Mastering Excel Charts: A Comprehensive Guide to Pie Charts for Professionals

Excel Charts: Explore our guide on mastering pie charts. Learn to create, customize, and use pie charts professionally for clear data insights.

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by Mihir Kamdar / Last Updated:

C32 YouTube V17 Excel Pie Charts Ultimate Guide for Professional Data Visualization

What You'll Learn In This Guide

This comprehensive guide on mastering Excel bar charts. By the end of this article, you’ll be able to:

  • The basics of pie charts and when to use them.
  • Step-by-step instructions for creating and customizing pie charts in Excel.
  • Different types of pie charts available in Excel.
  • Advanced features and formatting options to enhance your pie charts.
  • Best practices for designing effective and impactful pie charts.

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Table of Contents

Introduction

Excel pie charts are powerful tools for visualizing and comparing parts of a whole. In this comprehensive guide, we’ll explore the various aspects of creating and customizing Excel pie charts, empowering you to create compelling and professional-looking visualizations that drive understanding and decision-making.

1. Understanding Pie Charts in Excel

Before diving into creating pie charts, let’s first understand what they are and when they should be used.

excel charts pie charts

1.1. What is a Pie Chart?

A pie chart is a circular graph that displays data as slices of a pie, with each slice representing a category or segment of the whole pie. The size of each slice is proportional to the value it represents, making it easy to compare the relative sizes of the categories.

Pie charts are particularly useful when you want to:

  • Show the relationship between parts and the whole
  • Compare the sizes of different categories or segments
  • Highlight the most significant categories or segments
  • Display data with a small number of categories (ideally 5-7 or fewer)
excel charts pie charts

1.2. When to Use Pie Charts

Pie charts are most effective when:

  • You have categorical data that can be divided into a few distinct segments.
  • You want to emphasize the proportional relationship between the categories.
  • Your data adds up to 100% or can be easily converted to percentages.
  • You want to make a quick, impactful visual comparison between categories.
 

However, pie charts may not be the best choice when:

  • You have a large number of categories or segments (more than 7).
  • You need to compare precise values rather than proportions.
  • Your data doesn’t add up to 100% or cannot be easily converted to percentages.
  • You want to show changes or trends over time.
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2. Creating a Pie Chart in Excel

Now that you understand the basics of pie charts, let’s walk through the process of a pie chart icon creating one in Excel.

2.1. Selecting Data for the Pie Chart

1. Open a new Excel workbook and enter your data in a tabular format, with categories in the first column and values in the second column. 

2. Select the data range, including the column headers (A1:B6 in this example).

excel charts selecting data to create pie charts

2.2. Inserting a Pie Chart

1. Go to the Insert tab on the ribbon.

2. In the Charts group, click on the Pie Chart button.

3. Choose the desired pie chart type from the dropdown menu. For this example, let’s select the 2-D Pie chart.

Excel will create a pie chart based on format data series your selected data range and place it on the same worksheet.

excel charts inserting pie charts

2.3. Customizing the Pie Chart

1. Click on the chart and select the “+” button on the right side of the chart. which includes options for adding or removing chart elements like the title, legend, and data labels.

 

excel charts customizing pie charts

2. Still on the Design tab, you can select a color scheme for your chart from the Change Colors dropdown.

excel charts customizing pie charts colors

3. To fine-tune individual chart elements, click on the element you want to modify (e.g., the chart title), and use the options on the Format tab to customize its appearance, such as font, size, color, and position.

excel charts fine tune pie charts elements

By customizing the format chart area these elements, you can create a pie chart that effectively communicates your data and aligns with your branding or presentation style.

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3. Different Types of Pie Charts in Excel

Excel offers several types of pie charts to suit different data and visualization needs.

3.1. Basic Pie Chart

A basic pie chart is the most common type of pie chart, displaying categories as pie slices out of a circular pie.

To create a basic pie chart:

1. Select your data range, including the category and value headers.

2. Go to the Insert tab and click on the Pie Chart button.

3. Choose the first option, the basic 2-D Pie chart.

Customize the slice chart colors and labels as needed using the Chart Tools tabs on the ribbon.

excel charts inserting pie charts

3.2. Doughnut Chart

A doughnut chart is similar to a pie chart but has a hole in the center, making it easier to see the individual slices.

To create a doughnut chart:

1. Select your data range, including the category and value headers.

2. Go to the Insert tab and click on the Pie Chart button.

3. Choose the Doughnut chart option.

You can display multiple data series in a pie or doughnut chart by including additional columns of data in your selected range.

excel charts doughnut chart

3.3. Bar of Pie Chart

A bar of pie chart combines a pie chart with a stacked bar chart, allowing you to show the relationship between the whole and its parts in two different ways.

To create a bar of pie chart:

1. Select your data range, including the category and value headers.

2. Go to the Insert tab and click on the Pie Chart button.

3. Choose the Bar of Pie chart option.

Excel will create a chart only one data series with a pie showing the whole and a stacked bar chart displaying the individual categories.

excel charts bar of pie chart

3.4. Three-Dimensional Pie Chart

A three-dimensional (3-D) pie chart adds depth and visual interest to your data, making your chart more engaging.

To create a 3-D pie chart:

1. Select your data range, including the category and value headers.

2. Go to the Insert tab and click on the Pie Chart button.

3. Choose one of the 3-D Pie chart options.

Use the Chart Tools Format tab to adjust the 3-D rotation and elevation settings for your chart.

excel charts 3d pie chart
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4. Enhancing Your Pie Chart

Take your pie chart to the next level with these customization techniques.

4.1. Adding Chart Title

1.Click on the chart and select the “+” button on the right side of the chart.

2. Hover over Chart Title and select the desired title position (Above Chart, Centered Overlay, or None).

excel charts adding chart title

4.2. Changing Chart Styles

1. Select your chart and navigate to the Chart Tools Design tab.

2. In the Chart Styles group, click on the More button to expand the style options.

3. Hover over each style to preview how it would look on your chart.

4. Click on the desired style to apply it to your chart.

You can further customize individual chart elements using the Format tab or the Format pane (right-click on an element and choose Format).

excel charts changing chart style

4.3. Customizing Slice Labels

1. Right-click on any slice in your pie chart and select Add Data Labels from the context menu.

2. Choose the desired label options (Category Name, Value, Percentage, or a combination) from the Label Options dropdown on the Format tab.

3. Use the Label Position dropdown to select the preferred placement for your labels (Inside End, Outside End, or Center).

4. Customize the label font, size, color, and formatting using the options on the Format tab or the Format Data Labels pane.

To connect labels to their corresponding slices with leader lines, select a label, go to the Format tab, and click on the Data Label dropdown. Choose More Data Label Options and select the Leader Lines checkbox in the Format Data Labels pane.

excel charts customizing slice labels
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5.Advanced Features in Excel Pie Chart

Explore advanced features and formatting options to create more impactful pie charts.

5.1. Using Chart Tools Design and Format Tabs

1. Select your pie chart to access the Chart Tools tabs on the ribbon.

2. Use the Design tab to apply predefined chart layouts, color schemes, and styles.

excel charts formatting pie labels

3. Click on individual chart elements and use the Format tab to fine-tune their appearance, including fill colors, outlines, effects, and sizes.

excel charts changing pie colors

5.2. Exploring 2-D and 3-D Pie Chart Options

1. Select your chart and go to the Chart Tools Design tab.

2. Click on the Change Chart Type button in the Type group.

3. In the Change Chart Type dialog box, explore the various 2-D and 3-D pie chart options.

4. Select a chart type and click OK to apply it to your chart.

excel charts changing pie chart types

5.3. Working with Pie Chart Elements

1. Select your chart and click on the Chart Elements button (the plus sign) on the right side of the chart.

2. In the Chart Elements menu, check or uncheck the boxes next to the elements you want to add or remove, such as the legend, data labels, or data table.

3. Click on the arrow next to each element to access additional formatting options.

4. Use the Chart Tools Format tab or the Format pane to customize the appearance of each element.

excel charts changing pie chart elements 2
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6. Tips for Effective Pie Charts in Excel

To create compelling and impactful pie charts, follow these best practices for data visualization.

6.1. Choosing the Right Chart Type

1. Use a pie chart when you want to compare parts of a whole, and the categories are few (ideally 5-7 or fewer).

2. Consider using a bar chart or a table when you have a larger number of categories or need to compare precise values.

3. Choose a doughnut chart to draw attention to the individual slices or to display multiple data series.

4. Use a 3-D pie chart sparingly, as it can make the data harder to interpret accurately.

excel charts choosing the correct pie charts tips

6.2. Including Percentages and Values in the Chart

1. Display the percentage or value for each slice to provide context and make the data easier to understand.

2. Format the data labels consistently, using the same font, size, and color.

3. Position the labels inside or outside the slices, depending on the size of the slices and the length of the category names.

excel charts including percentage label for pie charts tips

6.3. Keeping the Chart Simple and Uncluttered

1. Limit the number of slices in your pie chart to ensure clarity and readability.

2. Combine smaller categories into an “Other” slice if they represent a small percentage of the whole.

3. Use data labels strategically to avoid cluttering the chart – consider showing only the category name or percentage.

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Frequently Asked Questions

How do you create a pie chart in Excel?

To create a pie chart in Excel, follow these steps:

  1. Enter your data in a tabular format, with categories in one column and values in another.
  2. Select the data range, including the column headers.
  3. Go to the Insert tab on the ribbon.
  4. In the Charts group, click on the Pie Chart button.
  5. Choose the desired pie chart type from the dropdown menu, such as 2-D Pie or 3-D Pie.
How do you plot a pie chart in Excel?

To plot a pie chart in Excel, use the following steps:

  1. Organize your data in a table with categories and values.
  2. Select the data range, including headers.
  3. Navigate to the Insert tab on the ribbon.
  4. Click on the Pie Chart button in the Charts group.
  5. Select the preferred pie chart type from the dropdown menu.
  6. Excel will create the pie chart based on your data.
How do I get a percentage pie chart in Excel?

To create a percentage pie chart in Excel:

  1. Create a pie chart using the steps mentioned above.
  2. Right-click on any slice in the pie chart and select Add Data Labels.
  3. Right-click on a data label and choose Format Data Labels.
  4. In the Format Data Labels pane, under Label Options, select Percentage.
  5. Optionally, adjust the decimal places and other formatting options.
How do I organize data in a pie chart in Excel?

To organize data for a pie chart in Excel:

  1. Arrange your data in a tabular format, with categories in the first column and values in the second column.
  2. Ensure that the data is sorted in the desired order (e.g., from largest to smallest).
  3. Select the data range, including headers.
  4. Create the pie chart using the Insert tab and the Pie Chart button.
  5. Excel will automatically organize the data in the pie chart based on your data range.
How should data be arranged on a pie chart?

Data for a pie chart should be arranged in the following manner:

  1. Use a table with two columns: one for categories and another for values.
  2. Each category should be unique and represent a part of the whole.
  3. The values should be numeric and positive.
  4. Sort the data in descending order (from largest to smallest) to make the pie chart easier to read.
  5. Consider grouping small categories into an “Other” category to keep the chart simple
How do I create and edit a pie chart in Excel?

To create and edit a pie chart in Excel:

  1. Enter your data in a tabular format with categories and values.
  2. Select the data range, including headers.
  3. Go to the Insert tab and click on the Pie Chart button.
  4. Choose the desired pie chart type from the dropdown menu.
  5. To edit the chart, use the Chart Tools tabs (Design and Format) that appear when the chart is selected.
  6. Customize chart elements, colors, labels, and formatting using the options on these tabs.
How can we modify a created pie chart?

To modify a created pie chart in Excel:

  1. Click on the pie chart to select it.
  2. Use the Chart Tools tabs (Design and Format) to access various modification options.
  3. In the Design tab, you can change the chart layout, style, and colors.
  4. In the Format tab, you can customize individual chart elements, such as the title, labels, legend, and slices.
  5. Right-click on specific chart elements to access more formatting options.
  6. Drag the chart’s sizing handles to resize the chart.
  7. Click and drag the chart to reposition it on the worksheet.
Can you rearrange pie chart in Excel?

Yes, you can rearrange the slices in a pie chart in Excel using the following methods:

  1. Reorder the data in the source table: Sort the data in descending order to arrange the slices from largest to smallest.
  2. Drag slices: Click and drag a slice to manually reposition it in the pie chart.
  3. Use the Select Data option: Right-click on the chart and choose Select Data. In the Select Data Source dialog box, use the up and down arrows to reorder the categories.
How do I update data in a pie chart in Excel?

To update the data in a pie chart in Excel:

  1. Update the source data in the worksheet.
  2. Select the pie chart.
  3. Go to the Chart Tools Design tab.
  4. Click on the Select Data button in the Data group.
  5. In the Select Data Source dialog box, make sure the data range is correct.
  6. Click OK to apply the changes.

Conclusion

Mastering Excel pie charts is essential for creating compelling and informative data visualizations that drive understanding and decision-making. By understanding the different types of pie charts, following best practices for data visualization, and leveraging advanced features, you’ll be well-equipped to create charts that effectively communicate your insights and drive results.

You’ve learned how to:

  • The basics of pie charts and when to use them.
  • Step-by-step instructions for creating and customizing pie charts in Excel.
  • Different types of pie charts available in Excel.
  • Advanced features and formatting options to enhance your pie charts.
  • Best practices for designing effective and impactful pie charts.
 

You can create powerful and engaging data visualizations by continually practicing and refining your Excel pie chart design skills.

 

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