this tutorial will demonstrate how to create a quadrant chart in all versions of excel: 2007, 2010, 2013, 2016, and 2019. unfortunately, the chart is not supported in excel, meaning you will have to build it from scratch on your own. in this step-by-step tutorial, you will learn how to plot this highly customizable excel quadrant chart from the ground up: for illustration purposes, let’s assume you have set your mind to track the performance of every marketing channel your high-end brand is using and separate the wheat from the chaff. in this case, the quadrants will split the chart into four areas, effectively grouping together the best- and worst-performing options to help you make well-informed decisions. because as experience shows, excel may simply leave out some of the values when you plot an xy scatter chart. you need to set the horizontal axis scale in stone as a means to prevent excel from rescaling it—and shifting the chart around that way—when you alter your actual data.
having laid the groundwork, you now need to place four dots on each side of the chart to draw the accurate quadrant lines based off of the axis numbers. click the “series x values” field and select the first two values from column x value (f2:f3). move down to the “series y values” field, select the first two values from column y value (g2:g3). move down to the “series y values” field and select the remaining two values from column y value (g4:g5). when finished, click “ok.” in the “chart type” dropdown menu next to the two series representing the quadrant data (“vertical line” and “horizontal line”), choose “scatter with smooth lines.”
the scale for importance might range from “not important” to “critical”, and the scale for performance might range from “consistently unacceptable” to “greatly exceeds expectations” any axis scale might measure increments from boring to fashionable, conservative to sporty, affordable to distinctive… any scale of any perceptions that your customers might have about your offerings. tip: with such diverse & unusual scales, it is especially important to edit the text boxes to your chart so that each end of each axis has its own label. (not on the sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work) perhaps overwrite the big title at the top of the page — replacing the words ‘quadrant chart’ with the name of the type of the chart you are creating.
optionally edit the 4 axis label text boxes on the chart to optionally replace the words “low” and “high” with clearer descriptions of the opposite ends of your scales. “despondent” to “elated”. you may also need to manually move these text boxes around to align them correctly, if your chart or anything within it gets resized or moved. select your chart, and then in the chart-related tabs that appear in the excel ribbon bar, you can use everything that you know (or learn) about familiar microsoft excel to format your chart anyway you like it.
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