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Excel Chart Color Update

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

In Using Colors in Excel Charts I discussed a lot of details about Excel colors, predominantly in Excel 2003, and specifically with charting in mind. I mentioned the Color Brewer, a neat little utility for selecting colors and designing color palettes. In ColorBrewer2.org Mark Harrower of Axis Maps announced Color Brewer 2, which updates the 8-year-old Color Brewer (that’s 56 in dog years, and 80 in web years, as Mark says). The new tool is available at ColorBrewer2.org.

After my earlier article about chart colors, I used a ColorBrewer-derived palette in Excel 2003. At this point, though, I’ve decided I’m not terribly fond of this palette: the colors are fine together, but they are not the “pure” colors I’d like. The red has an orange tinge, the green is shaded somewhat towards blue, the blue is a bit purplish, etc.

So I’ve changed palettes to be more in line with the colors that one would expect to find, as set forth by Stephen Few.

Here are the default Excel palette, my previous palette, and my current palette. Notable changes are the evolution from Excel’s unattractive default charting colors in the bottom two rows of the palette, to the ColorBrewer derived colors, to the Few inspired colors. In the earlier custom palette (center) I also lightened up some grays in the right column of the palette, and also changed the green color (fourth tile in the third row) to something more visible. I replaced some default colors from the fifth row of the palette with the lighter versions of the Few inspired colors, so I moved these replaced colors to the top row, where the default colors are all too dark to distinguish (though I may decide to bring back the brown color).

Default Excel 2003 Color Palette – - – Jon's Earlier Excel 2003 Color Palette – - – Jon's Current Excel 2003 Color Palette

Here is the ColorBrewer2.0 screen for the colors in my earlier palette. Compare the bottom row of the center palette above to the column of colors in the bottom left of the ColorBrewer screen.

Updated ColorBrewer2.0 Display, Basis for Jon's Earlier Palette

And here is an excerpt from Stephen Few’s white paper Practical Rules for Using Color in Charts where he talks about colors. I’ve used Few’s darkest set of colors (middle row) for my dark chart colors, I’ve lightened his medium-dark colors (top row) somewhat for my chart fill colors, and I’ve added highlighting colors which are slightly darker than his light colors (bottom row).

Stephen Few's Explanation of Colors, Basis for Jon's Current Palette

Why am I still worrying about the Excel 2003 color palette? I suppose I should start using Excel 2007 more, especially since the release of the Excel 2010 beta is imminent. But I have not yet become comfortable in Excel 2007, especially for charting, so I would just as soon use 2003. I will keep using 2003 for my chart images, and if a protocol in 2007 differs by enough to confuse readers, I will then capture whatever screen shots are needed.

If you are thinking about colors for a blog or web page theme rather than for Excel, check out the Color Sceme Designer. It is pretty flexible. Its emphasis is on graphic design colors for web page schemes, not for charting (though the two purposes are related).

Update 30 June 2009

I’ve updated the Palette Chooser utility so it includes the original and adjusted Few-inspired palettes. The Palette Chooser was created in Excel 2003, and should also work in Excel 2002 and 2000. I don’t know whether it will work in Excel 97 or in any flavor of MacExcel, and it is irrelevant to Excel 2007.

Download and unzip the Palette Chooser zipped workbook. When the file is opened, the Format menu has an added item called Custom Palette; this menu item is removed when the file is closed.

Palette Chooser Menu

Colors are stored in the Colors worksheet of PaletteChooser.xls. Palettes are laid out in four-column ranges, with the color index, red, green, and blue values for each color to be modified. Follow the same format to define your own color palette, then assign a worksheet-level name to the range containing your definitions. This name is what is listed in the Palette Chooser dialog.

To modify the palette of a workbook, activate it first before selecting the Custom Palette menu item. The Custom Palette command launches the Palette Chooser dialog. The listbox includes a Reset item, which reverts to the palette which was active in the workbook when the dialog launched. The other listbox items are palettes defined by the named ranges containing the color information.

Palette Chooser Dialog

Here are the Set2_Dark2 (my previous palette) and Paired palettes, based on ColorBrewer:

Jon's Earlier Excel 2003 Color Palette – - – Paired-Color Excel 2003 Color Palette

Here are the Pastel1_Set1 and Pastel2_Set2 palettes, also based on ColorBrewer:

Excel 2003 Pastel-1 Color Palette – - – Excel 2003 Pastel-2 Color Palette

Here are the original and adjusted Stephen Few-inspired palettes:

Excel 2003 Color Palette Inspired by Stephen Few – - – Excel 2003 Color Palette Inspired by Stephen Few and Adjusted by Jon Peltier


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Comments


Comment from jeff weir
Time: Tuesday, June 30, 2009, 3:35 am

Color? Luxury. I’m using an old black and white Atari Home Pong console as a monitor. Even worse, as a keyboard too. I can only write comments on blog posts by slowly scrolling through the alphabet using nothing more than the up/down motion of the joystick, and one red input button. It’s so slow, that by the time I’ve finished writing a sentence, I’ve forgotten why I started it. And then I forget what I wrote already, cause the Pong console only displays 30 at a time. Color? Luxury. I’m using an old black and white Atari Home Pong console …


Comment from dermotb
Time: Tuesday, June 30, 2009, 3:56 am

nice post, Jon


Comment from Jon Peltier
Time: Tuesday, June 30, 2009, 6:26 am

Jeff – You should at least upgrade to Excel 4.0! That might be the last version that was compatible with Atari.


Comment from Thom Mitchell
Time: Tuesday, June 30, 2009, 8:27 am

And I thought I was stubborn, cheap and rapidly becoming a cranky, old man using Excel 2000. Of course I can still be all those things, but at least Excel 2000 isn’t the immediate give-away! Great post, Jon; thank you!


Comment from Excel training
Time: Tuesday, June 30, 2009, 8:31 am

I have always been frustrated by the lack of colors in Excel. This is a cool utility


Comment from Jon Peltier
Time: Tuesday, June 30, 2009, 9:03 am

Billy -

There’s really been no *lack* of colors in Excel. 56 colors are way more than are needed for most purposes. The problem is that people don’t know how to select an effective palette of 56 good colors. Even if they know how to use Tools – Options, the average user is hard-pressed to come up with anything much better than the default color palette. This is a gap which resources like ColorBrewer and Stephen Few’s books and white papers fill very well.


Comment from General Ledger
Time: Tuesday, June 30, 2009, 1:01 pm

When dealing with colors, please keep in mind that your client/user may be color blind (like me).

Fortunately I am not completely color blind but do have trouble between certain colors. I hate it when the weather man shows maps of swirling colors and says the area of green is clear but red is stormy. Which area is which color?

Other formatting schemes are much more universally recognized such as stripes, checker board, and poka dots, all using black and white of course.


Comment from Andreas
Time: Tuesday, June 30, 2009, 1:26 pm

Jon,

Have you had a chance to use the Tamer colors?

http://peltiertech.com/WordPress/bonavista-releases-chart-tamer/

Maureen Stone (a color expert who designed the colors for Tableau) designed a color palette for Chart Tamer. She used Stephen Few colors (the ones you use in your color picker tool) as a Starting point and created a set colors tables.

Maureen published a nice PDF file where she describes the process of creating the Tamer colors:
http://www.stonesc.com/Vis08_Workshop/slides/Chart%20Tamer%20Colors.pdf

Andreas


Comment from Jon Peltier
Time: Tuesday, June 30, 2009, 1:35 pm

Actually, I have that in the back of my mind, but I usually don’t implement it. ColorBrewer does have a colorblind-safe setting, and I’ve come across other web sites that let you submit a palette or image and it will show how it appears to people with various color deficiencies. I should see how my palette sizes up. That’ll give me a topic for another blog post.


Comment from Jon Peltier
Time: Tuesday, June 30, 2009, 1:41 pm

Andreas -

I did try out the Chart Tamer, and I did like the colors it uses. The interface was a bit awkward, at least at first, though compared to any version of any Office application it was totally excellent.

One thing that bothered me about the Chart Tamer was the way it applied its color palette without sufficient warning. In general it’s not such a bad thing. However, if I had designed a corporate palette to match the logo of a client, this color scheme was likely to be wiped out by the Chart Tamer’s palette. Even if it were not obliterated, the colors would probably have to be assigned to different color index values, so any affected workbook would have to be recolored.

While this is not really a fault of the Chart Tamer, it was enough of a problem that I decided to uninstall it.


Comment from Mike Alexander
Time: Wednesday, July 1, 2009, 11:47 am

This is very slick Jon.

“it is irrelevant to Excel 2007″

I’m pretty sure even in Excel 2007, the [ColorN] custom number format option still uses the 56 color index. This would help in changing that index spectrum.

So it’s not completely irrelevant. But I get your meaning.


Comment from Jon Peltier
Time: Wednesday, July 1, 2009, 12:12 pm

What’s irrelevant is the thought that you can control the 56 color legacy palette in 2007. It seems that Excel 2007 takes every opportunity to revert to the default palette, and there is no way in the UI to adjust the palette colors.


Pingback from Data Visualization News» Blog Archive » Better Color Palettes for Your Excel Charts [Video Tutorial]
Time: Friday, November 20, 2009, 12:18 pm

[...] Peltier wrote two interesting posts about managing the Excel color palette (here and here) and Stephen Few shares some Practical Rules for Using Color in Charts (PDF). Bonavista’s [...]

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