How to Make a Chart or Graph in Excel [With Video Tutorial]

By sdavidson@hubspot.com (Sara Davidson)

Download Now: An Introduction to Data Visualization for Marketers [Free Guide]

Building charts and graphs is one of the best ways to visualize data in a clear, easy-to-understand way. (Check out this guide for making better charts to learn more.)However, it’s no surprise that some people get a little intimidated by the prospect of poking around in Microsoft Excel. (I admittedly adore Excel, but I work in Marketing Operations, so it’s pretty much a requirement that I like the tool).

I thought I’d share a helpful video tutorial as well as some step-by-step instructions for anyone out there who cringes at the thought of organizing a spreadsheet full of data into a chart that actually, you know, means something.

Here are the simple steps you need to build a chart or graph in Excel.

Keep in mind there are many different versions of Excel, so what you see in the video above might not always match up exactly with what you’ll see in your version. In the video, I used Excel 2021 version 16.49 for Max OS X.

To get the most updated instructions, I encourage you to follow the written instructions below (or download them as PDFs). Most of the buttons and functions you’ll see and read are very similar across all versions of Excel.

Download Demo Data | Download Instructions (Mac) | Download Instructions (PC)

1. Enter your data into Excel.

First, you need to input your data into Excel. You might have exported the data from elsewhere, like a piece of marketing software or a survey tool. Or maybe you’re inputting it manually.

In the example below, in Column A, I have a list of responses to the question, “Did inbound marketing demonstrate ROI?”, and in Columns B, C, and D, I have the responses to the question, “Does your company have a formal sales-marketing agreement?” For example, Column C, Row 2 illustrates that 49% of people who have an SLA (service level agreement) also say that inbound marketing demonstrated ROI.

2. Choose from the graph and chart options.

In Excel, your options for charts and graphs include column (or bar) graphs, line graphs, pie graphs, scatter plots, and more. See how Excel identifies each one in the top navigation bar, as depicted below:

To find the chart and graph options, select Insert.

(For help figuring out which type of chart/graph is best for visualizing your data, check out our free ebook, How to Use Data Visualization to Win Over Your Audience.)