1. What Is Charting in Excel?
Charting in Excel means turning your data into visual graphs or diagrams to make it easier
to understand, compare, and analyze trends or patterns.
2. Steps to Create a Chart in Excel
1. Select the data you want to chart (including headings).
2. Go to the Insert tab.
3. Choose a chart type from the Charts group.
4. Excel will insert the chart — you can customize it using:
o Chart Elements (titles, labels, legend)
o Chart Styles
o Chart Filters
3. Common Chart Types and Their Uses
Chart Type Description Best For
Column Chart Vertical bars Comparing values across categories
Same as column, when category names are
Bar Chart Horizontal bars
long
Line connecting data
Line Chart Showing trends over time
points
Pie Chart Circular chart, slices Showing proportions or parts of a whole
Doughnut
Like pie, but with a hole Same as pie, better for multiple series
Chart
Area Chart Line chart with color fill Showing volume over time
Scatter Plot Points on X and Y axes Correlation between two variables
Combo Chart Two types of charts in one Mixed data types (e.g., columns + line)
Histogram Distribution of data Frequency distribution
Waterfall Step-by-step data Showing increases/decreases
Bubble Chart Scatter plot + size 3-variable comparison
4. Key Chart Elements You Can Add or Edit
Chart Title
Axis Titles (X & Y)
Legend
Data Labels (values shown on the chart)
Gridlines
Trendlines (for line or scatter charts)
Error Bars (for variability/uncertainty)
5. Quick Tips for Better Charting
Use column/line charts for time-series data.
Use pie charts only if you have few categories (2–5).
Keep charts simple and readable.
Label axes and add a title for clarity.
Use filters or slicers (with Pivot Charts) for interactivity.
6. Advanced: Pivot Charts
Based on Pivot Tables.
Dynamic and allow filtering/slicing data.
Use when dealing with large datasets and summaries.
7. How to Edit or Customize Charts
Click the chart → Then:
Use Chart Design tab to change style, layout.
Use Format tab to change colors, fonts, background.
Right-click elements (like title, bars, labels) for individual options.