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Make a Pie Chart with Excel

Plotly with Excel

Make a Pie Chart with Excel

How Much Money Do You Have in Your Savings Account?

Follow along below to make a pie chart of your own.

Step 1 - Upload your Excel data to Plotly’s grid

Open the data file for this tutorial in Excel. You can download the file here in xls or xlsx formats. Excel view

Step 2 - Head to Plotly

Head to Plotly’s Workspace at https://plot.ly/plot and sign into your free Plotly account. Go to “Import,” click “Upload a file,” then choose your Excel file to upload. Your Excel file will now open in Plotly’s grid. For more about Plotly’s grid, see the tutorial: https://plot.ly/add-data-to-the-plotly-grid/

Step 3 - Creating Your Chart

Select “Pie charts” from the MAKE A PLOT menu.

Pie charts

Choose your “label” and “value” column.

Label & Value

Click the blue plot button in the sidebar to create the chart. (For more help with the grid see: https://plot.ly/add-data-to-the-plotly-grid/)

Create chart

Step 4 - Sizing and Styling!

Your plot should look something like this.

Example plot

Open the TRACES popover in the toolbar.

TRACES popover

This is what the “Style” tab of the TRACES popover should look like for “Col2”.

Style tab

We’ve set the “Rotation” field to 48. And we’ve set the “Pull apart” feild to 0.05.

Color palette

We’ve also set the “Sector color palette” field to the divering PiYG.

Step 5 - Final Accents

Your plot should now look something like this. In order to get the graph at the top of the chart, you’ll need to style it a little more.

Plot example

This is what the “Text” tab of the TRACES popover should look like. We’ve changed the positioning and display of the legend info.

Text tab

Now head to the LEGEND popover and select hide. This eliminates redundant information and crowding on your plot.

Legend popover

We’ve titled our chart. And we’re using markup to link to our source data using the NOTES popover. Select the “Page” option, and hide the arrow. Because our note has nothing to do with specific data points, we’re going to nestle it below the x-axis. Now drag it to the bottom corner of your plot.

Notes

Once your note looks like you want it to, use the markdown <a> tag to link to the data source.

Source

Source: GOBankingRates

You can download your finished Plotly graph to embed in your Excel workbook. We also recommend including the Plotly link to the graph inside your Excel workbook for easy access to the interactive Plotly version. Get the link to your graph by clicking the “Share” button. Download an image of your Plotly graph by clicking EXPORT on the toolbar.

Share

Export

Your finished chart should look something like this:

Final chart

To add the Excel file to your workbook, click where you want to insert the picture inside Excel. On the INSERT tab inside Excel, in the ILLUSTRATIONS group, click PICTURE. Locate the Plotly graph image that you downloaded and then double-click it. Notice that we also copy-pasted the Plotly graph link in a cell for easy access to the interactive Plotly version.

Excel workbook

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