Charts and Graphs in Excel
Charts and graphs are used to make information clearer and easier
to understand. A good picture is worth a thousand numbers. The
most common place for people to see charts and graphs is in the news. News
publishers use graphics all the time to show comparisons and explain important
trends for things such as weather, gas prices, crime rate, or who is winning an
election and by how much. Charts and graphs are also critical to engineers,
scientists and financial analysts who use them to help visualize large amounts
of information, make better decisions, and communicate their results to other
people.
There are good
reasons for learning to create graphs by hand, but there are also some great
tools that everyone ought to learn how to use at some point, such as Excel. The
purpose of this article is to highlight some of the common types of graphs and
charts that you can create with Excel, explain when you might use the different
types, and provide a great set of resources for learning about and teaching
about charts and graphs.
Bar Graph
A bar graph is a graph that shows you information about two
or more discrete objects, events,
locations, groups of people, etc. You can use the bar graph to make comparisons. For example,
if you count the number of students in your class who are girls and the number
who are boys, you could make a bar graph to compare the totals. One bar would
represent the number of boys, and another bar would represent the number of
girls.
Column Chart
A column chart in Excel is just a bar graph where the bars
are displayed as columns. Instead of the labels or categories listed on the
left, they are listed on the bottom. The example below shows how you can set up
the data table for creating a column chart showing the number of apples eaten
in a particular month.
A pictograph shows data using a series of pictures, where a
picture represents a number. The example below takes the same data used for the
column chart but uses pictures of apples, where one complete picture represents
5 apples eaten. Pictographs can be a fun way to display information, and they
are easy to create in Excel. You first create a bar graph or column chart and
then you edit the fill options for the bars or columns.
Pictures can say a lot more than numbers. But, it is very
important that we don't misrepresent information by the way that we use images
and graphics. For example, it would be very confusing if the pictograph above
used images of oranges instead of apples to represent the number of apples
eaten. We must think about whether the sizes, shapes and colors of graphics
are helping to make information more clear and helping to increase
understanding.
Line Graph
A line graph is great for showing continuous change over time. For example, you
could use a line graph to watch the changes in temperature in the month of
March. If it is hotter one day than on the day before, the line will go up. If
it is cooler, it will go down. By analyzing the line graph, you can get a
better idea of the changes that took place as time went on. You can also easily
determine when the value you are graphing was highest or when it was lowest.
Including 2 lines on the same graph lets you visualize comparisons, such as the
difference between the High and Low temperatures for each day.
You can create a line graph from the same data table as a bar
graph, and vice versa. But, what you decide to use should largely depend upon
whether you are showing how something changes over time (line graph) or showing
comparisons between discrete things (bar graph).
It is important
to be aware of color choices when using graphs. People often associate meanings
with different colors, such as red for hot and blue for cold, so in the example
above it could be confusing if the colors of the lines were switched. It makes
more sense for red to be used for the High temperature and blue to be used for
the Low temperature.
Pie Charts
A pie chart is a circular graph where the pieces of the pie
are used to represent a percentage of a whole. For example, if you took a survey of the students in your
class and asked them each about their favorite pizza, you could use the results
to make a pie chart that would show what toppings earned the most votes. In
this case, each triangle would represent a different topping. The triangle with
the largest area would represent the topping that got the most votes, while the
toppings that got the least votes would be represented by smaller triangles.
In the example above, it is pretty easy to see that Pepperoni was
the favorite. It is also easy to see that Pepperoni received the same amount of
votes as all of the others combined. That would not be as easy to see if you
were just staring at the numbers in the table. One problem with a pie chart is that
it can take up a lot of space to show only a little bit of information.
Another major
problem with pie charts is making comparisons between a lot of different
things, and especially when you have a lot of little slices. To help with that,
Excel provides a "Bar of Pie" graph that breaks out some of the
pieces into a separate stacked bar graph like in the example below.
People already have a hard time comparing sizes of areas when
they are fairly close in size. But, it is even harder when the areas are
different shapes. If you tried to compare Sausage and Bacon in the above
example (without using the data table), you could end up coming to an incorrect
conclusion. Can you tell why? Is the Sausage slice larger or smaller than the
Bacon? Without the numbers to help you, you probably couldn't tell for sure. In
fact, the Sausage received 3 votes and the Bacon only received 2. It turns out
that the sizes of the rectangles can only be compared within the stacked bar
chart. The size of the rectangles cannot be compared to the size of the pie
slices - not only because of the difficulty between comparing rectangles and
pie slices, but also because the total area of the stacked bar chart is not the
same as the total area of the "Other" slice from which it was taken.
Area Charts
An area chart or area graph combines some of the characteristics
of line graphs with the characteristics of bar graphs. It looks like a line
graph with shading underneath the line. Sometimes, the shading can help add
meaning to a line graph. For example, if a line graph represented the height of
water in a reservoir over time, shading the area under the line could make the
line graph look like actual water rising and falling.
Stacked area charts and
stacked column charts provide a way to compare differences or proportions over
time or between different locations or groups of people. The height of each of
the areas as well as the total height of all the areas may change over time. If
you had a series of pie charts that compared the same items from month to
month, all of that information could be displayed in a single area chart. For
example, let's say that a teacher offered the same pizza topping survey to each
of her classes over a period of 10 years. You can display that information as
an area chart like the image below.
This type of area chart is time-based (same survey offered
year after year), but it's not truly continuous because the class stays the
same throughout the entire year. So, this is a case where it might be more
appropriate to show the graph as a stacked column chart (see below) which will
depict the results as discrete events. Everything about the data table and the
graph is pretty much the same. All you have to do is change the chart type.
XY Graph (Scatter
Plot)
An X-Y graph, also called a coordinate graph or scatter plot, is a
graph that shows different ordered pairs on an X-Y axis (Cartesian coordinate
system). X-Y graphs are used to look at and find patterns in sets of data and
to plot mathematical formulas. The points on the graph may form a straight line
or a curved line, and may be connected with a line. Unlike bar graphs and line
graphs, the line in an X-Y graph can curve back on itself, forming complex
patterns such as the spirograph shown on the right. In some cases, the points
may not form a line at all. They might just be shown as a bunch of random dots
scattered all over the place (thus the name).
To plot a point
on graph paper, you first need to draw the coordinate system and then you
simply find the point's x-coordinate, move straight up or down the line to its
y-coordinate, and draw a point. To create a scatter plot in Excel, you first
create a simple table with one column for listing the X-coordinates and a
second column for the Y-coordinates, select the data table, then insert the
scatter chart by choosing it from a menu.
Other Charts and
Graphs
There are many other types of charts and graphs, as well as
many other variations on the types listed above. But most of the more advanced
types of graphs, charts, and plots require a more advanced knowledge of math,
science, and statistics. Some of the names for these other types of charts (but
definitely not all of them) are: surface plots and other 3-dimensional graphs,
bubble charts, candlestick charts, radar plots, forest plots, glyph plots, histograms, stem-and-leaf plots, dot plots, biplots, box plots, gauge charts, control charts, geo charts, tree maps, combination charts, stepped area
charts, dendrogram plots, and many others.
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