Making Interaction Plots using Excel

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Yesterday I read about interaction plots on junk charts where he points out the merits of an interaction plot. Interaction plots show interaction effects between 2 factors. For eg. you can show how your product sales have changed between year 1 and year 2 using an interaction plot like below:

interaction plots

As you can see, interaction plot is a simple line chart with several series. You can easily make this in Excel. Here is a simplified tutorial to help you get started.

Step 1: Select the data and insert a line chart

This is simple, just insert a line chart from the data.

Step 2: Go to the line chart “data” and change rows to columns

You require this step only if your data is oriented differently.
switch rows / columns - interaction plot in excel

Step 3: Format the interaction chart

Since excel colors each line series differently, you need to change the colors, add labels, adjust the label source (from data to series) and then format grid lines etc.

That is all, your interaction plot is ready to go.

Download interaction plot template for excel and play with it

Click here to download the interaction chart template for excel and use it to make your own interaction plots.

Points to consider when you are making interaction plots,

  • Interaction plots can be too messy if you have a lot of series. Generally they loose the appeal after 6-7 series of data.
  • Chart formatting with more series of data can be a pain too. Use F4 key if you are found repeating same steps.
  • Make sure you don’t color individual series differently. You can use same color and label instead. It looks a lot better that way.
  • In cases like last year vs. this year or budget vs. actual, you can even use clustered bars. See more examples on budget vs. actual charts for inspiration.

What is your opinion about interaction plots?

I think they are good for small data samples. I have personally not used them, but I like the idea and will use them when there is an an opportunity. What about you? Have you used them in any professional setting? How did your audience feel about the chart? Tell us using the comments.

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11 Responses to “Fix Incorrect Percentages with this Paste-Special Trick”

  1. Martin says:

    I've just taught yesterday to a colleague of mine how to convert amounts in local currency into another by pasting special the ROE.

    great thing to know !!!

  2. Tony Rose says:

    Chandoo - this is such a great trick and helps save time. If you don't use this shortcut, you have to take can create a formula where =(ref cell /100), copy that all the way down, covert it to a percentage and then copy/paste values to the original column. This does it all much faster. Nice job!

  3. Jody Gates says:

    I was just asking peers yesterday if anyone know if an easy way to do this, I've been editing each cell and adding a % manually vs setting the cell to Percentage for months and just finally reached my wits end. What perfect timing! Thanks, great tip!

  4. Jon S says:

    If it's just appearance you care about, another alternative is to use this custom number format:
    0"%"

    By adding the percent sign in quotes, it gets treated as text and won't do what you warned about here: "You can not just format the cells to % format either, excel shows 23 as 2300% then."

    • Steven Peters says:

      Dear Jon S. You are the reason I love the internet. 3 year old comments making my life easier.

      Thank you.

  5. Jon Peltier says:

    Here is a quicker protocol.

    Enter 10000% into the extra cell, copy this cell, select the range you need to convert to percentages, and use paste special > divide. Since the Paste > All option is selected, it not only divides by 10000% (i.e. 100), it also applies the % format to the cells being pasted on.

  6. Chandoo says:

    @Martin: That is another very good use of Divide / Multiply operations.

    @Tony, @Jody: Thank you 🙂

    @Jon S: Good one...

    @Jon... now why didnt I think of that.. Excellent

  7. sajith says:

    Thank You so much. it is really helped me.

  8. Winnie says:

    Big help...Thanks

  9. Chris Fry says:

    Thanks. That really saved me a lot of time!

  10. Texas says:

    Is Show Formulas is turned on in the Formula Ribbon, it will stay in decimal form until that is turned off. Drove me batty for an hour until I just figured it out.

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