A. Colin Cameron, Dept. of Economics, Univ. of Calif. - Davis
This September 1999 help sheet gives information on how to construct charts- Chart basics
- Column chart
- Bar Chart
- Pie Chart
- Line Chart
Output from this example, including the Excel default version and an improved version after some customizing, is given in the pdf file Excel chart example output.
EXAMPLE
As an example consider 1997 U.S. Health Care Expenditures.
Enter the following data in billions of dollars
Category | Expenditures |
Hospital | 371 |
Physician | 218 |
Drugs & Supplies | 109 |
Nursing Home | 83 |
Home Health | 32 |
Dental | 51 |
Eye & Equipment | 14 |
Other Personal | 92 |
Admin and Insurance | 50 |
Public Health | 39 |
Research | 18 |
Construction | 17 |
CHART BASICS
It can be useful to first modify the data for better presentation on the chart.
For the above data it is useful to order the data in descending order of expenditures using Data | Sort.
Charts often automatically select chart title and/or axis or category labels from the above data, so it is useful to choose clear short names where possible.
To create a chart click on the Chart Wizard icon on the Excel taskbar and fill in details. Examples are given below. It is easiest to first select the data and possibly the headings before clicking on the Chart Wizard icon.
Excel defaults usually lead to a chart that is reasonable but still needs customizing.
Examples of this customization are given below. The general approach is to note that the chart has a number of areas:
- Chart Title
- Plot Area (the actual chart)
- The x-axis (for charts other than pie chart) which is called a category axis for column or line chart and a value axis for a bar chart.
- The y-axis (for charts other than pie chart) which is called a value axis for column or line chart and a category axis for a bar chart.
- Legend Entry (explains the symbols used in the chart)
- Labels for the x-axis
- Labels for the y-axis.
Then click on Chart Wizard and make changes as you move through the menu.
Easier is to simply select within the chart that part of the chart you wish to change, e.g. click on the x-axis, then double-click or right click to obtain the menu for reformatting the chart.
Further details are given under Chart Wizard.
COLUMN CHARTS
To create a column chart from the above highlight the data and headings (here columns A1:B12) and click on the Chart Wizard icon on the toolbar.
- Select column chart, leave at the default of clustered column chart, and hit next.
- The data range should automatically appear if you selected it, and hit next (if it does not appear then manually enter A1:B12).
- Titles can be left at the default which is the column heading (cell A1), and hit next.
- Chart location can be left as object in current worksheet and hit finish.
- Select the Chart Title by clicking on Expenditures at the top of the chart, double-click or right click to get Format Chart Title, and then change the Font from Arial Regular 10 to Arial Bold 12.
- Select the Chart Title and change the name to 1997 U.S. Health Expenditures (in $billion).
- Select the Legend Entry by clicking on Expenditures at the right and hit the delete key.
BAR CHARTS
To create a bar chart from the above highlight the data and headings (here columns A1:B12) and click on the Chart Wizard icon on the toolbar.
- Select bar chart, leave at the default of clustered bar chart, and hit next.
- The data range should automatically appear if you selected it, and hit next (if it does not appear then manually enter A1:B12).
- Titles can be left at the default which is the column heading (cell A1), and hit next.
- Chart location can be left as object in current worksheet and hit finish.
- Select the y-axis (category axis) by clicking on the y-axis, double-click or right click to get Format Axis, and then choose Scale and change Number of Categories between tick mark labels from 2 to 1.
- Select the x-axis (value axis) by clicking on the y-axis, double-click or right click to get Format Axis, and then choose Scale and change Major Unit from 100 to 50.
- Select the Chart Title by clicking on Expenditures at the top of the chart, double-click or right click to get Format Chart Title, and then change the Font from Arial Regular 10 to Arial Bold 12.
- Select the Chart Title and change the name to 1997 U.S. Health Expenditures (in $billion).
- Select the Legend Entry by clicking on Expenditures at the right and hit the delete key.
PIE CHARTS
To create a pie chart from the above highlight the data and headings (here columns A1:B12) and click on the Chart Wizard icon on the toolbar.
- Select pie chart, and change from the default to Exploded pie, and hit next.
- The data range should automatically appear if you selected it, and hit next (if it does not appear then manually enter A1:B12).
- Titles can be left at the default which is the column heading (cell A1), and hit next.
- Chart location can be left as object in current worksheet and hit finish.
- Select the chart area by clicking on the edge of the chart, double-click or right click to get Format Data Series, select data labels and choose percent.
- For the smallest categories the percentages are too crowded, so change the font of the Series Data labels. Select the percentage figure by clicking on a percentage figure and then double-click or right click to get Format Data Labels, select font and change font size to 8. This still leaves the lowest two or three percentages to crowded, so individually drop these by selecting each and deleting.
- The remaining changes are as before ....
- Select the Chart Title by clicking on Expenditures at the top of the chart, double-click or right click to get Format Chart Title, and then change the Font from Arial Regular 10 to Arial Bold 12.
- Select the Chart Title and change the name to 10997 U.S. Health Expenditures (in $billion).
LINE CHARTS
The line chart is not really helpful for these data. The line chart is best used for numerical data that are observed over time.
.
To create a line chart from the above
highlight the data and headings (here columns A1:B12) and click on the Chart Wizard icon on the toolbar.
- Select line chart, and change from the default to Line with Markers at Each Displayed Item, and hit next.
- The data range should automatically appear if you selected it, and hit next (if it does not appear then manually enter A1:B12).
- Titles can be left at the default which is the column heading (cell A1), and hit next.
- Chart location can be left as object in current worksheet and hit finish.
- Select the x-axis (value axis) by clicking on the y-axis, double-click or right click to get Format Axis, and then choose Scale and change Number of Categories from 2 to 1.
- Select the Chart Title by clicking on Expenditures at the top of the chart, double-click or right click to get Format Chart Title, and then change the Font from Arial Regular 10 to Arial Bold 12.
- Select the Chart Title and change the name to 1997 U.S. Health Expenditures (in $billion).
PRINTING AND COPYING CHARTS
See Excel: Formatting, Saving, Printing and Copying Results
For further information on how to use Excel go to
//www.econ.ucdavis.edu/faculty/cameron