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

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

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by Mihir Kamdar / Last Updated:

C33 YouTube V18 Excel Area Charts The Professionals Guide to Data Visualization

What You'll Learn In This Guide

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

  • The definition, purpose, and types of area charts in Excel.
  • Step-by-step instructions for creating and customizing area charts.
  • Techniques for analyzing data and interpreting trends using area charts.
  • Advanced chart options and features to enhance your visualizations.
  • Tips for effective data visualization and choosing the right chart type.

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Introduction

Excel area charts are powerful tools for visualizing and analyzing data that changes over time or across categories. In this comprehensive guide, we’ll explore the various aspects of creating and customizing Excel area charts, empowering you to create compelling and professional-looking visualizations that drive understanding and decision-making.

1. Understanding Area Charts

Before diving into creating area charts, let’s first understand what they are, their purpose, and the different above chart types available in Excel.

1.1. Definition and Purpose

An area chart is a graphical representation of data that displays the magnitude of change over time or across categories. It is similar to a line chart but with the area between the line and the x-axis filled with color or shading. Area charts are particularly useful for:

  • Visualizing trends and patterns in data over time.
  • Comparing the cumulative effect of multiple data series.
  • Emphasizing the magnitude of change rather than individual data points.
  • Identifying the contribution of individual data series to the total.
excel charts area charts

1.2. Types of Area Charts

Excel offers several types of area charts to suit different data and visualization needs:

1. 2D Area Charts: Basic area charts with a single data series, ideal for showing trends over time.

excel charts 2d area charts

2. Stacked Area Charts: Multiple data series stacked on top of each other, allowing for comparison of the cumulative effect and the contribution of each series to the total.

excel charts stacked area charts

3. 100% Stacked Area Charts: Similar to stacked area charts, but each data series is represented as a percentage of the whole, emphasizing the relative contribution of each series.

excel charts 100 percent stacked area charts

4. 3D Area Charts: Area charts with a three-dimensional appearance, adding depth and visual interest to the data representation.

excel charts 3d area charts

1.3. Benefits of Using Area Charts

Area charts offer several benefits for data visualization and analysis:

1. Easily identify trends and patterns: The filled area makes it easy to spot upward, downward, or stable trends in the data over time.

2. Compare the magnitude of change: By stacking multiple data series, area charts allow for a quick comparison of the cumulative effect and the relative contribution of each series.

3. Emphasize the total value: The filled area visually emphasizes the total value across all data series, making it easy to understand the overall magnitude.

4. Reveal the contribution of individual series: Stacked area charts show how each data series contributes to the total, allowing for a deeper understanding of the data composition.

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2.Creating an Area Chart in Excel

Now that you understand the basics of three types of area charts, let’s walk through the process of creating one in Excel.

excel charts different types of area charts

2.1. Step-by-Step Guide

1. Prepare your data in a tabular format, with categories in the first column and values in subsequent columns. For this example, let’s use the following data:

2. Select the entire data range, including headers (A1:C13 in this example).

3. Go to the Insert tab on the ribbon and click on the Area chart button (under the Charts group).

4. Choose the desired area chart type from the dropdown menu, such as Stacked Area or 100% Stacked Area.

Excel will create an area chart based on your selected data range and chart type.

excel charts inserting area charts

2.2. Formatting and Customizing the Chart

Once you have created your area chart, you can customize it to enhance its appearance and readability.

1. Chart and Axis Titles: Click on the chart title or axis titles to edit the text. Use descriptive and concise titles that clearly communicate the purpose and content of your chart.

2. Chart Area and Plot Area: Right-click on the chart area or plot area and select Format Chart Area or Format Plot Area. In the Format pane, you can adjust the fill color, border, and shadow options to customize the appearance of your chart.

3. Colors, Fonts, and Styles: Click on any data series to select it, then right-click and choose Format Data Series. In the Format pane, you can modify the fill color, line color, and line style for each series. To change the font style or size for the chart elements, click on the element and use the formatting options on the Home tab or the Format pane.

4. Data Labels and Legend: To add data labels, click on the chart and go to the Design tab. Click on the Add Chart Element button and choose Data Labels. To customize the legend, right-click on it and select Format Legend. In the Format pane, you can adjust the legend position, font, and appearance.

By formatting and customizing your area chart, you can create a visually appealing and informative representation of your own data set that aligns with your brand and communicates your message effectively.

excel charts formatting and customizing area charts
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3. Analyzing Data with Area Charts

Creating an area chart is just the beginning; interpreting the data and deriving insights is crucial for informed decision-making.

3.1. Interpretation of Trends and Patterns

Area chart types of charts are particularly useful for identifying trends and patterns in data over time. When analyzing an area chart, look for:

1. Upward trends: If the area is consistently increasing from left to right, it indicates growth or positive change over time.

2. Downward trends: If the area is consistently decreasing from left to right, it indicates decline or negative change over time.

3. Stable trends: If the area remains relatively flat or horizontal, it suggests little or no change over time.

4. Seasonal or cyclical patterns: Look for repeating patterns or cycles in the data, such as annual or quarterly fluctuations.

5. Anomalies or outliers: Identify any unusual or unexpected changes in the data that deviate from the overall trend.

excel charts stacked area charts

3.2. Comparing Values and Categories

Area charts allow for easy comparison of values across different categories or data series.

1. Relative contribution: In a stacked or 100% stacked area chart, each data series is represented as a colored area. The size of each area relative to the total indicates its contribution or proportion.

2. Largest or smallest values: Identify the categories or time periods with the highest or lowest values by comparing the height of the areas at each point.

3. Rate of change: Observe the steepness of the slopes between data points to determine the rate of change. A steeper slope indicates a faster rate of change, while a gentler slope suggests a slower rate of change.

excel charts comparing values in area charts

3.3. Highlighting Significant Data Points

To emphasize key data points or insights in your area chart:

1. Use data labels: Right-click on a data series and select Add Data Labels. This will display the exact values for each point, making it easier to identify significant highs, lows, or milestones.

2. Add annotations or callouts: Use the Insert tab to add text boxes, arrows, or lines to highlight specific data points and provide additional context or explanations.

3. Format specific data points: Select a data point and use the formatting options to change its color, marker style, or size to make it stand out from the rest of the data.

By analyzing your area chart and highlighting significant data points, you can uncover valuable insights and communicate them effectively to your audience.

excel charts highlighting significant data points in area charts
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4. Advanced Chart Options and Features

Take your area charts to the next level with these advanced options and features in Excel.

4.1. Stacked Area Charts vs. Non-Stacked Area Charts

Stacked area charts and non-stacked area charts serve different purposes in data visualization.

Non-stacked area charts (or simple area charts) are best for displaying a single data series or comparing the trends of a few data series without emphasizing the cumulative effect.

Stacked area charts are ideal for showing the cumulative effect of multiple data series and the relative contribution of each series to the total.

To switch between non-stacked area charts and stacked:

1. Click on the chart to select it.

2. Go to the Design tab and click on the Change Chart Type button.

3. In the Change Chart Type dialog box, choose the desired stacked or non-stacked area chart type.

excel charts stacked vs non stacked area charts

4.2. Using Multiple Data Series

Area charts can display multiple data series, allowing for comparison and analysis of different categories or variables.

To add or remove data series:

1. Click on the chart to select it.

2. Go to the Design tab and click on the Select Data button.

3. In the Select Data Source dialog box, click on the Add button to include additional data series or the Remove button to remove unwanted series.

excel charts using multiple data series in area chart

4. Modify the series name and values as needed, then click OK. Update the Horizontal axis to months, then click OK. Product 3 is added to your chart.

When using multiple data series, ensure that the colors and labels to visualize data in are distinct and easily distinguishable to avoid confusion.

excel charts area chart with multiple data series final result

4.3. Customizing Axis, Labels, and Colors

Fine-tuning the axes, labels, and colors of add in your area chart can greatly enhance its readability and visual appeal.

1. Axis scales and intervals: Right-click on the horizontal or vertical axis and select Format Axis. In the Format Axis pane, you can adjust the minimum and maximum values, the units, and the tick mark spacing to optimize the axis scale for your data.

2. Axis labels and tick marks: In the Format Axis pane, you can also customize the font, size, and color of the axis labels and tick marks to improve readability.

3. Color schemes: Click on the chart to select it, then go to the Design tab. In the Chart Styles group, click on the Change Colors button to choose from a variety of predefined color schemes or create a custom color palette that aligns with your brand.

4. Gradient fills and transparency: To add visual depth and interest to your area chart, right-click on a data series and select Format Data Series. In the Format pane, under the Fill & Line tab, you can apply gradient fills or adjust the transparency of the area to create a more engaging and professional look.

By customizing these elements, you can create an area chart that effectively communicates your data story and captures your audience’s attention.

excel charts customizing axis, label and colors in area chart
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5. Tips for Effective Area Chart

To create impactful and meaningful area charts, consider the following tips:

1. Keep it simple: Avoid clutter and excessive detail that can distract from the main message. Focus on the most important data points and trends.

2. Use clear and concise labels: Ensure that your chart and axis titles, data labels, and legend are easily readable and understand able to your audience.

3. Choose appropriate colors: Use colors that are distinct, visually appealing, and aligned with your brand. Avoid using too many colors or colors that are difficult to distinguish.

4. Highlight key insights: Use data labels, annotations, or formatting to emphasize the most important findings or takeaways from your data.

5. Test with your audience: Share your area chart with others to gather feedback and ensure that your message is clear and easily understood.

excel charts customizing axis, label and colors in area chart
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Frequently Asked Questions

How do I set the area of a chart in Excel?

To set the area of a chart in Excel:

  1. Click on the chart to select it.
  2. Click and drag the resize handles around the chart’s border to adjust its size.
  3. To maintain the chart’s proportions, hold the Shift key while dragging the corner handles.
  4. To move the chart to a different location on the worksheet, click and drag the chart itself.
  5. For more precise control, right-click on the chart and select “Format Chart Area.” In the Format Chart Area pane, you can set exact height and width values.
How do you use an area chart?

Area charts are used to visualize and compare data that changes over time or across categories. To use an area chart effectively:

  1. Organize your data in a tabular format with categories (usually time periods) in the first column and values in subsequent columns.
  2. Select the data range, including headers.
  3. Go to the Insert tab and choose an area chart type that best suits your data and message.
  4. Customize the chart elements, such as titles, labels, colors, and formatting, to enhance clarity and visual appeal.
  5. Analyze the chart to identify trends, patterns, and key insights, and use these findings to inform decisions or communicate with your audience.
How do I make a square area chart in Excel?

To create a square area chart in Excel:

  1. Create a regular area chart by selecting your data and inserting an area chart from the Insert tab.
  2. Click on the chart to select it.
  3. Click and drag the corner resize handles while holding the Shift key to maintain the chart’s proportions.
  4. Continue adjusting the size until the chart appears square.
  5. You can also right-click on the chart and select “Format Chart Area” to set equal height and width values for a perfect square.
How do you insert a line or area chart in Excel?

To insert a line or area chart in Excel:

  1. Organize your data in a tabular format with categories in the first column and values in subsequent columns.
  2. Select the data range, including headers.
  3. Go to the Insert tab on the ribbon.
  4. In the Charts group, click on the Line or Area chart dropdown.
  5. Choose the desired line or area chart subtype from the options provided.
  6. Excel will create the selected chart type based on your data.
How do you create an area chart?

To create an area chart in Excel:

  1. Prepare your data in a tabular format with categories in the first column and values in subsequent columns.
  2. Select the data range, including headers.
  3. Go to the Insert tab on the ribbon.
  4. In the Charts group, click on the Area chart dropdown.
  5. Choose the desired area chart subtype, such as 2D Area, Stacked Area, or 100% Stacked Area.
  6. Excel will generate the area chart based on your data and selected subtype.
  7. Customize the chart elements, such as titles, labels, colors, and formatting, to suit your needs and preferences.
How is area chart different from line chart in Excel?

The main difference between area charts and line charts in Excel is the way the data is represented visually:

  • Line charts display data using points connected by lines, without any filled areas below the lines. This emphasizes the trend or change between data points.
  • Area charts, on the other hand, display data using points connected by lines, with the area between the line and the x-axis filled with color or shading. This emphasizes the magnitude of change and the cumulative effect of the data series.
Why use area chart over line chart?

You might choose to use an area chart over a line chart when:

  1. You want to emphasize the magnitude of change over time or across categories, rather than just the trend or direction of change.
  2. You need to compare the cumulative effect of multiple data series, such as the total sales of different product lines.
  3. You want to highlight the relative contribution of each data series to the total, using stacked or 100% stacked area charts.
  4. The filled areas in the chart can help make the data more visually appealing and engaging for your audience.
Why would you use an area chart in Excel?

You would use an area chart in Excel when:

  1. You want to visualize and compare data that changes over time or across categories, such as sales performance, website traffic, or market share.
  2. You need to emphasize the magnitude of change and the cumulative effect of the data series, rather than just the trend or direction of change.
  3. You want to highlight the relative contribution of each data series to the total, using stacked or 100% stacked area charts.
  4. The filled areas in the chart can help make the data more visually appealing and engaging for your audience, especially when presenting to stakeholders or clients.
Why use an area chart in Excel?

You should use an area chart in Excel when:

  1. Your data represents continuous quantities or values over time or categories.
  2. You want to emphasize the magnitude of change and the cumulative effect of the data series.
  3. You need to compare the relative contribution of multiple data series to a total or whole.
  4. The filled areas can help make the data more visually appealing and engaging for your audience.
  5. You want to identify trends, patterns, and anomalies in your data to inform decision-making or communicate insights effectively.

Area charts are particularly useful in business and financial contexts, such as sales performance analysis, market share comparison, and tracking growth or decline trends.

Conclusion

Mastering Excel area charts is essential for creating compelling and informative data visualizations that drive understanding and decision-making. By understanding the different types of area 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 definition, purpose, and types of area charts in Excel.
  • Step-by-step instructions for creating and customizing area charts.
  • Techniques for analyzing data and interpreting trends using area charts.
  • Advanced chart options and features to enhance your visualizations.
  • Tips for effective data visualization and choosing the right chart type.

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

 

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