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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17 Responses to “Custom Number Formats – Colors”

  1. Duncan says:

    You are right, Chandoo. I was playing with the colour numbers last week and some of them don't appear different from each other. Others are totally different from yours.

  2. Hui... says:

    @Duncan
    Each version of Excel, post 2003, renders colors slightly differently
    Different language versions may also have different default color palettes

  3. polo says:

    Hello in french
    excel 2010
    colo1 = couleur1 = black
    [couleur1]; [couleur2]; etc..

  4. Andras Ujszaszy says:

    @Hui, thank you very much again for this great post.
    However - under Excel 2007, Hungarian version your solution does not work with color names. I've tried both English and Hungarian names, but drops an error message "not valid formats"

    Do you have any idea how to solve this issue?
    thanks in advance

    • Hui... says:

      @Andras

      Without a Hungarian version of Excel 2003 I don't think I can assist

    • Sarah says:

      Have you tried using the colour numbers? I couldn't get the names to work (despite using an english version of excel). but it did work with the numbers though. I left out the "u" and was easily able to produce burgundy using [color9]

    • Florinel says:

      Here a possible solution: find an English version of Excel, write there the formats using English names, then open the file in the Hungarian version and see the translation.

  5. Nigel says:

    In Excel 2007 I can't get the colour names to work e.g Sea Green but the numbers do e.g color3 - colour3 does not work so I must bow to the country that has stolen my language (ha ha!)

  6. Hey chandoo, nice Tip!
    Wouldn't be easier just apply some conditional formatting for negative numbers and another for positive numbers? Or there's some cases that you can't do that?

  7. Unfortunately the TEXT function doesn't color the cell as number formatting does.

  8. Khalid NGO says:

    Hi Hui,
    Great post Sir, love the new way of formatting with color numbers.
    I am using 2007, and it leads me to the last color number 56.

    Thanks Hui.

  9. […] explains how to set up custom number formats with a wide array of […]

  10. Colin says:

    Thanks Hui - works a treat!

  11. John Smith says:

    Thank you, very helpful.
    Trying to figure out if it is possible to apply color only to a part of the cell?

    E.g. I have a value formatted as Accounting with a currency symbol.
    Those I find somewhat distracting though necessary. If I could make them less obtrusive by coloring them gray while the number would stay black, that would be great. Tried tinkering with the format string, but didn't get the desired result. Single color for complete cell value works, but coloring just part of it could not be achieved. Maybe somebody managed that?

  12. Shaun says:

    Exactly what I was looking for - thank you!

  13. colour in the Australian doesn't work - we have to go American and no problem.
    I always thought is was 56 colours notice you have 57. Cool.

    thanks
    Analir Pisani
    Customised Microsoft Office Training Specialist
    Sydney - Australia
    http://www.azsolutions.com.au

  14. Me Myself says:

    Thank You!

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