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Home›Assistive Technology›How to Create a Heat Map in Excel

How to Create a Heat Map in Excel

By Matthew Lynch
June 15, 2023
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Heat maps are a powerful tool that is used to visualize complex data sets in a simple manner. They are extensively used in business and scientific applications to identify patterns and trends. Even if you are not a data analyst, you can create a heat map in Excel with only a few skills.

Step 1: Organize Your Data

The first step in creating a heat map is organizing your data. Ensure that the data is in a table format where each row represents a data point, and each column represents a metric.

Step 2: Create a Pivot Table

After organizing your data, you need to create a pivot table. Pivot tables are an excellent tool for summarizing data and making it easier to visualize.

To create a pivot table:

1. Go to the ‘Insert’ tab and click on ‘PivotTable.’

2. In the PivotTable field list, drag the metric that you want to visualize.

3. Drag the rows that you want to see in the heat map into the ‘Rows’ field.

4. Drag the columns that you want to see in the heat map into the ‘Columns’ field.

Step 3: Insert Conditional Formatting

The next step is to insert conditional formatting in the pivot table. Conditional formatting will enable you to color code cells according to the values in the cell.

1. Select the cells that you want to apply the conditional formatting.

2. Go to the ‘Home’ tab and click on ‘Conditional Formatting.’

3. Click on ‘Color Scales,’ and choose a color pattern that you prefer.

Step 4: Adjust the Cell Size

When you create a heat map, you want to ensure that the cells are easy to view and read. Therefore, you need to adjust the cell size to ensure that you can view all the data clearly.

To adjust the cell size:

1. Select all the cells in the pivot table.

2. Right-click on the selected cells and choose ‘Row Height’ or ‘Column Width.’

3. Adjust the row height or column width that you prefer.

Step 5: Add a Chart Title

Adding a chart title to your heat map makes it easier to read and understand the visualization.

1. Select the pivot table.

2. Click the ‘Insert’ tab and choose any chart type you want.

3. Click on the ‘Chart Title’ and add a title that will help to describe the chart.

Step 6: Save and Share

After creating a heat map in Excel, the final step is to save and share the visualization.

To save the heat map:

1. Click the ‘File’ tab and choose ‘Save As.’

2. Choose a location where you want to save the heat map file.

3. Type a name for the file and click ‘Save.’

To share the heat map:

1. Click the ‘File’ tab and choose ‘Share.’

2. Choose the method to share the file, such as email or a cloud-based service.

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