Create An Excel Combo Chart In 7 Easy Steps (MM LITE #3)
2 هزار بار بازدید -
3 سال پیش
-
A combo chart is one
A combo chart is one of the coolest things in Excel: a visual that combines two charts together into one. Putting one together, however, is tricky. The following tips apply equally if you’ve never created a chart in Excel, or if you’re looking to up your Excel chart game. So, let’s see how to create an Excel chart in 7 easy steps.
💻FILES DOWNLOAD LINK
https://tinyurl.com/2pummb2a
00:00 INTRODUCTION
00:28 PREPARE DATA
Yes, charts in Excel can be a nightmare! But, the root of the problem is not always the chart itself because people often try to chart ‘unchartable’ data. You see, you’re only ready to create a chart when the target data is neatly analysed and tabulated. Yes, a tabulated analysis is essential for all Excel charts including a combo chart.
🔥FREE NON-PUBLIC ONE-HOUR EXCEL VBA TUTORIAL
https://tinyurl.com/4vs8kn7k
How to create a tabulated analysis? Using formulae such as COUNTIF (for discrete) and FREQUENCY (for continuous data), it’s probably easier than you think. Check out our video called ‘Can’t Do Data Analysis In Excel? Just Do This!’ for a step-by-step guide. You’ll be creating powerful data analyses in no time …
00:50 PRE-SELECT DATA
Next, my number 1 tip for chart creation in Excel: pre-select your data. A empty chart can be demoralizing – but that’s exactly what Excel creates if you don’t pre-select your data. So, select the data first then go to ‘Insert’ and click your chart of choice. What, you don’t know what type of chart to create? More on that later …
I recommend at this point selecting a ‘block’ of data, even if it does not display exactly what you want – we can also adjust the series later, speaking of which …
01:16 ADJUST SERIES RANGE FOR ‘PRIMARY’ SERIES
Whether this step is necessary or not depends on how well your data is set up. If the column that contains axis labels and the column that contains data you wish to plot (ie. the ‘series’) are not adjacent, you’ll have to adjust the series for the chart. This is easily done using the visual cues Excel gives us – see how I make the adjustment quickly in the video.
03:00 ADD AXIS TITLES – PRIMARY AXIS
Where the meaning of an axis is not clear, axis titles are essential to help the user understand what’s going on. They are particularly important for combo charts because the whole point is that we chart or ‘combine’ two sets of data on the same chart. Not only should we title the axes, therefore, we must also make sure the user understands which axis corresponds with which series on the Y (vertical) axis – more on that later!
Note that, in this case, the meaning of the X (horizontal) axis is clear enough since month names are used, so there’s probably no need to add another axis title which might create unnecessary clutter.
🔥FREE NON-PUBLIC ONE-HOUR EXCEL VBA TUTORIAL
https://tinyurl.com/4vs8kn7k
04:10 ADD SECOND SERIES
Now – let’s turn a normal line chart into a combo chart! The first step is to add that second dataset or ‘series’. In our case, we wish to show monthly profit or loss (secondary) alongside the cumulative profit or loss (primary). Once again, the fact the data is well-prepared makes the job easy through the ‘Select Data’ interface. What we should have now is a chart with two series – not quite a ‘combo’ chart, but certainly close …
05:10 CHANGE SECOND SERIES TYPE
The defining feature of a combo chart, for me, is the visual effect of two different types of chart combined together. Follow along with me in the video as I change the second series to a ‘column’ chart. And there we have it – the organized chaos of a combo chart! But, a chart that’s too chaotic is simply not helpful, so we should do everything we can to make the chart easy to interpret …
06:20 ADD AXIS TITLE – SECONDARY AXIS
Yes, Excel allows us to add an additional axis to a chart which means one axis on the left, and one on the right! This can confuse – so let’s make it as easy as possible for the user by titling the axes properly. Even better, format the axis titles and so that the colours are the same as the series they represent, to subtly reinforce the point …
07:00 BONUS DISCUSSION: WHAT TYPE OF CHART IS BEST?
The above guidance is somewhat academic if you’re not using the right type of chart. So, briefly, what type of chart should you use in what situation? I talk about three main types of charts: bar or column, pie and line and share further guidance in the video.
💻FILES DOWNLOAD LINK
https://tinyurl.com/2pummb2a
00:00 INTRODUCTION
00:28 PREPARE DATA
Yes, charts in Excel can be a nightmare! But, the root of the problem is not always the chart itself because people often try to chart ‘unchartable’ data. You see, you’re only ready to create a chart when the target data is neatly analysed and tabulated. Yes, a tabulated analysis is essential for all Excel charts including a combo chart.
🔥FREE NON-PUBLIC ONE-HOUR EXCEL VBA TUTORIAL
https://tinyurl.com/4vs8kn7k
How to create a tabulated analysis? Using formulae such as COUNTIF (for discrete) and FREQUENCY (for continuous data), it’s probably easier than you think. Check out our video called ‘Can’t Do Data Analysis In Excel? Just Do This!’ for a step-by-step guide. You’ll be creating powerful data analyses in no time …
00:50 PRE-SELECT DATA
Next, my number 1 tip for chart creation in Excel: pre-select your data. A empty chart can be demoralizing – but that’s exactly what Excel creates if you don’t pre-select your data. So, select the data first then go to ‘Insert’ and click your chart of choice. What, you don’t know what type of chart to create? More on that later …
I recommend at this point selecting a ‘block’ of data, even if it does not display exactly what you want – we can also adjust the series later, speaking of which …
01:16 ADJUST SERIES RANGE FOR ‘PRIMARY’ SERIES
Whether this step is necessary or not depends on how well your data is set up. If the column that contains axis labels and the column that contains data you wish to plot (ie. the ‘series’) are not adjacent, you’ll have to adjust the series for the chart. This is easily done using the visual cues Excel gives us – see how I make the adjustment quickly in the video.
03:00 ADD AXIS TITLES – PRIMARY AXIS
Where the meaning of an axis is not clear, axis titles are essential to help the user understand what’s going on. They are particularly important for combo charts because the whole point is that we chart or ‘combine’ two sets of data on the same chart. Not only should we title the axes, therefore, we must also make sure the user understands which axis corresponds with which series on the Y (vertical) axis – more on that later!
Note that, in this case, the meaning of the X (horizontal) axis is clear enough since month names are used, so there’s probably no need to add another axis title which might create unnecessary clutter.
🔥FREE NON-PUBLIC ONE-HOUR EXCEL VBA TUTORIAL
https://tinyurl.com/4vs8kn7k
04:10 ADD SECOND SERIES
Now – let’s turn a normal line chart into a combo chart! The first step is to add that second dataset or ‘series’. In our case, we wish to show monthly profit or loss (secondary) alongside the cumulative profit or loss (primary). Once again, the fact the data is well-prepared makes the job easy through the ‘Select Data’ interface. What we should have now is a chart with two series – not quite a ‘combo’ chart, but certainly close …
05:10 CHANGE SECOND SERIES TYPE
The defining feature of a combo chart, for me, is the visual effect of two different types of chart combined together. Follow along with me in the video as I change the second series to a ‘column’ chart. And there we have it – the organized chaos of a combo chart! But, a chart that’s too chaotic is simply not helpful, so we should do everything we can to make the chart easy to interpret …
06:20 ADD AXIS TITLE – SECONDARY AXIS
Yes, Excel allows us to add an additional axis to a chart which means one axis on the left, and one on the right! This can confuse – so let’s make it as easy as possible for the user by titling the axes properly. Even better, format the axis titles and so that the colours are the same as the series they represent, to subtly reinforce the point …
07:00 BONUS DISCUSSION: WHAT TYPE OF CHART IS BEST?
The above guidance is somewhat academic if you’re not using the right type of chart. So, briefly, what type of chart should you use in what situation? I talk about three main types of charts: bar or column, pie and line and share further guidance in the video.
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