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Excel Chart Axis Switch

You are here: Home / Excel Charts / Excel Chart Axis Switch
chart axis switch
March 24, 2022 by Mynda Treacy

When working with small multiple charts or panel charts as they’re also known, it’s handy to be able to switch the chart axes between the same axis for each chart and their own axis. Using the same axis enables you to compare the data between the charts because they all use the same scale. Whereas using their own axis is useful when there are large variances from one chart to the next which can result in charts with lower values being difficult to read.

chart axis switch

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Excel Chart Axis Switch Set Up

Note: watch the video for detailed instructions.

Firstly, each chart has its own dataset:

chart axis switch datasets

Radio buttons are used for the switch, which are form controls that have been around forever:

chart axis switch form controls

Note: If you don’t have the developer tab where Form Controls are stored, click here to learn how to enable it.

Unfortunately, you can’t format radio buttons unless you use the ActiveX version which require VBA and I like to avoid VBA whenever possible. However, I’ve applied some conditional formatting to the cells behind the form controls and used shapes to make them look more like buttons. You can see it best when the cells around the radio buttons are selected:

chart axis switch buttons

The switch buttons are linked to cell W18 in the worksheet. Excel detects which button is selected (button 1 or button 2) and enters the number in the cell. I can then reference this cell in formulas to choose which axis to display.

radio button linked cell

The axis to display is handled by a ghost series which is an additional hidden series in each chart that plots the minimum and maximum overall values.

chart ghost series

When the ‘Same Axis’ button is selected the values in the Ghost Series simply return the minimum and maximum values overall using IF formulas in cells V18 and V19:

Cell V18 - Minimum: =IF(W18=2,0,MIN(G18:G22,K18:K22,O18:O22,S18:S22))

Cell V19 - Maximum: =IF(W18=2,0,MAX(G18:G22,K18:K22,O18:O22,S18:S22))

In English the formulas read, if the switch button selected is number 2 (own axis), then return zero, otherwise find the MIN or MAX values of all charts.

When plotting these values, the vertical axis automatically adjusts to accommodate the largest value in the chart.

Note: In this example I don’t need the minimum value because there are no negative values in the data and therefore all vertical axes should start at zero. However, I’ve kept it in for datasets that contain negative values, or if you’re using line charts which can start above zero.

chart axis switch
Mynda Treacy

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AUTHOR Mynda Treacy Co-Founder / Owner at My Online Training Hub

CIMA qualified Accountant with over 25 years experience in roles such as Global IT Financial Controller for investment banking firms Barclays Capital and NatWest Markets.

Mynda has been awarded Microsoft MVP status every year since 2014 for her expertise and contributions to educating people about Microsoft Excel.

Mynda teaches several courses here at MOTH including Excel Expert, Excel Dashboards, Power BI, Power Query and Power Pivot.

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Reader Interactions

Comments

  1. David N

    March 27, 2022 at 12:29 am

    If the chart is a combo or otherwise too complex to be represented by a simple SERIES formula, then Jon Peltier offers a technique where a UDF is able to adjust the min, max, or scale of a chart.

    https://peltiertech.com/chart-udf-control-axis-scale/

    Reply
  2. Ken McMillan

    March 25, 2022 at 12:03 am

    Thanks

    Reply

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