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There is one type of chart that is always requested, however, Excel doesnt offer this type of chart. What could it be?
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Excel does not offer a Clustered Stacked Column chart, nor does it offer a Clustered Stacked Bar chart. Excel offers a Clustered Column chart type and a Stacked Column chart type, but it doesnt offer the combination of these two charts. Same goes for a Clustered Stacked Bar chart. What does Clustered Stacked Column Chart show? Well a clustered stacked column chart would allow you to group your data (or cluster the data points) but use it in conjunction with a stacked column chart type.
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The Breakdown
1) Create a Chart Data Range
2) Create Stacked Column Chart or Stacked Bar Chart (Note: this tutorial will show only the Stacked Column Chart Type but the techniques are the same)
3) Switch Row/Column 4) Change Column Gap Width 5) Change Vertical Axis 6) Change White Fill Series to a Color of White 7) Remove the White Fill Label from the Legend
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This chart is going to compare the advertising spend on two different products in four categories for both budgeted numbers and actual numbers.
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As you can see, I have 2 products. Then I have a separate line for the budgeted advertising dollars and the actual advertising spent. There are 4 categories of the budget and expenditures related to Radio, Print, Television and Internet. You will also see a chart data series on the right called White Fill. This is used to create a blank between the clusters. You can check out a post with a similar trick here: How-to Make a Wall Street Journal Horizontal Panel Chart in Excel
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The next few rows represent our the first section of our first Stacked Clustered data group.
This will be for Product 1 and we have 2 rows, 1 that represents the budgeted advertising dollars and one that represents the actual advertising dollars for all 4 categories (radio, print, TV and internet
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The biggest thing to remember here is that we have created a Multi-level Category.
We have done this in Column A. Notice that A3 has the Product name, but there is nothing in A4. What this does is create a grouping or Multi-level Category for the chart for the first product. Here is what it will look like in the final chart:
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Notice how it creates a grouping for Product 1 and has subcategories for the budget vs. actual numbers. The next row appears to be a blank row. It is mostly blank except in 2 cells. In cell G5, I have put the value of the highest horizontal gridline that I want to display in the graph.
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Also, in cell A5, I have put in a Space. Just a simple space with your keyboard. I put a space in cell A5 so that the Multi-level Categories in Excel will put a line from the chart to the bottom of the horizontal axis labels.
See how the grouping for Product 1 is tight around the budget and actuals vs. on the right when it spans across the empty space? The space is important to tell Excel where the first Multi-level Category ends.
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Finally, the last area of the chart data range is our next advertising expenditures grouping for Product 2
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3) Switch Row/Column
Now our chart isnt in the right format that we want. We wanted the Product and Budget vs. Actual labels on the horizontal axis, not the advertising groups. We can fix this by selecting the chart and then choose the Switch Row/Column button from the Design ribbon.
If you dont know why Excel is doing this, please check this post: Why Does Excel Switch Rows/Columns in My Chart?
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After you have done this, your chart should now look like this:
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Then change the Gap Width from the Series Options to your desired size. In this case, I am going to change the gap width to 25%.
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This will make the clustered stacked columns move closer together so that the data can be compared more easily.
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Then from the Format Axis dialog box in the Axis Options, change the
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So to make it do this, we need to right click on the White Fill column and choose the Format Data Series from the pop up menu.
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Then, from the Format Data Series dialog box, go to the Fill options and then change the Fill choice to Solid Fill and change the Fill Color to White.
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This is how you can create a very simple and easy Clustered Stacked Column Chart. Check the link below to see this tutorial in action in a video demonstration.
Video Tutorial
If you would like to see a video demonstration of this technique in Excel Chart building, please visit our YouTube Channel at this link: http://youtu.be/ztphRTL_rAw
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