How to Create a Clustered Column Chart in Excel: A Comprehensive Guide

Last Modified: November 4, 2024 - 7 min read

Frank Ferris
how to create a clustered column chart in excel

Clustered column charts are powerful tools for visualizing and comparing data in Microsoft Excel. These versatile charts display multiple data series as vertical bars grouped by category, allowing you to easily spot trends and make comparisons. Whether you’re a beginner or an advanced Excel user, this guide will walk you through creating and customizing clustered column charts to effectively present your data.

Creating a Basic Clustered Column Chart

Step 1: Prepare Your Data

Proper data organization is crucial for creating an effective clustered column chart. Follow these guidelines:

  1. Arrange your data in a table format
  2. Place category labels in the first column
  3. Use subsequent columns for each data series
  4. Include clear, descriptive headers for each column

Example data structure:

MonthProduct A SalesProduct B SalesProduct C Sales
Jan10001200800
Feb11001300900
Mar120011001000

Tips for data preparation:

  • Ensure consistent data types within each column
  • Avoid blank cells or non-numeric data in value columns
  • Use short, clear labels for categories and series

Common pitfalls to avoid:

  • Mixing data types (e.g., text and numbers) in value columns
  • Using overly long category or series labels
  • Including totals or summary rows in your data range

Step 2: Insert the Chart

To insert a clustered column chart:

  1. Select your data range, including headers
  2. Navigate to the “Insert” tab on the Excel ribbon
Selecting Insert from the ribbon menu.
  1. Click on the “Column” chart button in the “Charts” group
Selecting a column from the menu chart.
  1. Choose “Clustered Column” from the dropdown menu
Fucking a 2D Clustered Column

Alternatively, use these keyboard shortcuts:

  1. Select your data range
  2. Press Alt + N to open the Insert tab
  3. Press ā€˜Cā€™ to open the column chart menu
  4. Press ā€˜Lā€™ to select the clustered column chart option

Step 3: Select Your Data Range

If Excel doesn’t automatically select the correct data range, you can manually adjust it:

  1. Right-click on the chart and select “Select Data
Right-clicking and going to select data.
  1. In the “Select Data Source” dialog, click “Edit” under “Legend Entries (Series)
  2. Adjust the series name and values as needed
  3. Click “OK” to apply changes
Entering the chart data area.

For non-adjacent data ranges:

  1. Hold the Ctrl key while selecting multiple ranges
  2. Use named ranges to simplify selection of scattered data

Verify your data selection:

  1. Click on the chart to reveal the “Chart Tools” contextual tabs
  2. Go to the “Chart Design” tab
  3. Click “Select Data” to review and modify your data range
Selecting the chart data.

Video Tutorial

Customizing Your Clustered Column Chart

Modifying Chart Elements

Changing column colors and styles

  1. Click on a column series to select all columns in that series
  2. Right-click and choose “Format Data Series
Right-clicking and selecting 'Format Data Series'
  1. In the Format Data Series pane, adjust fill color, border color, and other style options
In the Format > Data Series menu, selecting Automatic.

Adding and formatting data labels

  1. Click on the chart to reveal Chart Tools
  2. Go to the “Add Chart Element” tab
Clicking on "Chart Design" and then going to "Add Chart Element" in the ribbon menu.
  1. Click “Data Labels” and choose a position (e.g., “Outside End”)
Selecting data labels and collecting none, then going to the outside end.
  1. To format labels, right-click on a label and select “Format Data Labels
Right-clicking and selecting 'Format Data Labels'

Customizing the legend and axis labels

  1. Click on the legend or axis labels to select them
  2. Right-click and choose “Format Legend” or “Format Axis
Selecting format access.
  1. Adjust font, size, color, and position as desired
Adjusting the font size, color, and position as desired.

Adjusting Chart Layout and Design

Applying built-in Excel chart styles

  1. Click on the chart to reveal Chart Tools
  2. Go to the “Chart Design” tab
Selecting the chart design.
  1. Browse and select from the “Chart Styles” gallery
Browsing and selecting from the options

Modifying chart title and axis titles

  1. Click on the chart title or axis title to select it
Customizing the chart title.
  1. Edit the text directly in the chart
  2. To add missing titles, use the “Layout” tab under Chart Tools
Selecting Quick Layout from the Chart Design menu.

Changing the chart’s position and size

  1. Click and drag the chart to reposition it on the worksheet
  2. Use the resize handles to adjust the chart’s dimensions
  3. For precise sizing, right-click the chart, select “Format Chart Area,” and enter specific dimensions
Selecting format chart area.

Advanced Techniques for Clustered Column Charts

Working with Multiple Data Series

As your data grows more complex:

  1. Add or remove data series:
    • Right-click the chart and choose “Select Data
Selecting chart data.
  • Use the “Add” and “Remove” buttons in the Series section
Clicking the '+' and '-' buttons to switch the row and column in the legend entry series.
  1. Compare more than three data series effectively:
    • Use distinct colors or patterns for each series
    • Consider using a secondary axis for series with different scales
    • Explore alternatives like small multiples for many series
  1. Use secondary axes for data with different scales:
    • Right-click a series and choose “Format Data Series
Selecting 'Format data series' from the menu.
  • Check “Plot Series on Secondary Axis
Clicking secondary access from the 'Format data series' menu.
  • Adjust axis scales as needed

Enhancing Data Visualization

Take your charts to the next level:

  1. Incorporate error bars and trendlines:
    • Use the ā€œAdd Chart Elementā€ button on the ā€œChart Designā€ tab
Image10
  • Choose Error Bars or Trendline and customize as needed
Selecting the trend line from the available options in the menu.
  1. Use data markers and custom shapes:
    • Right-click a data series and choose “Change Series Chart Type
    • Experiment with combination charts for added visual interest
  1. Apply conditional formatting to chart elements:
    • Select the data range in your spreadsheet
    • Use Conditional Formatting rules
    • The chart will automatically update to reflect the formatting

What is a Clustered Column Chart?

A clustered column chart is a type of graph that displays data in vertical bars, grouped by categories. Each group contains multiple bars representing different data series, allowing for easy comparison within and across categories.

Key characteristics of clustered column charts include:

  • Vertical bars of varying heights
  • Multiple bars per category, side-by-side
  • Distinct colors or patterns for each data series

Clustered column charts differ from other column chart types in the following ways:

Chart TypeDescriptionBest Used For
Clustered ColumnMultiple series shown as separate columns within each categoryComparing values across categories for multiple series
Stacked ColumnSeries values stacked on top of each other in a single column per categoryShowing the composition of each category and the total
100% Stacked ColumnSeries values displayed as percentages of the whole for each categoryComparing proportional contributions of each series across categories

When to Use Clustered Column Charts

Clustered column charts excel at:

  1. Comparing multiple data series across categories
  2. Visualizing trends and patterns in categorical data
  3. Displaying changes over time for different groups

Some effective applications include:

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  • Sales data for multiple products across regions
  • Monthly website traffic from different sources
  • Student test scores by subject and grade level
  • Comparing budget vs. actual spending for departments

FAQ: Common Questions About Clustered Column Charts in Excel

How do I create a cluster in Excel?

To create a cluster in Excel:

  1. Select your data range
  2. Go to the ā€œInsertā€ tab
  3. Click on the Column chart button
  4. Choose “Clustered Column” from the 2-D Column options

Excel will automatically group your data into clusters based on your categories and series.

How can I make a clustered bar chart in Excel with two sets of data?

To create a clustered bar chart with two data sets:

  1. Organize your data with categories in the first column and two data series in adjacent columns
  2. Select your data range
  3. Go to the Insert tab and choose the Bar chart option
  4. Select “Clustered Bar” from the 2-D Bar options

Excel will create a horizontal clustered bar chart with your two data series.

How do I create a chart in Excel with multiple columns?

To create a chart with multiple columns:

  1. Arrange your data with categories in the first column and multiple data series in adjacent columns
  2. Select your entire data range
  3. Go to the Insert tab and click the Column chart button
  4. Choose “Clustered Column” or another appropriate option

Excel will create a chart with multiple columns based on your selected data series.

How can I create a clustered column chart in Excel with a secondary axis?

To add a secondary axis to a clustered column chart:

  1. Create your clustered column chart as normal
  2. Right-click on the data series you want on the secondary axis
  3. Choose “Format Data Series
  4. Check the box for “Plot Series on Secondary Axis
  5. Adjust axis scales and labels as needed

This allows you to display data with different scales on the same chart.

Take Excel Data Visualization to the Next Level

Clustered column charts in Excel offer a powerful way to visualize and compare data across categories and series. By mastering the techniques covered in this guide, you’ll be able to create clear, informative, and visually appealing charts that effectively communicate your data insights.

Ready to take your Excel data visualization to the next level? Get started with Coefficient to unlock advanced features and seamlessly integrate your data sources for even more powerful Excel charts and analyses.

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Frank Ferris Sr. Manager, Product Specialists
Frank is the spreadsheet ninja you never knew existed. Frank's focus throughout his career has been all about growing businesses quickly through both strategy and effective operations. His advanced skillset and understanding of how to leverage data analytics to automate processes and make better and faster decisions make him the unicorn any team can thrive with.
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