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How to create a tolerance chart

How to create a tolerance chart

How to create a tolerance chart

A tolerance chart shows how a result compares to a maximum and minimum permitted range.  These charts are often used in industry to check whether a process is working correctly and within permitted limits.

The image below shows the type of chart we will be creating.

Excel Screenshot - Completed Tolerance Chart

 

The data

This chart requires various values:

  • Minimum value – the lowest acceptable value
  • Maximum value – the highest acceptable value
  • Range – the difference between the highest and lowest values
  • Result – the actual result

The example data below uses 15 periods of data.

Excel Screenshot - tolerance chart data

 

Create the chart


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A tolerance chart is a combination of two chart types, a stacked area chart and 3 line charts.

  • Area Chart – Minimum and Range
  • Line Charts – Minimum, Maximum and Result

This example is created using Excel 2016.  The principles for other versions of Excel will be the same, but the menus may be in slightly different locations.

Select cells A1-P5

Click: Insert -> Charts -> All Charts -> Area -> Stacked Area

Then click OK.

Excel screenshot insert stacked area chart

We now need to add the minimum result into the chart again (this will form one of the thick borders of the acceptable range).  To do this select Cells A2-P2

Home -> Copy (or Ctrl + C)

Select the chart

Home -> Paste (or Ctrl + V)


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Next, delete the title and the legend (unless you specifically require them).  The chart should look like this:

Excel screen shot - tolerance stacked areas

Next, right-click the data series relating to the Result (yellow in the screenshot above).  From the menu select “Change Series Chart type . . .”.  Change the chart types as follows:

  • Max – Line
  • Min – Line
  • Result – Line with Markers

The Min and Range should remain as Stacked Area charts

Excel screenshot - tolerance chart data series

Please note, in other versions of Excel it is necessary to right click on the data series you wish to change, then changing the data series one by one to the chart type you wish.

Next, right click on the bottom area (the Min).  From the menu select “Format Data Series”.  Change the fill for this section to ‘No Fill’.

Excel screenshot format data series

Right-click on the bottom axis.  Select “Format Axis”


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Excel screen shot format axis

Within the Format Axis window select Axis Options -> Position Axis: – On tick marks

Excel screen shot on tick marks

You may now format the left axis, Min, Max and Result on the chart to display as you wish.  The final tolerance chart should look something like this:

Excel Screenshot - Completed Tolerance Chart

 

Notes

Some recommend using a Stacked Column chart to create the highlighted tolerance area.  However, I prefer the Stacked Area chart method.  Whilst both methods enables the highlighted tolerance area to be different for each period, the Stacked Area chart can provide a smooth change, rather than a stepped change.

 

What Next?

Do you want to create beautiful, easy to read and insightful charts all the time?  If so, I high recommend you get Effective Data Visualization: The Right Chart for the Right Data.  This is one of my favorite Excel books.

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