Peltier Tech Blog

Excel Charting Utilities | Custom Solutions | Training | Charts and Tutorials | PTS Blog

 

Main menu:

 
Peltier Tech
Chart Utilities

PTS Waterfall Chart Utility
PTS Cluster-Stack Column Chart Utility
PTS Box and Whisker Chart Utility
PTS Marimekko Chart Utility
PTS Dot Plot Utility
PTS Cascade Chart Utility

Subscribe

Site search

Subscribe

Site search


Recent Posts

Recently Commented

Popular Posts

Archive


 

Categories


 

Buy me a coffee

If this topic or the whole blog has been helpful, support further development by treating me to a cup of coffee.


Privacy Policy

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

Selecting a Meaningful Series Order

by Jon Peltier
Tuesday, November 24th, 2009
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

In In what order to display data series?, Jan Schultink of Slides That Stick suggested changing series order to make your point clearer. In Jan’s example, he had three series in a stacked column chart.

Stacked Column Chart - Original Order

The upper two series in the stack are almost constant from year to year, while the bottom series is increasing steadily. This chart may not tell a story as clearly as it could.

Reordered Stacked Charts

To show that the orange and brown series are almost constant and the yellow series accounts for most of the variation in the total, you could rearrange the order of the stacked series.

Stacked Column Chart - Reordered

In many cases, this is all you need to do. This particular data set was uniquely suited for this arrangement of stacked series, and rearranging the series told a nice little story. As Jan said in a follow-up comment, and I’m paraphrasing, when you’re making a presentation for the boss, each chart is a custom experience, and you do what seems to make sense.

But what if there’s some kind of relationship between the three series? Suppose in the original chart they were stacked in A-B-C order. In our rearranged chart, the order is now B-C-A. This may be awkward, but we can reorder the series again into C-B-A order, which is less disruptive.

Stacked Column Chart - Reordered Twice

What if the original series showed first quarter data on the bottom, then second quarter data, then third quarter data? It hardly makes sense to plot second quarter on third and first on second.

And what if you didn’t have two essentially constant series? Rearranging the order of the stacked series may not help.

Line Chart

We can change the chart to a line chart, and add a total series. This shows as well as the reordered stacked charts that the yellow accounts for most of the total growth, and it does not give any meaning to the order of series, which a stacked chart may imply.

Line Chart With Total

An added benefit is that we can compare all data points. It may not always be clear in the stacked charts whether the brown series has greater values than the orange series. In the line chart there’s no mystery: the marker placement makes it obvious, even without the data labels.

Stacked Line Charts

You could show the same data in a stacked line chart (unsorted and sorted).

Stacked Line Chart - – - Stacked Line Chart - Reordered

It shows the data fine, and if your three series are first, second, and third quarter, the lines plotted in that order show 1Q YTD, 2Q YTD, and 3Q YTD.

But stacked line charts are difficult to interpret and may be deceiving. A frequent problem in the online help forums is:

My line chart doesn’t plot correctly. The first series has greater values than the second, but the second is plotted higher. It’s almost like the second series plots the sum of the first and second series.

That’s right, because the user clicked on the second line chart icon, not the first. And not just this user. I suspect that half the time the stacked line chart type is used, it is used  unintentionally.

Related Posts:

Bookmark and share this entry:
  • Twitter
  • Digg
  • Facebook
  • LinkedIn
  • del.icio.us
  • Technorati
  • StumbleUpon
  • Google Bookmarks
  • Reddit
  • MySpace
  • Slashdot
  • Yahoo! Buzz
  • Tumblr

Learn how to create Excel dashboards.

Comments


Comment from Bruce Gabrielle
Time: Wednesday, November 25, 2009, 3:41 pm

Very nice elaboration on Jan’s original post.

The point being, as Jan points out on his blog, as the chart creator you need to decide what message you are trying to send and take control of your charts. Don’t just accept the defaults.

In this case, the line chart tell the story more clearly than a stacked bar chart.


Comment from Jan Schultink
Time: Tuesday, December 15, 2009, 5:52 am

Thank you Jon for adding your ideas.

Write a comment

I welcome comments from my readers. If you have an opinion on this post, if you have a question or if there is anything to add, I want to hear from you. Whether you agree or disagree, please join the discussion.

If you want to include an image in your comment, post it on your own site or on one of the many free image sharing sites, and include a link in your comment. I'll download your image and insert the necessary html to display the image inline.

Read the PTS Blog Comment Policy.





Subscribe without commenting

PTS Waterfall Chart Utility PTS Cluster-Stack Column Chart Utility PTS Box and Whisker Chart Utility PTS Marimekko Chart Utility PTS Dot Plot Utility PTS Cascade Chart Utility

Create Excel dashboards quickly with Plug-N-Play reports.