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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.

约 8 分钟

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.

你需要的数据

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.

示例 CSV
QuarterHardwareSoftwareServices
Q1 2024420006800021000
Q2 2024455007100023500
Q3 2024510007650026000
Q4 2024585008400029500
备注

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.

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

    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 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 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.

    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

    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.

    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

    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.

    PlotSet 编辑器停在「Preview」标签页:画布上是做好的 Grouped Column Chart,右侧的设置面板用红框标出。
    Grouped 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。
  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.

从已加载示例数据的 Grouped 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。

Grouped Column Chart 的样式提示

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.

制作 Grouped Column Chart 时的常见错误

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.

深入了解 Grouped Column Chart

不确定 Grouped 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 Grouped Column Chart

Grouped Column Chart:常见问题

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.

现在制作你的 Grouped Column Chart

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