Use Shapes and Images to make Prettier Charts [Dashboard Tricks]

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One of the annoyances of charts is that they all look like boxes (except for pie charts, they just look wrong). Boxes might be ok when you are making 1 or 2 charts. But a whole dashboard of boxes can look little rigid. So how can we make the charts peppy without loosing any effect? Like these charts below:

Use Shapes and Images make Prettier Charts [Dashboard Tricks]

Very simple, we use drawing shapes in MS Excel to draw whatever we want and overlay the chart on top.

See this 3 step tutorial.
Use Shapes with Charts - Tutorial

Step 1: Make the chart

This is simple, just make the chart and remove the background color. Also adjust series colors so that they look good when you combine the chart with drawing shape.

Step 2: Make the drawing

Go to Insert > Shapes (in excel 2003, select drawing toolbar and draw a shape) and insert some shapes. Arrange them so that you get desired effect.

Step 3: Put Chart on top of Drawing

This is simple. Just drag the chart on to the shape (s). If needed “send shapes to background”. That is all.

Download Example Charts

Click on these links to download example charts – Excel 2007 | Excel 2003

There are millions of possibilities when using shapes. Try something new for your next dashboard or report.

Note: Shapes can add clutter if you overdo them. Remember, the purpose is to let readers focus on the chart, not on shapes.

Additional material on excel dashboards.

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11 Responses

  1. Ciao Hui,
    Collecting Excel tricks under the title “Notable Excel Websites (Non-MVP) Edition” is a brilliant idea…
    Thank you in the name of all The FrankensTeam.
    On our site there is a box with a picture and text highlighting:

    This is a no-MVP site
    we think ourselves “bad boys” a bit 🙂
    For those who would like to know why our site is a no-MVP site, enough to click on the link:
    http://goo.gl/lxDszY
    Thank you again!

  2. I really enjoyed this (newsletter). I must admit that I rarely read an Excel newsletter (and I subscribe to quite a few) all the way though, but this grabbed my attention and before I realized it, I was engrossed in it. I must also admit that most of this I don’t understand, yet. But, it excites me when I do learn something new in Excel. I can’t wait to see how much of this I can implement into my (constantly-evolving) ‘House Budget’ & ‘Family Medical’ worksheets that I have developed over the past few years! I sure hope to see more of these type of newsletters in the future! Thanks!

  3. Hui, This post is Superb! More over I have always been a fan of Roberto’s work and have learnt a lot from him.

    Here are some of my recent contributions

    1. Customising markers in a chart – http://www.goodly.co.in/customize-markers-in-a-chart/
    2. Charting Hacks to work faster – http://www.goodly.co.in/5-charting-hacks-to-help-you-work-faster/
    3. 7 Date formulas to make life easy – http://www.goodly.co.in/date-formulas-in-excel/
    4. Customised scrollbar using VBA – http://www.goodly.co.in/customized-scroll-bar-in-excel/
    5. Adding Direct Legends – http://www.goodly.co.in/customized-scroll-bar-in-excel/

    Hope everyone enjoys!

  4. I like the Excel Ninja Menus.
    1. Select a cell or range then move till the 4-way cross appears. Right-Click and drag the selection to another place in the worksheet then, like a ninja, a menu full of skills and throwing stars pops up allowing me to do all kinds of awesomeness.
    2. When you click the fill box on a Date and right click and drag it down, a lot of amazing Date options pop up.
    I also brand my Excel to remind myself that I’m awesome. In my personal macro workbook I place the following code.
    Private Sub Workbook_Open()
    Application.Caption = “SuperKrishna’s Awesomeness”
    End Sub

  5. My favorite tip goes along with #17. If you try to copy subtotaled data (and in earlier Excel versions filtered data),when you paste it all the data displays instead of just the summarized data.
    To get around this, select your summarized data, click on Find and Select tab and then select Go to Special. Click Visible cells Only and click OK. Now paste and you will see that only the summarized data has been copied.
    You can also go CTRL+G and then click the Special icon at the bottom of the dialog box.

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