Creating a Chart in Excel

   Overview   

You can create visual representations of data in an Excel spreadsheet using a variety of charts. Excel will also recommend different visualizations based on your data.

This tutorial will show you how to add and remove various chart elements, including a title, legend, data table, and trendline.

   Instructions   

  1. Step 1: Click the Insert tab.
  2. Step 2: Select the cells by clicking and dragging to highlight.
  3. Step 3: Click the Recommended Charts icon.
  4. Step 4: Select the appropriate chart to display your data.
  5. Step 5: Click the OK button.
  6. Step 6:The created chart is displayed. 
  7. Step 7: Click the top of the displayed chart.
  8. Step 8: Click the Chart Elements [+] button.
  9. Step 9: Click the Chart Title checkbox.
  10. Step 10:Enter the appropriate title in the text box.
  11. Step 11: Click the arrow [>] to the right of Chart Title in the Chart Elements menu.
  12. Step 12: Click the appropriate Chart Title option.
  13. Step 13: Right-click the chart title.
  14. Step 14: Click the Fill dropdown button.
  15. Step 15: Click the Blue, Accent 1, Lighter 80% option.
  16. Step 16: Click an empty cell in the worksheet chart.
  17. Step 17: The selected elements have been applied to the chart title.
  18. Step 18: Click the top section of a displayed chart to view additional options.
  19. Step 19: Click the Chart Elements [+] button.
  20. Step 20: Click the Legend checkbox.
  21. Step 21: The Legend is added to the right side of the chart.
  22. Step 22: Click the arrow [>] to the right of the Legend checkbox.
  23. Step 23: Select the appropriate placement option.
  24. Step 24: Click an empty cell in the worksheet.
  25. Step 25: Click the top of a chart.
  26. Step 26: Click the Data Table checkbox.
  27. Step 27: The created data table is displayed, showing the numeric values represented in the chart.
  28. Step 28: Click the arrow [>] to the right of the Data Table option in the Chart Elements menu.
  29. Step 29: Click the No Legend Keys option.
  30. Step 30: Click to uncheck the unneeded Chart Elements option(s).
  31. Step 31: The deselected elements are hidden.
  32. Step 32: Click the Design tab.
  33. Step 33: Click the Add Chart Element dropdown button.
  34. Step 34: Click the Trendline link.
  35. Step 35: Choose the appropriate trendline to effectively display the chart data.
  36. Step 36: The created trendline is displayed in the chart.

In this article, you will learn the steps to create a chart in Excel with a title, legend, data trendline, and table.

1. Step 1

step image

From within a worksheet, click the Insert tab.

2. Step 2

step image

The Insert menu ribbon is displayed above the worksheet data.

To create a chart, you will need to select one or more cells in a set of data for which you want to create a chart. Select the cells by clicking and dragging to highlight  

Example shown here: select by clicking in cell A1 and dragging over to cell H1, then down to cell H18

3. Step 3

step image

With the data highlighted, click the Recommended Charts icon.

4. Step 4

step image

The Insert Chart pop-up window is displayed. From this page, you will select the appropriate chart to display your data.

Scroll through the list of options under the Recommended Charts until you find the one that best visualizes your data. Clicking a chart provides a preview of the chart with your data and a description.

You can also browse all charts by clicking on the All Charts tab.   

Example shown here: the Clustered Column option.

5. Step 5

step image

Once you have selected your chart, click the OK button.

6. Step 6

step image

The created chart is displayed.  

7. Step 7

step image

To add a chart title, click the top of the displayed chart.

8. Step 8

step image

The Chart Elements and Chart Styles buttons are displayed in the upper right corner of the chart.

Click the Chart Elements [+] button.

9. Step 9

step image

The Chart Elements dropdown menu is displayed.

Click the Chart Title checkbox.

Note: You can add other chart elements at the same time, including axis titles or data labels, by checking any of the displayed options. To remove any of these options, uncheck the appropriate box.

10. Step 10

step image

The Chart Title text box is displayed at the top of the chart.

On this page, enter the appropriate title in the text box.

11. Step 11

step image

The entered chart title is displayed.

You can also format elements of your chart title to enhance its visibility.

Click the arrow [>] to the right of Chart Title in the Chart Elements menu.

12. Step 12

step image

Another menu is expanded, revealing a list of chart title position options.

Click the appropriate Chart Title option.

Example shown here: click Centered Overlay.

13. Step 13

step image

The chart title is centered and overlayed on the top of the chart.

To make additional edits, right-click the chart title.

14. Step 14

step image

The Chart Title pop-up menu is displayed. Here, you can edit style elements for your chart title such as style, fill and outline color.    

Click the Fill dropdown button.

15. Step 15

step image

The Fill dropdown menu is displayed. This menu allows you to change the color surrounding the chart title text.

Click the Blue, Accent 1, Lighter 80% option.

16. Step 16

step image

The selected fill color is added to the chart title.

To close the Chart Elements dropdown box, click an empty cell in the worksheet chart.  

Example shown here: cell J1.

17. Step 17

step image

The selected elements have been applied to the chart title.

18. Step 18

step image

To add a legend, click the top section of a displayed chart to view additional options.

19. Step 19

step image

The Chart Elements button is displayed in the upper right corner of the chart.

Click the Chart Elements [+] button.

20. Step 20

step image

The Chart Elements dropdown menu list is displayed.

To add a legend to your chart, click the Legend checkbox.

21. Step 21

step image

The Legend is added to the right side of the chart. 

22. Step 22

step image

You can format the legend to enhance its visibility or re-postion it on the chart.

To make changes to your chart legend, click the arrow [>] to the right of the Legend checkbox.

23. Step 23

step image

The Legend menu is expanded showing several legend placement options.

Select the appropriate placement option.

Example shown here: the Bottom option to display the legend at the bottom of the chart.

24. Step 24

step image

The legend is moved to the bottom of the chart.

To close the Chart Elements dropdown box, click an empty cell in the worksheet.

Example shown here: J1.

25. Step 25

step image

To add a data table to the chart, click the top of a chart.

26. Step 26

step image

The Chart Elements list box is displayed again.

Click the Data Table checkbox.

27. Step 27

step image

The created data table is displayed, showing the numeric values represented in the chart. The data table defaults to one with a legend key.  

Example shown here: the legend indicates that the blue bars represent Totals.

28. Step 28

step image

If you wish to hide the legend key, click the arrow [>] to the right of the Data Table option in the Chart Elements menu.

29. Step 29

step image

Click the No Legend Keys option.

30. Step 30

step image

The Legend Key is hidden.

To hide any of the elements in your chart, click to uncheck the unneeded Chart Elements option(s).

Example shown here: unselect the Data Table box in the Chart Elements menu to remove the data table from your chart.

31. Step 31

step image

The deselected elements are hidden. 

32. Step 32

step image

To add a Trendline to the chart, click the Design tab.

33. Step 33

step image

To display a list of available chart elements, click the Add Chart Element dropdown button.

34. Step 34

step image

The Add Chart Element popup menu displays a list of elements you can add to your chart.

Click the Trendline link.

35. Step 35

step image

A list of available trendlines is displayed. Choose the appropriate trendline to effectively display the chart data. Options include:

1. Linear: straight line for simple, linear data sets

2. Exponential: useful when data values rise or fall at a constantly increasing rate

3. Linear Forecast : creates a line that forecasts future points

4. Moving Average: smoothes the lines to show a pattern or trend more clearly

Additional options are available under More Trendline Options... as well.

Example shown here: Linear.

36. Step 36

step image

The created trendline is displayed in the chart.

Print Article

Details

Article ID: 149558
Created
Sat 9/24/22 11:17 PM
Modified
Fri 1/5/24 5:09 PM