Five Tips for Optimal Excel Chart Design
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Here are 5 design tips for creating optimal column charts. The tips are based on a study conducted which uses eye-tracking technology to get insights on how we read and understand charts (see link below).
This is how eye-tacking tests are done: The participant is presented with a question which they need to answer by looking at the visualization on the screen while the camera is tracking their eye movements. Two parameters are measured. One is effectiveness - which means was the answer correct and number two is efficiency, which means how fast were they able to respond.
Attribution: Picture of Edward Tufte By Keegan Peterzell - Own work, CC BY-SA 4.0, commons.wikimedia.org/w/index...
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#excel
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My tip: Before I publish any report, I ask someone who knows nothing about the information being presented to give feedback. If it takes them longer than five mins to understand anything then I reevaluate my design
@LeilaGharani
4 жыл бұрын
That's a great tip!
Love seeing the results of the eye tracking. Shows that KISS (Keep It Simple Stupid) in charts is the way to go.
@LeilaGharani
4 жыл бұрын
It definitely is Ron :)
Great History!!!! Great empirical tests for eye movement. Thanks for the "No Chart Junk" Video, Teammate : )
@LeilaGharani
4 жыл бұрын
Thanks Mike. Switching things up a bit :)
Oh Yesss....this is lovely! Thank you Mam. I appreciate you're taking care to include a bit of History as well.
So, you are teaching more then excel Leila. Thank you
@LeilaGharani
4 жыл бұрын
You're welcome :) Yes switching things up a bit....
Great Chart lesson ! :) First part with eye tracking is very impressive. But the thing I also would consider when I make chart is Color mathing as well.❤️
@LeilaGharani
4 жыл бұрын
Glad you like the video.
Leila, you are just so perfect in everything that you do! I love all your lessons.
@LeilaGharani
4 жыл бұрын
Thank you Victoria!
If someone want to confuse his boss then work alternatively. If further confusion is required then use secondary axis and remove the labels. If you want to show no differences then don't change origin, otherwise change. Good tips for dealing abusive bosses.
@LeilaGharani
4 жыл бұрын
Good tips. Especially using a secondary axis never fails :)
I love this type of analysis which drills down to how people actually read and interpret graphs! Very insightful video Leila! Cheers, David from Australia! 😉👍
@LeilaGharani
4 жыл бұрын
Me too, it's really interesting. Greetings to Australia!
Thank you for the tips Leila, I love your way of teaching, it just makes me naturally understand the concepts and techniques, and your online courses are just great, I am grateful
@LeilaGharani
4 жыл бұрын
Thank you for the kind feedback Karolina! I really appreciate it.
Values above the bars makes it so much easier! Keep the great tips coming, and thanks for sharing your sources 🙌
@LeilaGharani
4 жыл бұрын
I'll do my best :) Glad you like the video Benjamin.
Some great tips! Like always. Thanks Leila. What I did missed and maybe was worth mentioning is a target value, this way anyone that see the chart can understand that the results are low or high.
Great Tips Leila. I'm always learning from your videos. You are greatly appreciate it. Thanks.
@LeilaGharani
4 жыл бұрын
You're very welcome. Makes me happy when the tutorials are helpful.
WOW, I never realized the eye movement in reading a graft. Thank you for this useful information.
@LeilaGharani
4 жыл бұрын
You're very welcome Dennis. Glad it's useful.
This is one of the most powerful, informative, and succinct presentations I have ever seen. Fantastic, as always!
@LeilaGharani
4 жыл бұрын
I'm happy to hear that. Glad it's useful for you.
Thank you, Leila! These tips are crucial.
@LeilaGharani
4 жыл бұрын
Glad it was helpful!
Getting data is one thing, presenting it effectively is another. I like that you're talking about it more. Thanks for another great video.
@LeilaGharani
4 жыл бұрын
Happened to me too all the time. Spent so much time gathering the data and then wasted it all by poor presentation.
Just discovered this channel today and love the way she explains things.
@LeilaGharani
4 жыл бұрын
Glad to have you here Marcia.
WoW that's super interesting for our kind researchers documentation thanks for sharing Leila 🙏😍feels blessed👍
@LeilaGharani
4 жыл бұрын
My pleasure. Glad you like it.
Axis braking: This is an excelent example for the influence the chart designer has on the viewer. You want to tell the story that nothing changed? Don't break the axis. You want to make them belive that there was a radical change / high volatility? Beak it ;-)
Thank You Leila for basic and very useful informations!
@LeilaGharani
4 жыл бұрын
My pleasure Maciej. Glad the video is useful.
Well done Leila Super, simple and cover most important requirements on Charts
@LeilaGharani
4 жыл бұрын
Glad you like the video.
Thank you so much Leila for your videos. I have improved a lot of my reports for the management thanks to your Excel tips. I will implement these 5 design tips in my reports to make them even more efficient and effective.
@LeilaGharani
4 жыл бұрын
I'm very happy to hear that.
Super. Loved the video and detailed analysis.
I love your channel. It’s very helpful.
Awesome as always Leila.👍
Great teaching! Thanks Leila!
You thanked us for watching, we thank you for existing! (and providing us with all this) Thanks a lot for this, i can only imagine the number of UX pilot tests this took...
Thank you Leila! For rule number 3, it is very important not to write numbers with a font size too small indeed but rather than write vertically, I prefer to format my numbers in thousands for example and always write them horizontally because it is our normal reading direction.
@LeilaGharani
4 жыл бұрын
That works too Christophe. Thanks for the feedback.
Thanks Leila, great explanation. I had not thought about this before.
@LeilaGharani
4 жыл бұрын
Glad you like it.
I find that the study referenced changes these tips from optional, personal preferences to proven techniques. I love the eye tracking charts! Thank you!
@LeilaGharani
4 жыл бұрын
Yeah, for me it was an eye-opener too.
Love u so much Leila for helping us on Excel 😘😘
Compliments to you Leila and your Team, you are awesome!
@LeilaGharani
4 жыл бұрын
Thank you Francesco
So detailed video on charts.Useful video
Vielen Dank Liebe Leila 🤗 I always love your charting techniques Viele liebe Grüsse
@LeilaGharani
4 жыл бұрын
Always makes me happy to see your comments popping up :)
Thank you, once again you excel in these videos and are forever improving my spreadsheets
@LeilaGharani
4 жыл бұрын
My pleasure Peter. I'm happy if the tutorials are helpful.
Very helpful as usual
Very interesting Leila.Definitely something to think about.Thank You
@LeilaGharani
4 жыл бұрын
You're very welcome Darryl.
excellent information, I liked the vertical numbers in tip 3
Thank You Leila, great analysis.
@LeilaGharani
3 жыл бұрын
Glad you enjoyed it!
Wow! another great video! Never imagined so much could be involved behind a chart and its understanding! Thanks for these super tips! :-)
@LeilaGharani
4 жыл бұрын
My pleasure. Glad you like my little detour to research :)
Thanks again for sharing your knowledge. Very sweet of you. To make such high quality tutorials is very time consuming .... Hugs from Holland
@LeilaGharani
4 жыл бұрын
Thanks for the appreciation André!
Thanks so much for this informative piece Leila.
@LeilaGharani
4 жыл бұрын
You're very welcome. Glad you find it informative.
Thank you so much Leila for this information.. 👍😊
@LeilaGharani
4 жыл бұрын
You're very welcome Peter :)
As usual, very actionable advice.
Great tips!
Another great video. I use bar charts and trend charts. I can see the difference more easily between current year and SPLY with trend charts, but that's just the way it works best for me. All great information in this video. I like making the title standout in font size. Thanks Leila.
@LeilaGharani
4 жыл бұрын
Thanks for the feedback Walter!
This kind of video is very useful and efficient. Thank you again and again
@LeilaGharani
4 жыл бұрын
My pleasure. I'm glad you like the video.
Always great and awesome😉
Thank You so much The Teaching Method Is Excellent We Wait For Moe
@LeilaGharani
4 жыл бұрын
There will definitely be more. Stay tuned :)
Thanks. Very helpful.
Great video..thanks !
Obviously that was the most beneficial and helpful information in a video I have seen so far in 2019, or may be my entire life. As a data analyst in my department I am always seeking the best practice in data visualization in my report to help reader locate info easily and never get lost. thank you for this valuable video.
@LeilaGharani
4 жыл бұрын
Thank you for the kind feedback Ahmed! I'm glad the video is helpful for you.
Hi Leila.. eye tracking.. that's cool. It's amazing how much chart junk is out there.. and from sources that should know better. Your 5 points are great and thanks to your various videos and courses.. are all familiar and in my tool bag. Thanks for sharing your amazing knowledge, skills and insights. Thumbs up!!
@LeilaGharani
4 жыл бұрын
Thanks for the thumbs up Wayne!
Thanks once again Leila, Nice to have study data to back up what we have been trying to impress on people for years. Especially like the NO 3D...nearly 50% slower comprehension. Probably even more for 3D Pie Charts. Be great if your Uni sends the results of the study to Microsoft for their Excel and Power BI development teams...
@LeilaGharani
4 жыл бұрын
Yeah, it was really interesting to see these results in an objective research.
Enjoyed learning...
Thank you for sharing Leila, very informative and I'm using 4 of the tips, the last one is new for me (size of the title) but I will consider that in the future
@LeilaGharani
4 жыл бұрын
My pleasure Mehdi. It's helpful for the viewer to see right away what the chart is about.
I love your Excel tips!
Great video!
Thank you Leila Very helpful presentation tips
@LeilaGharani
4 жыл бұрын
You're welcome 😊
Great Stuff!
My thumbs up today is for you! 👍... And yes, it was helpful.
@LeilaGharani
4 жыл бұрын
Then the video did its job :) Thanks for the thumbs up Hernan.
Thanks for video!
@LeilaGharani
4 жыл бұрын
You're very welcome.
I wish there was a mandatory law to make those who create the awful presentations charts to watch this and learn the correct way it should be done. Thank you Leila.
@LeilaGharani
4 жыл бұрын
Yeah, that would be good :)
...and as always, Thanks Leila!
@LeilaGharani
4 жыл бұрын
... and as always, you're very welcome :)
Yes that's indeed helpful tips! Thanks
@LeilaGharani
4 жыл бұрын
My pleasure. Glad it's helpful.
Wonderful...wonderful....wonderful keep going.....
@LeilaGharani
4 жыл бұрын
Glad you like the tutorial Ahmed. There will be more. Stay tuned :)
Thanks for your advices 💋 I need those for my job 📊
@LeilaGharani
4 жыл бұрын
My pleasure. I'm glad if the videos are helpful.
Great info overall. If I may offer some feedback, your #4 tip is very vague, uses unusual wording (don’t break the axis?), and the 5 second comparison doesn’t highlight the difference. I think the takeaway is to scale the axis with the data to ensure the graph visually highlights the information and pertinent trends. Ie, doesn’t always have to start with 0.
@LeilaGharani
4 жыл бұрын
Thanks for the feedback!
@huytangquoc5682
4 жыл бұрын
Its great to help me figure what the #4 tip means !! thanks for both of you ^^
@reeseinny
4 жыл бұрын
I would like a video on using the proper scale for an axis which is what I think you meant from point #4.
Hi Liela Thank you so much for your videos - you were the first person I started watching on youtube to do with excel and I've not stopped yet :) Anyway this is just an idea please - I wasn't taught about variance at at school and wondered if you could create an video please about how to build a table and/or graph which best covers this for multiple area. At work I various processes running on many PCs and I would like to create a variance graph that shows variances to do with how showing which PCs take the longest to run the different processes. That way I can inform the customer for those PCs to be checked out for example to perform PC health checks on them. Anyway I hope you find this challenge interesting and can cover this please for us IT Support people :)
As usual crisp, informative and comprehensive. History of graphs was the icing on the cake.
@LeilaGharani
4 жыл бұрын
Glad you liked our little trip back in time :)
That's creative and informative.....👌👌👌👌👌
@LeilaGharani
4 жыл бұрын
Glad you like it!
Amazing!
Excellent video. The only bad thing about it is that it exposes the many mistakes I have been making over the years. I'm sure I'll review this video a few more times before building charts. Thanks!
@LeilaGharani
4 жыл бұрын
Haha, I've made all of these and many more too. But, the good thing is we can learn and improve :)
great data viz concepts!
More of this please 🙏
Wow! Nice tips for my students!
@LeilaGharani
4 жыл бұрын
Hope it will come in handy Luís.
Thank you Soo much
Love your videos as usual. Nevertheless, I noticed you spent a lot of time on the eye tracking issue and then cut down on the main points, particularly towards the end. Thank you though so much, as I find your videos to always be useful.
Excellent
Great vid. Maybe deserves more time on this subject
@LeilaGharani
4 жыл бұрын
True, maybe I'll expand in a follow-up video. Thanks for the feedback!
Impressive I have never use any of the tricks. This was real useful👍
@LeilaGharani
4 жыл бұрын
I'm glad to hear that.
@yoggangurde
4 жыл бұрын
@@LeilaGharani 😊👍
Good Thnx Tip # 3 is more practical n easy to analyze
@LeilaGharani
4 жыл бұрын
You're very welcome :)
Nice!
You so cool... Mad for you !
Refreshing.
getting prettier than ever! :)
@casper3842
4 жыл бұрын
May i send email to solve my issue?
Leila - thanks for the video - very interesting! Regarding tip #4, I may be misunderstanding your recommendation, but I generally do start a bar graph with 0 on the y axis, otherwise it can be misleading about the relative difference between the bars. Just my 2 cents!
@LeilaGharani
4 жыл бұрын
Absolutely true Tood! Especially for bar charts breaking the axis (not starting at zero) will mislead the reader.
Wow Leila you look very nice and beautiful amazing video well done 😊😊❤️❤️👍👍
I own that book - a great reference.
@LeilaGharani
4 жыл бұрын
It's a classic.
Thanks for the tips, I’ve taken Edward class in California.
@LeilaGharani
4 жыл бұрын
That must have been amazing!
@joefromdc
4 жыл бұрын
Leila Gharani It was cool, he gives out four other books besides the one you displayed in the video
4 жыл бұрын
I am a Tufte fan / follower!
Hello Leila, great stuff as usual. On DONT BREAK THE AXIS, kindly expand. Are we you start from ZERO or another figure that then allows for a higher degree of accuracy if one had to guess the values (supposing they are no data labels).
Leila, this critique is something my mechanical engineering professors had a pet peeve about. I also developed and adopted the same frustration in the field of manufacturings engineering. Units!!!! I cannot count the number of charts where people, engineers, accounting, sales, and all other department present charts with absolutely no units, just numbers. Ridiculous😡. I’ve seen 3 decades of presentations with four or five charts per presentation and none had units. In your future tip email please add tip to include units to the chart Bar or as text in a note box
Fascinating stuff. Trying to get my skill levels up in Power BI and some of the visualisations being bandied around the analytics world these days are just beyond baffling. I think all the analytics package providers would do well to subject their "fancy" outputs to your study - I bet I could guess the results?
@LeilaGharani
4 жыл бұрын
Me too Chris :)
Very helpful. I normally truncate the numbers of they are too big (present in thousands or millions) instead of presenting them vertically I find it a bit odd reading numbers that way but it is an interesting tip.
@LeilaGharani
4 жыл бұрын
That works too Joshua. Thanks for the feedback!
thanks...
Great trip.. thanks for sharing.. I never use 3D chart
@LeilaGharani
4 жыл бұрын
Neither do I :)
This is a great video Leila - I've been trying to find the report for ages but can't seem to locate it. The link on your description keeps asking me to sign in. Please can you give me the details of the report so I can either search for it or if you could provide it to me, that would be even better.
Color also plays a vital role on reporting. Especially when you are reporting fixed and moving figures.
@LeilaGharani
4 жыл бұрын
Very true. Color is important.
Appreciate the effort and supporting data. Thank you. Was looking to delve more into the details, but a good deal of the reference material above is in German - are English versions available? Stay safe, Steve
@LeilaGharani
4 жыл бұрын
You need to scroll down more. The top part is German but further down they have the English material.