Create A Chart From Start To Finish
Create A Chart From Start To Finish
Create A Chart From Start To Finish
Applies To: Excel 2016 Excel 2013 Excel 2010 Excel 2007
Microsoft Excel no longer provides the chart wizard. Instead, you can create a basic chart by
selecting any part of the range you want to be charted, then clicking the chart type that you want
on the Insert tab in the Charts group. You can then continue with the next steps of the following
step-by-step process.
Applying a predefined chart layout and chart style for a professional look
Move a chart
Resize a chart
To create a chart in Excel, you start by entering the numeric data for the chart on a worksheet.
Then you can plot that data into a chart by selecting the chart type that you want to use on the
Insert tab, in the Charts group.
1. Worksheet data
2. Chart created from worksheet data
Excel supports many types of charts to help you display data in ways that are meaningful to your
audience. When you create a chart or change an existing chart, you can select from a variety of
chart types (such as a column chart or a pie chart) and their subtypes (such as a stacked column
chart or a pie in 3-D chart). You can also create a combination chart by using more than one
chart type in your chart.
Example of a combination chart that uses a column and line chart type.
For more information about the chart types that you can select in Excel, see Available chart
types.
A chart has many elements. Some of these elements are displayed by default, others can be
added as needed. You can change the display of the chart elements by moving them to other
locations in the chart, resizing them, or by changing the format. You can also remove chart
elements that you do not want to display.
1. The chart area of the chart.
3. The data points of the data series that are plotted in the chart.
4. The horizontal (category) and vertical (value) axis along which the data is plotted in the chart.
6. A chart and axis title that you can use in the chart.
7. A data label that you can use to identify the details of a data point in a data series.
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After you create a chart, you can modify any one of its elements. For example, you might want
to change the way that axes are displayed, add a chart title, move or hide the legend, or display
additional chart elements.
Change the display of chart axes You can specify the scale of axes and adjust the
interval between the values or categories that are displayed. To make your chart easier to
read, you can also add tick marks to an axis, and specify the interval at which they will
appear.
Add titles and data labels to a chart To help clarify the information that appears in
your chart, you can add a chart title, axis titles, and data labels.
Add a legend or data table You can show or hide a legend, change its location, or
modify the legend entries. In some charts, you can also show a data table that displays the
legend keys and the values that are presented in the chart.
Apply special options for each chart type Special lines (such as high-low lines and
trendlines), bars (such as up-down bars and error bars), data markers, and other options
are available for different chart types.
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Applying a predefined chart layout and chart style for a professional look
Instead of manually adding or changing chart elements or formatting the chart, you can quickly
apply a predefined chart layout and chart style to your chart. Excel provides a variety of useful
predefined layouts and styles. However, you can fine-tune a layout or style as needed by making
manual changes to the layout and format of individual chart elements, such as the chart area, plot
area, data series, or legend of the chart.
When you apply a predefined chart layout, a specific set of chart elements (such as titles, a
legend, a data table, or data labels) are displayed in a specific arrangement in your chart. You can
select from a variety of layouts that are provided for each chart type.
When you apply a predefined chart style, the chart is formatted based on the document theme
that you have applied, so that your chart matches your organization's or your own theme colors
(a set of colors), theme fonts (a set of heading and body text fonts), and theme effects (a set of
lines and fill effects).
You cannot create your own chart layouts or styles, but you can create chart templates that
include the chart layout and formatting that you want.
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In addition to applying a predefined chart style, you can easily apply formatting to individual
chart elements such as data markers, the chart area, the plot area, and the numbers and text in
titles and labels to give your chart a custom, eye-catching look. You can apply specific shape
styles and WordArt styles, and you can also format the shapes and text of chart elements
manually.
Fill chart elements You can use colors, textures, pictures, and gradient fills to help
draw attention to specific chart elements.
Change the outline of chart elements You can use colors, line styles, and line weights
to emphasize chart elements.
Add special effects to chart elements You can apply special effects, such as shadow,
reflection, glow, soft edges, bevel, and 3-D rotation to chart element shapes, which gives
your chart a finished look.
Format text and numbers You can format text and numbers in titles, labels, and text
boxes on a chart as you would text and numbers on a worksheet. To make text and
numbers stand out, you can even apply WordArt styles.
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If you want to reuse a chart that you customized to meet your needs, you can save that chart as a
chart template (*.crtx) in the chart templates folder. When you create a chart, you can then apply
the chart template just as you would any other built-in chart type. In fact, chart templates are
custom chart types — you can also use them to change the chart type of an existing chart. If you
use a specific chart template frequently, you can save it as the default chart type.
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1. On the worksheet, arrange the data that you want to plot in a chart.
The data can be arranged in rows or columns — Excel automatically determines the best
way to plot the data in the chart. Some chart types (such as pie and bubble charts) require
a specific data arrangement.
1
A
B2
C3
Or:
BC
A
1 2 3
Pie or doughnut chart For multiple data series, in multiple columns or rows of data and
one column or row of data labels, such as:
12
A
B 34
C 56
Or:
BC
A
1 2 3
4 5 6
In columns, placing x values in the first column and corresponding
y values and bubble size values in adjacent columns, such as:
XY (scatter) or bubble
chart Y Bubble size
X
1 2 3
4 5 6
Stock chart In columns or rows in the following order, using names or dates as
labels:
Like:
For this chart type Arrange the data
High Low Close
Date
1/1/2002 46.125 42 44.063
Or:
1/1/2002
Date
High 46.125
Low 42
Close 44.063
2. Select the cells that contain the data that you want to use for the chart.
Tip If you select only one cell, Excel automatically plots all cells that contain data that
is adjacent to that cell into a chart. If the cells that you want to plot in a chart are not in a
continuous range, you can select nonadjacent cells or ranges as long as the selection
forms a rectangle. You can also hide the rows or columns that you do not want to plot in
the chart.
To select Do this
A single cell Click the cell, or press the arrow keys to move to the cell.
Click the first cell in the range, and then drag to the last cell, or
hold down SHIFT while you press the arrow keys to extend the
selection.
A range of cells
You can also select the first cell in the range, and then press F8
to extend the selection by using the arrow keys. To stop
extending the selection, press F8 again.
Click the first cell in the range, and then hold down SHIFT
A large range of cells while you click the last cell in the range. You can scroll to make
the last cell visible.
All cells on a worksheet Click the Select All button.
entire worksheet.
Select the first cell or range of cells, and then hold down CTRL
while you select the other cells or ranges.
You can also select the first cell or range of cells, and then press
Nonadjacent cells or cell SHIFT+F8 to add another nonadjacent cell or range to the
ranges selection. To stop adding cells or ranges to the selection, press
SHIFT+F8 again.
1. Row heading
Tip A ScreenTip displays the chart type name when you rest the mouse pointer
over any chart type or chart subtype. For more information about the chart types
that you can use, see Available chart types.
4. By default, the chart is placed on the worksheet as an embedded chart. If you want to
place the chart in a separate chart sheet, you can change its location by doing the
following:
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
Tip If you want to replace the suggested name for the chart, you can
type a new name in the New sheet box.
Tip If necessary, click the Properties icon in the Properties group to expand
the group.
Notes
To quickly create a chart that is based on the default chart type, select the data that you
want to use for the chart, and then press ALT+F1 or F11. When you press ALT+F1, the
chart is displayed as an embedded chart; when you press F11, the chart is displayed on a
separate chart sheet.
If you no longer need a chart, you can delete it. Click the chart to select it, and then press
DELETE.
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1. Click anywhere in the chart that you want to format by using a predefined chart layout.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
2. On the Design tab, in the Chart Layouts group, click the chart layout that you want to
use.
Note When the size of the Excel window is reduced, chart layouts will be available in
the Quick Layout gallery in the Chart Layouts group.
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1. Click anywhere in the chart that you want to format by using a predefined chart style.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
2. On the Design tab, in the Chart Styles group, click the chart style that you want to use.
Note When the size of the Excel window is reduced, chart styles will be available in the
Chart Quick Styles gallery in the Chart Styles group.
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1. Click the chart element for which you want to change the layout, or do the following to
select it from a list of chart elements.
a. Click anywhere in the chart to display the Chart Tools.
b. On the Format tab, in the Current Selection group, click the arrow in the Chart
Elements box, and then click the chart element that you want.
2. On the Layout tab, in the Labels, Axes, or Background group, click the chart element
button that corresponds with the chart element that you selected, and then click the layout
option that you want.
Note The layout options that you select are applied to the chart element that you have selected.
For example, if you have the entire chart selected, data labels will be applied to all data series. If
you have a single data point selected, data labels will only be applied to the selected data series
or data point.
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1. Click the chart element for which you want to change the style, or do the following to
select it from a list of chart elements.
a. Click anywhere in the chart to display the Chart Tools.
b. On the Format tab, in the Current Selection group, click the arrow in the Chart
Elements box, and then click the chart element that you want.
Note After you apply a WordArt style, you cannot remove the WordArt format.
If you do not want the WordArt style that you applied, you can select another
WordArt style, or you can click Undo on the Quick Access Toolbar to return to
the previous text format.
Tip To use regular text formatting to format the text in chart elements, you can
right-click or select the text, and then click the formatting options that you want
on the Mini toolbar. You can also use the formatting buttons on the ribbon
(Home tab, Font group).
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You can also link chart and axis titles to corresponding text in worksheet cells by creating a
reference to those cells. Linked titles are automatically updated in the chart when you change the
corresponding text on the worksheet.
To quickly identify a data series in a chart, you can add data labels to the data points of the chart.
By default, the data labels are linked to values on the worksheet, and they update automatically
when changes are made to these values.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
Tip To insert a line break, click to place the pointer where you want to break the line,
and then press ENTER.
5. To format the text, select it, and then click the formatting options that you want on the
Mini toolbar.
Tip You can also use the formatting buttons on the ribbon (Home tab, Font group). To
format the whole title, you can right-click it, click Format Chart Title, and then select
the formatting options that you want.
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1. Click anywhere in the chart to which you want to add axis titles.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
Tip If the chart has a secondary horizontal axis, you can also click Secondary
Horizontal Axis Title.
o To add a title to primary vertical (value) axis, click Primary Vertical Axis Title,
and then click the option that you want.
Tip If the chart has a secondary vertical axis, you can also click Secondary
Vertical Axis Title.
o To add a title to a depth (series) axis, click Depth Axis Title, and then click the
option that you want.
Note This option is only available when the selected chart is a true 3-D chart,
such as a 3-D column chart.
4. In the Axis Title text box that appears in the chart, type the text that you want.
Tip To insert a line break, click to place the pointer where you want to break the line,
and then press ENTER.
5. To format the text, select it, and then click the formatting options that you want on the
Mini toolbar.
Tip You can also use the formatting buttons on the ribbon (Home tab, Font group). To
format the whole title, you can right-click it, click Format Axis Title , and then select the
formatting options that you want.
Notes
If you switch to another chart type that does not support axis titles (such as a pie chart),
the axis titles will no longer be displayed. The titles will be displayed again when you
switch back to a chart type that does support axis titles.
Axis titles that are displayed for secondary axes will be lost when you switch to a chart
type that does not display secondary axes.
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1. On a chart, click the chart or axis title that you want to link to a worksheet cell.
2. On the worksheet, click in the formula bar, and then type an equal sign (=).
3. Select the worksheet cell that contains the data or text that you want to display in your
chart.
Tip You can also type the reference to the worksheet cell in the formula bar. Include an
equal sign, the sheet name, followed by an exclamation point; for example, =Sheet1!F2
4. Press ENTER.
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This displays the Chart Tools, adding the Design, Layout, and Format tabs.
2. On the Layout tab, in the Labels group, click Data Labels, and then click the display
option that you want.
Note Depending on the chart type that you used, different data label options will be
available.
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This displays the Chart Tools, adding the Design, Layout, and Format tabs.
Tip To quickly remove a title or data label, click it, and then press DELETE.
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This displays the Chart Tools, adding the Design, Layout, and Format tabs.
Tip To quickly remove a legend or a legend entry from a chart, you can select
it, and then press DELETE. You can also right-click the legend or a legend entry,
and then click Delete.
Note When you click one of the display options, the legend moves, and the plot
area automatically adjusts to make room for it. If you move and size the legend by
using the mouse, the plot area does not automatically adjust.
o For additional options, click More Legend Options, and then select the display
option that you want.
Tip By default, a legend does not overlap the chart. If you have space
constraints, you might be able to reduce the size of the chart by clearing the Show
the legend without overlapping the chart check box.
Tip When a chart has a legend displayed, you can modify the individual legend entries by
editing the corresponding data on the worksheet. For additional editing options, or to modify
legend entries without affecting the worksheet data, you can change the legend entries in the
Select Data Source dialog box (Design tab, Data group, Select Data button).
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To make a chart easier to read, you can display or hide the horizontal and vertical chart gridlines
that extend from any horizontal and vertical axes across the plot area of the chart.
1. Click the chart for which you want to display or hide axes.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
2. On the Layout tab, in the Axes group, click Axes, and then do one of the following:
o To display an axis, click Primary Horizontal Axis, Primary Vertical Axis, or
Depth Axis (on a 3-D chart), and then click the axis display option that you want.
o To hide an axis, click Primary Horizontal Axis, Primary Vertical Axis, or
Depth Axis (on a 3-D chart), and then click None.
o To specify detailed axis display and scaling options, click Primary Horizontal
Axis, Primary Vertical Axis, or Depth Axis (on a 3-D chart), and then click
More Primary Horizontal Axis Options, More Primary Vertical Axis
Options, or More Depth Axis Options.
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1. In a chart, click the data series that you want to plot along a secondary vertical axis, or do
the following to select the data series from a list of chart elements:
a. Click the chart.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
b. On the Format tab, in the Current Selection group, click the arrow in the Chart
Elements box, and then click the data series that you want to plot along a
secondary vertical axis.
2. On the Format tab, in the Current Selection group, click Format Selection.
3. Click Series Options if it is not selected, and then under Plot Series On, click
Secondary Axis and then click Close.
4. On the Layout tab, in the Axes group, click Axes.
a. To display a secondary vertical axis, click Secondary Vertical Axis, and then
click the display option that you want.
Tip To help distinguish the secondary vertical axis, you can change the chart
type for just one data series. For example, you can change one data series to a line
chart.
Note This option is available only after you display a secondary vertical axis.
Tip You can also click the secondary axis that you want to delete, and then press DELETE.
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1. Click the chart for which you want to display or hide chart gridlines.
This displays the Chart Tools, adding the Design, Layout, and Format tabs.
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Move a chart
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Resize a chart
Click the chart, and then drag the sizing handles to the size that you want.
On the Format tab, in the Size group, enter the size in the Shape Height and Shape
Width box.
Tip For more sizing options, on the Format tab, in the Size group, click to launch the
Format Chart Area dialog box. On the Size tab, you can select options to size, rotate, or scale
the chart. On the Properties tab, you can specify how you want the chart to move or size with
the cells on the worksheet.
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Tip Unless you specify a different folder, the template file (.crtx) will be saved in the
Charts folder, and the template becomes available under Templates in both the Insert
Chart dialog box (Insert tab, Charts group, Dialog Box Launcher ) and the Change
Chart Type dialog box (Design tab, Type group, Change Chart Type).
Note A chart template contains chart formatting and stores the colors that are in use when you
save the chart as a template. When you use a chart template to create a chart in another
workbook, the new chart uses the colors of the chart template — not the colors of the document
theme that is currently applied to the workbook. To use the document theme colors instead of the
chart template colors, right-click the chart area, and then click Reset to Match Style.