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Negatives in Pie Charts

Summary: Pie charts are a great way to graphically display some types of data. Displaying negative values is not so great in pie charts, however. This tip examines some of the things you can do. (This tip works with Microsoft Excel 97, Excel 2000, Excel 2002, Excel 2003, and Excel 2007.)

Excel allows you to easily create charts based on the data in a worksheet. If you create a pie chart, Excel charts negative values as if they were positive (in other words, it uses the absolute value). You may, however, prefer to have the negative values charted as if they were zero—to not have a slice of the pie.

Normally, people create pie charts based on a simple set of values. Each value within the series represents a portion of the whole. Thus, pie charts are often created based on the result of some sort of formula, such as the sum of values in a column; the sums of each column are the basis for the pie chart. Instead of using a standard SUM formula for the values to be charted, you could use a formula such as the following:

=IF(SUM(D7:D11)<0,0,SUM(D7:D11))

In this case, the value to be charted is set to zero if the sum is less than zero, or it reflects the actual total if the sum is zero or above.

If your data is conducive to filtering, you could also set up a filter so that negative values are filtered out. This will cause those values to be ignored in the chart created by Excel.

Of course, all this being said, one would have to wonder if a pie chart is the appropriate chart for representing Frances' data in the first place. After all, pie charts represent portions of a whole—yet by filtering or adjusting totals, portions of the whole are being removed. Granted, they are negative portions, but they are portions nonetheless.

Pie charts, by their nature, are not well-suited for displaying negative numbers. If negative numbers are expected, then column or bar charts are a much more appropriate choice. Why? Because they can represent data that falls to the left of or below a baseline—as is appropriate for negative numbers.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (3208) applies to Microsoft Excel versions: 97 | 2000 | 2002 | 2003 | 2007

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