Introduction to Panel Charts using Excel – Tutorial & Template

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In this article we will learn what a Panel Chart is and how you can construct a panel chart in Excel.

What is a Panel Chart?

A panel chart is a set of similar charts neatly aligned in panels to help us understand some data which has multiple variables in it.

Here is an example panel chart showing the total defects per module over the last 4 weeks.

Panel Chart Example - Defects Per Module in the Last 4 Weeks

Panel charts are also called by names “trellis displays” or “small multiples”. They are an effective way to display multi-variable data.

Why use Panel Charts?

Excel has several built-in chart types like stacked column chart, clustered column chart that can help you visualize same data. I have shown 2 alternatives below. First observe them,

Panel Chart Alternatives - Clustered Column Chart, Stacked Column Chart

As you can see these charts communicate the data very poorly (despite using same colors and other chart elements as the panel chart). This is where a panel chart shines.

How to make a Panel Chart in Excel?

There are 2 approaches to make panel charts in excel.
1. Making one complex chart that internally has panels containing individual charts (requires lots of calculations and chart formatting.)
2. Making different charts and aligning them on excel sheet.

There are merits and de-merits both approaches, but I personally prefer #2, since it is very easy to make panel charts with that approach.
Panel Chart - First Make a Single Panel

Step 1: Make different charts

Very simple. Make different charts, one for each panel in your panel chart.
Trick: Make the first chart. Format it completely. Now select the chart and press CTRL+D to duplicate it. Now, using the mouse adjust the source data ranges of this new chart. That is all.

Step 2: Adjust Axis Formatting of the charts

You should set the axis minimum and maximum values for all charts at the same level. This will ensure that users can compare values from multiple panels without worrying about axis scale.

Also consider setting the axis labels of subsequent panels (other than first) to white color (or background color). Since axis has same scale and limits, there is no point in showing that in every panel.

Step 3: Align the charts

There are various alignment options possible for panel charts. I have shown a few samples below:

Panel Chart - alignment options

Depending on the number of panels, choose an alignment that works best for you. Keep in mind that when you align vertically, horizontal axis comparison is easier and when you align horizontally, vertical comparison is easier.

So align the charts in a logical order that works for you. And that is all. Your panel chart is ready to roll.

Panel Charts – Things to keep in mind:

  • Make sure all panels have similar axis ranges. Otherwise your audience cannot compare panels and the chart becomes useless.
  • Select the alignment that is both aesthetic and comparable
  • Panel charts usually contain multi-variable data. You must figure out what is the best panel arrangement (in our case, other alternative is, Weekly panels with Defects by Modules) for your audience.

Download Excel Panel Chart Template & Example Workbook:

Click here to download excel panel chart template & examples. [Excel 2007 version here]

Panel Charts – More Resources & Help:

Have you ever used panel charts? What is your opinion?

I find panel charts very powerful and insightful. However, I hate the fact that making them in Excel is so cumbersome. (but the effort is totally worth it.) I have used panel charts in various consulting and work assignments and wowed my audience.

What about you? Have you ever used panel charts? How do you make them? What is your experience like? Please share using comments.

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23 Responses to “Learn Top 10 Excel Features”

  1. Dwi Budi H says:

    What it looks like if excel without formula?? 🙂

    • philip says:

      It would be not excel it would just be fancy tables in which you could just use power point. (Chandoo) would Access be an alternative?

  2. Roy says:

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  3. Rich says:

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  4. koushik says:

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  5. Bob Watson says:

    Chandoo, good article. I’ve added a link to it from Connexion – our collection of the most useful and interesting spreadsheet-related articles from the web. See http://www.i-nth.com/resources/connexion

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    Hi,

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    [PS: I've just been through the site for the 1st time, and have signed up for the newsletter. You can expect pretty stupid questions from me soon]

  7. William Luke says:

    Hy Chandoo, you always inspire me with to explore something new in excel. This data structure table is only for excel 2007 or compatible to 2010. I recently installed latest excel version 2013 in my System and experience problems regarding operating according to previous one. I'm waiting your article relates to that excel version.

    Thanks

  8. Ankit Bansal says:

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  9. [...] Learn Top 10 Excel Features | Chandoo.org – Learn Microsoft Excel Online. [...]

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  12. kiran says:

    Hi chandoo, i am intersted in seeing the video or step by step done procedure of analysing the comments and presenting in the data percentage steps. I think this one would be first step in finding out how generally happens data calculation. Thank you.

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  13. l3g4to says:

    Nice to see the features considered by Excel users to be most useful. It might be a good idea to also analyze StackOverflow Excel questions to see what keywords appear most often.

    Here are my top 10 Excel Features (for advanced users):
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  19. Sanjeev Khakre says:

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  20. Your work is excellent but pls willing to know more details about the features of microsoft excel

  21. philip says:

    Chandoo Would Access be a better alternative than VB?

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