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About this lesson
How to create an effective line chart through careful manipulation of chart elements to enhance its story telling ability.
Exercise files
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Building Line Charts.xlsx17.9 KB Building Line Charts - Completed.xlsx
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Quick reference
Topic
Building line charts in Mac Excel 2016.
Description
How to create an effective line chart through careful manipulation of chart elements to enhance its story telling ability.
Where/when to use the technique
When you want to compare a series of data points and compare them over time, making use of techniques to 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 Line chart
- Select cells B6:N8
- Go to Insert --> Recommended Charts --> select the first recommended chart
Enhancing the Chart context
- Reformat cells D7:N8 so that they have no decimals
- Reformat cells C6:N6 so that they use a mmm-yy date format
- Select the chart title --> press = --> select cell A1 --> press Enter
Adding markers for easy reading
- Right click the Revenue series --> Format Data Series
- Click the bucket icon in the taskbar --> Marker --> Marker options
- Selection Built-in and set the type to the bullet icon
Fine tuning the elements
- Right click the date axis --> Format axis
- Set Axis Position --> On tick marks
- Go to Chart Tools --> Design --> Select Data
- 00:00 In this video, we're gonna look at another type of chart,
- 00:05 and this one is focused very much on charting trends and series over time.
- 00:12 So this is gonna be the line chart, and
- 00:14 that's what line charts are exceptional at.
- 00:16 So, what we're gonna do, is we'll start with our original table of data.
- 00:20 I've selected a cell inside it.
- 00:23 I'm gonna go to Insert > Recommended charts.
- 00:26 You'll notice there's a bunch of different variety of charts that might work but
- 00:29 the line chart is what I'm actually looking for here.
- 00:32 And you'll notice that it's picked up the entire range of data
- 00:35 even though I only selected a single cell, and that's because it's all contiguous.
- 00:39 The dates are highlighted in purple.
- 00:40 They're gonna be on the horizontal axis.
- 00:43 Red is gonna be our legend.
- 00:45 And the blue values you can see showing up over here, but
- 00:48 they also get plotted into the middle.
- 00:50 Now, we wanna make some changes here because
- 00:53 this chart is a little bit hard to read right now.
- 00:55 Everything's really, really small and we'd like to make some changes there for sure.
- 01:00 First thing we'll do is we'll give our chart some context.
- 01:03 Type = and pick up the chart title.
- 01:07 The next thing I'm gonna do is I'm gonna change the size of all these chart
- 01:10 elements to make them a little bit larger, so that I can read them.
- 01:13 So, I'm gonna click on the vertical axis.
- 01:17 We'll go to Home and change the font size to 10.5.
- 01:20 It makes it a bit bigger.
- 01:22 I'll do the same with the dates, and the same with the legend as well.
- 01:29 Perfect, that's a little bit better.
- 01:31 And now I'm gonna play around, now that I can see them, with the number formats.
- 01:34 I'm gonna change this guy out here.
- 01:36 So I'm gonna go to Format Axis, and let me see here.
- 01:40 I'm gonna drag this guy down.
- 01:42 We'll open up Number.
- 01:44 And we'll scroll down a little bit further here.
- 01:47 I'm gonna change this so that it's not showing us general.
- 01:50 This time, let's go with Number and we'll go with 0 decimal places.
- 01:56 Notice it gives me the option for the thousands separator so
- 01:58 that looks quite nice.
- 02:00 I'm also going to grab the dates as well, and
- 02:04 I'm gonna make a small change to this here.
- 02:06 The category's already figured out that this is a date and
- 02:08 it's giving me a specific type here that I can work with.
- 02:12 There's a few different formats that are available here.
- 02:14 But the one that I want isn't there and that's a little bit unfortunate.
- 02:18 So, what I'm gonna do is, I'm going to uncheck this Linked to source box.
- 02:24 I'm gonna overwrite with my own format code.
- 02:28 And what I'm gonna do is I'm gonna type in, you can see right now where yyyy,
- 02:32 which is gonna give us a four digit year.
- 02:34 And then mm for a two digit month, dd for a two digit day.
- 02:38 So I'm just gonna make up my own that goes mmm-yy for
- 02:42 a three digit month, two digit year, Add.
- 02:46 And you'll notice that that flips that out quite nicely.
- 02:50 If you have still have your titles on a bit of an angle,
- 02:54 just drag the chart a little bit wider and that'll help fix that out for you.
- 02:59 Now, something else that might be helpful here is to add some markers to this line
- 03:03 cuz right now you can't really tell exactly where all the individual
- 03:08 points are.
- 03:10 So, we'll grab the data series and here we go,
- 03:13 on our bucket we have the ability to use a Marker.
- 03:18 And once we click that, we go into Marker options and
- 03:23 it says None, so we'll change that to Automatic.
- 03:26 And you'll notice that when I click off on something else it's now got dots there
- 03:30 that are showing every time a month changes.
- 03:34 I could put Automatic markers on the orange series as well and
- 03:38 it will actually put those dots in place too.
- 03:40 Another thing I'd like to change here is if you look at these markers,
- 03:44 they seem to be lined up in the middle of these areas, and
- 03:46 I'd really rather have January sorta be flush to the left.
- 03:50 So, to fix that I'm gonna right-click on my horizontal axis.
- 03:55 I'm gonna go to Format Axis.
- 03:57 And under Axis Options, under the little charting icon here, down at the bottom
- 04:03 you'll notice we have to ability to change our Axis Position to show on tic marks.
- 04:08 And when I click this,
- 04:09 everything will show just a little bit to the left and right.
- 04:12 And it loses the whitespace on the end.
- 04:14 So, now when I actually look at this, I can see the tic mark for
- 04:17 January 2013 shows up and the data shows up right above it.
- 04:21 So that makes me a little bit happier with the way that that actually sort of works.
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