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Saturday, June 30, 2012

Making Small Multiples in Excel [Charting Technique]

Making Small Multiples in Excel [Charting Technique]:
My friend Paresh writes excellent commentary on charts on his blog Visual Quest. Last week he gave a home work, asking his readers to recreate the small multiples chart shown below.
Small Multiples (or Panel Charts) are an effective way to show multidimensional data
I found this quite interesting. Small multiples, also called as panel charts, are a powerful way to depict multidimensional data and bring out insights. They are easy to read too.
So, today, let us learn how to create such charts using Excel.

Step 1: Arrange your data

Almost any chart or visualization worth its salt must begin with proper arrangement of data. Since I could not get the data for the unemployment chart, I made up a few numbers for a fictional Confectionery Company. The data is shown below.
Data for our small multiples chart
So, we have the data for years 2007 thru 2010, for the regions – South, West & North and for the product lines – Chocolates & Biscuits

Step 2: Select Products for one region & make an area chart

Inserting an Area Chart in Excel
This is simple. Just select data for chocolates & biscuits for one region and make an area chart. You should have something like this:
Area chart of one region product sales

Step 3: Resize the area chart & format it

Now, we need to make this area chart closer to what we want.
  1. Select the bottom area series and fill it with white color.
  2. Now resize the chart so that we can fit 3 of them in the area you got.
Area chart after reformatting - step1

Step 4: Add same data to the chart

Now, select the same region data, press CTRL+C to copy it. Select the chart and paste it by pressing CTRL+V. See below demo to understand how to do this.
Adding a new series to a chart by copy pasting
We are doing this because we want to have lines with markers on our chart. But the area chart lines cannot show markers. So we are going to add the same data one more time, but this time format it to be shown as a line.
Area chart with duplicate data - after adding

Step 5: Select the new series and format them as line charts

Select each of the new area series and format as line chart with markers.
You should have something like this at the end.
Area chart after reformatting - step2

Step 6: Format the chart

This is where you unleash the creativity. In order to match the look of NYTimes chart, here is what you can do.
  • Set the fill color between lines to something dull.
  • Format 2 lines in distinct colors.
  • Format gridlines & axis lines to something dull.
  • Set axis maximum to 25 (as all charts in small-multiples should have same axis settings)
  • Set axis major unit to 5.
One of the small multiple chart after final formatting

Step 7: Repeat this for other regions

Now, just copy and paste this chart a couple of times. Just adjust the data source so that we have new charts using this technique.
Final small multiples chart after adding and formatting the charts
Note: Learn how you can add descriptive labels to charts.
That is all. You just made a small multiples chart that looks awesome. Congratulations.

Download Small Multiples Example Workbook

Click here to download the example workbook and play with it. You can see the steps for making one of the charts in the workbook as well.

Do you use Small Multiples or Panel Charts?

I really love to use small multiples or panel charts whenever I am analyzing data or presenting results of the same. They offer excellent value per pixel. That said, they take some time to construct. Also, you must tweak axis settings and plot area to get the perfect result. That is why I prefer the in-cell variation of these charts. They are quick to setup and easy to wow (for more on these techniques, see below).
What about you? Do you use Small Multiples or Panel charts? How do you find them? Please share using comments.

Interested to learn more? Read these

As you can guess, small multiples is one of my favorite ways to explore and present data. So we have written quite a few articles explaining this technique. Read these to learn more.

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