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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
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Building Bar Charts.xlsx17.9 KB Building Bar Charts - Completed.xlsx
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Quick reference
Topic
Building bar charts in Excel 2016.
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
- 00:02 In this video we're going to look at creating a bar
- 00:06 chart to show two different series to help compare them against each other.
- 00:11 Now, remember our primary charting goals here.
- 00:14 Every chart should tell a story as quickly and effectively as possible and we should
- 00:18 get rid of all of the extra elements and noise that will get in the way of
- 00:21 that story, removing as much excess ink as we can as well, where it makes sense.
- 00:26 To create our bar chart, what we're gonna do is we're gonna click somewhere in our
- 00:29 data, and we're gonna go to the Insert tab and we'll say Recommended Charts.
- 00:35 And you'll notice that the clustered bar chart is recommended for us,
- 00:39 so we will grab that and say OK.
- 00:42 Now, it gives us a chart here that is really compressed.
- 00:46 It's not showing all of its different items in this at all.
- 00:50 So, we're gonna need to do a couple things.
- 00:52 First we'll give our chart some context.
- 00:54 We'll select the chart title, we'll say = remember, if you see the = showing
- 00:58 up inside where it says Chart Title, you're actually now editing the text.
- 01:02 So we wanna be able to select the chart title so
- 01:04 it's got its little selection handles around it.
- 01:06 Press = have that show in the formula bar, and
- 01:09 then click our cell to get example A2 and enter to get our total, or title, rather.
- 01:16 Now, the next piece that we want to do is we want to expand our chart, and
- 01:21 by doing that, it will actually allow us to see the individual items
- 01:25 that are associated with the bars.
- 01:28 So in order to get everything,
- 01:29 we need to make it big enough to actually show everything here.
- 01:33 So that's not too bad, we've got all that in place, but you know what,
- 01:36 we've got extra white space between these two series of data.
- 01:39 Maybe we can use that.
- 01:40 So I'll just right-click on this and say Format Data Series.
- 01:45 And what we'll do is we'll grab the gap width, and
- 01:48 we'll set that down to something less.
- 01:50 We don't need to actually have quite that much.
- 01:52 So 72, or if you wanna dial in and get a specific number, we can type it in as 75%.
- 01:57 And that gives us a little bit more room to actually see our bars.
- 02:02 I'll just remove this task pane now.
- 02:06 One of the challenges I've got with this particular
- 02:08 data is it's kind of all over the place.
- 02:09 It's hard to see a trend.
- 02:11 And the reason for that is because it actually plots on the chart and
- 02:14 it plots the last item from your data table first.
- 02:18 So if we go look here, we got Wild Salmon Burger and West Coast Pizza,
- 02:22 those are the first two items that end up on the chart.
- 02:24 So, if we want to control the sort order, maybe we wanna have it sorted by revenue.
- 02:29 What we do is we go to Data and we say Sort, and we'll sort by Revenue,
- 02:35 and let's go with the Largest to Smallest.
- 02:39 No, we'll go Smallest to Largest actually, if we sort the data table smallest to
- 02:42 largest, it shows up on the chart as largest to smallest.
- 02:44 So there we go.
- 02:45 Now, these two lines here represent the revenue, in blue, and the cost, in orange.
- 02:49 So we can that the cost of halibut and chips is way out of
- 02:52 line compared to everything else, especially as a percentage.
- 02:58 The last thing that I might wanna do to this chart,
- 03:00 because there's a lot of values on here, I'm not gonna use data labels.
- 03:03 But I'm not real happy with the format of this,
- 03:05 it doesn't need these extra zeros on it.
- 03:08 So I'm gonna right-click here and say Format Axis.
- 03:12 And you'll notice that once we get into looking at our axis options,
- 03:16 down near the bottom, so we're on this little axis options button here.
- 03:20 Down near the bottom, we can control the number format.
- 03:23 If we click that little box that expands, and
- 03:25 I can actually set this to say, let's not link it to source,
- 03:30 because right now, it's linked to the actual source data here.
- 03:33 So we'll remove this.
- 03:34 And we'll say, you know what?
- 03:36 Instead of using decimal places 2, let's go with decimal places 0, and hit Tab.
- 03:41 And now you can see that that actually changes there, and
- 03:44 it doesn't affect the underlying source data.
- 03:46 And when we're done, we just need to remove the Task pane, make it go and hide.
- 03:51 We can click outside.
- 03:52 And we've got a fairly effective chart that shows what's actually happening here.
- 03:56 Granted the data series are approximated numbers cuz we have to
- 03:59 read between the lines, but at the same time, it shows the general trend for
- 04:03 what we're actually looking for.
- 04:04 And it is linked in and will update when those numbers change.
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