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Create individual charts in Excel

As important as the number of figures is for decision-making and comparability, there’s nothing like a chart to show trends and trends as closely as possible.

Since Excel 2016 there are a lot of simplifications for us users, but there are always certain questions on how to customize and design the diagram.

Create individual charts in Excel 2016

Topic Overview

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Create individual charts in Excel

As important as the number of figures is for decision-making and comparability, there’s nothing like a chart to show trends and trends as closely as possible.

Since Excel 2016 there are a lot of simplifications for us users, but there are always certain questions on how to customize and design the diagram.

Create individual charts in Excel 2016

Topic Overview

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1. Set the Data Source

1. Set the Data Source

Before we can even begin to create a diagram, of course, we need a data source from which the diagram is to be formed.

In our example, we have created a small table in which we have shown on the vertical axis 1 year (January – December), and on the horizontal axis fictional casinos with their monthly income.

In order to create a diagram from the available data, we proceed as follows:

  • Mark the entire table
  • Under the “Insert” tab, click the small arrow on the right in the “Diagrams” column to display all available diagram types

Note:
If you have a large table, you can mark it most quickly by placing it in the cursor in the 1st cell (top left), then holding down the “CTRL + SHIFT” key and then using the arrow keys on the keyboard 1x to the right , and then press down 1x.

This will only mark the area of ​​a worksheet filled with content (without breaks).

See picture: (click to enlarge)

1.Tabelle markieren und Diagrammtyp auswaehlen
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Here you can now choose from the available diagram types which are best suited for your presentation.

In our example, we opted for a classic bar chart. In retrospect, however, that can be changed again at any time.

If you want to zoom in on the chart without having to scroll right and left with your mouse, you can easily move it to a new spreadsheet.

Note:
Of course, the data source will remain untouched, and it will not be a new spreadsheet, just an additional worksheet within a folder.

See picture: (click to enlarge)

2.Diagramm in Tabellenblatt verschieben
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Before we can even begin to create a diagram, of course, we need a data source from which the diagram is to be formed.

In our example, we have created a small table in which we have shown on the vertical axis 1 year (January – December), and on the horizontal axis fictional casinos with their monthly income.

In order to create a diagram from the available data, we proceed as follows:

  • Mark the entire table
  • Under the “Insert” tab, click the small arrow on the right in the “Diagrams” column to display all available diagram types

Note:
If you have a large table, you can mark it most quickly by placing it in the cursor in the 1st cell (top left), then holding down the “CTRL + SHIFT” key and then using the arrow keys on the keyboard 1x to the right , and then press down 1x.

This will only mark the area of ​​a worksheet filled with content (without breaks).

See picture:

1.Tabelle markieren und Diagrammtyp auswaehlen
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Here you can now choose from the available diagram types which are best suited for your presentation.

In our example, we opted for a classic bar chart. In retrospect, however, that can be changed again at any time.

If you want to zoom in on the chart without having to scroll right and left with your mouse, you can easily move it to a new spreadsheet.

Note:
Of course, the data source will remain untouched, and it will not be a new spreadsheet, just an additional worksheet within a folder.

See picture:

2.Diagramm in Tabellenblatt verschieben
cshow
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2. Limit the Data Source

2. Limit the Data Source

As our diagram looks like, it might just go that way, but you can see that the more column values on the X-axis have to be displayed at the same time, the more confusing it will be that too many colors are actually displayed.

But here, too, it has become much easier since Excel 2016 to specifically select individual values for comparison. So instead of having 6 casinos, we can compare only 3 with each other.

  • To do this, we click once in an empty area of the diagram
  • Select the filter icon from the context menu (to the right)
  • Remove the hooks from the unneeded data columns
  • Confirm with “Apply”

See picture: (click to enlarge)

3.Datenquelle eingrenzen
4.Balkendiagramm
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As a result, the matter is already much clearer, but on the other hand, of course, also more patchy. Because now we are missing the 3 remaining casinos. Here you can either proceed to simply create a second graph, or you can use the dynamic possibilities depending on which data should be compared.

Also, you can just try a different type of diagram (for example, line or pie chart).

As our diagram looks like, it might just go that way, but you can see that the more column values on the X-axis have to be displayed at the same time, the more confusing it will be that too many colors are actually displayed.

But here, too, it has become much easier since Excel 2016 to specifically select individual values for comparison. So instead of having 6 casinos, we can compare only 3 with each other.

  • To do this, we click once in an empty area of the diagram
  • Select the filter icon from the context menu (to the right)
  • Remove the hooks from the unneeded data columns
  • Confirm with “Apply”

See picture:

3.Datenquelle eingrenzen
4.Balkendiagramm
Kauf auch du bei der Nummer 1!
Anzeige

As a result, the matter is already much clearer, but on the other hand, of course, also more patchy. Because now we are missing the 3 remaining casinos. Here you can either proceed to simply create a second graph, or you can use the dynamic possibilities depending on which data should be compared.

Also, you can just try a different type of diagram (for example, line or pie chart).

3. Adjust axis and data labels

3. Adjust axis and data labels

Now we can customize the captions for the axes, the chart title and the data series in various ways.

To do this, we mark the part of the diagram we want to change, and then select data series or axis formatting from the context menu.

Also, here we can add or remove additional elements to our diagram, e.g. a data table, which offers itself here better than about a data directly above the data bar, because they would overlap again.

See picture: (click to enlarge)

5.Achsenbeschriftungen im Diagramm anpassen
6.Datentabelle in Diagramm einfuegen

Of course, each chart can always be adjusted afterwards in all areas. Just select the appropriate area and use the context menu to select the desired customization.

cshow
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Now we can customize the captions for the axes, the chart title and the data series in various ways.

To do this, we mark the part of the diagram we want to change, and then select data series or axis formatting from the context menu.

Also, here we can add or remove additional elements to our diagram, e.g. a data table, which offers itself here better than about a data directly above the data bar, because they would overlap again.

See picture:

5.Achsenbeschriftungen im Diagramm anpassen
6.Datentabelle in Diagramm einfuegen

Of course, each chart can always be adjusted afterwards in all areas. Just select the appropriate area and use the context menu to select the desired customization.

cshow
Ads

4. Reverse X-Axis an Y-Axis (transpose)

4. Reverse X-Axis an Y-Axis (transpose)

If you want to swap the X-axis (horizontal) and the Y-axis (vertical), there are 2 possibilities.

The first (and simplest) is simply to click the diagram in an empty area to make it completely mark, and then click on “Swap Row / Column” in the “Design” tab.

See picture: (click to enlarge)

7.Achsen in Diagramm vertauschen (transponieren)

The second option (a bit more involved) is to swap (transpose) the axes of the data source itself.

  • To do this we go into our original table and mark it completely
  • Then press “CTRL + C”
  • Click in an empty area of the worksheet
  • Select “Transpose” in the context menu under the paste options

After that, you must of course change the data source in the chart by clicking again in an empty area of the chart, and in the context menu “Select data”.

The result is then the same as described above for the axis inversion of the diagram.

See picture: (click to enlarge)

8.Excel Tabelle transponieren

As you can see, it makes absolutely no sense to transpose the whole thing in our diagram, but it does not hurt if you know how it works, because maybe someday the need might be there.

Blogverzeichnis Bloggerei.de

If you want to swap the X-axis (horizontal) and the Y-axis (vertical), there are 2 possibilities.

The first (and simplest) is simply to click the diagram in an empty area to make it completely mark, and then click on “Swap Row / Column” in the “Design” tab.

See picture:

7.Achsen in Diagramm vertauschen (transponieren)

The second option (a bit more involved) is to swap (transpose) the axes of the data source itself.

  • To do this we go into our original table and mark it completely
  • Then press “CTRL + C”
  • Click in an empty area of the worksheet
  • Select “Transpose” in the context menu under the paste options

After that, you must of course change the data source in the chart by clicking again in an empty area of the chart, and in the context menu “Select data”.

The result is then the same as described above for the axis inversion of the diagram.

See picture:

8.Excel Tabelle transponieren

As you can see, it makes absolutely no sense to transpose the whole thing in our diagram, but it does not hurt if you know how it works, because maybe someday the need might be there.

Blogverzeichnis Bloggerei.de

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About the Author:

Michael W. Suhr
Michael W. SuhrDipl. Betriebswirt | Webdesign- und Beratung | Office Training
After 20 years in logistics, I turned my hobby, which has accompanied me since the mid-1980s, into a profession, and have been working as a freelancer in web design, web consulting and Microsoft Office since the beginning of 2015. On the side, I write articles for more digital competence in my blog as far as time allows.

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About the Author:

Michael W. Suhr
Michael W. SuhrDipl. Betriebswirt | Webdesign- und Beratung | Office Training
After 20 years in logistics, I turned my hobby, which has accompanied me since the mid-1980s, into a profession, and have been working as a freelancer in web design, web consulting and Microsoft Office since the beginning of 2015. On the side, I write articles for more digital competence in my blog as far as time allows.

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