Data Visualization in Excel

Data Visualization in Excel

By: Jonathan Schwabish
  • This is the first book available on the market that shows people how to create more advanced data visualizations in the Excel software tool. It provides step-by-step instructions and downloadable Excel files, that readers can use to expand how they use Excel and communicate their data to their audiences.
  • Through how-to tutorials for more than 20 advanced graph types, readers will move beyond the standard area, bar, line, and pie charts to heatmaps, waffle charts, dot plots, slope charts, cycle plots, and more.
  • Visit the CRC Press website to download accompanying, editable Excel files.

Microsoft Excel is already installed on 750 million computers. But creating modern visualizations using Excel charts seems impossible. In this book, Jonathan Schwabish gives you the step-by-step instructions to make Excel charts do what most people (including me) previously thought was impossible in Excel. Every chapter, you will learn how to make visualizations that most people assume require Python or R.

Bill Jelen

Bill Jelen

Excel MVP and publisher of MrExcel.com
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More Praises

This book takes you well beyond the defaults of Excel charting. It shows you how to apply principles and best practices of data visualization in an accessible way. In the process it streamlines the use of Excel while enabling the creation of much more advanced graphics.

Jon Peltier

Peltier Technical Services
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For data visualization practitioners looking to hone their charting craft there are three core questions: what, when, and how. What different options exist. When should I use. How do I make them. Jon’s bestseller "Better Data Visualizations: A Guide for Scholars, Researchers, and Wonks” addresses the first two of those enquiries, and much more besides, but this excellent new text gives explicit solutions for the matter of how. For Excel users, beginners or advanced, this book will become an essential practical companion. You’ll learn how to elegantly master the standard charting functions in the most effective and efficient way, but you’ll also discover how to truly make Excel sing, finding novel approaches and clever workarounds to expand your visual vocabulary even further.

Andy Kirk

Independent consultant, educator, and author, founder of visualisingdata.com
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I found this book 20 years too late! Seriously, I wish I had this book a long time ago, for its rich collection of tutorials, best practices, lessons learned, and principles of data visualization using Excel. From broken stacked bars to Gantt charts, heatmaps, tile grid maps, and waffle plots (and so much more from A to Z), the many detailed visualization examples in this book will provide tremendous benefit in the workplace whenever and wherever data storytelling, visual analytics, or data-driven decision insights are required. Excel users from beginners to experts will discover useful data visualization examples, corresponding detailed instructions, and perhaps some secrets of Excel here in this wonderful book.

Kirk Borne

Chief Science Officer, DataPrime Inc.
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Jonathan Schwabish taught me what constitutes a good chart. In this incredibly useful volume, he teaches me how to make a good chart in Excel. A step-by-step guide – practical, easy to follow and (of course) well-illustrated

David Wessel

Director, Hutchins Center on Fiscal & Monetary Policy, The Brookings Institution
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Finally, a comprehensive data visualization book for Excel that’s detailed enough that a relative beginner can use it, and extensive enough that an experienced user will also discover tips and learn valuable Excel techniques and data visualization best practices.

Mynda Treacy

MyOnlineTrainingHub.com
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“Wow, just wow. One book that explains how to make all the fancy, powerful charts you see in good ol' Excel. If you want to impress your boss with Excel charting wizardry, this is THE BOOK for you. Not only does the book explain the chart construction process, it also provides guidance on designing great outputs. I wish I had this book when I started my data analyst journey. A must buy. Highly recommended.”

Chandoo (Purna Duggirala)

Microsoft MVP, Chandoo.org
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Data visualisation has an ever-growing toolbox of applications and programming languages for creating charts, but some may come with steep learning curves, some may require coding skills, and some resources may lack the full range of functionality we really need. The one, often overlooked tool familiar and often available to most of us is Microsoft Excel. In this companion book to Better Data Visualizations: A Guide for Scholars, Researchers and Wonks, Jon Schwabish systematically and expertly shows us how to create a wide variety of visualisation types, from simple heatmaps right through to more complex examples such as raincloud plots and Marimekko charts, each with detailed tutorials and with all companion resources available via his website. This book first opens your eyes to the wide range of visualisation possibilities that were most likely available to you all along in Excel, then promptly equips you with the skills to create them all.

Neil Richards

author of Questions in Dataviz: A design-driven process for data visualization
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Those who expanded their graphicacy with Schwabish's Better Data Visualizations are going to love the follow up, in which Jon outlines how to make graphs using the ubiquitous Microsoft Excel. Readers will appreciate Jon's pragmatic examples, easy-to-follow instructions and entertaining writing. If you need to communicate with data and lack confidence making graphs in Excel, I urge you to add Data Visualization in Excel to your library!

Cole Nussbaumer Knaflic

CEO of storytelling with data and best-selling author of storytelling with data, let's practice!, and storytelling with you: plan, create, and deliver a stellar presentation
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There aren’t many places where the cliché “think outside the box” can be applied with such propriety (and benefits) than when making charts in Excel. If you go beyond its poor chart library and defaults, there is a whole world to discover, and Jon’s new book is a great journey companion. This detailed step-by-step tutorial will show you how to take advantage of Excel’s flexibility, how to use design and formatting options far from their original intent and how to visualize data directly on the spreadsheet, going even further away from the chart library. On top of this, Jon is a communicator and a data visualization expert, so his many examples are relevant (many analytical tasks can benefit from them) and designed for effectiveness applying sound data visualization guidelines.

Jorge Camoes

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I am making this my go-to textbook for teaching myself and my students to create better, more effective, and different graphs in Excel to operationalize the data visualization concepts and strategies the earlier books have inspired in us.

Kosali Simon

Professor of Health Economics, Indiana University
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I just delivered a multi-week project creating *beautiful* charts in Excel. I haven't made a chart in Excel in a decade. I couldn't have done it without your book. Thank you!

RJ Andrews

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Book Details

Nearly a billion people use the Microsoft Excel software tool, but how many know how to use Excel to make clear, engaging, and effective data visualizations? With these hands-on, step-by-step instructions, readers learn how to create data visualizations that they never thought possible in Excel.

Through how-to tutorials for nearly 30 advanced graph types, readers will move beyond the standard area, bar, line, and pie charts to heatmaps, waffle charts, dot plots, slope charts, cycle plots, and more.

In the first part of the book, readers learn the underlying philosophy of creating better data visualizations with Excel including how to extend and combine the basic graphs; how to use Excel formulas to make graphs and data more responsive and flexible; and how to be more productive and efficient when working with the tool.

In the second part of the book, readers use real-world data to create nearly 30 different graphs that cover a variety of data types including geography, time, distribution, and more.

The final part of the book ties these lessons together and shows by demonstrating how readers can remake real graphs and shows how to get graphs out of Excel into standalone images.

About the Author

Jonathan Schwabish

Biography

Jonathan Schwabish is an economist, writer, teacher, and creator of policy-relevant data visualizations. He is a senior research associate and data visualization specialist at the Urban Institute and publishes a blog and podcast at his site PolicyViz.com, where he helps people improve the way they process, visualize, analyze, and present their data and research. His tutorials, remakes, and interviews with data visualization and presentation experts speak to scholars, policy wonks, and anyone with a data story to tell. He is on Twitter @jschwabish.

Downloads & Materials

Learn more Excel tips and tricks on my YouTube channel.

Some of my favorite sites for learning more about Excel:

  • Chandoo.org. Includes a variety of Excel lessons, especially for formulas, Excel dashboards, and PowerBI.
  • Contextures.com. An all-around Excel site with a long, alphabetical list of Excel tutorials that includes videos, workbooks, and step-by-step instructions.
  • ExcelCampus.com. One of the better sites to learn VBA—the video courses are fantastic and walk you through the process of creating your own Excel macros.
  • ExcelJet.net. A large resource of free and paid video courses including formulas, conditional formatting, and much more. It also has a great Excel keyboard shortcut reference sheet that I regularly recommend.
  • Mr. Excel (mrexcel.com). Classic, incredible site to learn all about Excel. Mr. Excel features a whole range of learning materials from blogs to books to videos.
  • MyOnlineTrainingHub.com. Terrific collection of courses and webinars on learning a whole suite of Excel skills including Power Query, Pivot Tables, and PowerBI.
  • PeltierTech.com. A great blog with (free!) step-by-step instructions on how to create data visualizations in Excel and additional content on macros and VBA.
  • Xelplus.com. A great site to learn more about Excel spreadsheets and formulas, and it features one of the better YouTube Excel playlists out there.
  • Wisevis.com. A helpful site to learn more about data visualization in Excel and is maintained by the author of the book Data at Work: Best Practices for Creating Effective Charts and Information Graphics in Microsoft Excel (Camões 2016).

Errata

No book is perfect, so here’s an (ongoing) list of errata. Thanks to everyone who sent these in.

  • p. xii or by simply grabbing
  • p. 26 and the sections of the ribbon … are called
  • p. 47 the Gap Width to 100% [omit “in“]
  • p. 87 You can show hidden columns in a sparkline by using the option in Sparkline > Edit Data > Hidden & Empty Cells menu.
  • p. 147 minus signs not hyphens
  • p. 150 Don’t worry:
  • p. 237 in graph: best year [not “bet”]
  • p. 287 it seems that Cleveland actually published an earlier paper introducing the Cycle Plot in 1978 rather than 1982 that I cited in the book. A reader notes that the same idea from 1852 can be seen on page 170 of Otto Neurath’s book, From Hieroglyphics to Isotype: A Visual Autobiography. I don’t have the book, so I can’t confirm, but I’m sure it’s true.
  • p. 307 either the first or the only
  • p. 334 Marsh not March
  • p. 352 is that the language
  • p. 353 with an .edu address
  • p. 377-378 various references to excel would be better corrected to Excel

 

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