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How to Create a Box Plot

A step by step walkthrough for turning a spreadsheet of raw observations into a published box plot in PlotSet, from shaping the rows to exporting or embedding the finished chart.

About 8 minutes

Raw rows in, ranked boxes out: that is how to create a box plot in PlotSet, ending with a published, interactive chart with outliers labelled on purpose and a caption that states what the whiskers mean. Not a demo with placeholder numbers: your own groups and your own observations, run through the same click path a real PlotSet chart takes from upload to publish.

If your spreadsheet already has one row per observation, a group label and a number, this takes about eight minutes. Add ten more if your source is a report someone already summarized into averages or quartiles: you will need to go back for the underlying rows, because a box plot built from a summary is not a box plot, it is a shape drawn to look like one.

The data you need

One row per observation, not per group: a group label in the first column, a single number in the second. No pre-calculated quartiles, medians or five-number summaries. PlotSet computes those from the raw rows, so feeding it a summary skips the part that makes the chart honest.

Sample CSV
WarehouseDeliveryDays
Chicago2
Chicago3
Chicago2
Chicago4
Chicago3
Chicago9
Denver4
Denver5
Denver4
Denver6
Denver5
Denver4
Atlanta3
Atlanta3
Atlanta4
Atlanta3
Atlanta11
Atlanta4
Notes

Do not upload a table of quartiles or medians as if it were your data. PlotSet needs the individual observations to compute the five-number summary itself; handing it a summary of a summary produces a median that is wrong more often than it is right.

Keep group labels spelled and capitalized the same way across every row. "Chicago" and "chicago " with a trailing space read as two different groups and split into two boxes.

Give each group enough rows to mean something. A box built from three or four values implies a precision the data does not have; aim for at least ten observations per group where you can.

Extra columns beyond the group and value pair are ignored, so it is fine to keep a date or an ID column in the sheet for your own reference.

The steps

The exact click path in PlotSet, from a blank template to a finished chart.

  1. 01

    Open the box plot template

    From the PlotSet dashboard, start a new project and choose the Box Plot template (vertical by default, with a horizontal version available for long group names). It loads with sample data already in place, so you can see the raw, one-row-per-observation shape PlotSet expects before you touch your own file.

    PlotSet's template picker: chart categories listed down the left, the Bar Charts grid open, and the Bar Chart template card showing its Select button.
    Every guide starts here. Pick the category, then the template: it is the same grid whichever chart type you are after.
  2. 02

    Shape your sheet into raw rows

    Put the group label in the first column and one numeric value in the second, one row per observation. If your source is a pivot table that already shows averages or quartiles per group, go back to the underlying data: that is the input this chart needs, not the summary someone else built from it.

  3. 03

    Import your file or connect a sheet

    Use the data panel to import a CSV or .xlsx file, paste rows directly from a spreadsheet, or connect a Google Sheet if you want the chart to refresh when new observations come in. PlotSet reads the first row as headers automatically.

    The PlotSet editor's data view: a spreadsheet grid with Name, Value and Region columns filled with Canadian province figures, beside the Data panel offering CSV upload, Magic Import and Google Sheet sync.
    The data view, shown here on a bar chart project. Upload a CSV, lift the numbers out of an image with Magic Import, or sync a Google Sheet. The panel is identical for every chart type.
  4. 04

    Map the group and value columns

    Confirm which column feeds the group axis and which one holds the numeric value PlotSet will summarize into quartiles. This is usually correct on its own when your headers are clear, so check it manually only if your sheet carries extra columns that could confuse the guess.

    The PlotSet data panel with the column bindings highlighted: Label/time mapped to column A, Values to column B and Filter/color to column C, with the Auto Binding button below.
    Bindings decide which column becomes the label, which supplies the values and which drives the colour. Auto Binding guesses them from your headers, so check it rather than assume it.
  5. 05

    Sort the boxes by median

    Switch the default sort away from alphabetical and order the groups by median instead, ascending or descending depending on the story. Once the boxes are ordered by median, the comparison you built the chart for is visible without the reader having to scan for it.

  6. 06

    Decide what to do with the outliers

    Leave the individual points beyond the whiskers turned on and label the ones worth naming. If a group is carrying more outliers than the rest, that is usually a finding, not noise to switch off before anyone notices it.

    The PlotSet editor on the Preview tab: a finished Box Plot on the canvas, with the settings panel outlined in red down the right-hand side.
    The Preview tab for a Box Plot. Every styling control lives in the outlined panel, each on its own tab: appearance, header, footer and the options specific to this chart type.
  7. 07

    Set the whisker rule and note it in a caption

    PlotSet's default draws whiskers to 1.5 times the interquartile range, which covers most cases. If you switch it to min and max instead, say so in a caption: the two conventions look the same on the chart and mean different things.

  8. 08

    Publish it, embed it, or export a file

    Publish for a live, interactive chart whose tooltip shows the full five-number summary on hover, grab the embed code to drop it into a page, or export a PNG, SVG or PDF if you need a static image for a deck or a report.

Start from the Box Plot template with sample data already loaded, then swap in your own.

Open the template

Publish, embed or export it

The last stretch is the same for every chart type: Share turns the chart into a live public link and an embed code, Export writes it out as a static file.

Share: public link and embed code

Activating the embed code and public link publishes the chart. The link is safe to send to anyone, and the embed code drops into any page as an iframe that keeps the hover tooltips and the interactivity. Edit the chart later and hit Recreate to push those changes out to both.

The PlotSet editor toolbar with the Share button highlighted, sitting next to the Export button.
Share is how a finished chart becomes a public link and an embed code.
PlotSet's Share dialog: the toggle activating the embed code and public link, buttons for Link, Embed, Facebook, Reddit, Twitter, LinkedIn and Email, and the public chart link with a Copy button.
Switch on the embed code and public link, then copy the link or take the iframe. Recreate pushes later edits out to everyone already holding it.

Export: SVG, PNG or JPG

Export writes a static copy at whatever size you need. SVG stays sharp at any scale and can still be edited in a design tool; PNG and JPG are the safe choices for slides and documents. The scale multiplier is what gets you a crisp image on a retina screen.

The PlotSet editor toolbar with the Export button highlighted.
Export is the route to a static file for a slide or a report.
PlotSet's Export chart dialog: a 2x scale selector, width and height fields set to 1000 by 600, and the open format menu listing SVG, PNG and JPG.
SVG stays sharp at any size and stays editable in a design tool; PNG and JPG are the safe picks for a deck. Set the scale before you export so the image is crisp on a retina screen.

Styling tips for a Box Plot

State the whisker rule in the caption

A box drawn to 1.5 times the IQR and one drawn to the minimum and maximum look identical but tell different stories about how extreme the outliers are. One sentence in the caption settles it for the reader instead of leaving them to guess.

Do not force the value axis to start at zero

Unlike a bar chart, a box plot is not encoding a length from a baseline, it is showing where a distribution sits. Forcing the axis to zero on a chart of, say, delivery days in the single digits just compresses every box into a sliver near the top.

Cap it around fifteen boxes on one axis

A handful of distributions read easily side by side; past roughly fifteen, the boxes get thin and the comparison stops working. Filter to the groups the story actually needs and mention in the caption that it is a subset.

Label outliers instead of deleting them

An outlier is usually the most informative point on the chart, not an error. Name the specific one that matters (a date, a location, an ID) rather than hiding it to make the chart look tidier.

Common mistakes when making a Box Plot

Every box looks like a thin line instead of a box

This is what happens when the sheet holds pre-calculated quartiles or averages instead of raw observations. PlotSet needs the individual values to compute a five-number summary; go back to the source data and upload the actual rows, one per observation.

One box has a whisker stretched far past the others

Check the raw values for that group for a data entry slip, a value in the wrong unit, or simply too few rows. A group with four or five observations produces a box that reacts wildly to a single unusual value.

The boxes sit in alphabetical order, not ranked by median

This means the sort setting is still on its default. Open the sort control in the chart settings and switch it from group name to the median of the value column.

Learn more about the Box Plot

Not sure the Box Plot is the right choice? See what it is, when to use it and when not to.

About the Box Plot

Box Plot: common questions

Raw observations, not a summary: one row per data point, a group label in the first column and a single number in the second. PlotSet calculates the quartiles, median and outliers itself from those rows, so a table of pre-computed statistics will not work as the input.

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