Sourcetable Integration

How To Insert A Sunburst Chart In Excel

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    Overview

    Creating a sunburst chart in Excel can visually break down hierarchical data into manageable segments. This guide provides straightforward steps to insert a sunburst chart and customize it to your data's unique structure.

    After mastering the Excel method, we will explore how Sourcetable streamlines the process, making it even easier to create insightful sunburst charts.

    Insert a Sunburst Chart in Excel

    To visualize hierarchical data with ease and identify patterns, Excel's Sunburst chart is an ideal choice. This guide provides a succinct step-by-step method to insert a Sunburst chart in Excel.

    Step 1: Prepare Your Data

    Organize your data hierarchically. Each level of the hierarchy should correspond to a column with the innermost level being the first column.

    Step 2: Select Your Data

    Click and drag to select the data set you want to visualize. Include all hierarchical levels for the Sunburst chart.

    Step 3: Insert the Sunburst Chart

    Go to the 'Insert' tab, click on 'Hierarchy Chart', and select 'Sunburst'. Excel will generate the chart based on your selected data.

    Step 4: Customize the Chart

    Adjust the chart's design and format options to fit your preferences. Each ring represents a different level of the hierarchy, with the outermost rings showing sub-categories.

    By following these steps, you can efficiently create a Sunburst chart in Excel to display hierarchical data clearly and spot trends and patterns.

    Common Use Cases

    • Sourcetable Integration
      Visualizing and presenting profit distribution across different business units
    • Sourcetable Integration
      Analyzing the composition of product sales in various regions
    • Sourcetable Integration
      Displaying academic performance across different school departments
    • Sourcetable Integration
      Understanding the market share distribution of different brands within a company
    • Sourcetable Integration
      Illustrating the hierarchy of employee roles within an organization

    Comparing Excel and Sourcetable

    Excel and Sourcetable are powerful tools for data management, yet they serve users differently. Excel, a classic spreadsheet software, is versatile for various data tasks. Sourcetable, on the other hand, streamlines data consolidation from multiple sources into a singular spreadsheet interface.

    Sourcetable sets itself apart with its AI copilot feature. This advanced functionality assists users in creating complex formulas and templates effortlessly. This is a clear advantage over Excel, where users manually craft formulas, often requiring deeper knowledge of its formula language.

    The integration capabilities of Sourcetable are a key highlight. It excels in aggregating data, offering a centralized platform for querying and analysis. Excel requires additional tools or add-ins for similar data consolidation, which can be less seamless than Sourcetable's built-in features.

    For users seeking an intuitive interface with AI-powered assistance, Sourcetable is a compelling choice. Excel remains a strong contender for those with proficiency in manual data manipulation and who may not require integration with multiple data sources.

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