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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15 Responses to “Make a Bubble Chart in Excel [15 second tutorial]”

  1. Jeff Weir says:

    Noooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo!!

    • Chandoo says:

      Whyyyyyyyy?

      The idea is to tell how to make a bubble chart. I got an e-mail from a reader recently asking how the scatter bubble is made. So I thought a 15 second tutorial would be a good idea to show this.

  2. Jeff Weir says:

    Did that email go "Dear Chandoo, I know that you scorn bubble charts, but if I don't do one in Excel for my boss then he'll fire my sorry ass, and my children will have to be sold for medical experiments in order for me to be able to afford the upgrade path to Excel 2010"?

    If so, fair enough...it's all in the greater good 😉

  3. sanwijay says:

    Chandoo,

    I am using excel 2003 and it is not working. The x axis is not the one that I enter in x axis column. Please help! Thanks.

  4. sanwijay says:

    Sorry, after few attempts, I managed to get the right result. I shouldn't select the title (header) of the table and select only the data to produce the right bubble chart.

  5. Precious Roy says:

    What's wrong with bubble charts? Is there a better method for displaying scatter plots with lots of overlapping data points? Don't tell me you'd rather jitter!

  6. Chandoo says:

    @Sanwijay: Cool.

    @Precious Roy: There is nothing wrong with bubble charts. Infact, it is the only way to show 3 dimensional data (x,y and sizes) without confusing your audience. Jeff is worried that people might misuse the chart. As with any chart, bubbles also have a place and time for using them.

    I recommend using bubble charts to show relative performance various products in several regions and similar situations.

    Also, human eye is notorious in wrongly estimating the bubble sizes (as we have to measure areas). See http://chandoo.org/wp/2009/07/28/charting-lessons-from-optical-illusions/

    We can partially improve bubble charts by adding data labels, but if you have too many bubbles, the labels will clutter the chart and make it look busy.

  7. KW says:

    I can't seem to find a way to plot more than ten bubbles on a chart and need to know how to add more

  8. Chandoo says:

    @KW.. why would such a thing happen. I am sure you can add more bubbles that that. Can you tell us exactly what you are doing...

  9. Michiel says:

    Example table:
    A B C (size)
    Me: 25 30 15%
    Him: 30 22 11%
    Her: 12 30 20%

    I am trying to make a bubble chart where the Y axis is A, the X axis is B, and the size of the bubble is C. There should be only 3 bubbles. I keep ending up with six (with the labels being only "Me" and "Her"). My goal is to have three bubbles, one representing each person. Clearly I am doing something wrong. Can you help explain...?

  10. Priya says:

    Hi,
    I wanted to add data labels to the bubbles. Each bubble represents a different company name. Excel allows me to add the size, legend, x axis values and y axis values. How do I add instead- Company A, B, C, D for the bubbles?

    • Mai huong says:

      youon you have to choice every data for every company..
      ex:create bubble for A company,after that click right> add data label> adjust data labels :format data labels and choose : series name.
      i hop u will succeed .

  11. [...] we create a bubble chart with 2 bubbles. 1 for the actual mustache & 1 for target [...]

  12. IT says:

    If we want bubble size to be controlled by one column, but the bubble labels to be controlled by another column, how can this be achieved?

  13. Nicola says:

    many thanks!!!!

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