Say It With Charts

In the September 2009 issue of the Harvard Business Review, Paul Hemp rants about Death by Information Overload. Too much information flooding our email, internet searches, business reports, cable news, etc.

What's the cure for information overload? A well drawn chart!

One of the ongoing questions we receive from QI Macros users is: "What Chart Should I Choose?"

My friend Dave used to say: "Everything you want to know is written down in a book somewhere. All you have to do is find an author that speaks to you." One of our users recommended a book, Say It With Charts, by Gene Zelazny, Director of Visual Communications for McKinsey & Co. He spent 30 years helping McKinsey make sense of the plethora of data in companies. What I admire about this book is its simplicity.

Say It With Charts

Zelasny found that there are five styles and categories of charts:

  • Pie Charts - to show the size of components of the total as a percentage
  • Bar Charts - to show the rank of various items (e.g., Pareto Chart)
  • Column Charts - to show frequency of occurrence (i.e., histograms)
  • Line (i.e., run or control) Charts - to show time series (i.e., how they change over time)
  • Scatter and Tornado Charts - to show correlation (i.e., the relationship between two variables)

That's it! 

Say It With Charts in Excel 


Zelasny recommends a three step process for choosing a chart:

  1. Message:What story are you trying to tell? It will shape the choice of chart.
  2. Comparison: Humans learn by contrast. What are you trying to compare?
  3. Chart Selection: Which chart best delivers your message and comparison?
For example, there can be many ways to show the same data:
Say It With Charts 

Simplify, Simplify, Simplify

Zelasny suggests that instead of trying to put everything onto one chart, that we make several charts with a limited amount of data. 

My favorite? Comparing your business to various competitors. If you put your business and all competitors on one chart, it becomes difficult to determine where you stand compared to everyone else.

Split it out onto multiple charts comparing your business to one competitor per chart... and you quickly discover which competitors you need to watch.

Try it Yourself

Download Sample Data (XLS)

Here's My Point

The tsunami of data pouring out of our IT and internet systems threaten to overwhelm all of us. Consolidating that data into a handful of well designed charts can quickly communicate performance trends in ways that no spreadsheet ever will.

Do you need a dashboard? Try QI Macros new XmR, c, np, p, u dashboards.

Do you need to summarize data? Consider using pivot tables.

Stop using old technology!

Upgrade Your Excel and Data Analysis Skills to Smart Charts Using QI Macros.

Track Data Over Time

Primitive Chart
line graph
Line Graph
Smart Chart
control chart
Control Chart

Compare Categories

Primitive Chart
pie chart
Pie Chart
Smart Chart
pareto chart
Pareto Chart

Analyze Variation

Primitive Chart
bar or column chart
Bar or Column Chart
Smart Chart

QI Macros add-in for Excel makes creating smart charts a snap.