Hey, Jason Morrell here.
In this video I want to demonstrate how to
create Pie Charts.
Not just how to create them but go beyond
the basics, go a little bit deeper and show
you some of the tricks, some of the things
that people generally don't know about that
will help you to improve your presentation.
Pie Charts are a very effective way of showing
the proportion of each value against the total.
Here's how to do one.
The first thing I'm going to do, as with any
chart is to select the data I want to use
on the chart.
So in this case, I'm going to choose my list
of names down here in Column A. I'm going
to hold CONTROL and select one year's worth
of figures, the 2018 figures.
Holding down CONTROL allows you to selected
two completely different ranges at the same
time.
And the reason that I've only chosen in one
column is that Pie Charts only work with a
single range of data, so a single column of
figures or single row of figures.
It won't work, there's no way to do it on
two dimensional data.
With that data selected.
I could press F11, but that always produces
a column chart as a starting point and of
course from there,
you could switch it over to a pie chart if
you wanted.
What I'm going to do instead is to go to the
'Insert' tab, go to my Charts Gallery and
find the Pie, and there's a number of different
options you can choose from.
Just for this demonstration, I'm going to
choose the 3D pie.
When the chart is first produced, you might
think, OK, that looks OK, but actually, even
though it's functional, it's not actually
presented that well at all.
Because you've got your pie here with these
different colors, but the legend representing
the colours is actually separated from the
chart.
It's listed underneath.
You know, you've got to look at the label,
you've got to connect the color with a slice
of the pie and it's extra work that you don't
really need.
Now at the top here under the Chart Tools
and the Design tab you have you have a number
of preset options that you can use if you
wanted to.
So each of these options presents the data
in different ways.
So some reposition the legend, others place
labels on the chart in different positions
and you might find that one of these options
is actually okay.
Now I've just had a quick skim through it
and I can't really see anything that's presenting
the data properly.
What I really want is something that shows
the person's name, their net worth and a percentage
against the total and there's none of those
options that really do that.
So I'm going to customize this and I want
to show you how I'm going to do this.
Let me just close this for a second.
Because I went through the Insert tab, when
I produced the chart, it always appears as
an object in the current sheet.
The first thing I'm going to do is put it
on it's own sheet, so under Chart Tools here,
and the Design tab,
I'm going to go to 'Move Chart' here and the
two options, as we saw before, are to put
the chart on a brand new sheet and give it
a name, or, where at currently is, as an object
in the current sheet.
So let's just put it into a new sheet and
let's just call it 'Pie'.
So now you've got a chart on its own sheet
called 'Pie' and it's full size, so it's always
easy to work with.
I'm then going to go to the plus sign here
to show the different Chart Elements.
A pie chart only has three, so it's a lot
less than something like a column chart because
there's less elements to deal with.
For this demonstration, I'm going to firstly
switch off the legend.
OK, the legend serves no purpose here.
And also just for simplicity, I'm going to
switch off the chart title as well.
My main work will be with the labels.
Now I could tick it.
As you can see from the preview, it would
add the data values onto the pie.
I can also click the little arrow here to
have my choice of position.
So you can see Center, puts it in the center
of each pie slice ... Inside End ... Outside
End ... Best Fit (for Best Fit, some are inside
and some are outside) or Data Callout.
Data Callout is actually probably the closest
to what I want; that is the person's name
and you've got the percentage there.
I also want to show the net worth value.
If I go to 'More Options', I like this option
because it gives you a separate side panel
with everything you need.
Everything's in one place.
The default settings, as you can see, it's
put some of the labels inside and one of them
outside.
So for consistency, the first thing I'm going
to do is to come down to the bottom of this
list of options and instead of choosing 'Best
Fit', I'm going to specifically say I want
them all 'Outside End' so all the labels are
outside.
In terms of what I'm showing, that's what
this first section does.
'Label contains'.
So 'Value' is what's currently on the pie.
I'm also going to add 'Category Name', which
is the person that the value belongs to, and
also 'Percentage'.
So now I've got all three of those elements
that I wanted at the beginning: Person's name,
Value and Percentage.
There's also this thing here called 'Leader
Lines', which I'll explain in just a second.
So even if we didn't take it any further,
this is now a much more functional pie because
it shows you the information you need.
So what kinds of things can you do from this
point?
Well, firstly, let's address the issue of
labels.
Sometimes, depending on what sort of chart
you're working on, the labels will overlap.
In particular, when a pie has lots of really
thin slices, so small percentages are all
next to each other, you'll find that the labels
will overlap quite commonly, so what you can
do is this.
If you click on any given level, all the labels
initially will be selected, but if you click
on a label again, it isolates it so that just
that one is selected.
And when that one is selected, if you hover
over it and get your four-headed arrow, you
can then click and drag away from the pie
slice and it connects to it's slice with this
thing called a Leader Line.
So you can never disconnect the label from
its appropriate slice.
It always stays connected with this Leader
Line.
If we do one or two others, so here I'll click
this next label, let's move that that out
as well, and maybe this one as well, let's
move that out.
So we've now separated all those slices and
hopefully it'll present better.
Something else you can do with a pie is to
explode it.
Exploding just means separating your slices.
The easiest way to do this is to hover over
any slice, and in one movement, click and
drag away from the center, and what happens
is, every slice separates from the other.
If you want to put the pie back together again,
the danger is, if you just click and drag
a slice back to the middle, it just moves
that one slice back.
Now, the reason for that is that if I just
click outside here so that nothing's selected,
the first click on a slice you'll notice selects
every slice.
The second click on a slice isolates it so
that just that one slice is selected.
And that's what we saw just a minute ago.
So when we clicked and dragged away from the
center in one move, that's actually working
with the whole pie.
The second time we did it though, it actually
put the focus on the one slice.
To get the chart back together again quickly,
if I click outside the pie to deselect all
the slices and then again, in one movement,
if I hover over one slice and click and drag
it towards the middle, it's working with every
slice on the pie and it collapses - puts the
pie back together again.
If you want to extract one slice, at the moment
every slice has the focus.
If I click on the slice I want to extract,
let's say this one, just that one slice now
has the focus, which means if I click and
drag away from the center, just that one slice
moves.
When you have a presentation and one slice
is extracted like this, it brings the focus
in.
People concentrate on that slice and it allows
you to talk about it, discuss it and people
know exactly which bit you're talking about.
Let's just move that back to the middle again.
Let's say I extract Bill Gates from the rest
of the pie.
Now while it's extracted, it's doing it's
job, but it actually presents a lot better
if that's front and center.
If Bill Gates was at the front of the pie,
it looks better.
So if we come across to the side panel here
and click this little icon that looks like
a column chart.
It's called Series Options, it gives you a
slider called 'Angle of first slice', and
you can either type in the number of degrees
here or you can drag this slider left or right
to increase the angle.
Now I'm just going to take a guess here.
Maybe a hundred and sixty degrees or something.
Yeah, it was close.
See how it's brought it roughly front and
center.
So now if I make some minor adjustments I
can make it exactly front and center.
And there we go.
A hundred and fifty eight degrees.
That's about right.
So in a presentation, maybe a few key slices
or key people you want to talk about.
If you replicate the chart a few times and
on each chart just extract the slices that
you want to talk about.
It just helps you focus on the one thing.
So there's a few things you can do with pie
charts going.
How play?
No.
