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Highlight Certain Time Periods in a Chart

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2008. All rights reserved.

Sometimes it helps a time series chart if you can highlight certain periods with a different color background. You may want to show financial performance over time, for example, and point out the periods when the economy was in a recession. In this example, I will use a simpler example, plotting the readership of this blog over the past couple months, and highlight weekends.

Timeline Chart with Highlighted Periods

This is accommplished using a combination of a line series to show traffic with a column series to highlight weekends.

The following line chart is a time series of pageviews for the PTS Blog between mid-March and May. There is an obvious cyclical pattern, with weekends having about 40% as much traffic as weekdays.

Timeline Chart with Highlighted Periods

Creation of the column chart series that highlights weekends begins with a column of data added to the worksheet. Next to the already plotted data, enter a 1 where you want the background to be shaded, and zero otherwise. In many cases, this is done manually, but I can use a formula based on the date in column A to calculate 0 or 1:

=1*(MOD(A2,7)<=1)
 

Copy the column of data, select the chart, and use Paste Special to add the data as a new series.

Timeline Chart with Highlighted Periods

The added series is aligned with the bottom of the chart. To make the second series useful, assign it to the secondary axis.

Timeline Chart with Highlighted Periods

Change the secondary Y axis scale so it has min and max of 0 and 1. In fact, if you use 1, the top edge of the chart will be obscured by the top edge of the column series (when you convert the second line series to a column), so use something slightly larger, for example, 1.005.

Timeline Chart with Highlighted Periods

Format the secondary Y axis to hide it: choose no line, no major or minor tick marks, and no tick labels.

Timeline Chart with Highlighted Periods

Change the second series to a column type. Right click on the series, choose Chart Type or Change Chart Type (depending on Excel version), and choose the first column type, clustered column.

Timeline Chart with Highlighted Periods

Format the column series to make a nicer background. Remove the border, change the gap width to zero, and use a light color. I’ve changed my Excel 2003 color palette so the light gray is a couple of clicks lighter than the default gray.

Timeline Chart with Highlighted Periods

With the weekends highlighted, it’s easy to see that weekends have lower traffic than weekdays, and it allows us to identify a couple of low traffic weekdays. In this chart, we see that on April 3 (the day I switched hosting companies and the blog was down for several hours) and on May 26 (Memorial Day holiday in the US), the PTS Blog had lower traffic than expected for a weekday.

I noticed that Professor Tim Mayes of the Excel Blog wrote a similar post last month, showing how to indicate recession periods on a time series of an economic indicator, in Charting Economic Time Series with Shaded Recessions. This is a nice blog, with good how-to exercises, mostly geared toward Excel 2007, taking examples from the field of finance.

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Comments

Comment from Mike Alexander
Time: Monday, June 2, 2008, 10:12 am

Very useful Jon. I have a customer who wants to show progress on a project, but he hates gannt charts. I think I’ll use this technique to show a timeline view instead of a gannt view.


Comment from Marty
Time: Monday, June 2, 2008, 12:47 pm

Jon,

THANK YOU. I will work on it tonight and I learned more about the other chart from some of the posts.

Marty :):)


Comment from Marty
Time: Monday, June 2, 2008, 1:33 pm

Jon

On this chart could you have ended with the last look but with the numbers on the right side?

Marty


Comment from Jon Peltier
Time: Monday, June 2, 2008, 2:12 pm

Marty -

Double click the bottom axis, check the box for “Value (Y) Axis Crosses at Maximum”.

Plus a little stray formatting.


Comment from derek
Time: Tuesday, June 3, 2008, 11:49 am

I sometimes keep the secondary axis, but format it to look identical to the primary axis, so the graph has labels on both sides. Showy, and strictly unecessary (Tufte would frown) but it impresses the management, and is sometimes handy for graphs that are long thin strips.


Comment from Jon Peltier
Time: Tuesday, June 3, 2008, 12:14 pm

“Tufte would frown but it impresses the management”

I’ll bet Tufte never had to deal with management.


Comment from Brian Johnson
Time: Thursday, July 10, 2008, 1:23 pm

How do you keep the X-axes aligned?

I am attempting to follow the directions here - but the X-axis for the column series is not aligned with the X-axis for the XY series.


Comment from Jon Peltier
Time: Thursday, July 10, 2008, 1:29 pm

Brian - I made my chart using a combination of column and line series (not XY series). Line charts and column charts use the same type of X axis, so there is no problem with the combination.


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