like market share.
• Scatter Plot : This chart uses dots to show the values of two variables, showing their relationship. It’s great for finding patterns, like the link between age and income.
• Radar Chart : Radar charts plot data on axes radiating from the center. They are useful for comparing multiple variables, like employee skills.
• Waterfall Chart : These charts show a starting value and the effect of sequential positive or negative values. They help understand changes over time, like monthly cash flow.
• Histogram: A histogram shows the frequency distribution of data. It’s useful for understanding the range of values, like test scores.
• Treemap : Treemaps display hierarchical data as nested rectangles. They are useful for showing parts-to-whole relationships, like budget allocation.
• Map Chart : Map charts show data geographically. They are perfect for displaying location-based information, like sales by region or population density.

If the many chart options seem overwhelming, don’t worry. Excel has a Recommended Charts feature that can suggest the best chart type for your data.

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Business Charts in Excel

Here are three easy methods to create a graph in Excel.

Method 1: Insert Chart from Selected Data

• Select Your Data : Highlight your entire table, including headers.
• Go to Insert Tab : Click on the “Insert” tab.
• Choose a Chart : Select the chart type you want. If unsure, click on “ Recommended Charts ” for suggestions. Choose one and click “OK”.

• Choose one and click “OK”.

Method 2: Insert a Blank Chart

• Go to an Empty Cell : Click on an empty cell.
• Go to Insert Tab : Click on the “Insert” tab and select your preferred chart type. Excel will insert an empty chart canvas.

In this example, I will be using a column chart.

• Alternatively, right-click on the empty chart and select “Select Data”.

• Click “Add” under “Legend Entries (Series)” to add your data series.

• For “ Series name “, either type a name or reference a cell (e.g., B5).
• For “ Series values “, highlight your data values.

• Click “Edit” under “Horizontal Axis (Category) Labels” to add labels.

• You can also select the entire data range (e.g., A5:B10) for Excel to automatically generate the chart.

Method 3: Use Shortcut Keys to Insert Default Chart Type

• Highlight Data : Select your data range (e.g., A5:B10).
• Use Keyboard Shortcut : Press Alt + F1 to insert a chart based on the default chart type.
• Change Default Chart Type : To change the default chart type, go to the “Insert” tab and click the small icon at the bottom right of the “Charts” group.

• In the “Change Chart Type” window, find your preferred chart, right-click it, and select “Set as Default”.

Excel Essentials for the Real World

In this section, we will format a bar graph. While some options are specific to certain chart types, most formatting elements are common across different charts.

Chart Elements

A chart has various elements like axes, gridlines, data labels, and titles. You can add or remove these by clicking the “ + ” sign at the top right of the chart. This opens the Chart Elements menu, where you can select and customize options.

Data Labels

To customize data labels:

• Click on the data labels in your chart.
• Select the alignment or click “More options” for further customization.
• The Format Data Labels pane will open on the right, giving you full control over the settings.

Format Pane

You can open the Format pane for different chart elements by:

• Double-clicking the chart element.
• Pressing Ctrl + 1 .
• Right-clicking the element and selecting “Format…”

The Format pane will show relevant options for any chart element you click on.

Axis Options

By default, bar charts display data in reverse order. To match the order of your source data:

• Double-click the chart axis to open the Format Axis pane.
• Go to Axis Options, and select the last tab.
• Expand Axis Options and check the box for “Categories in reverse order.”

Series Options

For bar or column charts, you can adjust:

• Series Overlap : Controls how much bars overlap each other.
• Gap Width : Adjusts the space between bars.

Removing a Chart Element

To remove a chart element:

• Click the element and press the DELETE key.
• Untick the element in the Chart Elements list by clicking the “+” button.

Improving Chart Design in Excel

Here are simple ways to enhance the design of your Excel charts.

Using the Format Sidebar:

• Click on a chart element.
• Adjust settings in the Format sidebar.

Using the Format Tab:

• Click on the chart element.
• Go to the “Format” tab.
• Customize options under “Shape Styles”.

• Pro Tip: Add frequently used options to the Quick Access Toolbar. Right-click the option and select “Add to Quick Access Toolbar”.

Using Right-Click Menu:

• Right-click the chart element.
• Choose your preferred colors from the menu.

Formatting Axis Lines

To thicken axis lines:

• Select the vertical axis in your bar graph.
• Open the Format Axis sidebar.
• Go to the “Fill and Line” tab (first tab).
• Under “Line”, specify the color and width.

Format axis labels

To format axis labels:

• Click on the axis labels.
• Go to the “Home” tab.
• Adjust font type, size, color, and style in the Font group.

Alternatively, right-click the axis labels and select “Font”.

💡 Keep your chart design simple, clear, and consistent for the best visual impact.

Sometimes you need to add a new data series to your chart. Here’s how to do it:

Method 1: Drag to Include New Data

• Select the Chart : Click on your chart. The chart data range will be highlighted.
• Expand Data Range : Hover over the dot between the Sales header and values. Your cursor will change to a double-arrow. Click and drag to include the Budget column.

Make sure you select the chart area before expanding the selection. If the columns are selected first, you might not be able to expand the entire data set correctly.

Method 2: Using Select Data Option

• Right-Click on the Chart : Select “Select Data” from the context menu.

• In the “Select Data Source” window, click “Add” under “Legend Entries (Series)”.
• In the “Edit Series” window, specify the Series name (e.g., Budget) and the Series values (e.g., Budget values).

Change the Series Order

To rearrange series on your chart:

• Select the Series : Click on the series you want to move (e.g. “budgetduplicate”).

• For example, moving a series up will change the order in which it appears on the chart.

Remove Unwanted Series

• Select the Series : Click on the series you want to remove.
• Click Remove : Use the “Remove” button to delete the series.

Switch Axes

To switch data between the x (horizontal) and y (vertical) axes:

• Select Data Source : In the “Select Data Source” dialog box, click the “Switch Row/Column” button.

Troubleshooting Missing Data Series

If a data series doesn’t appear on the chart:

• Check the Format : Go to the Format sidebar.
• Select the Missing Series : Use the dropdown to find and select the missing series.
• Adjust Formatting : Ensure the series is properly formatted (e.g., fill color).

Sometimes, you need to show different data series using various chart types, like comparing actuals to budget. You can do this with a combination chart (combo chart) in Excel. Here’s how:

Step 1: Select Your Series:

• Click on the bars representing the series you want to change.
• Right-click and select “Change Series Chart Type”.

Step 2: Open Combo View:

• Excel will take you to the Combo view in the Change Chart Type window, where you can change each series type individually.
• Note: Right-click directly on the series for a shortcut to the Combo section. Right-clicking elsewhere will require an extra step to navigate to the Combo section.

Step 3: Change Chart Type:

• For the Budget series, select a line graph with markers from the dropdown.
• Click “OK”.

Step 4: Format the Series:

• To remove the line, go to the Format Data Series pane and select “No Line” under Series Line Options.
• Customize the markers in the “Marker” tab. Choose “Built-in” for Marker Options, select “dash” for Type, and adjust the size.

Step 5: Add Data Labels

• Right-click on the series and select “Add Data Labels”.
• In the Format Data Labels sidebar, choose the position for the labels. For example, place Sales labels on the Inside Base and Budget labels above.

Step 6: Add a Legend

• Click the “ + ” sign at the top right of the chart and tick the “Legend” box.
• Specify the position (e.g., top).
• To change a name in the legend, update the series name in your source table header.

Step 7: Add a Chart Title

• Tick the “Chart Title” box from the chart elements list.
• Enter a clear and informative title, like “Sales Actual vs Budget”.

Enhance your learning experience by downloading our workbook. Practice the techniques discussed in real-time and master how to make a graph in Excel with hands-on examples. Download the workbook here and start applying what you’ve learned directly in Excel.

More Learning

I hope this article helped you learn how to make a graph in Excel and understand the various chart elements and options.

For more examples and chart tips, check out these resources:

• Expert Tips and Tricks to Transform Your Excel Charts
• Conditional Formatting for Charts in Excel
• Highlight Max & Min Values in an Excel Line Chart
• How to Present Survey Results in Excel with a Chart
• How to Create Professional Excel Column Charts
• Excel Dynamic Map with Drop-Down
• How to Create Excel Interactive Charts
• How to Best Present Charts in PowerPoint

Explore these articles to enhance your Excel charting skills and present your data effectively!

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How to Create a Graph in Excel

Last Updated: April 26, 2024 Fact Checked

This article was co-authored by wikiHow staff writer, Jack Lloyd . Jack Lloyd is a Technology Writer and Editor for wikiHow. He has over two years of experience writing and editing technology-related articles. He is technology enthusiast and an English teacher. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 1,905,633 times. Learn more...

If you're looking for a great way to visualize data in Microsoft Excel, you can create a graph or chart. Whether you're using Windows or macOS, creating a graph from your Excel data is quick and easy, and you can even customize the graph to look exactly how you want. This wikiHow tutorial will walk you through making a graph in Excel.

Creating an Excel Graph

• Open a Blank workbook in Excel.
• Click Insert chart .
• Select the type of graph you want to make (e.g., pie, bar, or line graph).
• Plug in the graph’s headers, labels, and all of your data.
• Click and drag your mouse to select all your data, then click Insert .
• Select the type and format for the graph you want to create.
• Add a title to your graph and save your document.

• Bar - Displays one or more sets of data using vertical bars. Best for listing differences in data over time or comparing two similar sets of data.
• Line - Displays one or more sets of data using horizontal lines. Best for showing growth or decline in data over time.
• Pie - Displays one set of data as fractions of a whole. Best for showing a visual distribution of data.

• For example, to create a set of data called "Number of Lights" and another set called "Power Bill", you would type Number of Lights into cell B1 and Power Bill into C1
• Always leave cell A1 blank.

• For example, if you're comparing your budget with your friend's budget in a bar graph, you might label each column by week or month.
• You should add a label for each row of data.

• You can press the Tab ↹ key once you're done typing in one cell to enter the data and jump one cell to the right if you're filling in multiple cells in a row.

• A bar graph resembles a series of vertical bars.
• A line graph resembles two or more squiggly lines.
• A pie graph resembles a sectioned-off circle.

• You can also hover over a format to see a preview of what it will look like when using your data.

• On a Mac, you'll instead click the Design tab, click Add Chart Element , select Chart Title , click a location, and type in the graph's title. [2] X Research source

• Windows - Click File , click Save As , double-click This PC , click a save location on the left side of the window, type the document's name into the "File name" text box, and click Save .
• Mac - Click File , click Save As... , enter the document's name in the "Save As" field, select a save location by clicking the "Where" box and clicking a folder, and click Save .

Community Q&A

• You can change the graph's visual appearance on the Design tab. Thanks Helpful 0 Not Helpful 0
• If you don't want to select a specific type of graph, you can click Recommended Charts and then select a graph from Excel's recommendation window. Thanks Helpful 0 Not Helpful 0

• Some graph formats won't include all of your data, or will display it in a confusing manner. It's important to choose a graph format that works with your data. Thanks Helpful 3 Not Helpful 4

You Might Also Like

• ↑ https://www.youtube.com/watch?v=L5LBon70v_o
• ↑ https://www.youtube.com/watch?v=pxilXspS2UA

About This Article

1. Enter the graph’s headers. 2. Add the graph’s labels. 3. Enter the graph’s data. 4. Select all data including headers and labels. 5. Click Insert . 6. Select a graph type. 7. Select a graph format. 8. Add a title to the graph. Did this summary help you? Yes No

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How to Create a Graph in Excel: A Step-by-Step Guide

Discover creating polished Excel graphs with this step-by-step guide. Learn data selection, chart type choice, appearance customization, and effective presentation. Boost your data visualization skills for impactful graphs in reports, presentations, and data analysis in Excel.

January 21, 2024

What's Inside?

What are Graphs & Charts in Microsoft Excel?

In Microsoft Excel, graphs and charts are visual representations of data that provide a clear and concise way to convey information.

They are useful for analyzing trends, patterns, and relationships within datasets. Excel offers a variety of chart types, each designed to represent data in a specific way.

Column Chart Types and Descriptions

To create a graph or chart in Excel, you typically start by selecting your data and then choosing the chart type that best fits your needs.

How Can I Make a Chart in Excel: Step by Step Guide

Excel provides a user-friendly interface for creating, customizing, and formatting charts to enhance their visual appeal and effectiveness in conveying information. Charts in Excel are dynamic, allowing you to update them automatically when the underlying data changes.

To create a graph in Excel, follow these steps:

• Enter Data: Input your data into an Excel spreadsheet.
• Select Chart Type: Choose from one of the nine available graph and chart options based on the type of data you have.
• Insert Graph: Highlight your data, then go to the "Insert" tab and select your desired graph type.
• Adjust Axis: If needed, switch the data on each axis for a clearer representation.
• Customize Layout and Colors: Modify the layout and colors of your chart to enhance visual appeal.
• Resize Legend and Axis Labels: Change the size of your chart's legend and axis labels for better readability.
• Adjust Y-Axis Measurement: Optionally, modify the Y-axis measurement options to better represent your data.
• Reorder Data: If necessary, reorder your data to present it in a more meaningful way.
• Add Title: Title your graph to provide context and clarity.
• Export: Once satisfied, you can export your graph or chart for use in presentations or reports.

Detailed Step by Step Chart Creation Guide

Step 1: open microsoft excel.

Create a blank workbook. This spreadsheet is where we will enter the data and create the line graph. 

You may already have a workbook that includes your data. Then, click on the “Open” on the left and choose your data file.

Step 2 : Consider the type of graph you want to make

There are three basic types of graph that you can create in Excel, each of which works best for certain types of data.

• Bar : Displays one or more sets of data using vertical bars. Best for listing differences in data over time or comparing two similar sets of data.
• Line : Displays one or more sets of data using horizontal lines. Best for showing growth or decline in data over time.
• Pie : Displays one set of data as fractions of a whole. Best for showing a visual distribution of data.

Step 3: Add your graph's headers

1) Enter Your Data: Input your data into Excel.

2) Select Your Data: Choose the data range you want to visualize.

3) Create a Chart: Go to the "Insert" tab and select a chart type (e.g., column, line).

4) Right-Click on the Chart: Right-click on the chart, then choose "Add Chart Element" and select "Chart Title."

5) Enter the Title: A text box will appear; type your chart title.

6) Customize the Title: Right-click on the title to customize it (color, font, size).

By following these steps, you can quickly add and customize a chart title in Excel.

Step 4: Select a graph type

In the "Charts" section of the  Insert  toolbar, click the visual representation of the type of graph that you want to use. A drop-down menu with different options will appear.

• A  bar  graph resembles a series of vertical bars.
• A  line  graph resembles two or more squiggly lines.
• A  pie  graph resembles a sectioned-off circle.

Step 5: Select a graph format

In your selected graph's drop-down menu, click a version of the graph that you want to use in your Excel document. The graph will be created in your document.

• You can also hover over a format to see a preview of what it will look like when using your data.

Step 6: Finalize Your Graph

As you may realize, the created column chart needs some adjustments. To change its colors and overall appearance, click on the "Chart Design" tab at the top.

From there, you can select a color palette or choose one of the available chart styles. Additionally, you can access the "Format" tab on the right to further customize shapes and fonts.

Chart styles not only alter the colors but also adjust the background and fonts of the columns.

Double clicking or right clicking on the column chart will also provide access to the same customization options.

Create Effortless Graph In Decktopus

Though Excel has many functions, it is challenging to use for many people. You may not be tech-savvy, which is understandable. However, creating a bar chart in Excel may not be the best option for you and your skills.

Decktopus is an AI-powered tool that includes a variety of functions, one of them being the bar graph generator! This easy-to-use tool eliminates the need for learning Excel!

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How to Create a Bar Graph in Decktopus?

Decktopus  brings AI excellence to the  graphs !

The bar chart maker on Decktopus allows specific customizations for formatting, such as changing colors, text fonts, the position of the title, adding subtitles to explain the graph, background color, and changes on gridlines and data.

It is easy to create bar graphs on Decktopus. All you need to do is to choose the bar graph template and add your data!

For a detailed  step-by-step tutorial on bar graph maker on Decktopus , you can take a look at our other related posts!

Frequently Asked Questions

1) how do you create a graph in excel step by step.

• Enter your data into Excel.
• Select your data.
• Go to the "Insert" tab.
• Choose the desired chart type (e.g., column, line, pie).
• Adjust chart elements and formatting as needed.
• Your graph is now created!

2) How do you make an XY graph in Excel?

• Enter your XY data into two columns in Excel.
• Highlight the data.
• Choose "Scatter" from the Chart options.
• Customize as needed, adding labels and formatting.

3) How do I create a chart in Excel with multiple data?

• Enter all your data into Excel.
• Highlight the data including all series.
• Choose the desired chart type (e.g., clustered column, line with markers).
• Adjust as needed to represent multiple datasets.

4) How do I turn an Excel chart into a graph?

• In Excel, the terms "chart" and "graph" are often used interchangeably.
• Once you've created a chart, it is essentially a visual representation or graph of your data.

5) How to plot a graph?

• In Excel, enter your data into cells.
• Select the data.
• Choose a chart type (e.g., scatter plot, line graph).
• Customize the graph as needed for clarity and aesthetics.

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Excel Visualization: A Guide to Clear Data Presentation for Beginners

I once struggled with dull data tables.

Numbers clustered in rows and columns become a blur. But with Excel visualization , you can empower your audience to make informed decisions based on the data presented. Excel charts and graphs replace chaos, revealing patterns and trends.

Convey ideas efficiently with the right visual. It’s not just about creating a chart; it’s about making data understandable and engaging.

In this article, I’ll guide you step-by-step on transforming your Excel data into insightful visuals.

Let’s get started!

Table of Contents

Understanding the Basics of Excel Visualization

Excel provides various visualization options, whether 2D or 3D versions, standard, stacked, or 100% stacked options. It’s all about finding the right fit that best represents your data and message.

The Excel Charting Interface

Let’s start with creating a chart in Excel.

When you click on the Insert tab in Excel, you’ll see various chart types that you can use to visualize your data.

The Excel charting interface provides a wide range of options, from line and area charts to bar and column charts. When you click on a chart, the ‘ Chart Tools ’ contextual tab provides additional features for customizing your charts.

Types of Data for Visualization

Excel visualization data can be broadly categorized into numerical, categorical, and time-series data.

• Numerical data includes values that can be measured, such as sales figures or temperature readings.
• Categorical data includes information such as names, labels, or groups.
• Time-series data involves values measured over time, such as stock prices or website traffic.

Excel offers different chart types depending on your data type.

Selecting the Right Chart Type

Selecting the right chart type is half the battle for effective data visualization in Excel.

Pie charts are best for part-to-whole comparisons. Use line charts for time series or trends. Bar or column charts are the most suitable for categorical comparisons.

However, consider more advanced chart types for more complex data sets.

Scatter plots are excellent for correlation analysis , while histograms and box plots are ideal for distribution analysis of quantitative data.

It’s all about understanding your data and determining the best way to display it.

Steps for Visualizing Data in Excel – Creating Basic Charts

Creating basic charts in Excel is a fundamental skill for anyone looking to present data in a visual format.

Excel offers a variety of chart types, each with unique properties and use cases. The key to successful chart creation in Excel is understanding these different chart types and knowing how to present your data most effectively with them.

Organizing Your Data

Before you dive into creating Excel charts, it is crucial to organize your data correctly . 

Well-organized data will make the charting process easier and the resulting charts more meaningful. Ensure your data is clean, error-free, and arranged clearly and logically.

This will make it easier to select the data for your charts and create visuals that effectively communicate your data analysis results.

Pie and Donut Chart

Pie charts are popular for showing the proportion of different categories within a whole. While visually appealing, they are often misused and can lead to misleading interpretations.

Generally, they are most effective when comparing a few categories representing parts of a whole.

On the other hand, donut charts are a variation of pie charts with a hole in the middle (as the name implies!). Like pie charts, they can display multiple data series, but they should be used sparingly.

To create a pie chart in Excel:

• Select the data you want to visualize
• From the “ Insert ” tab, choose “ Pie ” from the chart options.
• You can customize your chart by changing the colors, adding labels, and adjusting other settings in the “ Format Chart Area ” pane.

Here’s a video guide on how to create a donut chart:

Line and Area Chart

Line and area charts are handy when dealing with time-series data . These charts plot data points on a graph and connect them with a line, allowing you to see trends over time. 

Check out this video for a step-by-step guide on how to create a line chart:

One of the business essentials when working with line and area charts is customizing the axis and gridlines. This can help make your chart more readable and meaningful .

The “ Format Axis ” pane allows you to customize the axis labels, adjust the scale, and add gridlines.

Column and Bar Graph

Bar and column charts are Excel’s most commonly used chart types. They are excellent for comparing different categories of data.

While bar charts and column charts are often used interchangeably, there is a difference: A bar chart presents data horizontally , while a column chart presents data vertically . This distinction can influence how easily your audience interprets the chart.

You can also choose between a stacked or clustered bar and column chart layout.

In a stacked chart , data series are stacked on each other, while in a clustered chart , they are placed side by side.

To create a bar or column chart:

• Select the data
• Then choose either “Bar” or “Column” from the chart options in the “ Insert ” tab
• Remember to format the chart and the axis labels to make the chart easier to understand

Advanced Charting Techniques

In this section, I’ll describe how to present complex data in a visually appealing and easily understandable format. Since each dataset is unique, treat these charts as ideas for meaningfully presenting your data.

Combination Charts

This type of chart combines the features of line and column charts, allowing you to present mixed data more comprehensively.

For example, when you have a target and actual data for comparison , a combination chart can be the perfect tool for visualization.

Clicking the Chart Design tab on the ribbon allows you to change the chart type and create a customized combination chart.

This allows you to have your target values in columns and the actual values marked along the line, which provides a clearer visualization of your data.

Trendlines and Data Analysis

Another essential feature of Excel charts is the ability to add trendlines. These can be linear, polynomial, or moving average trendlines.

A trendline graphically displays trends in your data , and you can extend it beyond the actual data to predict future values.

Along with trendlines, interpreting R-squared values is also crucial in data analysis. This will help you understand the relationship between your dependent and independent variables, thus enhancing your analysis results.

Check out our detailed how-to post on adding trendlines to Excel charts .

Conditional Formatting in Charts

Conditional formatting is another advanced charting technique in Excel that can enhance your data visualization. You can also add data bars, color scales, and icon sets.

These features allow you to customize your charts based on certain conditions, making it easier for your audience to understand your data. Applying these formatting options enables you to create more engaging and visually appealing charts for your data presentation.

Creating a Tornado Chart in Excel

Tornado charts are particularly effective when comparing and contrasting different variables . A well-crafted tornado chart can help you visualize how changes in several factors can impact a specific outcome – for example, the impact of inflation on NPV and IRR results.

Here’s a video showing you how to create a tornado chart:

Designing a Funnel Chart in Excel

Funnel Charts in Excel are highly effective tools for monitoring sales processes or any other process that narrows down over time.

Here are two quick methods for designing funnel charts in Excel:

Building a Waffle Chart in Excel

Waffle charts, also known as square pie or waffle bar charts, are a great way to visualize individual data points compared to the whole data set. They are a fun and engaging way to present percentages or proportions.

Here is a simple method for creating waffle charts:

Data Visualization Tips – Enhancing Chart Aesthetics

The aesthetics of your Excel chart play a significant role in how effectively your data is communicated.

A visually appealing chart is easier to understand and engages your audience. Enhancing chart aesthetics involves working with various chart elements and features, such as colors, styles, and data labels.

Adding data labels, for instance, provides additional information on your chart, making it easier to interpret.

Besides, you can customize the chart’s colors and styles to match your presentation theme or company branding.

Check out this post for more information on good dashboard design principles .

Working with Chart Elements

Working with chart elements can significantly improve the readability and effectiveness of your data visualization.

Some key chart elements you can manipulate include titles, legends, and data labels.

• Data labels provide additional context to your data and can be customized to suit your chart
• Modify axis labels and gridlines to adjust their appearance and improve readability. Check out this video on how to add gridlines to your Excel charts:

These chart elements can enhance your aesthetic appeal and make your data easier to interpret.

Customizing Chart Colors and Styles

Spicing up your Excel charts is easier than you think.

The ‘ Chart Design ‘ tab in the Excel ribbon allows you to alter your charts’ aesthetics significantly.

Navigate to the ‘ Chart Styles ‘ section, and you’ll see various styles for your chart. 

Looking for a bit more customization? No problem! Simply click the ‘ Change Colors ‘ dropdown and choose a color scheme.

You can use Excel’s preset color schemes or create a custom color palette for brand consistency. Minor visual changes can significantly affect your chart’s overall look and feel.

3D Charts and Effects

Adding a third dimension to your charts can make them pop . But be careful.

While 3D effects can add a specific wow factor, they can also lead to misinterpretations of your data if they are not used properly.

To add 3D effects to your charts, click the ‘ Chart Styles ‘ and choose a style with 3D effects. 

Remember, though, that 3D effects should be used sparingly and only when they can enhance the understanding of the data. Overuse of these effects can lead to cluttered, confusing charts. When it comes to 3D effects, less is often more .

Advanced Excel Graphics

Beyond the basic charts, Excel offers advanced graphics capabilities to take your data presentation to the next level.

This includes using Sparklines, shapes, and icons, among other features.

Sparklines are mini-charts within individual cells, each representing a row of data. They give a quick snapshot of trends, helping you understand your data at a glance.

Excel offers line, column, and win/loss types of Sparklines that you can add with the Quick Analysis tool.

Using Shapes and Icons

Remember to appropriately format these shapes and icons to convey the right message and not distract from the data.

Portraying a Story Through Data

Excel visualization is not just about creating charts or diagrams; it’s about telling a story with your data. This is where the concept of data storytelling comes in.

It’s about using visualization tools to highlight key points and trends in your data, making it easier for your audience to understand and absorb.

It’s not unlike creating a plot in a novel where rows and columns of data are the characters, and the chart is the narrative arc. Every element should convey your story effectively and compellingly, from simple bar charts to intricate trend analysis.

Exporting and Sharing Your Visualizations

Once you’ve created your data visualization in Excel, it’s important to know how to share it! This involves exporting the visual representation of data in a format that others can easily access.

Whether you’re sharing a simple bar graph or a complex infographic, the export method will depend on the intended use of the chart/graphic.

This process can be as simple as saving your chart as an image or embedding Excel visuals in PowerPoint presentations and documents.

Saving Charts as Images

One of the simplest ways to share visualizations is by saving them as images .

To do this, right-click the chart and select ‘Save as Picture.’ Several image formats are available, each with its uses.

For instance, JPEG is great for photographic images, while PNG is ideal for images with transparent backgrounds. However, it’s important to consider the resolution of your image. High resolution is crucial for clear, crisp images, especially if they’re intended for print.

Embedding Excel Visuals in Presentations and Documents

Embedding them in presentations and documents is another way to share your Excel visualizations.

This can be done in two ways: linking and embedding .

• Linking refers to connecting the original Excel file and the document where it’s inserted. Any changes made to the original file will automatically update in the document (assuming the link isn’t broken ).
• Embedding involves inserting a copy of the chart into the document. While this won’t update automatically, it ensures that the chart will always be available, regardless of the status of the original file.

Both methods have advantages and should be chosen based on your specific needs.

Frequently Asked Questions

What are some common mistakes for beginners to avoid in data visualization with excel.

Common mistakes include overcrowding the chart with too much data, using inappropriate chart types, neglecting to label axes or data points clearly, and choosing colors or styles that reduce readability.

What are the best practices for presenting Excel data visually to a non-technical audience?

Focus on simplicity and clarity .

Use straightforward chart types, avoid technical jargon, and highlight key takeaways. Ensure your charts are well-labeled, and use annotations or callouts to draw attention to important data points.

What are some resources to learn more about Excel visualization? 

For more tips and tricks, visit my YouTube channel . Alternatively, look at Chandoo’s training, where I learned many excellent dashboard design ideas.

Can Excel visualization help in career development?

Absolutely! Proficiency in Excel visualization is a valuable skill in many industries.

It’s especially relevant in fields like data science, finance, marketing, and others involving large amounts of data. Effectively communicating data through graphical representation can give you a significant advantage in your professional journey.

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Creating charts from start to finish

Tips before you start

Let Excel do it for you     If you’re overwhelmed by the many chart options, or you miss the Chart Wizard that was available in earlier versions of Excel, try getting started with an Excel recommended chart.

Fine-tune your chart in a few steps     You’ll find three buttons right next to your chart that let you add chart elements such as titles and data labels, change the look and layout of your chart, and define the data you want to show without having to peruse the Chart Tools ribbon to find what you want.

Copy your chart to other programs     While you can create charts directly in other Office programs like Word and PowerPoint, copying charts from Excel into another program, with or without a link to the data in Excel, is often a fast and effective way to include charts in the other files.

Use Power View to create charts     If you’ve got Office Professional Plus, try using the Power View add-in. Power View helps you turn Excel table data into charts and other visualizations and presents them in powerful, interactive reports that look professional.

Create your chart

Fine-tune your chart

Change the data in your chart

Use your chart in another program

Use Power View to create interactive charts

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How to Insert an Excel Chart into PowerPoint (4 Easy Ways)

Below is a dataset containing a Company’s sales records for six employees from January to March. We are going to use this to plot a chart within Excel.

To create the chart,

• select the dataset (the range B5:E10 ) and go to the Insert tab on the ribbon. We can find a wide range of chart options from the Charts group.

• Select the one you prefer. We have selected a 2-D Column from the Column Chart drop-down and so we have the following chart to work with here.

Method 1: Using Keyboard Shortcuts to Paste a Chart from the Clipboard

• Go to the Excel spreadsheet and select the chart by clicking on it.
• Copy the chart using Ctrl+C .

• Go to the PowerPoint slide where you want to paste the chart and press Ctrl+V .

Read More: How to Copy Chart from Excel to PowerPoint Without Link

Method 2: Insert a Chart from Clipboard Through PowerPoint’s Paste Option

• Copy the chart from the Excel spreadsheet by pressing Ctrl+C.

Note: As we are using ribbon commands here, we can also do this by the Copy option available in the Clipboard group of the Excel ribbon.

• Select Paste, available in the Clipboard group of the Home tab in Microsoft PowerPoint to insert it into the selected slide.

• Select the downward-facing arrow below Paste to find more options and select the one you find appropriate.

Note: The latter provides more control, consistency, and accessibility over the pasted content, not just for charts but for everything to paste from a clipboard.

Method 3: Link Dynamic Charts Using the Insert Command

This method doesn’t require any copying like the other methods.

• Go to the Insert tab on the Powerpoint ribbon and select Object from the Text.

• A new box will pop up named Insert Object .
• Select the Create from File option, Browse the Excel file that contains the chart, and check the Link.

As we can see from the image above, this also imports the dataset along with the chart. This method imports the whole sheet from Excel and the slide will contain everything it has.

Note: This method only imports charts, datasets, and objects from the first spreadsheet. If the chart you are concerned about is in any other sheet, put it in the first one, or this will not work.

Method 4: Link an Excel Chart Using the Paste Special Option of PowerPoint

One advantage of the previous method is that it didn’t require the Excel file to open. However, it isn’t an issue for most of the users in most of the cases.

• Copy the chart first from the Excel spreadsheet using the keyboard shortcut (Ctrl+C) or the Copy command in the ribbon.

• Go to the slide in the PowerPoint and select the Paste Special option from the drop-down menu that appears once you click on the downward-facing arrow below the Paste .

• Select Paste Link on the left side of the Paste Special box that popped up and click OK .

• This will insert the Excel chart into the PowerPoint file.

This method inserts the chart and connects them through a link. So once the Excel data or chart is updated, the chart in PowerPoint also updates.

Read More: How to Copy Table from Excel to Powerpoint with Formatting

How to Refresh Linked Excel Charts

One of the disadvantages involved in copying and pasting methods (1 & 2) is that it doesn’t update automatically every time data changes in the Excel worksheet. However, you can refresh the charts manually to counteract this problem.

Suppose, we change the data in cell E6 of our dataset.

However, the chart in PowerPoint didn’t update automatically.

In these cases, an option called Refresh Data can help us update the chart after editing the Excel file.

You can find the option in the Data group of the Chart Design tab from the PowerPoint ribbon.

Note: The Chart Design and Format tabs appear on the ribbon only after you click on the chart.

How to Troubleshoot Linked Charts in Excel

It is not uncommon to encounter issues such as updates with linked charts. If you are facing these issues or just want to maintain them in your PowerPoint presentation, here are some troubleshooting steps.

• Ensure the Excel file is in the same folder as when it was linked.
• Check if the Excel file name has been changed. For the link to work, the file name should remain unchanged.
• Be sure to save the workbook before linking.
• Sometimes, you may have to update links manually. Right-click on the chart on PowerPoint and select Update Link to update the Excel file link. This is helpful if the file path or name is changed.
• Check for missing data in Excel.
• Check for compatibility issues and updates for both Excel and PowerPoint.
• Recreate the chart.

Things to Remember

• Make sure you have selected the chart before copying it.
• Use Paste for a static chart copied from Excel; use Paste Special to enable the link option.
• The Chart Design and Format tabs will only appear if you have selected the chart.

Download the Practice Files

You can download the workbook and the PowerPoint file used for the demonstration from the link below.

Related Articles

• How to Perform Excel to PowerPoint Automation
• Automatically Create PowerPoint Slides from Excel
• How to Insert an Excel File into PowerPoint as an Icon

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Advanced Excel Exercises with Solutions PDF

#1 Excel tutorial on the net

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.

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.

Switch Row/Column

If you want to display the animals (instead of the months) on the horizontal axis, execute the following steps.

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

Legend Position

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

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

Data Labels

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

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.

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How to Make a Graph in Excel?

Step-by-step guide on how to create a graph in excel, how to edit a graph in excel, data visualization tips, additional resources.

Create compelling Excel graphs and charts!

In addition to working with large volumes of data, finance and accounting professionals need to learn how to make a graph in Excel. Data visualization (visual representation of data in charts or graphs) is critical to many jobs. The graphical visualization of data is an effective method to communicate information to readers quickly. Charts and graphs identify trends and patterns in the data, as well as to detect anomalies and outliers.

Among finance and accounting professionals , Microsoft Excel remains the top choice for many tasks, and data visualization is no exception. MS Excel allows for creating various types of charts and graphs. In addition, the templates can be easily modified to improve the financial models. Finally, graphs and charts created in Excel can be exported to other applications to include them in your report or presentation.

The guide discusses the steps to create any type of chart in Excel:

• Enter the data in Excel. Also, the data can be imported into Excel from other applications.
• Ensure that the data is organized in a table format, and all variables are carefully labeled.
• Select the data that will be used to create a graph. Don’t forget to include the labels as well.
• When the required data have been selected, click Insert -> Charts. If you know exactly what type of graph is suitable for your task, choose from one of the templates. If you are not sure about the graph type, click Recommended Charts In this case, Excel will provide you several graph options that fit best to your data.

Follow the four simple steps above and you can create a graph in Excel. However, if you want your data visualization to be compelling to the readers, you must also know how to edit your graph. It can be done in several ways:

• Left-click your graph. On the top panel in Excel, the Chart Tools section will pop up. Under the section, there are two buttons: Design and Format.

• Design: With this button, you can edit the design of your graph. You can add or remove elements on your graph (e.g., axis titles, labels, legend), change the layout or style of a graph, swap data over the axis, change the data range used in a graph, and change the chart type.
• Format: The Format option allows for changing the appearance of the graph. For example, you can change the colors of the chart’s elements and add shapes and shape effects to it.

• Left-click your graph. On the right side of the chart, three buttons will appear: Chart Elements , Chart Styles , Chart Filters .
• Chart Elements: With this feature, you can add or remove chart elements such as axis, axis titles, chart title, etc.
• Chart Styles: This feature allows for altering the style of the chart, as well as the color palette used in the chart.
• Chart Filters: This function enables filtering the results displayed on your chart.

• Right-click your graph and a new menu will pop up. In this menu, you can Change chart type , Select data , or Format chart area .

Now you know how to create graphs and charts in Excel. However, it is not the end of the story. Data visualization is not simply stacking several graphs together, but is concerned with the ability to convey the correct message from the data to the reader in a compelling way. Here are some tips that will allow you taking your data visualization skills to a new level:

1. Keep it simple

“Keep it simple” remains the golden rule in data visualization. Always try to make your graphs or charts as simple as possible. Remember that a reader should be able to understand the message that your chart intends to convey quickly.

2. Choose the right chart

Know the key differences between various types of charts such as bar, line, pie charts, etc. Learn about the advantages and disadvantages of each type of chart. This fundamental knowledge will ensure that you choose the most appropriate type of graph in your situation.

3. Pick the right colors

Color is a powerful tool in data visualization. Selecting the appropriate colors for a chart or graph may help your readers to grasp the key pieces of information quickly. When you use the right colors for a chart, remember that too similar colors cannot convey the differences between data points while extremely contrasting colors, as well as too many colors, can be distracting for a reader.

4. Properly label data

Data labeling is crucial to powerful data visualization. For example, it always a good idea to label axes of your chart and main data categories. Nevertheless, be aware that excessive labeling on your chart can be distracting to your readers.

5. Don’t use special effects

Don’t use special effects (e.g., 3D) unless necessary. For example, a 3D feature on a bar chart is not necessary since a bar chart considers only two dimensions. Special effects may only distort dimensions on a chart, and a reader can be easily confused.

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• PowerPoint Tutorials

How to Insert Excel Charts in PowerPoint?

Written by: Bill Whitman

Last updated: October 7, 2024

How to Insert Excel Charts in PowerPoint

Integrating Excel charts into your PowerPoint slides is a powerful way to present complex data visually, enhancing understanding and engagement. Here, we provide insights and guidance on seamlessly incorporating these elements into your presentations.

Category: PowerPoint Tutorials

Step-by-Step Guide

1. prepare your excel chart.

– Begin by creating or opening your Excel document and ensuring your chart accurately represents the data you wish to display in PowerPoint. – It’s important that your data is well-organized and clearly formatted in Excel to ensure optimal results when transferred to PowerPoint.

2. Copy the Excel Chart

– Right-click on the chart in Excel and select Copy . – Alternatively, you can use the keyboard shortcut Ctrl+C to copy the chart.

3. Paste the Chart into PowerPoint

– In PowerPoint, navigate to the slide where you want to display the chart. Right-click on the slide and choose Paste , or press Ctrl+V . – When pasted, the chart can be repositioned or resized according to your slide layout needs.

4. Link the Chart to Excel Data (Optional)

– For charts that require periodic updates, linking back to the Excel file is beneficial. Click on the pasted chart, then select Chart Tools -> Design -> Edit Data -> Edit Data in Excel . – This step ensures that whenever the original Excel data is updated, the PowerPoint chart will automatically update as well.

• Ensure that your Excel file is not moved from its original location once linked to PowerPoint to maintain the data link.
• Use keyboard shortcuts like Ctrl+C and Ctrl+V for faster copying and pasting.
• For a professional look, make sure the style and color scheme of the chart matches your PowerPoint presentation theme.

Troubleshooting Common Issues

Advanced Techniques

• Interactive Elements: Add interactivity to your charts such as clickable segments to make your presentations more engaging.
• Animation Effects: Animate chart elements to introduce data progressively during your presentation, maintaining audience attention and easing comprehension.

Compatibility Notes

– While most features work seamlessly in recent versions of Microsoft Office, some older PowerPoint versions might handle Excel integration differently. Ensure all users have compatible versions when sharing presentations.

Integrating Excel charts into PowerPoint can significantly boost the visual impact and clarity of your presentations. We encourage you to apply these techniques in your next PowerPoint project and explore related features such as embedding entire Excel spreadsheets.

Q: Can I update the Excel chart without opening Excel? A: No, changes to the chart data need to be made within Excel, although updates can reflect automatically in PowerPoint if linked properly.

Q: How do I ensure my chart fits well within the PowerPoint slide? A: After pasting, select the chart and use the corner handles to resize it. Make sure the aspect ratio is locked to maintain the chart proportions.

Q: What are the best practices for keeping the linked data secure? A: Keep both the PowerPoint and Excel files in a secure location, and ensure regular backups. Consider password protections if sensitive information is involved.

Other Categories

• Advanced Features and Interactivity
• Basic Features and Usage
• Media and Design
• PowerPoint File Types
• Slides and Organization
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How To Make a Sunburst Chart in Excel

A sunburst chart is a visually striking way to represent hierarchical data in Excel. Utilizing concentric circles, it helps to display relationships and patterns in data while providing an engaging experience for the viewer. In this guide, we will walk you through the process of creating an effective sunburst chart that can enhance your presentations and reports.

Understanding the Basics of a Sunburst Chart

What is a sunburst chart.

A sunburst chart is a type of circular visualization that shows hierarchies of data. Similar in structure to a pie chart, it organizes your data in a radial layout, allowing for multiple subcategories to be displayed in addition to the main category. Each ring represents a level of the hierarchy, making it easy to see not just the data points themselves, but the relationships between them as well.

The central portion of the sunburst chart represents the parent data, with outer rings indicating subsequent child categories. This layout not only provides a comprehensive view of the data but also allows for immediate interpretation of the size and significance of each segment. For instance, in a corporate setting, a sunburst chart could effectively illustrate the breakdown of a company’s revenue sources, with the innermost circle representing total revenue and each subsequent ring detailing revenue by department, product line, or even geographic region. This layered approach allows stakeholders to quickly identify which areas are performing well and which may need further attention.

Benefits of Using a Sunburst Chart

Utilizing a sunburst chart comes with numerous advantages, including:

• Intuitive Visualization: The circular format makes it easy to analyze hierarchical relationships at a glance.
• Space Efficient: It can display large amounts of hierarchical data in a condensed format.
• Engaging Presentation: The colorful segments can catch the viewer's eye, making it an effective tool for presentations.
• Interactive Elements: When created in Excel, sunburst charts can integrate with other data visuals, allowing for interactive data exploration.

Moreover, sunburst charts can be particularly beneficial for data storytelling. By visually representing complex data structures, they help convey narratives that might otherwise be lost in traditional tabular formats. For example, in a marketing analysis, a sunburst chart can illustrate customer segmentation, showing how different demographics contribute to overall sales. This not only aids in understanding customer behavior but also facilitates targeted marketing strategies. Additionally, the ability to drill down into specific segments encourages deeper analysis, enabling users to uncover insights that drive informed decision-making.

Another noteworthy aspect of sunburst charts is their adaptability across various fields. Whether in finance, healthcare, or education, these charts can be tailored to meet the unique needs of different industries. In healthcare, for instance, a sunburst chart could represent patient demographics and treatment outcomes, allowing healthcare providers to identify trends and improve patient care. This versatility makes sunburst charts a valuable tool for anyone looking to visualize hierarchical data effectively, regardless of the context.

Preparing Your Data for a Sunburst Chart

Choosing the right data.

The effectiveness of a sunburst chart is heavily reliant on the quality and structure of your raw data. Ideally, your data should represent hierarchical relationships, such as categories and subcategories. For instance, you might consider using data related to organizational structure, product categories, or file structures.

When selecting your data, strive for a manageable dataset that provides insights without overwhelming the viewer. A dataset that has several levels of hierarchy will work best, with at least three levels to enable a rich visual experience. Examples include sales data broken down by region, then by product line, and finally by individual products. This layered approach not only enhances the visual appeal but also allows for a more intuitive understanding of the relationships and proportions within the data.

Additionally, consider the context of your data. For example, if you are analyzing customer demographics, you might structure your data to reflect age groups, purchasing behavior, and product preferences. This not only aids in visual clarity but also helps stakeholders make informed decisions based on the insights derived from the sunburst chart.

Organizing Your Data

Once you’ve chosen the right data, it’s crucial to organize it for optimal use in Excel. Prepare your data in a tabulated format, where each row corresponds to a category or subcategory, and clearly define the relationships. Here’s how to structure your data effectively:

• Identify the primary category and list it in the first column.
• In subsequent columns, specify each level of the hierarchy.
• Ensure that each subcategory is correctly linked to its parent category.

For example, if you are visualizing sales performance, your table might look like this:

• Electronics → Mobiles → Smartphones
• Electronics → Mobiles → Basic Phones
• Furniture → Chairs → Recliners

To further enhance the organization of your data, consider incorporating additional metrics that can provide context to your categories. For instance, you might add columns for sales volume, revenue, or growth percentages. This additional layer of information can enrich your sunburst chart, allowing viewers to not only see the hierarchical structure but also understand the performance of each segment. Furthermore, maintaining consistent naming conventions and formatting throughout your dataset will help prevent confusion and ensure clarity when visualizing the data.

Step-by-Step Guide to Creating a Sunburst Chart

Opening excel and selecting your data.

Once your data is well-organized, it’s time to open Excel and prepare to create your chart. Begin by launching Excel and opening the workbook containing your data. Then, highlight the data range that you wish to visualize in the chart.

For best results, make sure to select not just the data points but also the headers. This allows Excel to recognize the hierarchy and categorize the data accordingly in the sunburst chart you will create.

Inserting the Sunburst Chart

Now that you have your data selected, navigate to the "Insert" tab on the Excel ribbon. From there, locate the "Hierarchy Charts" group. Click on the sunburst chart icon, and Excel will immediately create a chart based on your selected data.

Once the chart is generated, you can see the hierarchy visualized in concentric circles. The central section will represent the top level of your data, moving outward to reveal subcategories. Take a moment to review this initial layout as it sets the foundation for further customization.

Customizing Your Sunburst Chart

Customization is key to making your sunburst chart clear and engaging. You have multiple options to modify the look and feel of your chart:

• Change Colors: Adjust the colors of segments to differentiate between categories easily.
• Add Labels: Include labels to provide context for each segment, helping users to better understand the data without ambiguity.
• Adjust Sizes: Modify the sizes of segments to emphasize specific categories based on their importance or size.
• Use Data Callouts: Consider adding data callouts to highlight key insights or results directly on the chart.

Troubleshooting Common Issues

Dealing with incorrect data representation.

Sometimes, after creating your sunburst chart, you may notice that the data isn’t represented accurately. Common issues include incorrect hierarchy placement or missing categories. To troubleshoot these issues:

• Double-check the structure of your data: Ensure that parent-child relationships are correctly represented in your data table.
• Refresh the chart: Sometimes, refreshing the data connection in Excel can resolve discrepancies.
• Recreate the chart: If issues persist, deleting and recreating the chart can help reset any underlying errors.

Fixing Formatting Issues

Formatting issues can detract from the impact of your sunburst chart. If you find that your chart appears cluttered or difficult to read, consider the following adjustments:

• Simplify Color Schemes: Use fewer colors or shades to reduce complexity.
• Adjust Font Sizes: Ensure labels are legible, especially on smaller segments.
• Remove Unnecessary Elements: Sometimes less is more; avoid adding too many features that can overwhelm the viewer.

Advanced Tips for Sunburst Charts

Enhancing readability of your chart.

For readers to fully grasp the insights provided by your sunburst chart, readability is essential. Here are tips to achieve this:

• Maintain a logical flow: Ensure that categories are arranged intuitively, aiding viewer navigation through the data.
• Utilize contrast: Use contrasting colors for distinct categories to improve visibility and comprehension.
• Consider interactivity: If creating charts for online use, embedding interactive elements can allow users to explore different levels of data.

Using Sunburst Charts for Large Data Sets

When dealing with larger data sets, sunburst charts can still be effective. However, consider the following strategies:

• Group Categories: Consolidate smaller categories to avoid clutter.
• Limit Focus: Create multiple sunburst charts focusing on different aspects of the data rather than attempting to encapsulate everything in one chart.
• Hierarchical Filters: Allow users to drill down into more detailed categories as needed, maintaining an organized view at a high level.

In summary, sunburst charts offer a powerful way to visualize hierarchical data in Excel. By understanding the basics, preparing your data appropriately, and following a structured approach to create and customize your chart, you can leverage this tool to deliver insightful visualizations that impress and inform your audience.

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