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Designstorm How-to:
Dot Plots
EdwardTufte would say they’re a better data-to-ink ratio than
side-by-side bars. The way we process information makes it e...
Use dot plots when you want to emphasize the change
between two points across multiple categories.
Instead of these…
Try t...
Format your data in a table, as you would for
your normal column chart.1.
Add two additional columns of data that you’ll
need to create your dot plot.2.
“Dot spacing” values
should be equidistant ...
Create the basic framework for your dot plot
using a scatterplot.3.
Select your first data series
by highlighting your val...
Now you should have a scatterplot that will
be the backbone of your dot plot.
Add your second data series.
4.
Series X values is your next data series
(here, the column forYear 5) andY values
are your...
Format your markers as circles and increase
the size using “Format Data Series”5.
Now you should have both markers on the graph,
formatted as large dots on separate lines.
Declutter your chart.
6.
Left click to highlight and then
delete the major gridlines and
theY axis (which is just our dot
...
Add the lines connecting your
two data series.7.
From ChartTools > Layout >
Analysis > Error Bars, select
“Error Bars with...
Delete the vertical lines created when you
added your standard error bars.8.
Select and delete
the vertical lines.
Format your horizontal standard error bars
to connect your two dots.9.
Select the “Line Size” data for
your Positive Error...
Your dot plot should look like this now:
two dots, connected by a line.
Add data labels as text boxes (the easiest option for
custom formatting – you can also try an XY labeler macro)10.
Insert ...
Use color purposefully (no rainbow charts!)
11.
Here, we use orange to
highlight the final value at the
end of the project.
Add a title that clearly states what your
reader should take away from your chart.12.
In a report, consider adding data labels.
If you do, delete the x axis – it’s duplicative with the labels.
Get creative with formatting to make sure
your key data story stands out!
FormoreinformationaboutJSI’s workindata
visibilityanduse,contactourCenterforHealth
Information,Monitoring&Evaluation
chime...
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Designstorm How-to: Dot Plots

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Quick clickable guide to building a dot plot (done in Excel 2010 - those in 2013 may have a speedier approach)

Published in: Data & Analytics
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Designstorm How-to: Dot Plots

  1. 1. Designstorm How-to: Dot Plots
  2. 2. EdwardTufte would say they’re a better data-to-ink ratio than side-by-side bars. The way we process information makes it easier to see the distance of a line than the space between the length of two bars. And, arguably, not only are these a flat-out better chart choice for telling some data stories, they look distinctive and can grab a reader’s attention. Dot plots aren’t a stock chart type in Excel, so creating them takes a bit of hacking a scatterplot, but nothing that can’t be accomplished with a bit of guidance. Read more on why dots are better than paired columns, or see a quick play-by-play with ways to develop and format your dot plots. why dot plots
  3. 3. Use dot plots when you want to emphasize the change between two points across multiple categories. Instead of these… Try this!
  4. 4. Format your data in a table, as you would for your normal column chart.1.
  5. 5. Add two additional columns of data that you’ll need to create your dot plot.2. “Dot spacing” values should be equidistant from one another and will be used as your y-axis. “Line size” values will be used for the length of your line.
  6. 6. Create the basic framework for your dot plot using a scatterplot.3. Select your first data series by highlighting your values + dot spacing. Use CTRL to select multiple non- adjacent cells.
  7. 7. Now you should have a scatterplot that will be the backbone of your dot plot.
  8. 8. Add your second data series. 4. Series X values is your next data series (here, the column forYear 5) andY values are your “dot spacing” – only select the values, not the headers.
  9. 9. Format your markers as circles and increase the size using “Format Data Series”5.
  10. 10. Now you should have both markers on the graph, formatted as large dots on separate lines.
  11. 11. Declutter your chart. 6. Left click to highlight and then delete the major gridlines and theY axis (which is just our dot spacing placeholders). Right click the X axis and select “Format Axis”; Change “Major tick mark” to “None”.
  12. 12. Add the lines connecting your two data series.7. From ChartTools > Layout > Analysis > Error Bars, select “Error Bars with Standard Error” to create your lines.
  13. 13. Delete the vertical lines created when you added your standard error bars.8. Select and delete the vertical lines.
  14. 14. Format your horizontal standard error bars to connect your two dots.9. Select the “Line Size” data for your Positive ErrorValue. Leave the Negative ErrorValue as is.
  15. 15. Your dot plot should look like this now: two dots, connected by a line.
  16. 16. Add data labels as text boxes (the easiest option for custom formatting – you can also try an XY labeler macro)10. Insert the text boxes from the ChartTools ribbon, not the general “Insert” ribbon – this way your labels will stay with your chart if you copy and paste it to a new file.
  17. 17. Use color purposefully (no rainbow charts!) 11. Here, we use orange to highlight the final value at the end of the project.
  18. 18. Add a title that clearly states what your reader should take away from your chart.12.
  19. 19. In a report, consider adding data labels. If you do, delete the x axis – it’s duplicative with the labels.
  20. 20. Get creative with formatting to make sure your key data story stands out!
  21. 21. FormoreinformationaboutJSI’s workindata visibilityanduse,contactourCenterforHealth Information,Monitoring&Evaluation chime@jsi.com Follow @jsihealth

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