The colours used are entirely personal choice however, using a theme tends to look more professional than a set of random bright colours. Using shades of one colour can become difficult to interpret especially when there are more than a couple of series to display on the legend.
If the chart will be printed in black and white it will be important to ensure the different coloured series can still be interpreted and thus test it out to ensure clarity – the use of Pattern Fill for charts with areas can assist for black and white presentations. To access these: right click the data series, select Format Data Series, choose the tipping paint point and select the Fill options. Pattern Fill is the fifth option on the list.
At the bottom of the list is Customize Colors which allows you to build your own palette which can be great to set up a series that aligns to your corporate or client colours.
Be careful when you change the colour palette as all charts using that palette will change not just the one you are editing.
Shadows can be an effective way to ‘lift’ a chart off the page. What is created is a rather curious illusion through a medium that for all other aspects of reporting is a 2D piece of paper. When shadows are overdone it can appear to add another data series for which there is no explanation.
The following two examples show a sales chart with and without shadow.
To use shadows, right click any data series and select series options. The first set of options is Shadow. Below that are further options to cover Glow, Soft edges and 3-D format.
Transparency is also a setting that can be set for displaying the main data series and thus for charts where there is overlap it can be a helpful way to see all the displayed data.
Instead of using colours, shades and patterns for filling block charts you can use images.
There are two modes - Stretch, whereby the image is stretched (distorted) to fill the area and Stacked whereby the aspect ratio is maintained (retaining the image integrity) and multiple images are stacked on top of each other to fill the bars.
To use this feature, select the Fill area of Series Options and choose Picture or texture fill. The texture provides various images of materials. For a picture click on the Insert button below Picture source and load an image. The stretch and stack options are beneath the Insert button.
Just as we can add colours, patterns and images to a data series you can also add them to the background. Right click the background area where no data is displayed and select Format Plot Area and the same options appear as for the data.
In the chart below a picture of a market stall is showed as the background. All colourful, but how clear is the final product in conveying the message you want to present?
In the next blog we will cover Data series, dual axis, multi-chart overlays and waterfall charts.
About the author
The series of blogs is written by John Tennent who is a Chartered Accountant and Managing Director of Corporate Edge Ltd. He is a member if the ICAEW Excel Community Advisory Committee. He is the Author of ‘The Economist Guide to Business Modelling’ and both builds models for clients as well as runs training courses to help people build their own models.