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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39 Responses to “Some charts try to make you an April fool all the time (or why 3d pie charts are evil)”

  1. TheQ47 says:

    Another little trick they've used in that pie chart is in the positioning of the car sales in relation to each other. The way in which you present them in the column chart is from highest seller to lowest seller, left to right, which is what we're used to seeing. But in the dastardly pie chart, the two smallest selling cars (the SX4 and the Scala) are placed one either side of the Verna, which serves to make it look bigger again.
    Also the perspective at which you look at the pie chart makes the Verna look bigger. From my experimintation, a perspective of around 35-37 degrees makes it look like an even bigger slice, which appears to be what the advertiser has done.
    All of this manipulation would make you think of the "photoshopping" or "air-brushing" that is done on photos of models, film stars, and so on, in magazines, to give them the unattainable looks, skin, shape, etc., etc., that many aspire to, but can never reach.
    This post is quite the learning experience, thanks very much.

    • amanda says:

      please help!!!! im taking a computer class at SPC in clearwater. i have an excel worksheet to turn in and my pie charts are just blank no pie at all, all the other charts are working but i need #D pie chart can anyone help me to restore the 3D Pie chart??? Emergency

  2. David Onder says:

    This is a great example of why I do not like pie charts.  
    I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
    And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.
    signed David Onder

  3. kidakaka says:

    Reminds me of the quote ... statistics are like bikinis ... what they reveal is suggestive, what they conceal is vital.

    • KStilwill says:

      I love that Quote and you are so right, now to get the upper management to understand that!!!

  4. kidakaka says:

    Oh .. and wont it be awesome if u can create a quick decision tree tool for jo so that she can buy shoes :p ... perhaps link it to jabong.com or flipkart.com account and boom ... a spreadsheet shopping tool!

  5. There are a only two acceptable pie charts: actual pie and cheesecake. 

  6. Leon Kowalski says:

    My own commitment to the truth is to incorporate pereto graphs (Few, 2006) into most of my bar/column graphs.  The pereto is  activated by a non-printing check box form control.  This method has proven its worth on a number of occasions when presenting data and demonstrating its integrity when challenged - Also gets a kudos point from the boss for foresight, preparedness and professionalism :-).
     
    Leonk

  7. Luke M says:

    A little part of me dies inside whenever I see presentations from upper level technical management that includes exploded 3D pie charts.
    I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.signed Luke M

  8. PPH says:

    So if the goal is to mislead, 3-D pie charts are great.  There is a use for everything.

    • Avi says:

      Definitely agree with you. They did the appropriate thing as a marketing scheme. The chart is not "wrong" in any way, just misleading to the eye. 

      I think it's an excellent ploy.

  9. eagerpies says:

    I think these are an excellent display of the versatility of storytelling that is allowed by the champion of charts, the pie.  Great work Chandoo.  See my site for some further examples of effectively working with pie charts.  eagerpies.com

  10. Bryn Baker says:

    Well done Chandoo, all points clearly made; I'd add that there are lies, damned lies, statistics, pie charts and tweaked pie charts.
    I never recommend a pie chart but some of my custoners are so stupi are sure their requirements are correct. And the customer is always right (when he is the boss). So no pledge but lots of support.
    When I teach charts I ask what is the purpose of charts? Fairly sharp students talk about information over data. The purpose is to make better decisions happen. The accuracy is essential, the usability is essential, but the real gain is when the manager sees what to do to make the figures better.

  11. Bryn Baker says:

    Why do you have strikethru option in replies that is visble when editing but lost when posted? Of course is this does show a strikethru I must have got it wrong; let's see..

  12. Bryn Baker says:

    ... no thought not. Register aplea for strikethru to work. Thanks

  13. Kiev says:

    Hand on experience, thank you for sharing this.

  14. Meic Goodyear says:

    My favourite (if that's the right word) is Stve Jobs at

    http://www.myspace.com/crazyalaskandude/photos/30206354

    Some people must be assumed to know better, in which case it must be intentional.
    There's a classic book called How to Lie with Statistics, and another called How to Lie with Maps. Time for How to Lie with Charts?

  15. 5antiago says:

    A time and a place for everything, in my opinion. E.g. pie charts are good for communicating specific things to a wide and general audience, because everyone feels comfortable with the form at least.

    3D pie charts are good for giving the appearance of analysis to people who wouldn't read them anyway.

    In Excel, I use flattened 3D pie charts because they let me control the rotation of the chart to put the most important slices where I want them. That said, I don't use pie charts very often because my audience doesn't demand them

  16. SomeintPhia says:

    Sorry, but all kind of 3d stuff is horrible! Better, let's back a pie!

  17. SomeintPhia says:

    Sorry, but all kind of 3d chart stuff is horrible! Better, let's back a pie!

  18. Guest says:

    Call this the chandoo effect!!! Did u check out the same advertisement with a different type of chart in yesterdays newspapers??? Even the marketing managers listen to chandoo.

  19. Sarah says:

    I've always disliked pie charts for this reason and exploded 3d pie charts makes a liar out of their creators. its like the old man and his fish story.... I promise to never make a 3d pie chart (unless its as a joke). If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
    And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.

  20. OberonViking says:

    I teach mathematics at high school, and this article will now feature as a regular teaching tool in the topic Misleading Graphs. Thank you.
    ...and along those lines, I realise I need to create more exploded 3D pie charts, more over-formatted graphs and more line graphs for categorical data to demonstrate poor graph choice.

  21. OberonViking says:

    ...and the staircase graph is even worse than the 3D pie chart. When you analyse it in terms of the amount of yellow on the graph compared to any other colour - particularly green which was second - it appears that Verna holds at least 50% market share.

    • OberonViking says:

      I ran through this graph as a lesson on Misuse of Graphs. We placed a 5mm grid over the image of the graph and counted the squares. The image is 58% yellow. This surprised the students because they were analysing the chart and interpreting it as about 40%. I remarked that the 58% yellow was influencing their judgement. It was a very good lesson.
      Thanks for this great teaching resource.

  22. For most practical reasons, I believe there is no need to use a 3D chart unless a Z-axis is needed for your data -- and pie charts need not be 3D since they don't need to show any axis!

  23. text the romance back review says:

    Your method of telling the whole thing in this paragraph is genuinely good, every one be capable of simply
    understand it, Thanks a lot.

  24. Matt Healy says:

    I agree about pie charts. I didn't recognize the name "Verna" so I had to Google it: Hyundai sells the same car in the US as the "Accent."

  25. Shadow Jam says:

    I cant stand 3d pie charts. 2d ones are bad enough. And im my opinion the staircase chart is even worse. Note that with the verna we see two sides which gives it a visible width on the page/screen about three times as wide as the second highest scoring one, where we can only see one side of it.

    However, I won't make the promise. Whilst I think acurate representation of stats is a morale obligation of those who need to present impartial data, you have to admire the marketing team for not missing a single trick.

    Unfortunately with slick charts with the lighting and 3d effects, it makes acurate flat charts look boring and unprofessional to the uniformed 90% who view style over substance.

    As an example of this, I was reading information packs from vendors, and out of the dozen or so, not a single one had flat charts....

  26. Alex says:

    Hi, Chandoo!
    Can we download some chart template like in your post? ))
    It is really pretty.

  27. […] Ah good day to my Tableau disciples. Peace be with you. May your day be free of exploding 3D pie charts… […]

  28. […] ovšem uvádí Chandoo, kolá?ové grafy lze naproti tomu dob?e využít k manipulaci. Linkovaný p?íklad s videem […]

  29. […] Even people who have the best of intentions create graphics that mislead just because they don’t know about statistics, they don’t know about logic, they about the principles of visualization. It’s not their fault, just like it was not my fault 10 or 15 years ago. Nobody had educated me. It was only through the process of reading books, studying, and learning from other people that I discovered the many mistakes that I’d made in the past, for example, creating 3D pie charts. […]

  30. Jon T says:

    I think if the point is to create BS, everything should be not only in 3d but in 4d!

    4d FTW

  31. […] makes it very difficult to visually compare data. A good example of how misleading a 3-D charts can be found here. Less is more. Make your visualizations as simple and clean as possible, it makes them much easier […]

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