How to create a chart on excel

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A chart is a perfect tool to present data in an understandable way. But sometimes it sucks because we overload it with data. Yes, you heard it right.

I believe that when it comes to charts it should be neat and clean and the best solution to this problem is using interactive charts. By using interactive charts in Excel, you can present more data in a single chart, and you don’t even have to worry about all that clutter.

It’s a smart way. Look at the below chart where I am trying to show target vs. achievement, profit, and market share.

Do you think this is a decent way to present it?  Of course not. And now check out this, where have an interactive chart which I can control with option buttons.

What do you think?  Are you ready to create your first interactive chart in Excel?

Steps to Make an Interactive Chart in Excel

In today’s post, I’m going to show you the exact steps which you need to follow to create a simple interactive chart in Excel. Please download this file from here to follow along.

1. Prepare Data

1. First of all, copy this table and paste it below the original table.
   
2. Now, delete the data from the second table.
   
3. In the Jan month cell of target and achievement, insert the following formulas and copy those formulas into the entire row (Formula Bar).
   =IF($A$1=1,B3,NA())
   
4. After that, into the Jan month of profit and copy it into the entire row.
   
5. In the end, Jan month of market share copy it into the entire row.
   

Your interactive data table is ready.

All the cells in this table are linked with A1. And when you enter “1” in the A1 table will show you data for target and achievement only. For “2” it will show profit and market share for “3”.

2. Insert Option Buttons

1. Go to developer tab ➜ Control ➜ Insert ➜ Option button.
   
2. Insert three option buttons and name them as following.
   • Button-1 = TGT Vs. ACH
   • Button-2 = Profit
   • Button-3 = Market Share

   

3. After that, right-click on any of the buttons and select “format control”.
   
4. In format control options, link it to the cell A1 and click OK.
5. Now, you can control your data with these option buttons.
   

3. Insert Secondary Axis Chart

1. First of all, select your table and insert a column chart.
2. After that, select your data bars & click on “change chart type”. Go to Design Tab ➜ Design ➜ Change Chart Type.
   
3. Now for profit and market share, change the chart type to the line with markers and tick the secondary axis for both.
   

Congratulations! your interactive chart is ready to rock. You can also make some formatting changes to your chart if you want. 

Sample File

Download this sample file from here to learn more.

Conclusion

In the end, I just want to say that with an interactive chart you can help your user to focus on one thing at a time.

And you can save a lot of space in the dashboards as well. Sometimes you feel that it’s a lengthy process but it’s a one-time setup that can save you a lot of time. I hope this tip will help you to get better at charting, but now, tell me one thing.

What kind of interactive charts do you use? Share with me in the comment section, I’d love to hear from you, and please don’t forget to share this tip with your friends, I’m sure they will appreciate it.

More Charting Tutorials

• How to Add a Horizontal Line in a Chart in Excel
• How to Add a Vertical Line in a Chart in Excel
• How to Create a Bullet Chart in Excel
• How to Create a Dynamic Chart Range in Excel
• How to Create a Dynamic Chart Title in Excel
• How to Create a Sales Funnel Chart in Excel
• How to Create a HEAT MAP in Excel
• How to Create a HISTOGRAM in Excel
• How to Create a Pictograph in Excel
• How to Create a Milestone Chart in Excel
• How to Insert a People Graph in Excel
• How to Create PIVOT CHART in Excel
• How to Create a Population Pyramid Chart in Excel
• How to Create a SPEEDOMETER Chart [Gauge] in Excel
• How to Create a Step Chart in Excel
• How to Create a Thermometer Chart in Excel
• How to Create a Tornado Chart in Excel
• How to Create Waffle Chart in Excel

Any information is easier to perceive when it’s represented in a visual form. It’s particularly relevant for numeric data that needs to be compared. In this case, charts are the optimal variant of representation. We will work in Excel.

Moreover, we will learn to create dynamic charts and graphs, which are updated automatically when you change the data. The link at the end of the article will allow you to download a sample template.



How to build a chart off a table in Excel?

1. Create a table with the data.



2. Select the range of values A1:B5 that need to be presented as a chart. Go to the «INSERT» tab and choose the type.



3. Click «Insert Column Chart» (as an example; you may choose a different type). Select one of the suggested bar charts.



4. After you choose your bar chart type, it will be generated automatically.
5. Such a variant isn’t exactly what we need, so let’s modify it. Double-click on the bar chart’s title and enter «Total Amounts».



6. Add the vertical axis title. Go to «CHART TOOLS» — «DESIGN» — «Add Element» — «Axis Titles» — «Primary Vertical». Select the vertical axis and its title type.



7. Enter «AMOUNT».
8. Change the color and style. Choose a different style number 9.



9. Specify the sums by giving titles to the bars. Go to the «DESIGN» tab, select «Data Labels» and the desired position.

Done!

As a result, we have a stylish presentation of the data in Excel.



How to add data in an Excel chart?

1. Add new values to the table – the «Plan» column.



2. Select the new range of values, including the heading. Copy it to the clipboard (by pressing Ctrl+C). Select the existing chart and paste the fragment (by pressing Ctrl+V).
3. As it’s not entirely clear where the figures in our bar chart come from, let’s create the legend. Go to «DESIGN» — «Legend» — «Right». This is the result:

There is a more complicated way of adding new data into the existing graph through the «DESIGN» «Select Data» menu (open it by right-clicking and selecting «Select Data»).

After you click «Add» (legend elements), there will open the row for selecting the range of values.

How to reverse axes in an Excel chart?

In the menu you’ve opened, click the «DESIGN»-«Switch/Column» button.

The values for rows and categories will swap around automatically.

How to lock controls in an Excel chart?

If you need to add new data in the bar chart very often, it’s not convenient to change the range every time. The optimal variant is to create a dynamic chart that will update automatically. To lock the controls, let’s transform the data range into a «Smart Table».

1. Select the range of values A1:C5 and click «Format as Table» on «HOME» tab.



2. Select any style in the drop-down menu. The program suggests you select the range for the table – agree with the suggested variant. The values for the graph will appear as follows:



3. As soon as you begin to enter new information in the table, the chart will also change. It has become dynamic:

We have learned how to create a «Smart Table» off the existing data. If the spreadsheet is blank, start off with entering the values in the table: «INSERT» — «Table».

How to build a percentage chart in Excel?

Pie charts are the best option for representing percentage information.

The input data for our sample chart:

1. Select the range A1:B8. «INSERT» — «Insert Pie or Doughnut Chart» — «3D-Pie».



2. Go to the tab «DESIGN» — «Styles». Among the suggested options, there are styles that include percentages. Choose the suitable 9.



3. The small percentage sectors are visible poorly. To highlight them, let’s create a secondary chart. Select the pie. Go to the tab «DESIGN» — «Change Chart Type». Select a pie with a secondary graph.



4. The automatically generated option does not fulfill the task. Right-click on any sector. The dots designating the boundaries will become visible. Click «Format Data Series». Enter the following row parameters:



5. We have obtained the desired variant:

Gantt chart in Excel

The Gantt chart is way of representing information in the form of bars to illustrate a multi-stage event. It’s a simple yet impressive trick.

1. We have a (dummy) table containing the deadlines for different reports.



2. To create a chart, insert a column containing the number of days (column C). Fill it in with the help of Excel formulas.
3. Select the range to contain the Gantt chart (E3:BF12). That is, the cells to be filled with a color between the beginning and end dates.
4. Open the «Conditional Formatting» menu (on the «HOME» tab). Select «New Rule» — «Use a formula to determine which cells to format».



5. Enter the formula of the following type: =AND(E$2>=$B3,E$2<=$D3). Excel uses the operator «И» to compare the date in the current cell with the beginning and end dates. Then, click «Format» and select the fill color.

When you need to build a presentable financial report, it’s better to use the graphical data representation tools.

A simple Gantt graph is ready. You can also download the template with a sample:

Download all examples

If the information is represented in a graphical way, it’s perceived visually much quicker and more efficiently than texts and numbers. It makes it easier to conduct an analytic analysis. It makes the situation clearer – both the whole picture and particular details.

Charts and graphs were specifically developed in Excel for fulfilling such tasks.

After you input your data and select the cell range, you’re ready to choose the chart type. In this example, we’ll create a clustered column chart from the data we used in the previous section.

Step 1: Select Chart Type

Once your data is highlighted in the Workbook, click the Insert tab on the top banner. About halfway across the toolbar is a section with several chart options. Excel provides Recommended Charts based on popularity, but you can click any of the dropdown menus to select a different template.

Step 2: Create Your Chart

1. From the Insert tab, click the column chart icon and select Clustered Column.

​

1. Excel will automatically create a clustered chart column from your selected data. The chart will appear in the center of your workbook.
2. To name your chart, double click the Chart Title text in the chart and type a title. We’ll call this chart “Product Profit 2013 — 2017.”

​

We’ll use this chart for the rest of the walkthrough. You can download this same chart to follow along.

Download Sample Column Chart Template

There are two tabs on the toolbar that you will use to make adjustments to your chart: Chart Design and Format. Excel automatically applies design, layout, and format presets to charts and graphs, but you can add customization by exploring the tabs. Next, we’ll walk you through all the available adjustments in Chart Design.

Step 3: Add Chart Elements

Adding chart elements to your chart or graph will enhance it by clarifying data or providing additional context. You can select a chart element by clicking on the Add Chart Element dropdown menu in the top left-hand corner (beneath the Home tab).

To Display or Hide Axes:

1. Select Axes. Excel will automatically pull the column and row headers from your selected cell range to display both horizontal and vertical axes on your chart (Under Axes, there is a check mark next to Primary Horizontal and Primary Vertical.)

   

2. Uncheck these options to remove the display axis on your chart. In this example, clicking Primary Horizontal will remove the year labels on the horizontal axis of your chart.

   

3. Click More Axis Options… from the Axes dropdown menu to open a window with additional formatting and text options such as adding tick marks, labels, or numbers, or to change text color and size.

   

    

To Add Axis Titles:

1. Click Add Chart Element and click Axis Titles from the dropdown menu. Excel will not automatically add axis titles to your chart; therefore, both Primary Horizontal and Primary Vertical will be unchecked.

   

2. To create axis titles, click Primary Horizontal or Primary Vertical and a text box will appear on the chart. We clicked both in this example. Type your axis titles. In this example, the we added the titles “Year” (horizontal) and “Profit” (vertical).

   

To Remove or Move Chart Title:

• Click Add Chart Element and click Chart Title. You will see four options: None, Above Chart, Centered Overlay, and More Title Options.

  

• Click None to remove chart title.
• Click Above Chart to place the title above the chart. If you create a chart title, Excel will automatically place it above the chart.
• Click Centered Overlay to place the title within the gridlines of the chart. Be careful with this option: you don’t want the title to cover any of your data or clutter your graph (as in the example below).

To Add Data Labels:

1. Click Add Chart Element and click Data Labels. There are six options for data labels: None (default), Center, Inside End, Inside Base, Outside End, and More Data Label Title Options.

   

2. The four placement options will add specific labels to each data point measured in your chart. Click the option you want. This customization can be helpful if you have a small amount of precise data, or if you have a lot of extra space in your chart. For a clustered column chart, however, adding data labels will likely look too cluttered. For example, here is what selecting Center data labels looks like:

   

To Add a Data Table: 

1. Click Add Chart Element and click Data Table. There are three pre-formatted options along with an extended menu that can be found by clicking More Data Table Options:

   

Note: If you choose to include a data table, you’ll probably want to make your chart larger to accommodate the table. Simply click the corner of your chart and use drag-and-drop to resize your chart.

To Add Error Bars:

1. Click Add Chart Element and click Error Bars. In addition to More Error Bars Options, there are four options: None (default), Standard Error, 5% (Percentage), and Standard Deviation. Adding error bars provide a visual representation of the potential error in the shown data, based on different standard equations for isolating error.

   

2. For example, when we click Standard Error from the options we get a chart that looks like the image below.

   

 To Add Gridlines:

1. Click Add Chart Element and click Gridlines. In addition to More Grid Line Options, there are four options: Primary Major Horizontal, Primary Major Vertical, Primary Minor Horizontal, and Primary Minor Vertical. For a column chart, Excel will add Primary Major Horizontal gridlines by default.

   

2. You can select as many different gridlines as you want by clicking the options. For example, here is what our chart looks like when we click all four gridline options.

To Add a Legend:  

1. Click Add Chart Element and click Legend. In addition to More Legend Options, there are five options for legend placement: None, Right, Top, Left, and Bottom.

   

2. Legend placement will depend on the style and format of your chart. Check the option that looks best on your chart. Here is our chart when we click the Right legend placement.

   

To Add Lines: Lines are not available for clustered column charts. However, in other chart types where you only compare two variables, you can add lines (e.g. target, average, reference, etc.) to your chart by checking the appropriate option.

To Add a Trendline:

1. Click Add Chart Element and click Trendline. In addition to More Trendline Options, there are five options: None (default), Linear, Exponential, Linear Forecast, and Moving Average. Check the appropriate option for your data set. In this example, we will click Linear.

   

2. Because we are comparing five different products over time, Excel creates a trendline for each individual product. To create a linear trendline for Product A, click Product A and click the blue OK button.

   

3. The chart will now display a dotted trendline to represent the linear progression of Product A. Note that Excel has also added Linear (Product A) to the legend.

   

4. To display the trendline equation on your chart, double click the trendline. A Format Trendline window will open on the right side of your screen. Click the box next to Display equation on chart at the bottom of the window. The equation now appears on your chart.

   

Note: You can create separate trendlines for as many variables in your chart as you like. For example, here is our chart with trendlines for Product A and Product C. 

To Add Up/Down Bars: Up/Down Bars are not available for a column chart, but you can use them in a line chart to show increases and decreases among data points.

Step 4: Adjust Quick Layout

1. The second dropdown menu on the toolbar is Quick Layout, which allows you to quickly change the layout of elements in your chart (titles, legend, clusters etc.).

   

2. There are 11 quick layout options. Hover your cursor over the different options for an explanation and click the one you want to apply.

   

Step 5: Change Colors

The next dropdown menu in the toolbar is Change Colors. Click the icon and choose the color palette that fits your needs (these needs could be aesthetic, or to match your brand’s colors and style).

Step 6: Change Style

For cluster column charts, there are 14 chart styles available. Excel will default to Style 1, but you can select any of the other styles to change the chart appearance. Use the arrow on the right of the image bar to view other options.

Step 7: Switch Row/Column

1. Click the Switch Row/Column on the toolbar to flip the axes. Note: It is not always intuitive to flip axes for every chart, for example, if you have more than two variables.

   

In this example, switching the row and column swaps the product and year (profit remains on the y-axis). The chart is now clustered by product (not year), and the color-coded legend refers to the year (not product). To avoid confusion here, click on the legend and change the titles from Series to Years.

Step 8: Select Data

1. Click the Select Data icon on the toolbar to change the range of your data.
2. A window will open. Type the cell range you want and click the OK button. The chart will automatically update to reflect this new data range.

   

Step 9: Change Chart Type

1. Click the Change Chart Type dropdown menu.

   

2. Here you can change your chart type to any of the nine chart categories that Excel offers. Of course, make sure that your data is appropriate for the chart type you choose.

   

3. You can also save your chart as a template by clicking Save as Template…

4. A dialogue box will open where you can name your template. Excel will automatically create a folder for your templates for easy organization. Click the blue Save button.

   

Step 10: Move Chart

1. Click the Move Chart icon on the far right of the toolbar.
2. A dialogue box appears where you can choose where to place your chart. You can either create a new sheet with this chart (New sheet) or place this chart as an object in another sheet (Object in). Click the blue OK button.

   

Step 11: Change Formatting

1. The Format tab allows you to change formatting of all elements and text in the chart, including colors, size, shape, fill, and alignment, and the ability to insert shapes. Click the Format tab and use the shortcuts available to create a chart that reflects your organization’s brand (colors, images, etc.).

   

2. Click the dropdown menu on the top left side of the toolbar and click the chart element you are editing.

   

Step 12: Delete a Chart 

To delete a chart, simply click on it and click the Delete key on your keyboard.

Building charts and graphs are one of the best ways to visualize data in a clear and comprehensible way.

However, it’s no surprise that some people get a little intimidated by the prospect of poking around in Microsoft Excel.

I thought I’d share a helpful video tutorial as well as some step-by-step instructions for anyone out there who cringes at the thought of organizing a spreadsheet full of data into a chart that actually, you know, means something. But before diving in, we should go over the different types of charts you can create in the software.

Types of Charts in Excel

You can make more than just bar or line charts in Microsoft Excel, and when you understand the uses for each, you can draw more insightful information for your or your team’s projects.

Type of Chart	Use
Area	Area charts demonstrate the magnitude of a trend between two or more values over a given period.
Bar	Bar charts compare the frequency of values across different levels or variables.
Column	Column charts display data changes or a period of time.
Line	Similar to bar charts, they illustrate trends over time.
Pie	Pie charts show values as percentages of a whole.
Radar	Radar charts compare the aggregate of multiple data series.
Scatter	Scatter charts show the positive or negative relationship between two variables.
Stock	Stock charts are used to report the fluctuation of stock prices over given periods.
Surface	Surface charts plot sets of values in the form of a three-dimensional surface.

The steps you need to build a chart or graph in Excel are simple, and here’s a quick walkthrough on how to make them.

Keep in mind there are many different versions of Excel, so what you see in the video above might not always match up exactly with what you’ll see in your version. In the video, I used Excel 2021 version 16.49 for Mac OS X.

To get the most updated instructions, I encourage you to follow the written instructions below (or download them as PDFs). Most of the buttons and functions you’ll see and read are very similar across all versions of Excel.

Download Demo Data | Download Instructions (Mac) | Download Instructions (PC)

Featured Resource: Free Excel Graph Templates

Why start from scratch? Use these free Excel Graph Generators. just input your data and adjust as needed for a beautiful data visualization. 

1. Enter your data into Excel.

First, you need to input your data into Excel. You might have exported the data from elsewhere, like a piece of marketing software or a survey tool. Or maybe you’re inputting it manually.

In the example below, in Column A, I have a list of responses to the question, “Did inbound marketing demonstrate ROI?”, and in Columns B, C, and D, I have the responses to the question, “Does your company have a formal sales-marketing agreement?” For example, Column C, Row 2 illustrates that 49% of people with a service level agreement (SLA) also say that inbound marketing demonstrated ROI.

2. Choose from the graph and chart options.

In Excel, your options for charts and graphs include column (or bar) graphs, line graphs, pie graphs, scatter plots, and more. See how Excel identifies each one in the top navigation bar, as depicted below:

To find the chart and graph options, select Insert.

(For help figuring out which type of chart/graph is best for visualizing your data, check out our free ebook, How to Use Data Visualization to Win Over Your Audience.)

3. Highlight your data and insert your desired graph into the spreadsheet.

In this example, a bar graph presents the data visually. To make a bar graph, highlight the data and include the titles of the X and Y-axis. Then, go to the Insert tab and click the column icon in the charts section. Choose the graph you wish from the dropdown window that appears.

I picked the first two dimensional column option because I prefer the flat bar graphic over the three dimensional look. See the resulting bar graph below.

4. Switch the data on each axis, if necessary.

If you want to switch what appears on the X and Y axis, right-click on the bar graph, click Select Data, and click Switch Row/Column. This will rearrange which axes carry which pieces of data in the list shown below. When finished, click OK at the bottom.

The resulting graph would look like this:

5. Adjust your data’s layout and colors.

To change the labeling layout and legend, click on the bar graph, then click the Chart Design tab. Here, you can choose which layout you prefer for the chart title, axis titles, and legend. In my example below, I clicked on the option that displayed softer bar colors and legends below the chart.

To further format the legend, click on it to reveal the Format Legend Entry sidebar, as shown below. Here, you can change the fill color of the legend, which will change the color of the columns themselves. To format other parts of your chart, click on them individually to reveal a corresponding Format window.

6. Change the size of your chart’s legend and axis labels.

When you first make a graph in Excel, the size of your axis and legend labels might be small, depending on the graph or chart you choose (bar, pie, line, etc.) Once you’ve created your chart, you’ll want to beef up those labels so they’re legible.

To increase the size of your graph’s labels, click on them individually and, instead of revealing a new Format window, click back into the Home tab in the top navigation bar of Excel. Then, use the font type and size dropdown fields to expand or shrink your chart’s legend and axis labels to your liking.

7. Change the Y-axis measurement options if desired.

To change the type of measurement shown on the Y axis, click on the Y-axis percentages in your chart to reveal the Format Axis window. Here, you can decide if you want to display units located on the Axis Options tab, or if you want to change whether the Y-axis shows percentages to two decimal places or no decimal places.

Because my graph automatically sets the Y axis’s maximum percentage to 60%, you might want to change it manually to 100% to represent my data on a universal scale. To do so, you can select the Maximum option — two fields down under Bounds in the Format Axis window — and change the value from 0.6 to one.

The resulting graph will look like the one below (In this example, the font size of the Y-axis has been increased via the Home tab so that you can see the difference):

8. Reorder your data, if desired.

To sort the data so the respondents’ answers appear in reverse order, right-click on your graph and click Select Data to reveal the same options window you called up in Step 3 above. This time, arrow up and down to reverse the order of your data on the chart.

If you have more than two lines of data to adjust, you can also rearrange them in ascending or descending order. To do this, highlight all of your data in the cells above your chart, click Data and select Sort, as shown below. Depending on your preference, you can choose to sort based on smallest to largest, or vice versa.

The resulting graph would look like this:

9. Title your graph.

Now comes the fun and easy part: naming your graph. By now, you might have already figured out how to do this. Here’s a simple clarifier.

Right after making your chart, the title that appears will likely be «Chart Title,» or something similar depending on the version of Excel you’re using. To change this label, click on «Chart Title» to reveal a typing cursor. You can then freely customize your chart’s title.

When you have a title you like, click Home on the top navigation bar, and use the font formatting options to give your title the emphasis it deserves. See these options and my final graph below:

10. Export your graph or chart.

Once your chart or graph is exactly the way you want it, you can save it as an image without screenshotting it in the spreadsheet. This method will give you a clean image of your chart that can be inserted into a PowerPoint presentation, Canva document, or any other visual template.

To save your Excel graph as a photo, right-click on the graph and select Save as Picture.

In the dialogue box, name the photo of your graph, choose where to save it on your computer, and choose the file type you’d like to save it as. In this example, it’s saved as a JPEG to a desktop folder. Finally, click Save.

You’ll have a clear photo of your graph or chart that you can add to any visual design.

Visualize Data Like A Pro

That was pretty easy, right? With this step-by-step tutorial, you’ll be able to quickly create charts and graphs that visualize the most complicated data. Try using this same tutorial with different graph types like a pie chart or line graph to see what format tells the story of your data best.

Editor’s note: This post was originally published in June 2018 and has been updated for comprehensiveness.