Shading above or below a line in Excel charts [tutorial]

Share

Facebook
Twitter
LinkedIn

When comparing 2 sets of data, one question we always ask is,

  • How is first set of numbers different from second set?

A classic example of this is, lets say you are comparing productivity figures of your company with industry averages. Merely seeing both your series as lines (or columns etc.) is not going to tell you the full story. But if we can shade our productivity line in red or green when it is under or above industry average… now that would be awesome! Something like below:

Shaded line charts - help us tell a better story when comparing one series with another

The above chart tells us where we are lagging and where we are good. It will let us ask poking questions about the gap and find answers (may be removing coffee machine from 2nd floor last May was a bad idea!)

So how do we create such a chart?

PS: This chart and article is inspired from a question asked by arobbins & excellent solution provided by Hui here.

Creating a shaded line chart in Excel – step by step tutorial

1. Place your data in Excel

Lay out your data like this.

Original Data - Shaded line chart in Excel

2. Add 3 extra columns – min, lower, upper

If you look at the chart closely, you will realize it is a collection of 4 sets of data. See this illustration to understand.

Anatomy of Shaded line chart made in Excel - 3 extra series explained

Write formulas to load values in to min, lower (green) & upper (red) series.

  • Min is minimum of productivity and ind. average
  • Lower (green) is difference between productivity and ind. average (or NA() if negative)
  • Upper (red) is difference between ind. average and productivity (or NA() if negative)

3. Create a stacked area chart from this data

Select all the 4 series (productivity, min, lower & upper) and create a stacked area chart.

This is how it looks.

Step 1 - create a stacked area chart - shaded line chart in Excel

4. Format the productivity series as line

Right click on productivity series and using “Change series chart type” option, change it to line chart.

Step 2 - Format Productivity series as line - Shaded line chart in Excel

5. Make the min series transparent

Select min series and fill it with “No color”

Step 3 - make the min series transperant - Shaded line chart in Excel

6. Format lower & upper in green & red colors respectively

Step 4 change the colors for lower & upper series - shaded line chart in Excel

And you are done!

Optional: adjust series formatting, add grid lines etc.

As a bonus, you can add vertical grid lines (so that we can understand the red green changes easily) and format the horizontal axis. You can also move around the legend and remove the words “min” from it.

This will make the chart look really awesome.

Shaded line charts - help us tell a better story when comparing one series with another

Is this the only way to compare productivity with industry averages?

Although our shaded line chart is an excellent way to visualize differences between 2 series of data, I kept thinking if there are other ways to compare this.

After a bit of doodling & drawing inspiration from various charts I have seen earlier, here are 4 more options we can consider.

Option 1 – Productivity vs. variance wrt Ind. average

Alternative 1 - shaded line chart in Excel

This chart shows the variance (industry average-productity) at bottom so that we can easily look at overall trend & understand how we fared with respect to industry.

To create this chart, you just have to calculate the variance in a separate column and create a column & line chart combination (column for variance & line for productivity). Once such a chart is ready, go to fill options for the column chart and check invert colors if negative option and set up green & red colors!

Option 2 – Productivity vs. better or worse indicators

Alternative 2 - Shaded line chart in Excel

This chart just shows whether productivity surpassed industry average or not in a boolean state (green for yes, red for no)

This chart is a combination of line & column chart with same principle as above (invert if negative option).

Option 2 (made using Excel 2010 Sparklines)

Alternative 2 - made with Sparklines - Shaded line chart in Excel

You can create this chart very easily with Excel 2010 sparklines. Line chart for productivity and win-loss chart for better or worse indicators.

Option 3 – Collapsed Productivity vs. variance wrt Ind. average

Alternative 3 - collapsed - Shaded line chart

Since the color is already telling us whether variance is negative or positive, we can collapse both to same side of axis (thus saving some space & reducing redundant information).

To create this chart, we need two series of data – positive variance & negative variance as 2 sets of areas on the chart.

Option 4 – Collapsed Productivity vs. better or worse indicators

Alternative 4 - Shaded line chart with collapsed indicators in Excel

Well, this is same as option 2 but collapsed.

Download Example workbook

Click here to download the Excel workbook containing all these examples. You can also see detailed steps for making the shaded line chart in it.

How do you compare one series with another?

I must confess that I never made shaded line chart until today. For smaller data sets (<15 items), I usually compare by making column charts or thermo-meter charts. These are easy to make and easy to understand. For larger data sets, I try to make dynamic charts so that I can choose which series to include in comparison or make indexed charts.

Now that I learned how to set up shaded line charts, I will try them in my upcoming projects & consulting assignments to see how they fare.

What about you? Which types of charts do you use to compare one series with another? Please share your techniques & implementations using comments. I would love to learn more from you.

Compare often? Check out these charts

If you compare apples to apples (or to an occasional  bushel of oranges) for living, then check out these charting tutorials & techniques.

WARNING: After learning these techniques, Suddenly you will become incomparably awesome in your office.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

39 Responses to “11 very useful excel keyboard shortcuts you may not know”

  1. Judy Fearn says:

    You asked about a favorite keyboard shortcut: I often right click the navigation arrows at the bottom of an Excel workbook to get a list of the worksheets. I can click the one I want without having to scroll left or right.

  2. Sam Krysiak says:

    I regularly use the networkdays(x,y,z) function to show the number of working days between two given dates. To exclude public holidays I reference a list of dates ("z" in the above reference) which I periodically update to reflect upcoming non-working days. To keep the sheet looking tidy for other users, I like to hide this column when I'm done, and then unhide it when I update the sheet.

    With 40 separate workbooks to edit, these shortcuts make it a breeze...

    ? Hide selected column: CTRL+0 [zero]
    ? Unhide hidden column(s) within selection: CTRL+SHIFT+) [closed parenthesis]

    If an "Autofit Selection" keyboard shortcut (not just a key sequence) existed, I'd be as happy as a clam!

  3. [...] 11 very useful excel keyboard shortcuts you may not know [...]

  4. [...] an Excel Conditional Formatting Rock Star 11 very useful excel keyboard shortcuts 73 Free Designer Quality Excel Chart Templates Tracking mutual fund / Stock portfolios using Excel [...]

  5. 1xoid1 says:

    Hello Chandoo, thanks for sharing this information. With some of the shortcuts I seem to have difficulties as they do not seem to work on the German keyboard.

    Can you maybe verify that those combos are only working with the keyboard setup you are using? What would be a good source to lookup combinations for other layouts?

    Regards, 1xoid1

  6. Chandoo says:

    @1xoid1 ... Thanks for visiting PHD and taking timeout to ask your question. Unfortunately all my German can be summarized to one phrase: "guten tag".

    I wont be able to help you, but I can request other readers to respond. So if you know German or use German keyboard and can answer 1xoid1's question, then you get a free donut.

    Guten Tag 🙂

  7. Martin Williamson says:

    To Sam Krysiak.
    Shortcut to Autofit Selection (assuming you mean autofit columns). If you right click toolbar, click customise. From Commands tab/Categories select Built-in Menus.

    In Categories window scroll down and select Columns and drag drop it onto toolbar. Then click the new toolbar Columns button and drag drop Autofit button onto your toolbar (note Autofit for Columns will no longer appear in your menus, only on toolbar).

    Remove Columns button from toolbar (if you want to keep clutter down) drag and drop it off of your toolbar.

    Close Customise box.

    Now to Autofit columns just press "Alt" then "A".

  8. Martin Williamson says:

    Comment 8 correction - 2nd paragraph should read
    "In Commands window...

  9. Robert says:

    @1xoid1:

    Read the following text as follows: The key ,[;] is the one right to the M on the German keyboard. Here are the differences you have to know when using a German keyboard:

    2. Press strg .[:] for inserting the current date (and strg shift .[:] for inserting current time)

    3. Press strg ,[;] to copy values from cell above

    8. Press strg shift –[_] to apply an outline border

    10. Press strg-shift S to activate the font drop down (Schriftgroesse)

    11. Press strg-shift G to activate the font size (Groesse)

    Number 10 and 11 do not work with Excel 2007 anymore, but strg-shift-P shows the font tab of the cell format dialogue in Excel 2007.

    All other shortcuts should work on a German keyboard exactly as Chandoo described them.

    More information needed? Download a complete list with all shortcuts for Microsoft Excel in German (for free):

    http://www.freeware-download.com/downloaddetails/5655.html

    @Chandoo: please do not send a donut, unless you are able to attach one to an email. Otherwise the donut might be able to walk by itself, when it arrives here in Germany...

  10. Robert says:

    I forgot to mention:

    For all readers using an English keyboard: Chip Pearson offers a comprehensive list of Excel shortcuts on the English keyboard:

    http://www.cpearson.com/excel/ShortCuts.aspx

  11. [...] your own keyboard shortcuts in Excel 2007, knowing a few keyboard shortcuts in excel is a huge help. Lyte Byte describes a nifty way to create your own key board shortcuts in [...]

  12. [...] Select a bunch of cells and click on the Sigma symbol on the standard tool bar. Alternatively you can use Alt+= keyboard shortcut. [...]

  13. Prashant R.Moholkar says:

    I do some data entries column A,column B ,Column C , A and B have 10 to 12 digit codes , C has the names ; Kindly suggest me a format or formula for excel to avoid duplication of entries in all the the three columns.

    Regards,
    Prashant

  14. Chandoo says:

    @Prashant... You can use conditional formatting to highlight duplicate entries in the three columns. That way whenever you type a dupe value in a cell the formatting would highlight the values so that you can avoid the error.

    check this post for more on using this way to handling duplicates: http://chandoo.org/wp/2008/03/13/want-to-be-an-excel-conditional-formatting-rock-star-read-this/

    If you are looking for a way to remove duplicates from an existing range, you can try one of the various techniques we have described here. Try these tips:

    http://chandoo.org/wp/2008/11/06/unique-duplicate-missing-items-excel-help/
    http://chandoo.org/wp/2008/08/01/15-fun-things-with-excel/

  15. [...] good alternative (although manual) is to use keyboard shortcuts CTRL + ; or CTRL + : to insert current date and time in the active cell. Since this places the [...]

  16. GesyimmeliA says:

    Your site doesn't correctly work in safari browser

    • Chandoo says:

      Hi GesyimmeliA: Can you tell me which version of Safari on which OS has this problem. I use Macbook at home and loaded the site quite often in Safari and never seen any layout or content issues. Are you facing any script issues while posting comments or somethings like that ?

  17. Daniel Shi says:

    Hey Chandoo. Great site. Learning lots.

    My favorite Excel shortcut has got to be Alt+Down when over an autofilter drop down. Learning that changed my life. That was one of the last things I needed to use a mouse for. Changed my life.

  18. [...] are a big advocate of keyboard shortcuts. I think learning a handful of keyboard shortcuts can improve your productivity tremendously, [...]

  19. Barbara says:

    My favourit keyboard shortcut is control and 1 (use the 1 above the letters on the keyboard, not the number pad) for format cells.

  20. DJ says:

    Favourite shortcut: alt + shift + right/left arrow for grouping/ungrouping!

  21. [...] Select a bunch of cells and click on the Sigma symbol on the standard tool bar. Alternatively you can use Alt+= keyboard shortcut. [...]

  22. [...] clicking on these: excel keyboard shortcuts, excel mouse tips & tricks, excel productivity tips part 1 & part [...]

  23. M Meraz says:

    Martin Williamson thanks for the autofit tip! You rock.

  24. Ayan says:

    In order to generate charts/bar graph with a single key:

    1. Select the data
    2. Press F11
    3. Magic.... 🙂

  25. DiverseIT says:

    F3 = Paste a Name or the entire list of Names
    Crtl + F3 = Name Manager
    Crtl + : = Inserts current time.
    F12 = Save As

  26. DiverseIT says:

    Mistake!
    Crtl + Shift + : = Inserts current time.

  27. JAY SHANKAR says:

    SIR U R THE BEST PERSON WHO SHARES A WONDERFULL AND IMPORTANT TIPS IN EXCEL. THANKS AND KEEP ROCKING.

  28. Amit says:

    How do i hide / unhide a work sheet using the keyboard.

  29. PARBATI says:

    input in one cell 1a23bc output in two cell one of 123 and other one is abc how to possible, please help me.

  30. Woj says:

    Hey cool shortcuts but excel have more shortcuts then you listet.

    i find a big database of supportet shortcuts for Excel 2007 here
    http://www.veodin.com/excel-2007-shortcuts/

  31. jayjaymartin says:

    Great article with some very useful follow-up comments and tips.

    One simple question … how do you vertically align the drop-down filter button in a cell with a larger than normal height?

    It’s easy enough to do so with a cell’s contents but the drop-down filter button stubbornly remains at the bottom and I need it at the top!

    I’ve looked everywhere and haven’t located an explanation to what I am sure is considered an Excel basic.

    Cheers

Leave a Reply