Changing the scale of the y-axis in Excel charts allows you to better visualize your data by adjusting the range of values displayed. A customized y-axis scale draws attention to relevant data points and minimizes empty chart space.
My 10+ years of experience using Excel has taught me that editing chart axes is an essential skill for impactful data visualization.
Follow the step-by-step instructions below to learn how to edit your vertical value axis scale in Excel.
Table of Contents
Select Your Chart and Access Format Options
- Click anywhere inside the chart to display the Chart Tools tabs.
- On the Format tab, locate the Current Selection group.
- Click the arrow below the Chart Elements button.
- Select the vertical (value) axis from the drop down menu.
This displays formatting options specific to the y-axis.
Open Axis Format Dialog Box
- In the Current Selection group, click Format Selection.
- Alternatively, right-click directly on the y-axis and choose Format Axis.
The Format Axis dialog box appears.
Edit Axis Bounds
- In the Format Axis pane, select Axis Options.
- Under Axis Bounds, set desired values for Minimum and Maximum.
- Choose Fixed for manual axis bounds.
- Select Auto to let Excel determine bounds.
Adjusting bounds changes the scale’s start and end points.
Change Major/Minor Units
- Still in Axis Options, locate the Units section.
- Edit Major unit and Minor unit values to adjust gap between scale markers.
- Higher values = fewer markers.
- Lower values = more granular scale.
Units control density of tick marks and gridlines on the axis.
Reset Original Format
- If you need to restore the y-axis to Excel’s default scaling, select Axis Options.
- Click the Reset button at the bottom of the pane.
One click reverts axis bounds and units to automatic settings.
Tips for Custom Y-Axis Scales
Here are some best practices to create effective, customized scales:
- Start axis at zero for accurate data representation.
- Avoid large gaps between major unit markers.
- Ensure axis range covers highest and lowest values.
- Keep horizontal and vertical scales consistent between charts.
- Format negative numbers and dates appropriately.
- Right align text labels for clean presentation.
Common Reasons to Change Y-Axis Scale
You may want to edit your vertical value axis if:
- Data is compressed due to Excel’s narrow default bounds.
- Important high or low values are cut off from view.
- Data lines appear flat because scale markers are too far apart.
- Irrelevant background noise shows due to scale starting above zero.
- Data trends become less clear or distorted.
- It’s hard to differentiate data between separate charts.
Techniques to Emphasize Key Data Points
In addition to axis scaling, also consider these techniques:
- Add reference lines at key thresholds.
- Include custom data labels for relevant markers.
- Vary data point icon size proportional to value.
- Sort legend so key series appear at top.
- Utilize conditional formatting rules.
- Annotate notable features directly on plot area.
Properly scaling chart axes takes your Excel visualizations to the next level. A customized scale directs focus, reveals insights, and allows accurate data comparisons – all essential for impactful charts.
With the skills covered here, you can now edit y-axis scales to highlight what matters most!