Excel Basics · Interactive lesson 9 of 12

Charts

A chart turns a column of numbers into something you can read in two seconds. The chart type you pick should match the question you're actually asking — the same monthly sales below reads differently as a column, a line, or a pie.

BeginnerInteractive

Screens shown: Excel for Microsoft 365 for Windows. Practice works in any browser.

Written tutorialHow to Create a Chart in Excel

Skill check

Try these first:

  • Turn a column of numbers into a column, line, and pie chart.
  • Add a chart title and label the axes.
  • Explain when a pie chart is a poor choice.

All familiar? Skip ahead to M10 — IF Statements.

Teach

What you're learning

Column / bar chart
Comparing amounts across categories — which month sold the most?
Line chart
Showing change over time — the natural fit for a run of months.
Pie chart
Parts of a whole — use sparingly, past 4–5 slices it gets hard to read.
Chart title / axis labels
Tell the reader what they're looking at without needing the surrounding data table.
Changing chart type
The data doesn't need to change — right-click the chart and switch type to see the same numbers a different way.

Where to find it in Excel

Insert›Charts

Swipe sideways to see the whole window.

  1. 1Select the data, then open the Insert tab.
  2. 2Recommended Charts shows previews of charts that suit your data.
  3. 3Or pick a type directly: column, line, pie or bar.
  4. 4Click the chart to edit its title. Chart Design › Change Chart Type switches the type.

Rendered view of Excel for Microsoft 365 (Windows). Ribbon layout can differ slightly on Mac, Excel for the web or a narrow window.

Guided practice

Same six months of sales, three chart types — switch between them and see which tells the story best.

Monthly sales, January through June — column chart.

Tip: reach for a line chart the moment your categories are actually points in time (months, days, years) — it's the one chart type built to show a trend.

Real-world exercise

Chart your own data

Use six months of sales, expenses, or any other running series you have, and build a chart from it. Give it a title and label both axes. Then try it as a pie chart and decide: does it still make sense as parts of a whole, or was a column or line chart the better call?

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