Excel Scatter Chart with category based formatting of points

chartsmicrosoft excel

I have some data which I would like to plot in the scatter chart in the following format

  date, category, value
  01-Jan,Cat1,0.03
  01-Jan,Cat2,0.13
  01-Jan,Cat3,0.27
  01-Jan,Cat4,0.32
  02-Jan,Cat1,0.12
  02-Jan,Cat3,0.90
  03-Jan,Cat1,0.01
  03-Jan,Cat2,0.02
  03-Jan,Cat4,0.40

I would like time on the x axis and value on the y axis, and category to give the color or shape of the point.

I can readily plot the scatter graph, but cannot work out how to map the categories as colors. How do I do that?

Best Answer

The simplest solution is to use "helper" columns to break each category into its own series, which can then be independantly formatted. For instance, in Column D:

  1. Create a header called Cat1.
  2. For each data row, enter the forumula =IF(B2="Cat1",B2,NA()). This will enter a value for all Cat1 rows, and #N/A for all others (#N/A points won't plot on an Excel Chart).
  3. Create your Scatter chart with Date as your X Axis and each Helper Column for your Y Axis.

Here's an example of what it could look like:

scatter plot with multiple series

To further simplify things, you can format your data as an Excel Table and that will speed up the creation of your categories by automatically filling the series data. Here's what it could look like:

d