Visualize

Stock Performance

Create a line chart with for any public company. A step-by-step tutorial from Datawrapper.

Overview: What you learn


1.

Where to find stock data 

Making it easy to get the information

2.

Visualizing the stocks performance

Using the line chart module in Datawrapper

3.

Annotating your line chart

Enhance the story told about a stock

Visualize any stock 

This tutorial walks you through the steps to visualize the performance of any publicly listed stock, using the line chart module from Datawrapper. We show you how to find data, prepare the data for the visualization in Google Sheets or Excel and then visualizing and annotating with Datawrapper. With just a little bit of practice you will find how easy and fast working with Datawrapper is.

Where to find data

Find and download historic stock data

We recommend Yahoo! Finance to look up and download historical data for stocks. The offering is extensive and has many different layers of information. But the recommendation is based on how simple it is to download the data there. 

There might be other sources for public stocks or funds. But so far we found that Yahoo! Finance is the easiest site to use for this purpose. If you have a better tip or alternative please send us the link and we include additional options in this tutorial. 

But back to Yahoo! Finance. For demonstration purposes, let's take the stock of Amazon (AMZN). The company has gone through an amazing development, from a pioneering online bookseller to global e-commerce powerhouse. For the last few years the company is pushing forward on digital entertainment (Amazon Prime Video, Prime Music) and - amazingly - cloud computing with its Amazon Web Services offering (AWS). In short: This is a unique development, how is this reflected in the stock performance and how can we tell a story from IPO to today, using Datawrapper?

Here are the steps to search for the Amazon stock data and firstly download the data to a spreadsheet software for a brief preparation before importing that data into Datawrapper. 

(1) Go to Yahoo! Finance

(2) Search for the stock. In our case we search for Amazon (AMZN). Historical data for the particular stock is then found in the menu (red circle below). 

(3) Choose the time range you want. This can be a week, a month, year or even all the data since the day of first trading of the stock. 

A brief excursion here: Every day would result in too much data. From 1997 to 2016, spanning roughly 18 years we would get almost 5.000 lines of data. So, our choice here will be the weekly data, which provides more than enough data points. 

Simply click on "Historical Data"

Then define the time period - in our case we simply click on "MAX"

Click "Done", then "Apply" and then finally "Download Data". This is all we needed from Yahoo! Finance.

Step 2: Preparing the data 

(Hint: If you are familiar with spreadsheets, you can skip this part. What we do is a bit of cleaning, in order to the copy & paste the data into Datawrapper)

We firstly upload the data again into a spreadsheet. This will be Excel for most users. In order to share the data with you we selected Google Sheets, in this particular case. By and large the next refining steps might differ slightly in Excel, but are essentially very similar or even the same. 

(4) As a first step of preparing the data for the visualization we need to upload the data correctly into the spreadsheet. We downloaded the data from Yahoo as a .csv, which means we should not simply open it in either Excel or Google Sheets. Instead we use "Import".

In Google Sheets "Import" is under the menu "File"

(5) Your data should now be imported. Just in case, here is a link to the Google sheet with the data we will use in this example: Amazon Historic Stock Prices.

(6) Tip: Create a copy of the data. Here is useful trick for working in any spreadsheet software: Always make a copy of the imported data and make this a habit. The reason is simple: In the next steps we will re-sort the data, apply changes, etc. By keeping the original data (at best including a link to the original source) we can always be sure that we can check back, just in case we make a mistake. In this particular example it's not critical and neither is there a big chance for making big mistakes. But make this a habit. This will eventually save you a lot of time in some of your data explorations.

To make the copy we simply open a new tab at the bottom of the tutorial and rename it. It should look like this. These tabs at the bottom of the spreadsheet are working in the same way in both Google Sheets and Microsoft Excel. 

(7) Preparing the data (in Google Sheets)

Wether we do this in the spreadsheet or directly in Datawrapper depends. Datawrapper has some options to select data, etc. - but for larger re-sorting, re-formatting we would always recommend a proper spreadsheet software.

The following tips are specifically for Google Sheets. 

(8) Freeze the first row with the titles for each column  This is to ensure that the first row stays in place, even though we re-sort the data. Another benefit is that if we scroll down in the spreadsheet, the title header will always be visible.  titles stays in place, even when we start sorting the data. 

Go to "View", then "Freeze", then select "1 row".

(9) Which data should we use: Open, close or average?

When we downloaded the stock data we got several columns: Yahoo! Finance gave us the historic data for open and close for each period we wanted (day, week, month). 

So we several prices for the stock:

- Open: The price of the stock at the beginning of the trading day

- Close: The price for the stock at the end of the trading day

- High: The highest price of the stock during the trading day

- Low: The lowest price of the stock during the trading day

- Volume: This is usually the total trading volume for the day

- Adj. Close: The closing price for the day, adjusted for corporate actions such as a stock split or paying dividends. 

For our line chart we will use the "Adjusted Close" price. Given that we are looking we could use "Open" and "Close" too. What is important here: Should we later look at a particular period of the stocks performance, e.g. one or several years or a specific shorter period we whould always stick to using the Adjusted Close.  In general consistency is important, but we can achieve that with either data column.

(10) Hide columns

We don't need all the data. We could delete it - given that we are working only with a copy of the data we imported. But an even easier option is to simply "hide" the columns we don't need. 

In Google Sheets there is a little button on top of the column where we can get to a menu to do this. First marke the columns you want to hide, then select any of the little drop-down buttons and select "Hide columns..." from the menu. 

There are now small arrows between the columns to indicate hidden columns. One click and they are shown again. 

For us the cleaned data is just right to be imported into Datawrapper now. What we described here is quite typical and actually a relatively easy case on data preparation. Often the data is not as good and not as consistent and needs more cleaning and preparation. But that highly depends.

In our case, we now go to Datawrapper for the line chart visualization:

Visualizing the stock data 

This will be moving a bit faster now. Datawrapper is designed to "not stand in the way" to accomplish a task like creating a line chart. Let us show you what you can do:

(11) Copy the data from the spreadsheet

(12) Open Datawrapper.de

(13) Paste the data into Datawrapper

Click "Upload and Continue"

(14) Check & Describe

In this step we can check the data - whether Datawrapper imported everything and read the data. Datawrapper is usually very good in detecting the right format and allows for adjustments of dates and other data. 

What to note:

Output locale: This selection controls the format of numbers: 1,000.00 would be the english number format. Equally, Monday, August 18, 1997 is a english date format. It is very convenient and time saving that Datawrapper will switch between different formats with the click of one button. 

Transpose dataset: Sometimes it is needed to switch the data for X- and Y-Axis. Here it is not necessary, so we skip this step. But note that here and in a later step you can "switch" the data with one click. 

(15) Choosing the right visualization

Per default Datawrapper will choose the bar chart as a first attempt to visualize the data. But that would not work well - with more than a thousand data points the story gets lost. As we have time for each data point the line chart is the much better option. 

So, it's one click on "Lines" to change this. 

But, mmh, the result looks a bit strange. The line chart is stretched to long, much too long. The reason is that Datawrapper because of the many datapoints tries to visualize the line in the best way possible. But there is a very easy way to change this: Simply go to the bottom of the chart and change the width and in this case specifically the height to something that is visible on a normal screen. 

Your line chart should now look like this:

So, basically we are done. But practically Datawrapper offers quite a number of additional options to style the chart and add annotations - which are now the next steps in this tutorial. 

Go from "Chart type" to "Refine": There are multiple options to control the appearance of the x-axis, the y-axis and the line itself. The options are so self explanatory that the best way to learn what they do is to simply click on each option and watch the chart change. 

As a general rule for good charts less is more: So, from the Refine tabs we have selected only very few options: 

- The abbreviated years from the x-axis ('15 instead of 2015). Simply because they are shorter and use less "ink". 

- Custom ticks on the y-axis: Just 200, 400, 600, 800. These are enough ticks to tell the story, but without clutter. 

- Filling the area under the line. This is debatable. A purist would use just the line. The argument for filling the area is that it becomes more visible that the stock price has risen (or in other cases fallen) and that the filled area is what the company is worth in total.  

As a result our line chart now looks like this:


Other Interesting Tutorials

How to create a Stacked Column Chart

Learn how to create a stacked column chart in minutes with Datawrapper.

View Guide

All-new line charts

Datawrapper has completely revamped line charts: More responsive, cleaner and with annotations.

View Guide