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Which Excel Chart to Use: Column, Line, Pie, Bar, Combo and More

Zoya has to show three things in one meeting: sales by city, the monthly trend, and how orders split by payment mode. She puts all three in pie charts and nobody can read them. The question decides the chart: compare cities with a column chart, show the trend with a line, and use a pie only for a small split.

Choose a chart by the question you want to answer. Comparing items, showing change over time, showing parts of a whole and showing a relationship each have a best chart.

Download the practice file (chart-types-when-to-use.xlsx)

Excel file, 8 KB. It has the sample data used below. All numbers in this workbook are fictional teaching data, not real company figures.

Quick answer

  1. Write the question first, for example "Which city sold most?".
  2. Pick the chart from the table below.
  3. Select the data (labels and numbers) and press Alt + F1 for a quick chart, or use Insert > Recommended Charts.
  4. Change the type with Chart Design > Change Chart Type.
  5. Give the chart a title that states the answer, like "Pune sold the most in September".

Question → chart

Your questionBest chartExample
Which item is bigger?Clustered ColumnSales by city
Same, but long labels or many itemsClustered Bar (horizontal)Sales by 15 products
How did it change over time?LineMonthly revenue Jan-Dec
What share does each part have? (2-5 parts)Pie or DoughnutOrders by payment mode
Two measures with different unitsCombo (column + line on a secondary axis)Revenue (₹) and orders (count) by month
Is there a relationship between two numbers?ScatterAd spend vs leads
How is a total built up step by step?WaterfallOpening cash → closing cash
Where do values fall (spread)?HistogramDelivery minutes
How do stages drop off?FunnelLeads → demos → admissions

Five rules that make any chart readable

  1. Start the value axis of a column or bar chart at 0. A cut axis makes small differences look huge.
  2. Sort bars from largest to smallest unless the order means something (like months).
  3. Use one colour, and a second colour only to highlight the point you are making.
  4. Remove what you do not need: gridlines, 3D effects, legends with one series.
  5. Put data labels on a few key points instead of every bar.

Charts to avoid

  • 3D pie and 3D column charts: the angle changes how big each slice looks.
  • Pie charts with more than five slices: use a bar chart instead.
  • Line charts for categories that are not in order (cities): use columns.

Build a combo chart in five steps

  1. Select the month, revenue and orders columns on the Combo sheet of the practice file.
  2. Click Insert > Recommended Charts > All Charts > Combo.
  3. Set Revenue to Clustered Column.
  4. Set Orders to Line and tick Secondary Axis.
  5. Click OK and add axis titles with Chart Elements (+) > Axis Titles.

Ravindra Bagale's Tip

Write the chart title as the answer, not the topic. "Nagpur grew fastest in Q3" is read in two seconds; "Sales by city" makes people work it out themselves.

Practice task

  1. Open the Cities sheet and make a clustered column chart (Alt + F1).
  2. Sort the data from largest to smallest and watch the chart reorder.
  3. On Months, make a line chart of revenue.
  4. On Payment, make a doughnut chart of the four payment modes.
  5. On Combo, build the revenue + orders combo chart with a secondary axis.

Frequently asked questions

What is the shortcut for a quick chart?

Alt + F1 puts a chart on the same sheet; F11 puts it on a new chart sheet.

When should I use a pie chart?

Only for parts of one whole, with five or fewer parts that add up to 100%.

How do I add a secondary axis?

Right-click the series > Format Data Series > Secondary Axis, or use the Combo chart type.

Why does my line chart treat dates strangely?

Excel may use a date axis with gaps. Right-click the axis > Format Axis > Text axis if you want evenly spaced labels.