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How to Create Formatting Charts in Advanced Excel?

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  • Last Updated : 03 Jan, 2023
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Chart formatting is used to easily add a certain set of styles such as colors, patterns for data representation, legends, axis title, chart title, etc. We add these formatting styles to enhance the visualization of charts and also, it will help for data analysis. One of the best ways to format the charts is to use built-in formatting tools provided by Excel. The Format Pane is introduced in Excel 2013 which provides a chart formatting option for various different chart elements. In order to access the formatting pane, we need to Select Chart Element > Right-Click > Format<chart_element> excel will open a Format Pane for that particular chart element on the right side of the spreadsheet.

Steps to create a Formatting Chart in Excel

In this example, we will create a column chart and format its various chart elements. We will use random sales data for different courses for this.

Step 1: Create Dataset

In this step, we will be creating the dataset using the following random sales data for different courses.

Create dataset using courses and sales

Fig 1 – Dataset

Step 2: Insert Chart

Now, we will be inserting the chart for our dataset. In order to do this, we need to Select Data and then navigate to Insert. Then click on Charts and then select Column Chart there.

Inserting chart steps

Fig 2 – Insert Chart

By doing this, Excel will automatically insert a column chart for our dataset.

Chart insert

Fig 3 – Column Chart

Step 3: Format Axis

In this step, we will format the chart axis. For this first Select Axis and then Right-Click on it and then select Format Axis.

For change the axis, select the format axis

Fig 4 – Format Axis

Once we click on Format Axis option, Excel will automatically open a Format Axis Pane.

Format axis pane open

Fig 5 – Format Axis

Using the format axis pane, we can format our chart axis according to our requirements. Here, we are going to change units to display in Hundreds and Tick Mark as Inside for Minor Type.

change display unit and tick mark in format axis

Fig 6 – Format Axis

Similarly, we will also change the Tick Marks for Minor Type to Inside for Horizontal-Axis and we will get the following output.

Formatted axis output

Fig 7 – Formatted Axis Output

Step 4: Format Chart Area

In this step, we will format the Chart Area. In order to make the chart look more enhanced and cleaner. For this Select Chart Area and then Right Click on it and select Format Chart Area. Please, make sure to click on Chart Area, not the Plot Area.

Format the chart area

Fig 8 – Chart Area & Plot Area

Once we select the chart area and perform the above operation, excel will open Format Chart Area Pane.

Format chart area pane open

Fig 9 – Format Char Area Options

In order to format the chart area pane, we are adding gradient color to our chart. For this go to Format Chart Area and then click on Fill & Line and select Gradient Fill.

Adding gradient color to our chart

Fig 10 – Gradient Fill

Once we choose Gradient fill option, excel will automatically fill the gradient color to our Chart Area. Similarly, we will also add the Gradient Fill to our Plot Area, and we will get the following output.

After color chart and Plot area output

Fig 11 – Formatted Chart & Plot Area Output

Step 5: Format Chart Title

In this step, we will format the Chart Title. In order to make the chart look more enhanced and cleaner. For this Select Chart Title and then Right Click on it and select Format Chart Title. This will open the Format Chart Title pane on the right side of the spreadsheet.

Format chart title dialog box is open, after selecting chart title

Fig 12 – Format Chart Title

Using Format Chart Title, we are choosing the Gradient Fill option to fill gradient color to our chart title. Also, we will change the title to Sales Chart. After adding these changes, we will get the following output.

Formatted chart title output

Fig 13 – Formatted Chart Title

Step 6: Format Data Series

In this step, we will format the Chart Data Series. In order to make the chart look more enhanced and cleaner. For this Select Chart Data Series and then Right Click on it and select Format Data Series.

Select chart data series and then click format data series

Fig 14 – Format Data Series

This will open the Format Data Series pane on the right side of the excel spreadsheet. Using the Format Data Series, we will add a 3-D effect to our data series.

Format data series pane is open. and add 3-D effect here.

Fig 15 – Format Data Series

Once we add the 3-D effect to our data series we will get the following final output.

Final output of the chart

Fig 16 – Output


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