If you’ve ever opened Excel to visualize your data, you know the feeling—hundreds of chart types staring back at you, each promising to “show your data beautifully,” but leaving you wondering: which one actually makes sense for my dataset? Excel charts are incredibly powerful, but with so many choices, it can be overwhelming. Should you use a column chart, line chart, pie chart, or something more advanced like a bubble chart? The wrong chart can misrepresent your data, confuse your audience, and waste your time.
That’s where our Excel Chart Template Infographic comes in. This infographic (scroll down to view) simplifies the decision-making process by guiding you to the chart type that best fits your data and the story you want to tell. In this article, we’ll break down the infographic in detail, explain each chart type, when to use it, and give examples of practical applications.
Key Takeaways:
- Choosing the right Excel chart is crucial to communicating your data clearly.
- Column charts work best for fewer than 12 data points to highlight trends.
- Line charts are ideal for showing trends in larger datasets over time.
- Pie charts show parts of a whole, while bar charts handle long category names.
- Scatter and bubble charts reveal relationships between two or three variables.
Table of Contents
Why Choosing the Right Excel Chart Matters
Visuals are powerful. A well-designed chart allows your audience to instantly grasp patterns, trends, and outliers without poring over rows of numbers. But choosing the wrong chart can do the opposite: it can obscure insights, exaggerate trends, or make comparisons meaningless.
For example, using a pie chart for 20 categories will create a visual mess that’s impossible to interpret. Similarly, a column chart for 50 data points can look cluttered and overwhelm the viewer. By understanding the strengths and limitations of each Excel chart type, you can make smarter choices and communicate your data clearly.
Excel Chart Template Infographic Overview
Excel Column Chart
Use This Chart If: You have less than 12 data points and want to show trends.
Why Column Charts Work: Column charts are vertical bar charts that let you compare individual values across categories. They are ideal for highlighting differences between small datasets and are easy to read at a glance.
Tips for Best Results:
- Keep the number of data points manageable (ideally under 12) to avoid clutter.
- Use different colors sparingly to differentiate categories.
- Avoid stacking too many series unless you want to show part-to-whole relationships.
Pro Tip: Column charts are perfect for presentations because they communicate differences clearly even to non-technical audiences.
E.g. Monthly or Annual data points Click Here To Get Our Free Excel Chart Templates
Excel Line Chart
Use This Chart If: You have more than 12 data points and want to show trends.
Why Line Charts Work: Line charts are excellent for showing trends over time or continuous data. They reveal patterns, growth rates, and fluctuations effectively.
Tips for Best Results:
- Avoid using too many lines in one chart, as it can become difficult to read.
- Highlight important data points with markers or annotations.
- Use consistent intervals on the X-axis to maintain accuracy.
Pro Tip: Line charts are perfect for analyzing historical trends and making forecasts.
E.g. Historic results or Statistical data Click Here To Get Our Free Excel Chart Templates
Excel Pie Chart
Use This Chart If: You want to compare components of a whole (sums to 100%).
Why Pie Charts Work: Pie charts provide a visual breakdown of proportions. They are best used when you want to highlight which components dominate or are minor in a dataset.
Tips for Best Results:
- Limit the number of slices to 5–7 to maintain clarity.
- Avoid 3D pie charts, which can distort perception.
- Label slices clearly or use a legend for reference.
Pro Tip: Pie charts are ideal for storytelling because they show composition at a glance.
E.g. Market share Click Here To Get Our Free Excel Chart Templates
Excel Bar Chart
Use This Chart If: You have long category names and want to compare values.
Why Bar Charts Work: Bar charts are horizontal versions of column charts, making them perfect when category labels are long or numerous. They also make it easier to read when the data contains negative values.
Tips for Best Results:
- Keep the bars consistent in width and spacing.
- Sort bars from largest to smallest for better visual impact.
- Avoid clutter by limiting the number of categories per chart.
Pro Tip: Bar charts are particularly effective in reports and dashboards where space is limited.
E.g. Competitor analysis Click Here To Get Our Free Excel Chart Templates
Excel Scatter Chart
Use This Chart If: You have 2 variables and want to show a relationship.
Why Scatter Charts Work: Scatter charts show the correlation between two variables, allowing you to identify trends, clusters, or outliers. They are essential for statistical analysis.
Tips for Best Results:
- Include trendlines to highlight relationships.
- Label axes clearly and consistently.
- Avoid plotting too many points, which can obscure patterns.
Pro Tip: Scatter charts are ideal for research, analytics, and predictive modeling.
E.g. GDP v Income or Speed Limit v Accidents Click Here To Get Our Free Excel Chart Templates
Excel Bubble Chart
Use This Chart If: You have 3 variables and want to show relationships.
Why Bubble Charts Work: Bubble charts are like scatter charts but with an added dimension: bubble size. This lets you visualize three variables simultaneously, showing relationships and magnitudes in one view.
Tips for Best Results:
- Avoid overcrowding bubbles to maintain clarity.
- Use color coding for additional differentiation.
- Ensure the scale of the bubble sizes is meaningful and proportional.
Pro Tip: Bubble charts are perfect for multi-variable analysis and storytelling in business intelligence dashboards.
E.g. GDP v Income V Population (Size of bubble is the 3rd variable) Click Here To Get Our Free Excel Chart Templates
Using the Infographic Effectively
The infographic is not just a visual aid; it’s a decision-making tool. Here’s how to make the most of it:
- Identify Your Goal: Are you showing trends, comparing components, or analyzing relationships?
- Match Your Data Type: Count your data points and determine if your categories are long, short, or numerical.
- Select the Right Chart: Refer to the infographic and pick the chart that aligns with your goal.
- Customize Wisely: Use colors, labels, and titles strategically to enhance clarity.
- Validate Your Chart: Ensure the chart accurately represents your data without distortion.
By following these steps, even Excel novices can create professional, insightful charts in minutes.
FAQs
1. How do I choose the right Excel chart for my data?
Start by identifying your goal: are you showing trends, comparing parts, or analyzing relationships? Check the number of data points and category length. Use the infographic as a guide to match your data type with the appropriate chart. Customize the chart with colors, labels, and titles for clarity. Always validate that the chart accurately represents your data.
2. When should I use a column chart instead of a line chart?
Column charts are best for fewer than 12 data points when you want to show clear differences between categories. Line charts are better for more than 12 data points and continuous trends over time. Column charts highlight individual values effectively, while line charts emphasize trends. Both charts can display multiple series but avoid clutter. Choose based on clarity and the story you want to tell.
3. Can I use a pie chart for any dataset?
No, pie charts should only be used when the data represents parts of a whole that sum to 100%. Avoid using them for too many categories, as it becomes hard to interpret. Limit slices to 5–7 for clarity. Use labels or a legend to identify each segment. Pie charts work best when emphasizing the dominant components.
4. What is the difference between a scatter chart and a bubble chart?
A scatter chart shows the relationship between two variables using X and Y axes. A bubble chart adds a third variable, represented by the size of the bubble. Both are ideal for analyzing correlations and trends. Scatter charts are simpler, while bubble charts provide more depth and insight. Use bubble charts carefully to avoid overcrowding or misleading visuals.
5. How can I make my Excel charts more effective?
Keep your charts clean and uncluttered by limiting data points or series. Label axes clearly and use consistent intervals. Use color and formatting strategically to highlight important information. Include trendlines for scatter or line charts if needed. Always double-check that your chart accurately conveys the intended message.
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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.