Make your Chart Legends Legendary

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We all know that legend can be added to a chart to provide useful information, color codes etc.

Today we will learn how to make the chart legends smarter so that they provide more meaning and context to the chart, like this:

Smart Chart Legends in Excel

To make your chart legends legendary, just follow these simple steps:

Step 1: Make a regular chart

Chart with Regular Legend

Step 2: Create legend messages in separate cells

Now, for the above chart, there are 3 series. So, we need 3 legend messages. Let us say we want to show how much the % change has been since 2005 in each of the three series. The message pattern can be like this:

[arrow symbol] [label] by [% change]

We can find up and down arrow symbols from Insert > Symbol menu.

Insert Symbol Excel

Let us write a simple formula like this to create the message.

(assuming data is in table B1:D5)

=IF(B5>B1,"up arrow symbol","down arrow symbol")&" Sales by "&TEXT(B5/B1-1,"0%")

Now repeat similar formulas for other 2 series as well.

Step 3: Add three text boxes to the chart area.

This is simple. Select the chart. Now go to Insert > Textbox (ALT+NX in Excel 2007+). Type anything in it.

Now, color the text boxes in such a way that the background colors match chart series fill colors.

Step 4: Assign legend message cells to text boxes

Select first text box. Go to formula bar, press = and then select the first legend message cell. See this screencast to understand.

Using Text Boxes inside Excel Charts - How to?

Repeat the same step for other 2 text boxes

Step 5: Show off your chart

That is all. Now your chart legends are legendary. Go ahead and show off.

Download the example chart and play with it

Click here to download the excel file containing this example. Play with it to understand this trick.

Related Charting Tricks & Ideas:

> Show colors in Chart Labels, Axis Labels
> Show symbols in Chart Labels, Axis
> 5 Chart Formatting Tricks
> More charting tutorials and tips

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One Response to “How to compare two Excel sheets using VLOOKUP? [FREE Template]”

  1. Danny says:

    Maybe I missed it, but this method doesn't include data from James that isn't contained in Sara's data.

    I added a new sheet, and named the ranges for Sara and James.

    Maybe something like:
    B2: =SORT(UNIQUE(VSTACK(SaraCust, JamesCust)))
    C2: =XLOOKUP(B2#,SaraCust,SaraPaid,"Missing")
    D2: =XLOOKUP(B2#,JamesCust, JamesPaid,"Missing")
    E2: =IF(ISERROR(C2#+D2#),"Missing",IF(C2#=D2#,"Yes","No"))

    Then we can still do similar conditional formatting. But this will pull in data missing from Sara's sheet as well.

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