I was toying with the idea of creating a tag cloud in excel – as a form of new visualization, this could be useful when you have medium amounts of data (eg: 50-300 rows) and you want to emphasize on what is important and what is not. I would imagine using a tag-cloud,
- When you are listing features of your software
- When you are listing your sales figures across top 1000 cities of your country
- When you are analyzing visitor data to your web start up
My goal is to generate a tag cloud from a selected data table (with just 2 columns, one with text to display, the other with any number on it) as shown below:
Download and play with a sample tag cloud visualization I have created
Since anything related to changing cell formats is not possible using functions, I had to write a VBA Macro (a subroutine that you would write in your excel sheet to achieve a task). The logic is simple:
1. Read the selected table and create 2 arrays, 1 with tags and another with the numeric data
2. Select an empty cell in the work book (I choose E10)
3. For each item in tags array:
– Add text to the selected cell
– set its font size based on normalized value between 6 and 20
The code is shown below:
Sub createCloud()
‘ this subroutine creates a tag cloud based on the list format tagname, tag importance
‘ the tag importance can have any value, it will be normalized to a value between 8 and 20On Error GoTo tackle_this
Dim size As Integer
size = Selection.Count / 2
Dim tags() As String
Dim importance()ReDim tags(1 To size) As String
ReDim importance(1 To size)Dim minImp As Integer
Dim maxImp As Integercntr = 1
i = 1For Each cell In Excel.Selection
If cntr Mod 2 = 1 Then
taglist = taglist & cell.Value & “, ”
tags(i) = cell.Value
Else
importance(i) = Val(cell.Value)
If importance(i) > maxImp Then
maxImp = importance(i)
End If
If importance(i) < minImp Then minImp = importance(i) End If i = i + 1 End If cntr = cntr + 1 Next cell ' paste values in cell e10 Range("e10").Select ActiveCell.Value = taglist ActiveCell.Font.size = 8 strt = 1 For i = 1 To size With ActiveCell.Characters(Start:=strt, Length:=Len(tags(i))).Font .size = 6 + Math.Round((importance(i) - minImp) / (maxImp - minImp) * 14, 0) .Strikethrough = False .Superscript = False .Subscript = False .OutlineFont = False .Shadow = False .Underline = xlUnderlineStyleNone .ColorIndex = xlAutomatic End With strt = strt + Len(tags(i)) + 2 Next i Exit Sub tackle_this: ' errors handled here 'MsgBox "You need to select a table so that I can create a tag cloud", vbCritical + vbOKOnly, "Wow, looks like there is an error!" End Sub
This code is totally reusable. Just right click on the sheet name at bottom & select “view code”. In the VBA Editor create a new module (Menu > Insert > module) and Paste the above code there. Go back to your excel sheet and select a 2 columned data table and run the createCloud macro. The cloud will be created and pasted in cell E10. You can change this by modifying the line Range(“e10”).Select.
Download the above code and an example in an excel
Happy charting 🙂
25 Responses to “Display Alerts in Dashboards to Grab User Attention [Quick Tip]”
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which could also provide another piece of information.
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which can also provide another piece of information.
For Excel 2007, your formula should do the same as the Excel 2003 version, so that non-alert rows are blank - if they are 0, the unnecessary green icon will show
Hi Chandoo,
Nice Post !! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
Hi Chandoo,
Nice Post !!! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
The Complete formula [Don't Know how it got cut ]
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
PS : Use in single line [I have split it to avoid cuts 😉 ]
Hi Chandoo..
why it is not displaying the complete formula..
anyways here is the balance
"=IF(A2<0.25,CHAR(153), IF(A2<=0.5,CHAR(155), IF(A2=0.76,CHAR(152)))))"
@Rohit... your formulas are fine. Just that the width of comment area is fixed and hence my website is cropping it at 640pixels. I just edited your formula and added few white spaces so that it wraps nicely.
Very good idea btw.. kudos!
Hi,
Maybe just go for 'bold' ; 'underline' or 'italic' to draw the users attention? Those methods (if those can be called methods) are used cross media type (books, journals, blogs, billboards, ...) to guide the readers eye to valuable information.
Just a basic thought
@Tom.. good idea..
[...] has a very nice writeup on how to add such alerts to dashboard sheets. Possibly related posts: (automatically generated)Divide your data set into workbooksHow to enforce [...]
Hi Chandoo,
You certainly grabbed my attention! although I wasn't sure what my brother (Suresh) and cousin (Shyam) were doing right, and I was doing wrong? 😉
I love your blog btw - Many thanks for all your hard work in unravelling the secrets and mysteries of Excel!
Best regards
Ramesh
I thought I saw an advertisment for a book about learning excel called excel himalaya or something. It cost about 35.00 us money but seemed to have the things I need to have my admin assistant to start to use. I was hoping to start with this book and then send her to school if she shows some interest and aptitude. Any help on this would be appreciated. Thanks
Great web site and information!!!!
@Jeff... checkout http://chandoo.org/wp/2010/08/25/excel-everest-review/
thanks, your website is awesome!
[...] Alerts to highlight focus areas [...]
[...] There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo
Firstly thanks for all the cool tips on how to use Excel better.
I am new to the site and have a question which you may be able to assist with but dont know if these comment boxes are the best way of asking ?
I am looking at assets and trying to calculate the depreciation total by taking a year (say 2010) adding the expected life of the asset (say 10 years) then comparing that to a future date (say 2015) using an IF statement. The calculation in normal is - IF((year in col B (2010) plus 10years)>year 2015, add a years depreciation, otherwise leave blank). The converted date value does not appear able to add 10 years in order to compare it to 2015. Am I missing something ?
I use the “IF” Statement in conjunction with Conditional Formatting in MS Excel to give verbiage to alert one of a required action, dependant on a review date. This makes a visual stimulus, plus it clues one as to what the conditional format is trying to warn you about and what follow-up actions are required.
Wow, I'm really impressed with dashboards. I had no idea this stuff was even possible with excel. I'd like to offer an interactive dashboard to my customers, showing analytics of their data. I have a .pdf file with the datapoints. I'd like them to enter the data on my website, and be able to see their data. Is something like that possible.
Hi Chandoo,
I've recently purchased the package for both templates.
In the portfolio dashboard,under the calculations worksheet, I'm attempting to change the date range in the gantt chart to show only the range of the project that starts in late 2013. How do I do this?
Thanks
Adam
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo,
I'm new at Excel Dashboard and found your blog really useful and helpful! It's very nice of you that you dedicate your time to do this.
Could you please explain how can I use Alerts based on dates on a Dashboar?
For example, if a target date is coming closer to the actual date, the alert is yellow or red.
I'd really appreciate some help!
Thank you
Where can I download the file Excel of Averall Statistics ???
Thanks a lot.