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About this lesson
How to create an effective bar chart by reducing ink and noise that distract from the story.
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Exercise files
Download the ‘before’ and ‘after’ Excel workbooks from the video tutorial and try the lesson yourself.
Bar Charts.xlsx10 KB Bar Charts - Completed.xlsx
15.8 KB Building Bar Charts - Extra Practice.xlsx
23.1 KB
Quick reference
Topic
Building bar charts in Excel 2013.
Description
How to create an effective bar chart by reducing ink and noise that distract from the story.
Where/when to use the technique
Use to remove distracting elements from your data whenever you are charting. Doing this will help you convey your message to your readers as quickly as possible.
Instructions
Reminder of Charting Goals
- Every chart should tell a story, quickly and effectively
- Extra chart elements create noise, and get in the way of the story
- It is a best practice to remove as much excess ink (noise) as you can
Creating a Bar chart
- Select cells A4:C24
- Go to Insert --> Charts --> Bar Charts and select the 2D Bar chart
Adding context
- Expand the chart so that all rows are readable
- Select the chart title, press the equals key, click on A2 and press Enter
- Right click the data series (bars) and choose Format Data Series
- Set the Gap width to 75%
- Select the numbers in the axis
- Click the bar chart icon in the Format Axis task pane
- Expand NUMBER and set the decimal places to 0
Re-sort the data
- Select A4:C24
- Go to Data --> Sort
- Sort by Revenue --> Smallest to Largest
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- 00:04 You can see that in this file we have a nice listing of revenue and
- 00:09 cost by product.
- 00:10 And what's the perfect way to actually demonstrate the relationship between these
- 00:13 things and how they're comparing against each other for for this particular month?
- 00:17 Well there's really no better way than using a bar chart.
- 00:20 So let's take a look at how to create a bar chart to effectively show how
- 00:24 these products are comparing against each other.
- 00:27 So the first thing that we're gonna do is we're going to select our list of data.
- 00:33 And then we're gonna go to the INSERT tab and we're going to grab a bar chart and
- 00:37 we'll grab the 2D bar chart in the top.
- 00:39 And you'll notice that it gives us this less than ideal looking bar chart but
- 00:44 I'm gonna expand the bottom of this right away and you'll see what's gonna end up
- 00:49 happening here is we should end up with more items showing up on the left.
- 00:53 Because it was compressed,
- 00:54 we didn't see all of our items that we have in our list here.
- 00:56 So that was our first problem we had to deal with.
- 00:59 Now Excel 2013 comes out in much better shape than Excel 2010,
- 01:02 in that it's already got a legend down at the bottom.
- 01:04 It's got a Chart Title, which, well the Chart Title could use some improving.
- 01:08 So why don't we select that and say equals and then link it to cell A2.
- 01:14 And that'll give us a chart title that actually draws back to our worksheet.
- 01:19 It's not bad, it's actually getting to be somewhat readable but
- 01:22 there's still some improvements that I could make.
- 01:24 I don't really need all the extra decimal places in the in my legends down here.
- 01:29 So the way,
- 01:30 the easiest way to deal with that is to select my original source data here.
- 01:34 Go back to the Home tab.
- 01:36 I'm gonna click on the comma and just drop the decimal places down by two and
- 01:39 you'll see that automatically affects the chart because the chart is actually
- 01:43 linked back to the Excel cells, which is great.
- 01:46 Now, the next thing that I'd like to do is I'd actually like to make these
- 01:51 bars a little bit wider.
- 01:52 And this is in contrast to the normal rules where I'm trying to reduce ink.
- 01:56 But in this case, I think it might help if I just had a little bit more to show and
- 01:59 see what's actually happening in the trends.
- 02:02 So I'm going to right-click on one of the bars here and say,
- 02:06 Format Data Series.
- 02:07 And immediately, it will come up with this, and
- 02:10 it shows me that it has a gap width of 182%.
- 02:13 So I'm gonna go and I'm gonna drop this down.
- 02:16 And we're gonna try just an experiment, to see what happens, if we put it at 75% and
- 02:20 hit Tab.
- 02:21 And there we go. Now we've got a little bit more
- 02:23 saturation, so I can see that my bars are a bit thicker and it'll help me understand
- 02:26 or, or at least see what's going on there without having them completely thin.
- 02:30 Sometimes thin bars are great, sometimes they're not so much.
- 02:33 I'd prefer to see a little bit more here.
- 02:36 And at the end of the day, really at this point in time,
- 02:39 there's not a lot more that I have to make in customizations to this chart to,
- 02:43 to really try and make it pop or talk to me.
- 02:46 There's a couple of different things I want to do but
- 02:48 you'd be going through a lot more work with Excel 2010 than you would in 2013.
- 02:52 The pieces that I do wanna change though, is it's really hard, based on this chart
- 02:57 right now to see, not necessarily who's got the highest amount of sales.
- 03:02 That would be the Chicken Nachos down here with the longest bar.
- 03:05 But it's hard to see how things are in comparison to each other.
- 03:08 So, what I'd like to do is, I'd like to resort this data so
- 03:12 that the longest bars are at the top and the shortest bars are at the bottom.
- 03:16 This is actually really easy to do.
- 03:18 What we're gonna do is we're gonna go click back in our original set of data.
- 03:23 I'm gonna go to the Data tab and I'm gonna click Sort.
- 03:27 You'll notice that because I actually have a nice set of titles at the top here,
- 03:31 with no blank rows in between them, it comes up and it says hey,
- 03:35 I know that you have the Type, the Revenue and the Cost fields in your data.
- 03:39 What would you like to sort by?
- 03:41 And I'll say Revenue.
- 03:42 And smallest to largest is fine.
- 03:46 And when we do that, you'll notice that the chart now sorts largest to smallest.
- 03:50 And yeah that's right you didn't hear wrong,
- 03:52 we sort the data table smallest to largest and the chart sorts largest to smallest.
- 03:56 You might think that's backwards but
- 03:58 basically what ends up happening is whatever the order is that's in the table
- 04:02 the reverse is true on on the actual chart itself.
- 04:05 So, if you wanted the small bars at the top,
- 04:07 you'd sort this one with the largest numbers at the top.
- 04:10 Now, the cool thing here is that I can immediately see which products are in,
- 04:16 are selling better in relation to the others.
- 04:19 But I can also see something really important right here, in this data set
- 04:23 the food cost should be approximately 30 to 35%.
- 04:27 I can see that the Halibut & Chips here is having a real problem.
- 04:30 That one is way higher.
- 04:31 So this chart is actually serving my purpose beautifully in that I now have
- 04:35 some management information that's coming out to tell me that something has gone
- 04:40 off the rails and I can now spend more time going to try and
- 04:43 find out what that is so, it's good stuff.
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