2011年3月27日星期日

Excel Chart: How to Create a Dot Plot in Excel

Read More Post for Excel Chart

Last week, a friend dropped me a message and asked me how to create an Excel Chart like the following picture.


At the first look, the chart is a vertical line chart. In fact, after discussing with some chart experts, it’s a kind of dot plot. Many market research centers use it to compare two different objects and list some special differences in one chart.

In our last post, we give an detail steps how to alternate plot area background in Excel. I will continue using this technology in this post. The final dot plot looks like the follow picture.

[Notice: The chart is created on Excel 2010]




In order to complete this chart, we have to add two auxiliary data sequences. The first column will be used as alternative background and the second column will be used control the layout of dot plot.

Pre-request: Suppose we have the following raw data sequences and one legend sequence. We add two auxiliary data sequences and fill them like the following table. Column D is used as alternative background bar. Column E will force the dot plot to a correct layout.





Step 1. Select legend column and column B, C & D and Insert a 2D clustered-bar chart into your worksheet.





Step 2. Change the Maximum value of “Primary Horizontal Axis” to 100 so the bar will fill out the “Plot Area”



Step 3. Change the show direction of “Primary Vertical Axis”.



Step 4. Select “Series 1” and change it’s type to “Scatter with Straight Lines and Markers”. Now, the chart looks very strange. But don’t worry. We will change it to a normal chart at next step.




Step 5. [Key Step]Still select “Series 1” (the strange series) and right click to launch context menu. Choose “Select Data…” to open the “Select Data Source” dialog. In the dialog, select Series 1 and click “Edit “ button.



•    Give this series a name. Here, we name it “Cost”.
•    Re-assign values of Column B to series X. This operation is same as copying values from series Y to series X.
•    Re-assign values of Column E to series Y.


After this key operation, the strange line disappear and a basic dot plot has appeared.


Step 6. OK, no other and let’s repeat step 5 for series 2

Step 7. Change Gap Width for series 3 (the bar series) to 0 and select  “Second Vertical Axis” to change the Minimum of Second Vertical Axis to 1. A dot plot appears and you can present it to other people now.


Step 8. Apply professional color and theme from business week classical template library. The final chart appears. Does it look a little professional?





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2011年3月17日星期四

Excel Chart: How to Alternate “Plot Area” Background in Excel

Tabbed View for Word, Excel, PowerPoint, Project & Visio






The "Business Week" has given us many cool examples about what are BUSINESS charts. These charts are much too professional and all of us want to create this kind of chart in our daily report. Ucmapi will start a thread to interduct how to create them in the most common used software - Microsoft Excel. 


Let's begin with the above business week's example. How to alternate plot area color with different color. We have two methods to solve this issue. But here, we only interduct one. We ask an auxiliary data sequence to simulate interlaced coloring. Even though this method is a little technique, it is not too difficult. We only need 7 steps. 

[Notice: The chart is created on Excel 2010]


Prerequest: Suppose we have two data sequences and one legend sequence. We add an auxiliary column D and fill with 0,1,0,1...



Step 1: Insert a blank 2D-Bar chart into your worksheet.


Step 2: Select the auxiliary data sequence and press Ctrl+C to copy data to clipboard. Then click the blank to select chart and press Ctrl+V. Two bars will display in chart like the following picture. 


Step 3: [Important step] Convert the auxiliary data sequence into interlaced coloring band.

3.1 Change the order and Maximun value of “Primary Horizontal Axis”. 


 

3.2 Change the show direction of “Primary Vertical Axis”.

Step 4: Change default gap of the auxiliary data sequence. Select auxiliary data sequence by clicking on the blue bar and click right mouse button to launch context menu. Choose "Format Data Series..." to change "Gap width" to 0

  
Step 5: Add real data sequence now. Select the second column and press Ctrl+C and select chart then press Ctrl+V. The second data sequence will be added into chart. But the current picture is very confuse.


Step 6: Select the new added series and right click mouse. Select "Change Series Chart Type..." and select 2D-Column. Add new series and change all new series's gap width back to 100%.



Step 7: Insert a "Rectangle" shape into your chart as title and then format the basic picture to make it professonal. Change "Chart Area" color to gray. Change "Plot Area" color to gray too. Change "Data Series" color to light gray. Great, you’ve got a professional chart now!





The finial chart looks like:


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