Cropped chart: when some values are too big to fit

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We know that column charts are excellent for presenting information. But what if some of the columns are too tall and hijacking the rest. In a previous article, we discussed few of the approaches. Today let’s learn how to build a cropped chart (broken y-axis chart) using Excel, something like this:

cropped-chart-in-excel

Looks interesting? Read on.

Tutorial to create a cropped chart in Excel

Before we begin: Is this the best chart for this data?

Cropped charts or broken Y-axis charts can be misleading and confusing. That said, in some very rare cases, you may need to use them. My suggestion is simple:

  • See if you can use a regular column chart
  • See if you can use a regular column chart, crop the tall columns at a certain point and fade them using gradient fills. Then apply labels to them so people know which ones are too tall to show on the chart.
  • See if there is any other alternative representation for this data (may be just the numbers in a table?!?)
  • If your boss / client / spouse is adamant about broken y-axis chart / cropped chart, then make one.

Step 1: Arrange your data

cropped-chart-valuesLet’s say we have the numbers as shown aside.

We will have to set up some extra calculations to make this  chart. We need to split each column in to 2 portions.

  • Below crop
  • Above crop

But we can do this only for columns that are too tall. Also, we need to know 2 things:

  • At what point we should crop the value – let’s call this crop
  • What is the size of crop – let’s call this size

We also need to print a cropped symbol (2 zigzag or slant lines) at the location of crop, if we crop a column.

First, take a look the the calculation setup.

calculations-for-cropped-chart-explained

The formulas for 3 extra columns are:

Remember, our data starts from cell B10.

  • Crop: =IF(B10>crop+size,crop,B10)
  • Above: =IF(B10>crop+size,B10-crop-size,0)
  • Marker: =IF(B10>crop+size,crop,NA())

Step 2: Create a stacked column chart

Select both Crop & Above columns and create a regular stacked column chart. We should get something like this:

cropped-chart-step2

Step 3: Add marker series as a line to the chart

Add the marker series (select all the values, copy and paste in to the chart – or use Chart > Select Data > Add option).

Marker series will be added as a stacked column by default.

cropped-chart-step3-adding-marker-series

Right click on it and select change series chart type option.

Change the series to line with markers.

Now, set the line properties to no line so that only markers show up.

At this stage, our cropped chart looks like this:

cropped-chart-step3-marker-series

Step 4: Replace markers with crop symbol

Draw a crop symbol. Here is one I used:

  1. Draw a box. Fill it with pale white color and remove borders.
  2. Draw 2 horizontal lines and align them to top & bottom edges respectively.
  3. Select all three shapes (2 lines and one box) and group them (right click and group).
  4. Rotate this grouped object a bit.

Copy this object / symbol.

Select the markers on the chart. Press CTRL+V.

Excel replaces the markers with your symbol. (more: use shapes to enhance your charts)

At this stage, our chart looks like this:

cropped-chart-step4-with-crop-symbols

Step 5: Format the chart

This is easy. Set both crop & above portions to same color. Adjust gap width between columns if necessary.

Play with both crop and size values until you get the perfect chart.

cropped-chart-step5-formatting

Step 6: Add labels to your chart

As you have cropped the columns, the axis is no longer relevant. We either need to replace the axis labels with two sets of values (before crop & after crop) or remove the axis & set data labels.

Setting different axis labels requires a bit more tweaking of the chart.

So, let’s go with data label route.

data-labels-for-cropped-chartFirst remove the vertical axis. To set the labels:

  1. Select the bottom series of the column chart. Right click and choose data labels option.(Click here for a screenshot of this step)
  2. This adds default labels.
  3. Select the labels and press CTRL+1 to format them
  4. From label options pane, select “Value From Cells” as the source for labels. Note: This is available only in Excel 2013 or above. For older versions use XY Labeler add-in by Rob Bevey.
  5. Select the original data (in B10 cell onwards) as the source.
  6. Set up label properties (location, font, font size, color as you see fit)
  7. Done!

That is all. Your cropped chart is ready.

cropped-chart-in-excel

Download cropped chart template

Click here to download cropped chart example workbook. The workbook contains all the calculations, full chart and all intermediate steps so that you can learn more.

Awesome resources on charts

Raise above the rest with these awesome resources on charting:

Struggle with charting? Excel School is for you:

If you are mystified by the Excel charts and spend way more time on them, then consider enrolling in our Excel School program. This will help you learn how to create awesome charts, interactive workbooks, complex dashboards in a structured way.

Visit Excel School to know more about this program and enroll.

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24 Responses

  1. I’d suggest simply using the subtotal function and filtering the data using the Win/Loss column.  You get the same results and the formula is more comprehensible.

    1. @John

      That is one option.

      There are times however when you want to see the whole data table or a filtered subset and still want to produce summary reports against an unfiltered field.

  2. Is there a particular reason why you are using a comma and the unary (–) operator for the second array in the SUMPRODUCT formula?  It seems to work the same if you were to string the arrays together using the asterisk (*).  The advantage is that SUMPRODUCT treats the entire string of arrays as a single array.

  3. Is there a way to do this on a large set of data? As in ~100,000 rows? When I try I get an error because the formula becomes too long. It says the max length of a formula is 8,192 characters. Excel 2010.

  4. How do I incorporate a specific text within a cell for the second array. For instance, – -(C7:C13=”Apple”)
    when I chose a specific text the formula does not work.

    1. @RB

      I am not sure what is the issue as if I use the sample data in the post the following work fine

      Count:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)), –(C7:C13=”L”))
      Sum:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)),(C7:C13=”L”)*(D7:D13))

      You may want to check that there are no leading or trailing spaces in your list of Apples

      1. I should have given a better explanation. Heres my situation. I have a column with cells filled with names like Column 1, Column 2, Pier 1, Pier 2, etc. If the cell just contained Pier and searched for that it works. But because it has other characters in the cell its not recognizing the pier. So how can I extract specific characters of a string of text in this formula?

        Hopefully this was a better explanation

  5. Hello-

    This formula works pretty well for me except that it slow down excel and prevents some of my macros from working. I was wondering if there was a way to program this in VBA so that excel isn’t always trying to recalculate it. I would like to use a push of a button to get it to run then paste in a cell.

    Thanks!

  6. I am trying to sum filtered data in a column, but would want to ignore the negative values in the column. How to go about doing this?

      1. The negative values are required for reporting purposes, but their effect on the total is distorting the required output. Please advise.

  7. I have this working for counting and summing, however, I have a list and for the second array, I need a criteria. That is, I’m looking for b13:b200=”01.??.??” or =left((a1,2) or something like that. These types of criteria matches do not appear to work as I get a blank as a result.
    Thanks!

    1. @Bob

      As your formula b13:b200=”01.??.??” looks like you are trying to check the first day of the month of the range
      What about trying Day(B13:B200)=1

  8. Hai Experts,
    i understood this formula well and working fine in MS Excel 2013
    but when the same am trying to place in google Spreadsheet it shows error as
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 2014, column count: 1.” and as a result #VALUE! Appears in cell.
    Can anyone please help me how would i get it done in Google Spread sheet
    or is there any other formula as a substitute for this.
    Thank you very much.

    1. @Vivek

      I don’t know

      I just downloaded the file and it is working fine and not showing that error

      Goto the Formulas, Calculation Options Tab and check that Calculation is set to Automatic

      What version of Excel and Windows are you using ?

  9. I know that this forum is for MS Excel, but I am trying to help someone who is working in Google Sheets. The below formula works in Excel but Google Sheets returns:
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 39000, column count: 1.” and as a result #VALUE! Appears in cell.
    This is the same problem asked by Srichirin above. Does anyone know if there is a formula for Google Sheets that will replicate what MS Excel does?

    =SUMPRODUCT(SUBTOTAL(3,OFFSET($C$6:$C$39500,ROW($C$6:$C$39500)-MIN(ROW($C$6:$C$39500)),,1)),- -($C$6:$C$39500=H1),($D$6:$D$39500))

  10. Trying to find a SUMPRODUCT formula that counts the word Closed by date for the last 7 days in a filtered list.
    =COUNTIF(M:M,”>”&TODAY()-7) works ok for unfiltered count Column M contains Closure dates (blank if open) and Column L is Status Open or Closed

  11. I used this formula and worked like a charm! But, now I’ve been requested to use it but adding not one but two criteria in the same formula. For instance the sum I was doing added negative and positive numbers. I’ve been asked to use the exact same formula but adding that only positive numbers were considered… any idea on how to do this?

  12. Thank you so much brother literally I have been struggling since morning to get the sum of the filtered category, however, after reading your blog attentively i got my solution, so thanks a lot once again.

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