How to pick a chart type – Charting 101

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how to pick a chart type - charting 101Bar chart or Line? Scatter plot or box plot? These are the questions we ask ourselves when we set out to make a chart. In this article let me tell you how to pick a chart type so you can make best charts for every situation.

Why is it important to pick right chart?

Because right charts lead to right decisions. We use charts to tell stories, evaluate alternatives, understand trends or find-out if everything is normal. So, an incorrect charting choice can lead to poor judgment of the messages where as a correct chart can lead to right and faster decisions.

How to pick a chart type:

Chart making process can be divided in to 4 steps

Process to select & create a chart

  1. Find-out what you want to say?
  2. (Re)arrange the data
  3. Prepare the chart
  4. Format the chart

1. What is the purpose of this chart?

This is the first and most important step in chart preparation. You must ask yourself, “what is the purpose of this chart?”. Once we know the clear reason why the chart should exist, we will naturally be able to select the correct chart type for that reason.

But I realize that finding the reason itself can be a bit tedious. So I have listed down 6 common reasons that we often have to make a chart:
Common Chart Messages in Business Settings - picking right chart type

  1. to Compare
  2. to show the Distribution
  3. to explain Parts of the Whole
  4. to tell the Trend over time
  5. to findout the Deviations
  6. to understand the Relationship

Let us understand these reasons along with the type of charts that go well with these.

1. To Compare:

What it means? You want to compare one set of value(s) with another.
Examples:

  • Performance of Product A vs. Product B in 5 regions
  • Interview performance of various candidates

Charts that can be used for this reason:

Charts to be used for Comparison

  • Bar Charts,
  • Column Charts
  • Scatter Plots
  • Pie Charts
  • Line Charts
  • Data Tables

2. To Show the Distribution

What it means? You want to show the distribution of a set of values (to understand the outliers, normal ranges etc.)
Examples:

  • Distribution of Call waiting times in a call center
  • Distribution of bugs found in 10 week software testing phase

Charts that can be used to show distribution:

Charts to be used for Distribution

  • Column Charts
  • Scatter Plots
  • Line charts
  • Box Plots

3. Parts of Whole

What it means? You want to show how various parts comprise the whole
Examples:

  • Individual product sales as a percentage of whole revenue
  • Browser types of customers visiting our website

Charts that can be used to show Parts of Whole:

Charts to be used for Parts of Whole

  • Column Charts
  • Bar Charts
  • Pie Charts
  • Data Table

4. Trend over time

What it means? You want to understand the trend over time of some variable(s).
Examples:

  • Customer footfalls on the last 365 days
  • Share price of MSFT in the last 100 trading sessions

Charts that can be used to show Trend Over Time:
Charts to be used for Trend over time

  • Column Charts
  • Line Charts
  • Data Table

5. Deviations

What it means? You want to see which values deviate from the norm.
Examples:

  • Failures (or bugs) in the context of Quality Control
  • Sales in Various Stores

Charts that can be used to show Deviations:
Charts to be used for Deviation

  • Column Charts
  • Bar Charts
  • Line Charts
  • Data Table

6. Relationship

What it means? You want to establish (or show) relationship between 2 (or more) variables
Examples:

  • Relationship between Search Phrases and Product Purchases in your website
  • Relationship between in-store sales and holidays

Charts that can be used to show Relationship:
Charts to be used for Relationship

  • Scatter Plot
  • Line Chart
  • Data Table

How to pick a chart type when you have more than one reason for the chart?

Simple, use common sense. If I were you, I would either cut down the messages to one or make 2 charts (each conveying one message). If that is not possible, I would consider using dynamic charts or combination charts.

2. (Re)arranging the Data

Even when we know the message and corresponding chart, sometimes, our data may not support us. We then have to rearrange the data. Using excel formulas, pivot tables, tables and data cleaning tools we can easily massage the data.

Once we have the data in required format, we proceed to step 3.

3. Prepare the chart

Since you have already picked the chart type in Step 1, this is very straight forward. Most of the regular charts are available in MS Excel as default charts. You can insert them with few clicks.

But for some special chart types, you may have to prepare the chart by helper series, formatting etc.

4. Format the chart

While most formatting is done as per individual taste, there are some ground rules that apply on almost all charts. Here they are,

  • No non-zero axis scale on bar charts [reasons and discussions]
  • Make subtle grid-lines (or remove them) [how to remove grid lines]
  • Add labels to important points [labeling techniques]
  • Add descriptive, bold titles
  • Position axis, scales at the right places (for eg. y-axis to the right on a large time series chart)
  • Use simple, easy colors

A final word:

The ideas in this post are meant to be guide lines, not final words in the world of visualization. While these rules can help you make a good chart, a great chart take so much more. Knowledge of your data, Passion for what you do and Genuine focus on your audience’ needs can make your chart truly outstanding. All the best.

References:

Communicating Numbers – White Paper by Stephen Few [PDF]

Resources & Further Help:

What is the process you use for Chart Selection?

I would love to know the process you use when selecting a chart type. Please share using comments.

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26 Responses to “FIFA Worldcup Excel Spreadsheets [Roundup]”

  1. J. J. says:

    Nice roundup! Do you know of any one-page spreadsheets which will be updated by an administrator after each game? Would be nice to be able to print out the latest results whenever I feel like checking them as I probably won't be following closely every day.

    I actually haven't tried any of the above ones yet, but I thought I'd mention this one that I found which makes a nice one-page form you can fill in dynamically. http://exceltemplate.net/sports/world-cup-2010-schedule-and-scoresheet/

  2. Diego Garcia says:

    I would like to recommend you these one: http://www.anotagol.com/
    You can choose your interface language (english, spanish, italian, portuguese, german or french) and your country for the timezone of match. I like it very much.

  3. [...] Passend zu gerade laufenden Fußball-WM gibt es auf Chandoo.org alles wissenswerte über Excel-Anwendungen für den Fußball-Fan. [...]

  4. Rohit1409 says:

    Great!!!

    I strongly recommend this :

    http://www.en.excel-soccer-2010.de/downloads

    Chandoo how you found this ...

  5. Chandoo says:

    @Rohit.. really beautiful file. I missed it during my research. Now, I recommend it. 🙂

  6. Mourad Louha says:

    Hi Chandoo - thanks for the recommandation 🙂 - Regards

  7. [...] Excel, then print it on the other side of your Match Schedule from step 2 above. There are several other Excel spreadsheet templates you can download, but this is probably the only one-page version you can find; plus, it [...]

  8. Robert says:

    Does anybody know how to re-create this(?): http://www.marca.com/deporte/futbol/mundial/sudafrica-2010/calendario-english.html
    ...or do you know where a template can be found? I am DYING to have something like this on my site. When I found it, I had been looking for the longest time for a circular calendar. I found a couple that weren't adequate. Then I stumbled upon this one and my eyes nearly popped out of my head. If anyone can lead me in the right direction, I would be eternally grateful!

    Thanks in advance!
    Robert

  9. Chandoo says:

    @Robert...

    Doing something like that is a lot of work. You can probably get it done with some hired help from a flash developer.

  10. Pedro Wave says:

    @Robert, the World Cup flash in the Spanish Marca newspaper is impresive, but not much as my own animated spreadsheet with the Goals of 2010 World Cup South Africa in Excel that I just published into my blog:
    http://pedrowave.blogspot.com/2010/06/goals-of-2010-world-cup-south-africa-in.html

    Download from here:
    http://cid-6b219f16da7128e3.office.live.com/view.aspx/.Public/Goals%20South%20Africa%20Animated.xlsx

    And start to enter the goals of the rest of matches.

  11. Neil says:

    Has anyone seen, or made, a Spreadsheet where you can record the scorers and see a 'top scorers' chart. Would be a nice enhancement

  12. Chandoo says:

    @Neil... checkout this one http://www.inflexionary.com/sports/world-cup-2010-excel

    it uses macros to fetch scores from web (and provides very comprehensive analysis too)

    @All.. Thanks for the comments. I have updated the post with few more links now.

  13. Sergio Mathias says:

    Hi,
    Check this dashboards too:
    http://dashboards.org/world-cup-dashboards-and-visualizations/
    😉

  14. [...] Here is a collection of FIFA World Cup Spreadsheets if you are more in to that sort of thing. | [...]

  15. [...] Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]

  16. [...] World Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]

  17. Hey, you missed ours! It has everything you need and more, but not a whole pile of silly extras (National Anthems, etc).  I'll be making another one for the 2014 world cup.  We had over 4000 hits on it!

  18. Neil says:

    @Michael Harwood.

    Where is it then? You should have posted a link  

  19. phillip says:

    Sie sollten an einem Wettbewerb teil zu nehmen für einen der besten Blogs im Web. Ich werde empfehlen Sie diese Seite!
    Google translation: You should take part in a contest for one of the best blogs on the web. I will recommend this site!

  20. [...] and welcome to the forum, Maybe these similar spreadsheets might give you a few initial ideas: FIFA Worldcup Excel Spreadsheets [Roundup] | Chandoo.org - Learn Microsoft Excel Online If you have specific areas / formulae / layout choices for parts of your spreadsheet that you are [...]

  21. Petros says:

    Calling all football fans around the globe! The biggest football festival will kick off on the 12th June 2014 and everyone is placing their bets of who will have the honour of lifting the golden trophy.

    Use our free interactive Excel templatel to predict the World cup finalists ! No macros !

    http://www.spreadsheet1.com/world-cup-2014-free-excel-prediction-template.html

  22. marten says:

    I also made a Worldcup-tracker, with MS Access, which can also generate reports in Excel
    e.g. a match-schedule with locations on y-axis and dates on x-axis, see:
    http://worktimesheet2014.blogspot.com.es/2014/05/excel-with-match-schedule-for-2014-fifa.html
    and:
    http://worktimesheet2014.blogspot.com.es/2014/05/match-access-app-to-track-world-cup.html

  23. Vivek Ranjan says:

    where can i find raw data in excel file format of fifa world cups (1930-2014)

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