Charts as Arguments
A chart makes one claim. Choose a type, title the claim, and keep it linked to the data.
This week
Week 5 · Excel Ch. 3 · Excel Project 5. Next: datasets and Tables (lecture 6).
Objectives
After this lecture you should be able to
- State the one claim a chart is supposed to support
- Match that claim to a chart type (column, bar, line, scatter — and when not pie)
- Title axes and the chart with words a reader can check against the sheet
- Paste into Word or PowerPoint as a linked object when the story should update
A chart is a sentence
Not decoration
- Bad title:
Chart 1, Attendance, Sheet1 - Better title:
Club events: film nights drew more attendees than workshops in September - If you cannot finish that sentence, you are not ready to Insert → Chart
- The data rectangle from lecture 2 is the evidence; the chart is the argument (GE Goal 1c / 1d)
Question → series → chart
flowchart LR
Q[Question] --> R[Summary range or Table]
R --> C[Chart]
C --> S[One sentence under the chart]
- Often you chart a summary (
COUNTIF of Review vs OK), not every student ID - A column of 40 names is a table, not a chart
- Last week’s
Status column is a good source for a two-bar comparison
Choosing a chart type
Start from the comparison
| You want to show | Usually use | Avoid |
| Categories vs a number | Column or bar | 3-D column |
| Change over time | Line (time on x) | Category axis that is not in order |
| Relationship of two numbers | Scatter | Line connecting unordered IDs |
| Parts of one whole, few slices | Pie, maybe | Pie for many categories or for comparing two years |
| Distribution | Histogram / box (if available) | A pie of bins you made by hand without saying so |
Pie charts are a special case
- They encode parts of a single total
- Humans compare angles poorly; a bar chart is usually clearer
- Never: pie of “sales by month” (not a part-whole of one moment)
- If you use one: few slices, labeled with values, no 3-D explosion
Combo charts and two axes
- Two vertical axes can make a small series look huge
- If you use a secondary axis, say so in the caption
- Default instinct: two charts, or index both series to a common scale
Design that does not lie
Honest defaults
- Start column/bar axes at zero unless you have a written reason not to
- Time goes left → right; sort the Table first
- One color story: data vs highlight, not a rainbow of categories
- Gridlines light; data labels only when they do not collide
- Excel Ch. 3: chart styles and layouts are costumes — they do not fix a wrong type
Sparklines
- Mini line/column inside a cell: trend per row
- Good for “each section’s weekly attendance” next to the name
- Still need a full chart when the claim is the point of a slide
Source and refresh
- Click the chart: which range is highlighted?
- If you add rows, a Table as the source (next lecture) expands; a static
A1:B6 does not - Moving a chart to a
Charts sheet is fine; keep the data on Data
Charts in Word and PowerPoint
Linked vs picture
- Linked (Paste Special → keep source formatting / link): updates when the workbook changes
- Picture: a frozen snapshot — use when you email a deck without the
.xlsx - Say in a footnote which one you used
- Never type a number on a slide that is not in the workbook
Caption in Word
- One sentence: claim + caveat (“September only; waitlist not counted”)
- That caption is the analysis; the figure is evidence
- Same habit as a lab report (GE Goal 3)
Try this in Excel
Lab 5 — Chart one claim
-
From the gradebook or event Table, build a two-column summary (Status | Count) with COUNTIF |
- Insert a clustered column chart (not 3-D, not pie)
- Chart title = the claim in words
- Vertical axis title =
Number of students (or events) - Move the chart to a
Charts sheet; leave the summary next to the data or on Summary - Paste the chart into a blank PowerPoint slide as a link; change one source count; refresh and confirm the slide intent
- In Word, write the caption sentence including one limitation
Lab 5b — A chart that should not exist
- Chart every student ID vs weighted total as a pie
- Write three reasons this fails (part-whole? too many slices? IDs are not a composition?)
- Replace it with a column of counts or a histogram-style bin chart if you have bins
Discussion
- Designate a note-taker
- When is a table clearer than a chart?
- If Copilot “makes a chart,” what do you inspect first: type, source range, or title?
Takeaways
Carry these into Tables week
- One claim per chart; title the claim
- Type follows the comparison; pie is rarely the answer
- Link to Word/PowerPoint when the numbers still live in Excel
- Next lecture: Tables so charts, filters, and formulas keep up when rows are added
Placeholder notes for expansion
- Screenshot: Select Data dialog
- Histogram / Pareto if the Excel 365 version includes them
- Accessibility: don’t rely on color alone