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In this course, Dennis Taylor shows how to analyze and communicate the value of data with charts in Excel. The course starts with the foundations: what the parts of a chart are, what the different types of charts are, and which charts work best for your data. The course then shows how to create a presentation-ready chart in minutes and offers dozens of in-depth tutorials on formatting and fine-tuning charts so they represent data clearly and accurately.
Three other types of unusual charts are Doughnut charts, Bubble charts, and Radar charts, all of which have specialized uses. A Doughnut chart, which we're about to create on this sheet, is sometimes used as an alternative to overcome the limitations of a pie chart. A lot of you may know that if you were interested in showing this data as a pie chart and you hadn't used pie charts very much, you'll probably be surprised. I'm going to go the Insert tab and choose Pie, and either 2D or 3D pie.
How about a two-dimensional pie here? And right away, you might be saying, "Yes, but I chose Europe and Asia, and I'm only seeing Domestic." Well, the limitation, and the major one for a pie chart, is that it only picks up one series-- that means either one column or one row of data--even though we highlighted more data here, and shrinking this or expanding it has no impact whatsoever on the chart. Would we want to see all this data on a single chart so we could see the proportions? You might have tried some other variations here on the Insert tab, maybe a Column chart that's stacked 100%.
How might that look? Is that going to work? Well, that has some merit potentially too. Variation on a pie does show us percentage breakouts, although they're not so clear. Let's try, simply by converting this one into a so-called Doughnut chart. On the Design tab, Change Chart Type, and under Doughnut chart at the bottom of our list here, this one right here. And I think you can see, that's going to be difficult to read. We'll have to apply some data labels. The first thought might be let's go to Chart Styles on the Design tab, make it be more three-dimensional looking, and it still doesn't help a whole lot.
If we start to add labels here, it's going to get really crowded. Now possibly you could say, well, maybe we could try this for only a six-month period. So I'm going to shrink the data amount here to be just the first six months, January through June. Perhaps that has more merit. Even there, if we start putting labels on here, it might be crowded. Maybe three months. So you might have to make some kind of an executive decision that says okay, we're willing to try this. The other aspect of this you wouldn't exactly guess is that we can change the size of the doughnut hole by right-clicking on the series here, go to Format Data Series > Doughnut Hole Size.
Now it looks like it might be set at the smallest value, so drag this around a little bit, right and left, and it does that. We're still not dealing with the issue of how readable is this going to be if we start to add data labels. Now there are so many variations here. I just want to show you the impact of what adding a few of these might mean. And so if we do go to the Layout tab and choose Data Labels and then go right into More Data Label Options, first you can see what's happened here. We've got values on every single one of these.
As I slide this to the right, recognize the colors represent the different months. Checking one of the boxes here, Category Name. Now we've only chose the inner ring, so what have we added now? The months, that doesn't buy us much because we see them in the legend anyway, so that's not a good choice at all, but how about Series Name? Now we're seeing that those are Domestic. And that word takes up some space, and it's there six times. We might want to change the wording in the chart. I think you're getting the idea here. These have some limitations, these kinds of charts.
If once again, we reconsider the timeframe here and show only three months, obviously, we're getting less data, but maybe that's going to be a little bit more readable. But you'll have to decide here and there how many different series you want to cover within these. They do allow us to show more series on a pie chart, and here and there they do have their uses, although I think it's limited. Another kind of chart is a Bubble chart, and a Bubble chart is very similar to a Scatter chart, but it does give us the advantage of showing a third dimension as well.
We don't mean 3D in that sense, but a third measure. So clicking on the data here where we're showing different ages of people and their salaries and their job rating, we can show all three of those by way of a Bubble chart. Choose Insert > Other Charts > Bubble. I'm going to pick the second one, Bubble with a 3D effect. At first glance here, it doesn't look so good, but let's make some changes to it. First of all, the ages here go from about, we can see across the bottom, 20 to 60.
So I'm going to simply right-click on the bottom here and activate the Format Axis dialog box, and under the Minimum amount here, change that to be 20, and then jump into the Maximum amount, make that be-- well, it's currently 60-- let's make it be 55. I think the biggest Age here is around that. And then we can see what happens. That's going to help a bit. The size of the bubbles is a bit large too. We'll deal with that. Let's first deal with the salaries. It looks like the lowest salary is above 20,000, but if we were to click on the left vertical axis, the value axis there, change the Minimum value to be 20,000 and the Maximum value to be about 70,000.
Now the size of the bubbles relates to the Job Rating that we're seeing in column C. So the bigger the bubble size, the higher the rating. But they're all sort of clustered and here we can't see around them very easily. That's a bit difficult to read, so why don't we scale the bubble size to be 50? And perhaps that's a bit better. Maybe even 25, see how that's going to look. That might look even better. Maybe that's too small, so you might kick that around a little bit. I'll make it be 40. That was just to change the size of the bubbles.
So this bubble right here, it looks like it might be the largest, and as we point to it, that's a Job Rating of 9, representing someone is making 64,000 here. And so in our list over to the left here, we could scroll up and down, for example, and check out that if we wanted to. So I think you can begin to see, it's like a Scatter chart and yet the size of the bubbles represents the rating coming out of column C. One of the big problems with Bubble charts of course is almost always you have to spend a certain amount of time explaining how to read the chart.
So it's not to say that you shouldn't use them, but they certainly have some limitations there. Another kind of chart, and very unusual, is a Radar chart. And I must say I've rarely seen these, and I'll create one of the data that we're seeing here. We're simply trying to show, based on this data-- let me zoom in a little bit on this-- tracking month after month of data, we realize our orders occur differently on different days of the week, and we even have orders on Saturday as well too, and our shipments do too. Let's compare the two of these.
And certainly a variety of different chart types might work here, but a Radar chart might show us some spikes. So let's simply click in the data here, go to the Insert tab, choose Other Charts, and a Radar chart. I'm going to choose the first one here. And we see this. Let me zoom back a little bit or make this a bit smaller, and we'll see what's going on here, and close this dialog box. There we go! So based on the data and looking at the chart, I think you can begin to see what's happening. There is one day where the shipments exceeded the orders, one day of the week.
It looks as if on Wednesdays we do more shipping than we actually get orders. And you can see in the chart here how the red line which represents shipments sticks out a bit farther here. And we can see the relative comparison of the two on other days as well. So it's a different way of viewing the data. Don't try and view this as a three-dimensional object as I have done at different times. It looks like a cube. Ignore that part of it. Think of it as a web perhaps. It's called a Radar chart. Not that frequently used. You might see them from time to time, definitely specialized use, as we saw earlier with Bubble charts and Doughnut charts.
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