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How to Create a Column Chart

A step by step walkthrough for turning a spreadsheet into a published column chart in PlotSet, from ordering the rows to exporting or embedding the finished chart.

约 7 分钟

Categories in the order you want them, a value axis that starts at zero: how to create a column chart in PlotSet covers exactly that, styled on purpose and either embedded on a page or exported as an image. Not a copy of someone else's demo, your own periods and your own numbers, going through the same click path a real PlotSet chart takes from upload to publish.

If your spreadsheet is already two columns, category and value, with the rows already in the order you want to see, this takes about five minutes. Add a couple more if you're dealing with dates that keep auto-converting into something else, or a totals row you need to strip out first. Budget the seven minutes below and treat the rest as a buffer.

你需要的数据

Two columns, one row per category: the category label first, usually a time period, and the number second. Rows should already sit in the order you want the columns to appear, since PlotSet reads them top to bottom.

示例 CSV
QuarterRevenue
Q1 2023182400
Q2 2023205100
Q3 2023198750
Q4 2023241300
Q1 2024229600
Q2 2024256900
备注

Keep the category column as plain text, not a date. If a spreadsheet auto-converts "Q1 2023" into a date serial number, PlotSet charts that serial number, not the label you typed.

Row order is chart order. PlotSet lists categories top to bottom exactly as they sit in your sheet, so put Q1 2023 above Q2 2023 rather than relying on a sort step afterward.

One number per category. Comparing this year against last year in the same chart needs an extra column and a grouped or stacked column chart, not this one.

Delete any totals row before uploading. A "Total 2023" row becomes a column of its own, usually the tallest, and breaks the chronological order of everything after it.

操作步骤

PlotSet 中从空白模板到完成图表的具体点击路径。

  1. 01

    Open the column chart template

    From the PlotSet dashboard, start a new project and pick the Column Chart template. It loads with sample data already in place so you can see the exact layout, category then value, before you bring your own sheet.

    PlotSet 的模板选择界面:左侧是图表分类列表,中间展开 Bar Charts 分类的模板网格,Bar Chart 模板卡片上显示「Select」按钮。
    每份指南都从这里开始:先选分类,再选模板,不管你要做哪种图表,用的都是同一个网格。
  2. 02

    Shape your sheet into two columns, in order

    Put the category label in the first column and its number in the second, one row per category, arranged in the order you want the columns to appear. For time periods, that means Q1 sitting above Q2 in the sheet itself, not sorted after upload.

  3. 03

    Bring in the file or connect a sheet

    Use the data panel to import a CSV or .xlsx file, paste rows straight 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.

    PlotSet 编辑器的数据视图:表格中 Name、Value、Region 三列填着加拿大各省的数据,旁边的「Data」面板提供 CSV 上传、「Magic Import」和 Google Sheet 同步。
    这里的数据视图取自一个条形图项目。你可以上传 CSV、用「Magic Import」从图片里提取数字,或同步 Google Sheet,每种图表类型的面板都一样。
  4. 04

    Map the category and value columns

    Confirm which column feeds the horizontal axis and which feeds the column height. PlotSet usually guesses right when your headers are clear, like "Quarter" and "Revenue", but check it manually if your sheet carries extra columns.

    PlotSet 数据面板中高亮的列绑定:「Label/time」对应 A 列,「Values」对应 B 列,「Filter/color」对应 C 列,下方是「Auto Binding」按钮。
    绑定决定哪一列作标签、哪一列提供数值、哪一列决定颜色。「Auto Binding」(自动绑定)会根据表头推测,所以要核对一遍,别想当然。
  5. 05

    Turn off auto sort for ordered categories

    PlotSet defaults to ranking columns by value, which is wrong for anything with a natural sequence. Switch the sort control to source order so Q1 2023 through Q2 2024 stay chronological instead of jumping around by size.

  6. 06

    Format the value axis and set the gap width

    Add thousands separators or a currency symbol under number formatting, name the unit on the value axis, and confirm the axis minimum is 0. Set the gap between columns to roughly half a column's width: tight enough to compare, loose enough not to read like a histogram.

    PlotSet 编辑器停在「Preview」标签页:画布上是做好的 Column Chart,右侧的设置面板用红框标出。
    Column Chart 的「Preview」标签页。所有样式设置都在红框标出的这个面板里,每个设置各自占一个标签页:外观、标题、脚注,以及这种图表类型特有的选项。
  7. 07

    Pick one colour, then publish

    One consistent colour is correct for a single series; save a second colour for the one column you want to highlight, such as the most recent quarter. Add a title that states the comparison, then publish for a live interactive chart, grab the embed code, or export a PNG, SVG or PDF.

从已加载示例数据的 Column Chart 模板开始,再替换成你自己的数据。

打开模板

发布、嵌入或导出

最后一段路对每种图表都一样:「Share」(分享)把图表变成一个在线的公开链接和一段嵌入代码,「Export」(导出)把它输出成静态文件。

Share:公开链接与嵌入代码

打开嵌入代码和公开链接的开关,图表就发布出去了。链接可以放心发给任何人;嵌入代码以 iframe 的形式放进任意页面,悬停提示和交互效果都会保留。之后修改了图表,点「Recreate」就能把改动同步到链接和嵌入代码两边。

PlotSet 编辑器工具栏中高亮的「Share」按钮,紧挨着「Export」按钮。
点「Share」,完成的图表就会变成一个公开链接和一段嵌入代码。
PlotSet 的「Share」对话框:用于启用嵌入代码和公开链接的开关,「Link」「Embed」「Facebook」「Reddit」「Twitter」「LinkedIn」「Email」几个按钮,以及带「Copy」按钮的图表公开链接。
打开嵌入代码和公开链接的开关,然后复制链接或取用 iframe。之后再修改图表,点「Recreate」就能把改动同步给所有已拿到链接的人。

Export:SVG、PNG 或 JPG

「Export」会按你需要的尺寸输出一份静态副本。SVG 放到多大都清晰,还能在设计工具里继续编辑;幻灯片和文档用 PNG 或 JPG 最稳妥。想让图片在高分屏上够锐利,关键就是那个倍数设置。

PlotSet 编辑器工具栏中高亮的「Export」按钮。
要做成幻灯片或报告里的静态文件,就走「Export」这条路。
PlotSet 的「Export chart」对话框:倍数选择器设为 2x,宽高输入框填的是 1000 和 600,展开的格式菜单里列出 SVG、PNG 和 JPG。
SVG 放到多大都清晰,还能在设计工具里继续编辑;做幻灯片用 PNG 或 JPG 最稳妥。导出前先设好倍数,图片在高分屏上才够锐利。

Column Chart 的样式提示

Keep the sort control off for time periods

If your categories are months, quarters or years, turn off value based sorting entirely. A chronological column chart tells a trend story; a value sorted one scrambles it into a ranking that doesn't exist in time.

Fit no more than about fifteen columns

Past that, labels start tilting or truncating and the columns thin into a picket fence. Group extra categories into an "Other" bucket, or switch to a horizontal bar chart, which handles a long list better than a column chart ever will.

Set the gap width around fifty percent

Too wide and the eye has to travel between columns to compare them; too narrow and the chart starts to look like a histogram, where touching bars mean something different: a continuous number line underneath. Fifty percent of a column's width is a safe middle.

Reserve a second colour for exactly one column

A highlight colour on the current quarter, or the category you're actually discussing, earns its place. A different hue on every column asks the reader to hunt for a grouping that isn't there.

制作 Column Chart 时的常见错误

Quarters or months come out alphabetical, not chronological

This means the sort control is still set to rank by value or by category name instead of source order. Open the sort setting in the chart panel, switch it to source order, and check that your sheet already lists the periods top to bottom in the sequence you want.

Labels are tilted at an angle and hard to read

This shows up once you're past ten or so categories, or once a label runs longer than a word or two. Shorten the labels first, "Q1 2024" instead of "First Quarter 2024", and if that's still not enough, take it as the cue to switch to a bar chart instead.

The columns look flat, all close to the same height

Check the axis minimum. If it's been nudged above zero, by hand or by an auto-scale setting, every column's true height gets compressed and small real differences look identical. Reset the value axis minimum to 0.

深入了解 Column Chart

不确定 Column Chart 是否是正确选择?查看它是什么、何时使用以及何时不使用。

关于 Column Chart

Column Chart:常见问题

Two columns and one header row: a category label, usually a time period, in the first column and one number per category in the second. CSV and .xlsx both work, and a pasted range from any spreadsheet tool is fine too.

现在制作你的 Column Chart

免费开始,300+ 模板任选。无需信用卡。