Box and Whisker Plot in Excel (Table of Contents)
Introduction to Box and Whisker Plot in Excel
By just looking at the numbers will not tell the story better, so we rely on visualizations. To create visualizations, we have sophisticated software’s in this modern world to create beautiful visualizations. However, amidst all the sophisticated software’s majority of the people still use Excel for their visualization.
When we talk about visualization, we have one of the important charts, i.e. “Box and Whisker Plot in Excel”. This is not the most popular chart in nature but the very effective chart in general. So in today’s article, we will show you about Box and Whisker Plot in Excel.
What is Meant by Box and Whisker Plot in Excel?
Box and Whisker Plot is used to show the numbers trend of the data set. Box and Whisker plot is an exploratory chart used to show the distribution of the data. This chart is used to show a statistical five-set number summary of the data.
These five statistical numbers summary are “Minimum Value, First Quartile Value, Median Value, Third Quartile Value, and Maximum Value”. These five numbers are essential to creating “Box and Whisker Plot in Excel”. Below is the explanation of each five numbers
- Minimum Value: What is the minimum or smallest value from the dataset?
- First Quartile Value: What is the number between the minimum value and Median Value?
- Median Value: What is the middle value or median of the dataset?
- Third Quartile Value: What is the value between the median value and maximum value?
- Maximum Value: What is the highest or largest value from the dataset?
How to Create Box and Whisker Plot in Excel?
Let us see the examples of creating Box and Whisker Plot in Excel.
Example on Box and Whisker Plot
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To create “Box and Whisker Plot in Excel”, first we need to calculate the five statistical numbers from the available data set. Five numbers of statistics are “Minimum Value, First Quartile Value, Median Value, Third Quartile Value, and Maximum Value”. For this, create a table like shown below.
First, we need to calculate what the smallest or minimum value is for each year. So apply excel’s built-in function “MIN” function for all the years, as shown below.
The second calculation is to calculate what the First Quartile Value is. For this, we need another built-in function, QUARTILE.INC. To find the first Quartile value, below is the formula.
The third Statistical Calculation is Median Value; for this, below is the formula.
The 4th statistical calculation is the third quartile value; for this change, the last parameter of the QUARTILE.INC function to 3.
The last statistic is the calculation of the Maximum or Largest value from the available data set.
Once all the five number statistics calculation is done, create a replica of the calculation table but delete numbers.
For Minimum Value cells, give a link from the above table only.
Next, we need to find the First Quartile Value, for this formula is below
First Quartile – Minimum Value.
Next, we need to find the Median Value, for this formula is below
Median Value – First Quartile.
Next, we need to find the Third Quartile Value, for this formula is below
Third Quartile – Median Value.
Next, we need to find the Maximum Value, for this formula is below
Maximum Value – Third Quartile.
So, now our all the calculations are ready to insert a chart. Now select the data to insert the Stacked Column Chart.
Now our chart will look like the below.
Select the chart; now, we can see chart tools appear on the ribbon. Under the DESIGN ribbon, select “Switch Row / Column”.
This will interchange rows & column data in the chart is switched, so our new chart looks like the below one.
Now we need to format the chart; follow the below steps to format the chart.
Select the bottom-placed bar, i.e. blue-coloured bar and make the fill as No Fill.
So now the bottom bar disappears from the chart.
Right-click on the chart and choose “Select Data”.
In the below window, click on the EDIT button on the right side.
Now select Axis Label as year headers.
Now horizontal axis bars look like this.
The BOX chart is ready to use in Box And Whisker Plot in Excel, but we need to insert WHISKER to the chart. To insert WHISKER, follow the below steps.
Now select the top bar of the chart makes NO FILL.
Now by selecting the same bar, go to the Design tab and Add Chart Elements.
Under Add Chart Elements, click on “Error Bars > Standard Deviation”.
Now we got Whisker lines on top of the bars.
Now select Whisker lines and press Ctrl + 1 to open the format data series option.
Under “Forma Error Bars”, do the following changes.
>>> Direction “Minus”
>>> End Style “No Cap”.
>> Error Amount > Percentage > 100%.
Under Format Error Bars, it will somewhat look like this-
Now similarly, we need to insert a whisker to the bottom as well. For this selection, the bottom-placed bar and make the FILL as NO FILL.
Also, by selecting the same bar, go to the Design tab and Add Chart Elements.
Under Add Chart Elements, click on “Error Bars > Standard Deviation”.
Repeat the same steps as we did for top bar whiskers, now we will have our Box and Whisker plot chart ready to use.
Things to Remember
- There is no built-in Box and Whisker plot chart in excel 2013 and earlier versions.
- We need to calculate five-number summary items like “Minimum Value”, “First Quartile Value”, “Median Value”, “Third Quartile Value”, and “Maximum Value”.
- All these calculations can be done by using excel built-in “Quartile.INC” formula.
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