How to Edit Charts in Excel
After creating a chart in Excel, the next step is often customizing it so the information is easier to understand. Excel provides many tools that allow you to edit charts, including adding titles, adjusting gridlines, displaying data labels and changing colors. This tutorial demonstrates several ways to modify charts and graphs using the Chart Tools interface.
Selecting a Chart
Before making any changes, the chart must be selected.
To select a chart:
Move the pointer over the chart area
When the four-arrow cursor appears, click the chart
When the chart is selected:
the underlying data becomes highlighted in the worksheet
the Chart Tools tabs appear on the ribbon
These tabs contain the commands used to modify the chart.
Using Chart Styles
Excel includes Chart Styles, which are preconfigured sets of formatting options.
You can preview each style by placing your cursor over the available styles in the Design tab. Excel will temporarily show how the chart would look if that style were applied.
Although these styles can be useful, many users prefer to adjust individual chart elements instead.
Using “Add Chart Element”
Most chart adjustments can be found under:
Chart Tools → Design → Add Chart Element
This menu allows you to modify individual parts of the chart, including:
gridlines
titles
data labels
legends
When you move the cursor over an option, Excel shows a preview of how the chart will change.
Adding and Removing Gridlines
Gridlines help the reader visually estimate values on the chart.
To modify gridlines:
Select the chart
Go to Add Chart Element → Gridlines
Turn specific gridlines on or off
You can enable or disable:
primary major horizontal gridlines
primary major vertical gridlines
minor gridlines
Whether gridlines improve the chart often depends on how much detail you want to show.
Adding Data Labels
Data labels display the exact value for each data point directly on the chart.
To add them:
Select the chart
Go to Add Chart Element → Data Labels
Choose a label position
Common options include:
center
inside end
outside end
Displaying labels outside the chart elements often makes them easier to read.
Editing Individual Data Labels
Excel allows you to format a single label separately from the others.
When you click a data label:
the first click selects all labels
the second click selects only one label
Once a single label is selected, you can:
change the font size
make the text bold
move the label to another location
This can be useful when highlighting an important value.
Selecting Individual Data Points
Charts also allow individual data points to be selected.
For example, in a pie chart:
the first click selects the entire chart series
the second click selects a single slice
Once selected, you can drag the slice outward to emphasize it or apply different formatting.
Adding Chart Titles and Legends
Charts can include several elements that help explain the data.
Using Add Chart Element, you can add or modify:
Chart Title
Titles can appear:
above the chart
as a centered overlay
You can double-click the title to edit the text.
Legend
The legend connects colors in the chart to the data categories. The legend can be placed at the:
bottom
top
left
right
It can also be resized and formatted like any other text.
Resizing and Formatting Chart Elements
Many chart components can be resized or repositioned.
For example:
titles
legends
labels
Once selected, these elements can be resized by dragging the corner handles.
You can also change their font size using the Font commands on the Home tab.
Excel automatically adjusts the chart layout when these elements change size.
Changing Chart Colors
Charts can also be customized by changing colors.
To do this:
Select the chart element you want to modify
Go to Chart Tools → Format
Choose Format Selection
A panel will appear allowing you to modify:
fill color
outline
effects
For example, individual slices of a pie chart can be assigned different colors to make the chart easier to interpret.
Two Ways to Modify Chart Elements
In Excel there are often multiple ways to achieve the same result.
You can modify chart elements by:
Method 1
Chart Tools → Design → Add Chart Element
or
Method 2
Chart Tools → Format → Format Selection
Exploring both approaches will help you discover which method is easiest for you to remember.
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