How to Create a Scatter Plot in Excel - Examples

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Philippe Gloaguen

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If there is anything that should be essential during a person's complete training, it is knowing how manage Excel tools . And not just knowing how to make a graph, we are referring to all the possible functions that fall within the scope of learning possibilities. Just like a scatter chart in Excel. Both in its installed version and in its online version, where you can easily create spreadsheets.

In Excel possibilities are many. For example advanced line charts or intermediate aspects such as two axis charts. However, it is not possible to cover all aspects in these very modest lines, so we will focus on creating a chart or scatter chart.

You are in the right place to learn a create a scatter chart or diagram in a spreadsheet Excel. And for this we will analyze it below.

How to format the data correctly?

Excel is a calculation tool that covers many areas, used by people and companies all over the world. In the case of creating tables, graphs and diagrams, it offers the possibility of being able format the data , according to our needs. And doing it isn't complicated at all.

To give the correct format we will only have to select the cells that contain the data, then in the Home tab you will click on 'Format' . This way you can give style, shape and all the appropriate format for what you want to do.

Is it better to use a scatter chart or a line chart?

Much can be said on this subject, but it will be necessary to stick to the mathematical field to give it a correct conceptualization. The element consists of two graphs, line chart and scatter chart.

Now, the line graph will be one representation on an axis of Cartesian coordinates in which will be captured different values ​​for study and / or analysis. For its part, the so-called scatter plot is used when there is a degree to which the values ​​in the sets differ, but evaluated according to their average value.

A scatter plot will be a representation of two variables, within a Cartesian graph, in which a conglomerate of data will be analyzed. These may be similarities to each other for a common point.

In answering the question posed, you must first consider with what types of data you will work with to make a decision. If the data does not vary, or in other words, is consistent (a dependent value follows a pattern as independent values ​​vary), then it is best to use a line chart.

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On the other hand, if the data varies positively or negatively (an independent value can produce a greater or lesser dependent value), the ideal is use a scatter chart . This way the data can be better represented, avoiding an inconsistent line chart.

In short, scatter charts are used for represent statistical, scientific and engineering data . This is because it allows a better analysis to be able to modify the axes of the chart as needed.

How to create a great scatter chart?

Excel is famous for enormously facilitating the work of users, which is why we refer at the beginning to the importance of knowing how to use its tools. Being able to create or create a chart or scatter plot in a spreadsheet Excel will be extremely simple. This program has everything preconfigured just to add information.

Select the two columns of data and the chart type

Excel must first be open to access the spreadsheet. Once inside the file, you will select all the data you want to be part of the chart . You have to remember to put them in pairs or threesomes, depending on what you want to create. Next, in the toolbar, click on the "Insert" section.

We are going to refer to the space dedicated to graphics which is 'Graphics'. There you will see their category, distributed according to the functions to be performed. Inside the section 'Dispersion' you will select 'Dispersion with markers only' . It is done this way because a diagram or scatter plot correctly has no lines.

Once chosen, the interface will show the model just selected, which will insert it into the spreadsheet for editing.

Select "Calc" and add the trend line

To add a trend line, typical of a scatter chart, you will need to right-click on a data in the chart. When the menu appears, you will select 'Add Trend Line' and a window will immediately appear with the available options. You can choose the one that best suits your data and what you want to do. In this part you will find the types of trends, you can name the line, extrapolate and more options.

The respective edition of the scatter plot is at the discretion and need of the Internet user who is preparing it. Excel is extremely easy to manage, as the user is left alone fill the chart with the information in his possession .

How to customize the scatter chart?

As mentioned, in the Excel spreadsheet it was attached a scatter diagram default and it must be filled in by the user only. You should now know how to customize the graphics to more closely resemble what you are looking for.

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Graphic style

You can customize the style of the graphics to your liking, if you can change the color, thickness, 3D shadow and much more . Just right-click anywhere on the chart to open the menu and select "Format chart area ..." . There you can choose fill, border color, styles and more.

Similarly, right clicking on a markup or row will bring up the menu where you will select 'Format data series' . A window will appear where you can customize all aspects of the chart layout, such as color, style, shadow, marker fill, among others.

Graphic titles

To add titles to your scatter chart in Excel, you just need to click on it so that the section "Graphic tools" appears in the toolbar. There you can add titles, axis labels, legends and more in the "Labels" section.

In this way, to add the title of the graph to scatter you just have to select 'Graphic title' in 'Labels'. You can place the title centered on or on top of the graphic.

change the series

Even though scatter charts are of values ​​with varying trends, it is nonetheless You can place lines on them . To further customize the scatter chart you will need to choose the data series type. You can do this directly in the "Graphics" section of the "Insert" section.

You will be able to choose another graph style besides just the marker. You can also choose with smooth lines and markers, with smooth lines, with straight lines and with straight lines and markers. Each style has its own characteristics that you will need to consider .

Similarly, you can change the series of the diagram by right-clicking on a markup or trace to bring up the menu and select 'Change chart type of series ...' .

Edit the legend

Like the title, you can change the legend which by default will be named 'Series1'. For this you have to follow the same procedure to add the title, only this time you will have to click where it says 'Legend' . There you can add, remove or place legends on the chart. You will find several options available such as choosing where to display the legends and whether or not to overlay them on the chart.

Similarly, you can change the name of the legends by right-clicking and selecting 'Select data ...' . You can also change the format, size, color and other customization options.

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Vertical and horizontal axes

Depending on the type of data you are working with, you can adjust the scales of the vertical and horizontal axes . Doing so is very simple, having to click on the graph following the procedure to add a title. Only this time you will go to the "Axes" section where you will find two options: "Axes" and "Grid Lines".

You will select "Axes" and there you will be able to modify both the vertical and the horizontal axis. You will be able to change the scale of the axes, being able to also place a logarithmic scale . Likewise, you can remove them in case you need them.

Likewise, it is necessary to clarify the relationship between the two variables , which will be represented in the "X" and "Y" axes.

The values ​​of the variables must be determined. It is essential that both values ​​to be compared are linked to each other's temporal reality, that is, that their values are both from the same date to compare.

The variable must be placed in the precise place, in general measures, the independent variable it is assigned to the Cartesian axis of the "X".

The determination of the correlation coefficient will be that which shapes or shapes the interaction between the variables on the Cartesian axis. Fortunately, Excel takes care of all of this. And we just have to apply and run the required tools from the interface.

Examples of good use of a scatter chart

Finally, we show you examples of how to use scatter charts or graphs in Excel . That way you can get a better idea of ​​what what you're about to accomplish should look like.

Sale of ice cream

Here you can see a scatter plot in Excel where you can see the sale of ice cream based on the temperature at which they are sold . We can see that she does not have a legend, she has identifiers on the axes and that she has a primary and a secondary grid.

Income and expenses

In this example you can see the relationship between income and expenses of any company , where the balance is also reflected. We can see that it has three legends plus the title, observing that since these are monetary figures, such as the scale, it assumes negative values.

It is so easy to create a diagram or scatter chart in an Excel spreadsheet. Well, as has been made clear, it is one of many charts that can be created using the great tool that is Excel . This way there is no need to perform any calculations, just enter the values ​​and that's it.

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