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Inserting Bubble charts

Bubble Charts are standard but not commonly used charts in Excel. Watch Paula demonstrate how to insert a Bubble chart.
-We’re going to insert a bubble chart to excel now. And as we mentioned, a bubble chart is very like a scatter chart except for it has an additional dimension. It has a size dimension for the third dimension, and quite often, it will have a fourth dimension, and the fourth dimension being an actual color dimension. I have a small sample set of data here that has four variables. We have the division, we have the units sold, the sales, the percentage GP contribution. And there are four different variables and we’re going to use a bubble chart to visualize this. So what we’re going to do is I am going to go to insert and I am going to insert a bubble chart.
Now, I want to insert a 3D bubble chart this time. And I say 3D in that kind of surprising way because up until now, I have always said don’t use 3D charts. They can be very misleading. They can be hard to read but the exception to the rule on this is bubble charts. These bubble charts in 3D are just easier to read. They’re more pleasing on the eye. They’re visually appealing, and they really look great in dashboards and in reports. So now that I have my blank template, what we need to do is we need to insert some data. So I need to select some data.
The first lot of data that I am going to select is going to be our units sold. So I’m going to select units sold. And in our X values, I’m going to put in our unit sold values. Then we need our y values. So the X values are going down the bottom and the Y values are going up this way on your chart. So for our Y values, we are going to put in our sales values. Now, if you were using a standard scatter plot, these are the two variables that you would have on the X and the Y coordinates, which is plunk the little dots in based on where these actually match.
But in this case, we’re adding that additional variable and the additional variable is going to be the size of the bubbles. And this is going to be defined by the percentage GP contribution from the division to the overall company. So for our series for the size of the bubble, I’m going to select our cells and now I can press Ok. So we can see that our chart has inserted but it is not a 3D bubble chart. Now I’m not sure why Excel does this. But for some reason, when you select a 3D bubble chart with no data pre-selected, it’s going to convert to a 2D and you have to reconvert back to a 3D.
And I just wanted to demonstrate that to you, that there is a little bit of a problem there. So from my chart design ribbon, I am going to change chart type and I am going to select the bubble, the 3D bubble chart and say okay. Now we can see straight away that the bubbles, they just look that little bit more visually appealing. Now, I also notice that they spread it out a little bit and they spread it out because for some reason when you make this change in Excel… Again, something I wanted to demonstrate is that it removes the X axis. So when you’re putting in your chart, you’ll need to go back in again and select your data.
We can select the units sold and say edit and we’ll see this X series has disappeared. So we need to put in a value, our units sold value into our X series to get the values back on to our chart. So now that they’re in there, I am going to say okay, and I am going to say okay, and I’m going to make this chart a little bit bigger, so you can take a better look at it. So now we have these 3D bubbles. The size of the bubble represents this column of data here, the percentage GP contribution for each division. [END]

You will find the data for this video in the workbook you downloaded at the start of this week. The week 3 workbook. Make sure you can practice along with me and that you are confident with the steps before you move on.

Comment below:

What are your main takeaways from this video? Have you been able to recreate the bubble chart?

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Introduction to Excel Charts for Data Visualisation

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