It all began with my Excel Dashboard Tutorial – Making a dashboard with player statistics. I have used bar charts with axis whose minimum is not zero, to create a dramatic effect in the charts. See below:
Jon Peltier commented saying that,
Rule #1: Bar and column chart value axes should start at zero. Since the lengths of bars and columns represent their values, starting at a position other than zero will lead to a misleading display.
As always Jon raised an excellent point. I liked it so much that I wanted to get your opinions on this axis scaling issue.
What do I think about this visualization rule ?
First the positive points about the rule:
- If you start axis at non-zero values, it gives a wrong impression about the data. In my example above you might end up thinking the top value is actually 10 times that of bottom value.
- The rule helps easy interpretation of data, since everything starts at zero.
Now the negative points about the rule:
- Not all data starts at zero (like the above with values ranging from 8000 to 12000). So when you create a bar chart for the data (why only bar charts, because they are easy to make and read) often you end up creating charts from which making out any analysis could be slightly difficult
- Breaking this rule helps in creating dramatic effect on your charts, one of the reasons we use them. Often when you use data with narrow range, creating dramatic effect could be difficult. Axis adjustments can help (you may want to try logarithmic axis scale as well)
Finally, I think this rule can be broken as long as we have right data and make alternative arrangements (like adding data labels) to ensure correct interpretation. Since this is a standard people have come to expect, it is better to make it clear to your audience about the axis range.
What do you think about the charting rule: Bar and column chart value axes should start at zero.
8 Responses to “Top 5 keyboard shortcuts for Excel Charts”
As far as I remember (checked, again, 2 minutes ago) in my "Excel 2013" in order to select various chart elements I need to use the Arrow keys and not the TAB key.
Practically, the TAB key does nothing (within a Chart).
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Michael (Micky) Avidan
Thanks for pointing this out. This is how I remember it too, but when I was recording the video yesterday, only TAB key worked. MS must have changed the keys in Excel 2016. I have edited the post to include both keys.
The key navigation on charts is different in 2016.
TAB cycles through a layer of objects (SHIFT+TAB cycles backwards)
ENTER move down a layer
ESC moves up a layer
So on a column chart with title/legend/data labels if you select the plotarea the TAB will go through Title > Legend > Plotarea.
ENTER at plotarea will then select Vertical axis. Tab will take you through
Horizontal axis > gridlines > Series > Horizontal Axis.
ENTER with series selected will then allow you to TAB through individual data points and data labels.
If you ENTER on datalabels you can TAB through each data label.
ALT + F1 : to create default chart
ALT+E S T = CTRL + ALT + V, T : I find that easier to remember
I second what Michael already said about TAB and arrow keys. I can't help but think if this is related to the "," or ";" as separator. I prefer to use the chart tools - layout- drop down box, anyway.
Got to be F11 for instant charting. Highlight your data , hit F11 and voila! ?
Ctrl+1 is the most important chart shortcut. In fact, it works for any Excel object: whatever is selected, Ctrl+1 opens the task pane or dialog to format that object.
Somewhere along the line, maybe when Excel 2016 came out, the arrow keys stopped working to cycle through the elements of a chart. But what works is holding Ctrl while clicking the arrow keys. I haven't gotten used to the Tab and other keys, but as long as Ctrl+Arrow works, I'm good.
And F4 used to be so helpful when formatting a lot of charts. But since Excel 2007 came out, it has been mostly useless. It used to remember a whole set of changes at once, so I get that the newer modeless dialogs make that impractical. But now it only seems to work with formatting of lines and borders, and maybe fills. I find myself writing a lot of VBA one-liners in the Immediate Window to handle these tedious formatting tasks.
after clicking on a chart, is there a shortcut key to copy it?
Thank you for the Alt E S T - tip. This is more than a time saver. Because of dynamic charts or de-activated external references to data when you make the charts, you often have empty charts that are otherwise impossible to format. So this shortcut helps adressing that. I will work with it more and see if there remain some obstacles.