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How to Use Recommended Charts in Excel (and Avoid Wrong Suggestions)

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Watch: Recommended Charts in 4 minutes

Prefer reading? The same steps are written out below the video.

Step-by-step

Recommended Charts suggests chart types that fit your data, which is a good starting point when you’re not sure how to show something. The example is a small table of average hold times for five call centres.

1. Open Recommended Charts

Click anywhere in the data and go to Insert > Recommended Charts. Excel lists the chart types it thinks suit the data, with a preview of each.

2. Spot the bad suggestions

Some suggestions, like a scatter or line chart, make no sense here. Excel has read the first column (1, 2, 3…) as numbers to plot, when they’re really labels for each call centre.

3. Fix the labels

Make the categories unmistakably text: change 1, 2, 3 to Region 1, Region 2, Region 3 and so on, and give the column a clear header. Clear labels are the single best way to get good suggestions.

4. Pick a sensible chart

Open Recommended Charts again. The scatter plot is gone, because Excel now sees one category column and one number column. Choose the first suggestion, a bar chart: it’s the right tool for comparing values across categories, even if it isn’t the most exciting option.

5. Finish the design yourself

Recommended Charts gives you a starting point, not a finished chart. Add axis titles, remove gridlines you don’t need, sort the bars and add data labels so the chart says what you want it to say.

Go further

My Excel Charts, Infographics & Data Visualisation course teaches when each chart type works, and when it misleads.