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Data Visualization

The document provides an overview of data visualization, including its importance, types of charts, and how to create and format them in Excel. It emphasizes the benefits of visualizing data for improved understanding and decision-making, and details various chart types such as comparison, trend, and geographical data visualizations. Additionally, it outlines steps for creating and formatting charts, including using Pivot Tables and customizing chart elements.
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0% found this document useful (0 votes)
4 views34 pages

Data Visualization

The document provides an overview of data visualization, including its importance, types of charts, and how to create and format them in Excel. It emphasizes the benefits of visualizing data for improved understanding and decision-making, and details various chart types such as comparison, trend, and geographical data visualizations. Additionally, it outlines steps for creating and formatting charts, including using Pivot Tables and customizing chart elements.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Data Visualization

AGENDA
1- Introduction to Data Visualization
2- Types Of Charts
3- Creating Charts in Excel
4- Formating Charts
What Is Data Visualization
Data visualization is the graphical representation of information and data.
It helps transform raw data into visual formats like charts, graphs, and
dashboards, making complex information easier to understand.
Importance of Data Visualization:
Enhances Understanding : Helps users quickly grasp patterns, trends,
and insights.
Improves Decision-Making : Enables data-driven decision-making by
identifying key business insights.
Communicates Complex Data : Makes reports more engaging and
easier to interpret.
Saves Time : Reduces the need for lengthy explanations by presenting
data visually.
The Visuals Representation Of Data

Communicate Recognizing Achieve


Achieved vs. Trends Over Frequency
Insights Clearly& Patterns & Target With
Target Time
Efficiently Correlations Greater Speed
& Less
Mistakes
Common Categories Of Charts
1- Comparison Visualizations
2- Trend Over Time Visualizations
3- Distribution & Relationship
4- Contribution to Total
5- Geographical Data
Comparison Visualizations
Ideal for comparing categories, groups, or time periods:
•Column Chart: Compare clusters within a main category or
categories over time or against each other using vertical bars.
•Stacked Column Chart: Show proportions within each category
over time or across groups.
•Bar Chart: Compare categories or time periods with horizontal
bars (e.g., sales by region). Best for Ranking.
•Stacked Bar Chart: Compare parts of a whole within each
category.
Clustered Column Charts
Series 1 Series 2
20

•The classic Bar Chart uses vertical bars.


•Columns to show discrete, numerical comparisons 15

across categories.

10

0
Item 1 Item 2 Item 3
Series 1 Series 2

Stacked Column Charts 50


Series 3

•Show proportions within each category over time or across


groups.
40
•A stacked column chart is a graphical representation that
displays the total of multiple data series stacked on top of
each other within a single column for each category. 30

•Each segment of the column represents a different data


series, allowing for both the total value and the contribution of 20
each series to be easily visualized.

10

0
Item 1 Item 2 Item 3 Item 4
Item 1 Item 2 Item 3

Clustered Bar Charts


Item 4

•Compare categories or time periods with Item 1

horizontal bars (e.g., sales by region).


Best for Ranking. Item 2
•The classic Bar Chart uses horizontal bar.

Item 3

Item 4

0 5 10 15 20
Stacked Bar Charts Series 1 Series 2

•Compare parts of a whole within each category. Series 3


•A stacked bar chart is a graphical representation
that displays the total of multiple data series Item 1
stacked on top of each other within a single bar for
each category.
Item 2
•Each segment of the bar represents a different data
series, allowing for both the total value and the
contribution of each series to be easily visualized. Item 3

Item 4

0 10 20 30 40 50
Trend Over Visualizations 40

Help illustrate how metrics change over time: 30

•Line Chart: Track trends over time for continuous 20

data (e.g., monthly sales). 10

•Area Chart: Similar to a line chart but emphasizes 0


Item 1 Item 2 Item 3 Item 4 Item 5
the magnitude of changes over time.
•Stacked Area Chart: Track multiple data series over Series 1 Series 2 Series 3
140
time, with values stacked on top of each other
120

100

80

60

40

20

0
Distribution & Relationship
Help show the spread or relationships between data points:
•Scatter Chart: Understand relationships between two
numerical variables.
•Bubble Chart: Extend the scatter chart to compare three
variables at once.
Contribution to Total Item 3
12.5%

Help show how individual parts contribute to the whole:


•Pie Chart: Display part-to-whole relationships for a small number of
Item 2
25%

Item 1

categories (not ideal for more than 5 categories).


62.5%

•Donut Chart: Similar to a pie chart but with a hollow center, which Item 3
12.5%

can provide additional labels.


•Waterfall Chart: Show positive and negative contributions to a final Item 2
25%

result, such as net profit.


Item 1
62.5%
Contribution to Total
Help show how individual parts contribute to the whole:
•Tree Map: Represent hierarchical data and show the size of each
part relative to the whole.
•Funnel Chart: Visualize a process flow or stages in a funnel, such as
lead conversion stages.
Item 1 100%

Item 2 85%

Item 3 47%

Item 4 25%

Item 5 15%

Item 6 8%
Geographical Data
Used for displaying spatial or location-based data:
•Filled Map: Display data with filled colors based on regions (e.g.,
sales by country or state).
Creating Charts
1- Select Your Data
2- Go to the Insert Tab
3- Open the Charts Menu
4- Browse Chart Types:
a. Recommended Charts: Displays charts that Excel suggests based on your selected data.
b. All Charts: Provides a comprehensive list of all chart types available in Excel.
5- View All Chart Types:
a. Column: Includes clustered, stacked, and 100% stacked column charts.
b. Line: Includes line, stacked line, and 100% stacked line charts.
c. Pie: Includes pie, 3-D pie, and doughnut charts.
d. Bar: Includes clustered bar, stacked bar, and 100% stacked bar charts.
e. Area: Includes area, stacked area, and 100% stacked area charts.
f. Scatter: Includes scatter plots with markers or lines.
g. Other: Includes combinations, radar, and bubble charts.
Creating Charts From a Pivot Table
A Pivot Chart is a dynamic visualization that updates automatically when the Pivot
Table changes.
#Steps to create a Pivot Chart from a Pivot Table.
Step 1: Select the Pivot Table
Click anywhere inside the Pivot Table to activate it.
Make sure your Pivot Table is properly structured with Rows, Columns,
and Values.
Step 2: Insert a Pivot Chart
1. Go to the "PivotTable Analyze" Tab (appears when the Pivot Table is selected).
2. Click PivotChart in the Tools group.
3. The Insert Chart dialog box will appear.
Creating Charts
In the Charts group, you will see several
chart types displayed as icons. Click on the
small arrow to open the full list of chart
types.
Formatting Charts
Once a chart has been created,
1-Chart Elements and Chart Styles
will appear on the right side of the chart.
2- Design and Format Tab will appear.
Chart Elements
Chart Elements
1-Axes ⟶ The horizontal (X-axis) and vertical (Y-axis) that define the chart’s structure.
2-Axes Titles ⟶ The horizontal and vertical axes titles give an overview of the data that is
plotted on the chart.
3-Chart Title ⟶ The chart title explains the chart’s purpose and can be edited and moved
to any location as required.
4-Data label ⟶ Provides additional information about a data marker, which represents a
single data point or value that originates from a worksheet cell. Data labels can be
applied to a single data marker, an entire data series or all data markers in a chart.
5-Data Table ⟶ Displays the data used for the chart directly below it and helps users
compare values without checking the original dataset.
Chart Elements
6- Error bars ⟶ show you possible variations in figures.
7- Gridlines ⟶ Horizontal and vertical lines that help align data points with values on the
axis.
8- Legend ⟶ Identifies the different data series in a chart and can be positioned top,
bottom, left, or right of the chart.
9- Trendline ⟶ shows you the trend of a particular data series.
Style Charts
1- Styles → Predefined chart designs.
2- Colors → Predefined color themes for the chart
Design Tab
When you create a chart in Excel, the Design tab appears .
This tab provides tools to modify, format, and enhance your chart.

1- Add Chart Element ⟶ Adds titles, labels, legends, etc and used for making charts more
informative.
2- Quick Layout ⟶ Applies predefined layouts and used for fast chart formatting.
3- Change Colors ⟶ Modifies the color scheme and used for customizing colors for
readability.
4- Chart Styles ⟶ Changes the overall look of the chart and used for quick formatting.
Design Tab

4- Switch Row/Column ⟶ Swaps X and Y axis values.


5- Select Data ⟶ Applies predefined layouts and used for fast chart formatting.
Format Tab
When you create a chart in Excel, the Format tab appears .
This tab provides advanced formatting options for customizing your chart’s
appearance
Allows you to customize individual chart elements, such as axes, titles, data labels, and
legend styles.
Format Tab
1- Current Selection
Current Selection ⟶ Selects a specific
chart element and used for Precise
formatting.
Format Selection ⟶ Opens the format
pane for detailed editing and used for
Advanced customization.
2- Insert Shapes
Shapes in Excel are useful for enhancing
your charts, dashboards, or worksheets.
You can use them to add arrows, callouts,
boxes, labels, and more for better visual
explanations.
Format Tab
1-Shape Fill ⟶ Changes the background color of
elements and used for Enhancing visual appeal.
2- Shape Outline ⟶ Adds a border around chart
elements.
3- Shape Effects ⟶ Shape Effects like shadows,
glows, and bevels make your shapes look
polished and modern. Shape Effects are used to
enhance the appearance of shapes in Excel. They
help to make your shapes stand out, look more
professional, and visually guide the viewer’s
attention to important information.
Format Tab
WordArt Styles are formatting
options that let you apply
decorative effects to text in
Excel. You can use them to
enhance chart titles, data labels,
shape text, or any text element
in your worksheet to make it
more eye-catching and visually
appealing.
Format Tab
The Arrange group in Excel’s Format
Tab helps you control the positioning,
alignment, and order of shapes, text
boxes, images, and chart elements.
1-Bring Forward ⟶ Brings the selected
object one layer closer to the front and
used for when shapes or text are
hidden behind other objects.
2- Send Backward ⟶ Sends the
selected object one layer back and
used for reorder overlapping objects.
Format Tab
3-Selection Pane ⟶ Shows a list of all objects (shapes, charts,
etc.) on the sheet. You can rename, hide, or select items from
here and used for managing complex layouts easily.
4- Align ⟶ Aligns objects relative to each other or to the
worksheet (e.g., Align Left, Center, Right, Top, Bottom,
Distribute Horizontally/Vertically) and used for organized
layouts.
5- Group ⟶ Combines multiple objects into one unit so you can
move and format them together and used for grouping a label
and shape together for easier handling.
6- Rotate ⟶ Rotates or flips objects in different directions and
used for flip icons or arrows for flowcharts or visual indicators.
Format Tab
The Size group in the Format Tab allows you to
precisely control the height and width of shapes,
images, charts, and text boxes in your Excel sheet.
It’s useful when you want consistency in your
design, especially for dashboards, reports, or
structured visual layouts.
1- Height ⟶ Manually adjust the vertical size of the
selected object.
2- Width ⟶ Manually adjust the horizontal size of
the object.

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