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Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

Build a Bar-Line Combination Chart

 
by Jon Peltier
Friday, November 13th, 2009
Peltier Technical Services, Inc., Copyright © 2012.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

When you have two series in a chart, and you want to show them using two different chart types, you have a broad array of choices. If you have target and actual data for a set of product attributes, for example, you can make a column-line combination chart readily.

Suppose your data looks like this (ignore the “height” column for now):

Bar-Line Combo Chart Data

Make a column chart with all of the data:

Column Chart with Bar-Line Data

Right click the Actual series, choose Chart Type from the pop up menu, and select a Line Chart subtype:

Column-Line Combo Chart with Bar-Line Data

That was pretty easy.

What if you want to use horizontal bars? Perhaps the attribute labels are too long to make good category labels along the horizontal axis. Long ago I wrote a tutorial on Bar-Line Combination Charts on my web site, but that’s a complicated example. Here’s a new, simpler version of that tutorial.

Let’s try the same approach as above. Here’s a chart with both series as bars:

Bar-Line Combo Chart - Step 1

Right click on the Actual series, choose Chart Type, select the line with markers subtype. That’s no good. The bars increase in value from left to right, while the line values increase bottom to top.

Bar-Line Combo Chart - Step 2

So we need a new approach. Make a bar chart with the Target data.

Bar-Line Combo Chart - Step 3

We want the attributes listed in the opposite order, so format the vertical axis, check Categories in Reverse Order and Value Axis Crosses at Maximum.

Bar-Line Combo Chart - Step 4

Copy the Actual and Height columns of data, select the chart, and use Paste Special to add the data as a new series, series in columns, series names in first row, and categories in first column.

Bar-Line Combo Chart - Step 5

Right click on the Actual series, choose Chart Type, then select the Lines with Markers version of the XY chart type. Since Actual is used for the X values of the XY series, both series show Target and Actual increasing from left to right.

Bar-Line Combo Chart - Step 6

Here is how to compute the values in the Height column. There are five categories (attributes) along the left hand axis, and the XY series markers fall in the middle of each category.Y values for the XY series range from zero at the bottom to 5 at the top of the axis. The first point is for Attribute 1, and is plotted at a height of 4.5. The next one, for Attribute 2, is at 3.5, an so forth, as shown in this chart.

Bar-Line Combo Chart - Step 7

You have to keep both horizontal axes in the chart, and you have to make sure they stay synchronized when the data changes. But you can hide the top horizontal axis: format it so it uses no line and shows no tick labels.

Finished Bar-Line Combo Chart

Well, that wasn’t so hard, either.

Related Posts:

Learn how to create Excel dashboards.

Comments


Comment from DaleW
Time: Tuesday, November 17, 2009, 2:00 pm

Jon, thanks, your recipe for that combo chart wasn’t too hard to follow.

For displaying such target-actual data, your Overapping Bar Chart seems like a more intuitive design, plus is easier to create. Just put the target data in back with the wider bars, of course, to provide the bullet chart lite effect.


Comment from Martín
Time: Wednesday, November 18, 2009, 12:06 pm

Jon,

once again, thanks for being there !

and once again, I feel sooo dumb…… here’s my problem:

I have 3 columns: Office, Revenue (full figures) and headcount.

I was trying to follow your instructions to create the horizontal bars chart, showing the max revenue at the top.

then I wanted to create a line with the headcounts, but you’ve lost me with the Height column.

Any suggestions?

Thanks ind advance !

Martín


Comment from Jon Peltier
Time: Wednesday, November 18, 2009, 12:40 pm

Martin -

How many bars in a series? Call it NThe secondary (XY chart) value axis, the vertical one at the right of the chart, should scale from zero to N. The values should go from 0.5 to N – 0.5. Make sure these values are sorted in the same sense as in my example above.


Comment from Martín
Time: Wednesday, November 18, 2009, 1:59 pm

Jon,

there are 12 series.

what I did was to add another column “Height”, and estimate where the dot should go, on the same scale. it somehow worked, but the problem remains as I cannot show the headcount info.


Comment from Anonymous
Time: Sunday, February 7, 2010, 11:46 am

this is not simplified enough for someone whos just learning what it is to understand


Comment from Jon Peltier
Time: Sunday, February 7, 2010, 1:59 pm

Anonymous – Where do you get stuck?


Comment from Anonymous
Time: Thursday, March 24, 2011, 1:51 pm

I tried both of the solutions and followed step by step, however, the line is on a horizontal way but not vertical direction as showed in your graph. There is no way to change it. Any suggestions? ( I am using Excel 2007).

Thanks you very much!


Comment from Anonymous
Time: Wednesday, May 4, 2011, 6:40 am

Thanks this is Briliiant…was trying to work it out for so long.


Comment from Scott
Time: Wednesday, October 5, 2011, 8:22 pm

Thank you this was very helpful. Any idea how to get the data labels on the “Actual” line in the finished product to display the x-values (ie the “actual values”)? When I turn on data labels I can only get it to display the y-values (the “height values”).

Thanks in advance.


Comment from Jon Peltier
Time: Thursday, October 6, 2011, 6:34 am

Scott -

There are choices when adding data labels that allow you to tailor the content of the labels. But, you have to skip past the lame options on the Chart Tools > Layout Ribbon dropdown, click More Data Label Options at the bottom of the dropdown, and choose from the wider selections in the dialog.

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