How to Create Infographics in Excel with People Graph and Bubbles

Step-by-step

Two free Excel add-ins that turn a summary into an infographic: People Graph and Bubbles. Both use the same sales data, summarised in a PivotTable first.

1. Summarise the data with a PivotTable

Click inside the data and go to Insert > PivotTable > New Worksheet. Rename the sheet (for example Add-ins). Drag SalesPersonID to Rows and OrderID to Values. Order ID is an identifier, so open Value Field Settings and change Sum to Count. Add TotalDue to Values as a sum, then right-click the count column and sort largest to smallest.

2. Insert People Graph

Find Get Add-ins on the Home tab (or on the Insert tab, depending on your version). Search for People Graph and click Add. It starts with sample data.

3. Point it at your data

Click the graph, then its Data button > Select Data, and select two columns: salesperson and order count (A4:B53). Click Create.

4. Filter to collectable orders

Drag Status into the PivotTable’s Filters, tick Select Multiple Items and keep only the statuses that can still bring money in (due, paid and past due), leaving out cancelled and returned. The People Graph updates. Change its title to something like Collectable activities.

5. Try the Bubbles add-in

Open Get Add-ins again, search for Bubbles and add it. Click Select Table and choose A4:C53. Bubble size shows the number of orders and colour shows the total due, so you see both measures at once.

6. Choose the one that tells the story

People Graph is simple and instantly readable; Bubbles shows two measures together but takes a moment to read. Not every visual makes the final report. Try both and keep the one that makes your point fastest.

Go further

My Excel Charts, Infographics & Data Visualisation course builds infographic-style visuals natively, no add-ins required.