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How to Create a Grouped Column Chart

A step by step walkthrough for turning a spreadsheet with two to four series into a published grouped column chart in PlotSet, from shaping the sheet to exporting or embedding it.

About 8 minutes

Here's how to create a grouped column chart in PlotSet, starting from a spreadsheet with one row per category and one column per series, and ending with something you can embed or export. You will upload something like quarterly revenue split by product line or headcount split by department, confirm PlotSet mapped every series column, then fix the group order and colors before publishing.

If your sheet is already wide (one category column, then a column per series), this takes about eight minutes. Add five more if you are reshaping a long format export first: pivoting a date/series/value table into one row per period, or renaming headers so the legend reads cleanly.

The data you need

Wide format, one row per category and one column per series. The category (quarter, region, channel) goes first; every column after it is a series, and its header becomes the legend label.

Sample CSV
QuarterHardwareSoftwareServices
Q1 2024420006800021000
Q2 2024455007100023500
Q3 2024510007650026000
Q4 2024585008400029500
Notes

This is wide format, not long format. If your export instead has three columns (period, series name, value) with one row per combination, pivot it in your spreadsheet tool first so each series gets its own column.

The header of each series column becomes its legend label and its name in the hover tooltip, so write it the way you want readers to see it: "Software" not "software_rev".

Two series is comfortable and four is about the ceiling before columns get too thin to read. A fifth series is usually a sign the data wants a small multiple instead.

A blank cell in a series column renders as a missing column in that group, not zero. Decide on purpose whether a gap should read as zero or as no data, and fill or leave it accordingly.

The steps

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

  1. 01

    Start a new project from the Grouped Column Chart template

    From the PlotSet dashboard, start a new project and choose the Grouped Column Chart template. It loads with sample data already bound, so you can see exactly how the first column becomes the category axis and the rest become series 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 wide, one row per category

    Put the category in the first column and one series per remaining column, with the series name as the header. If your source is a long format export with a series column and a value column, pivot it in your spreadsheet first: this chart needs series side by side, not stacked as rows.

  3. 03

    Upload 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 the source changes. 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

    Check the value binding covers every series

    The category slot takes the first column; the value slot takes a range, not a single column, for example B through D for three series. If a series is missing from the chart, this range is the first place to check, it is the most common reason a column just does not show up.

    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

    Fix the category order

    Sort chronologically if your categories are periods, or by whatever series matters most otherwise. Alphabetical order is rarely the right read for a grouped column chart, and PlotSet will not reorder categories for you once they are mapped.

  6. 06

    Set the group gap wider than the column gap

    The space between categories needs to look clearly wider than the space between columns inside one category, or the groups stop reading as groups. If every column looks evenly spaced, open the layout settings and widen the group gap.

  7. 07

    Fix series colors and add value labels

    Assign one color per series and keep that assignment if you reuse the same series elsewhere in your report. Turn on value labels if the exact numbers matter more than the shape, and keep the value axis starting at zero either way.

    The PlotSet editor on the Preview tab: a finished Grouped Column Chart on the canvas, with the settings panel outlined in red down the right-hand side.
    The Preview tab for a Grouped Column Chart. Every styling control lives in the outlined panel, each on its own tab: appearance, header, footer and the options specific to this chart type.
  8. 08

    Publish it, or grab the embed code

    Publish for a live, interactive chart with hover tooltips and a shareable link, 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 Grouped Column Chart 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 Grouped Column Chart

Cap it at four series

Two series is the easy case and three is fine. At four, columns are already narrow; a fifth pushes each group into a picket fence nobody can compare accurately. Split into small multiples (one panel per series, shared axis) instead of adding a fifth color.

Lock colors to series, not to position

If "Software" is teal in Q1, keep it teal in every quarter and in every other chart in the same report. Readers learn the color once and reuse that memory; changing it mid-report forces them to check the legend every time.

Sort categories on purpose

Time periods sort chronologically. Anything else (regions, channels, products) should sort by the series that matters most for the story, largest to smallest, not alphabetically. Alphabetical order is a default, not a decision.

Keep the value axis at zero

Column height is the encoding here, the same as a single-series column chart. A truncated axis exaggerates every gap between series, which matters more in a grouped chart because readers are already comparing several bars against each other at once.

Common mistakes when making a Grouped Column Chart

One series never shows up in the chart

This almost always means the value binding is a single column instead of a range. Open the data mapping, check that the range covers every series column (B through D for three series, not just B), and re-check after adding a new series later.

Columns inside a group look merged into one block

The group gap and the column gap are set to roughly the same width, so the eye cannot tell where one category ends and the next begins. Widen the group gap in the layout settings until there is a clear visual break between categories.

The same series shows a different color in each category

This happens when column order in the source sheet does not match between an old upload and a new one, so PlotSet assigns colors by position rather than by the header you expect. Re-check the column order in your spreadsheet matches the series legend, then reassign colors if needed.

Learn more about the Grouped Column Chart

Not sure the Grouped Column Chart is the right choice? See what it is, when to use it and when not to.

About the Grouped Column Chart

Grouped Column Chart: common questions

Same data, different orientation. Grouped columns stand vertically and suit short category labels or a time axis; grouped bars lie horizontally and suit long category names or many categories. Build the sheet the same way for either one.

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