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Excel Charts for Beginners: How to Pick the Right Chart

By Rinkesh Shah · Business Analyst, 8 years in data · Updated 2026-10-31

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A chart answers one question quickly. The mistake most beginners make is choosing a chart because it looks fancy, not because it fits the question. Start with the question and the right chart follows.

How to insert a chart

Select your data including the headers, go to Insert, Recommended Charts, and pick one. Or press Alt + F1 to drop a default column chart on the sheet instantly.

Comparing categories: column or bar chart

Use a column chart to compare values across a few categories, such as sales by region. Use a bar chart (horizontal) when category names are long.

Trend over time: line chart

Use a line chart when the horizontal axis is time, such as monthly revenue. The line makes the direction obvious.

Share of a total: pie or doughnut

Use it only when you have a few parts (five or fewer) that add up to 100%. For more parts, a sorted bar chart is easier to read.

Relationship between two numbers: scatter chart

Use it to see if two measures move together, such as ad spend and sales.

Make it clean

Charts that update automatically

Build the chart from an Excel Table or a pivot table. When new rows are added, the chart includes them.

Worked example

Select the month and sales columns, then Insert → Recommended Charts. Use a column chart to compare months and a line chart to show a trend over time. Add a title, remove gridlines and label the axes.

Common mistakes

Frequently asked questions

Which chart should I use?

Column for comparison, line for trends, pie only for a few parts of a whole.

How do I add a second axis?

Select the series, Format Data Series → Secondary Axis.

Do charts update with the data?

Yes, and more so if the source is a Table.

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