Show Months & Years in Charts without Cluttering

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We make charts with date axis all the time. For example, lets say you want to plot the number of donuts consumed per month in a chart, like this:

Date Axis with Months & Years - An example excel chart

2 things become quite obvious when you look at this chart,

  • The year -09 and -10 repeating across bottom of axis is pure chart junk.
  • Aww, dude. How many donuts do you eat!?!

Now, there is nothing much I can do about donut consumption. But I can tell you how to fix that axis so it looks a lot better, may be like this:

Date Axis with Grouped Months & Years - An Excel Chart Example

Interested? Follow this simple recipe:

  1. Process your data: Assuming your data looks like what I shown to left, just use simple formulas to make it look like the table to right. [related: how to work with dates & times in excel]Date Axis with Months & Years - Sample Data
  2. Now, make a chart from the data. Use both year and month columns for axis label series.
  3. That is all. Excel shows nicely grouped axis labels on your chart.

Pretty simple, eh?

Download the Excel Chart Template

Click here to download excel chart template & workbook showing this technique. Play with the formulas & chart formatting to learn.

2 Bonus Tips:

1. This technique really works with just any types of data.

So you can just have Product Group & Product Name in 2 columns and when you make a chart, excel groups the labels in axis.

2. Further reduce clutter by unchecking Multi Level Category Labels option

You can make the chart even more crispier by removing lines separating month names. To do this select the axis, press CTRL + 1 (opens format dialog). From Axis options, un-check Multi Level Category Labels option.

Grouped Axis Examples - Excel Charts

How do you format date axis on charts?

Most of the times when I make charts with date axis, the axis has 12 or 13 months of data. So I knock off the year part completely. But in some cases, I end up making charts that show data from multiple years. Now, repeating year value across bottom is a waste of chart ink. So I tend to use the above technique to make the chart look much more professional.

What about you? How do you format date axis? Please share your ideas and experiences using comments.

More Charting Formatting Tips:

http://chandoo.org/wp/2010/04/08/smart-chart-legends/
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13 Responses to “Data Validation using an Unsorted column with Duplicate Entries as a Source List”

  1. Vipul says:

    Pivot Table will involve manual intervention; hence I prefer to use the 'countif remove duplicate trick' along with 'text sorting formula trick; then using the offset with len to name the final range for validation.

  2. Rich says:

    if using the pivot table, set the sort to Ascending, so the list in the validation cell comes back alphabetically.

  3. Kieranz says:

    Hui: Brillant neat idea.
    Vipul: I am intrigued by what you are saying. Please is it possible to show us how it can be done, because as u said Hui's method requires user intervention.
    Thks to PHD and all
    K

  4. sam says:

    Table names dont work directly inside Data validation.
    You will have to define a name and point it to the table name and then use the name inside validation
    Eg MyClient : Refers to :=Table1[Client]
    And then in the list validation say = MyClient

  5. Vipul says:

    Kieranz,
    Pls download the sample here http://cid-e98339d969073094.skydrive.live.com/self.aspx/.Public/data-validation-unsorted-list-example.xls
    Off course there are many other ways of doing the same and integrating the formulae in multiple columns into one.

  6. Vipul says:

    Pls refer to column FGHI in that file. Cell G4 is where my validation is.

  7. Kieranz says:

    Vipul:
    Many thks, will study it latter.
    Rgds
    K

  8. [...] to chandoo for the idea of getting unique list using Pivot tables.  What we do is that create a pivot table [...]

  9. Playercharlie says:

    @Vipul:

    Thanks, that was awesome! 🙂

  10. Vipul says:

    @Playercharlie Happy to hear that 🙂

  11. Enrique says:

    Great contribution, Hui. Solved a problem of many years!

  12. FARIS says:

    Thanks to you, A LOT

  13. Mohamed says:

    Hi Hui,
    Greeting
    hope you are doing well.
    I'm interested to send you a private vba excel file which i need to show detail of pivot in new workbook instead of showing in same workbook as new sheet.

    Please contact me on muhammed.ye@gmail.com

    Best Regards

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