Excel Bullet Graphs

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bullet graph - becoming a dashboard ninja using Microsoft excel conditional formatting and formulasBullet graphs provide an effective way to dashboard target vs. actual performance data, the bread and butter of corporate analytics.

Howmuchever effective they are, the sad truth is there is no one easy way to do them in excel. I have prepared a short tutorial that can make you a dashboard ninja without writing extensive formulas or installing unknown add-ins. So get out your shinobigatana and join me in a fresh excel sheet arena.

Before we create our first bullet graph, let us spend a few moments understanding these graphs. Stephen Few proposed bullet graphs as way to provide crisp view of “target vs. actual performance” numbers. Shown below is a sample bullet graph and how you would read it.

Sample bullet graph layout and how to read them

Read up more on this at PTS blog and on a Gauge chart that actually works.

Let us create your first bullet graph

Click here to download bullet-graph template excel sheet so that you can see while reading

Our technique of involves conditional formatting and simple formulas applied to a cell grid. Just follow these 4 easy steps:

Step 1: Prepare your data for charting

bullet-graphs-empty-cellls-step-1Since we are going to plot bullet graphs on a cell grid, we first need to normalize our data. I have chosen to plot each bullet graph on 20 cells in a row as shown in the raw grid shown to the right:

Assuming we have fictitious sales data like this:

bullet-chart-ninja-normalized-data-cells-Microsoft-excel-visualization

You can normalize YTD sales figures using a simple formula like this : ROUND(YTD-sales/target*20,0)

Now that we have our data steaming hot, lets brew the graphs

Step 2: Lets make the raw grid formatted based on data

Now we will take the raw 20 cell grid in each row and conditionally format these cells so that we have background of the bullet graph drawn on them.

For eg. If the normalized sales data for Bad range is 7 and for OK Range is 15 then,

We will highlight first 7 cells lighter shade of gray, next 8 cells gray and last 5 cells with darker shade of gray.

I have shown the conditional formatting applied to these cells below:
bullet-graph-excel-conditional-formatting

When we are done, a sample row looks like this:

bullet-graphs-building-background-step-1

We have our cell grids ready now, lets shoot some bullets. 🙂

Step 3: Plot bullets on our graph canvas

Our final step involves print a bullet symbol (either – or + or | ) in each cell depending on one of the following conditions:

1. If the cell position (1,2,3 … 20) is equal to Year ago value and cell position is less than YTD value print a + symbol
2. If the cell position is equal to Year ago value and cell position is more than YTD value print a | symbol
3. If the cell position is less than YTD value print a –
4. Else print a blank

See the formula below:
bullet-graph-MS-excel-if-formula

Download the excel template for bullet graphs to understand this formula better

Step 4: Show off your bullet graphs, awe your boss or colleagues, bask in your Ninja glory

Unfortunately, I cannot tell you how to do this. I can only teach you to be a Ninja, but you have to be one to charm people with your tactics. 🙂

Shown below is another variation you can try. Also, you can experiment with the symbols printed (instead of + – | you can try other ASCII characters, for more download the excel sheet containing bullet graph templates)

excel-bullet-charts-like-a-ninja-dashboard

Also try: Partition charts, Incell Graphs and much more.

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27 Responses to “How to Embed Youtube videos in to Excel Workbooks?”

  1. Vlad says:

    Thank you!!
    The trick is to get that URL for video. Some videos have this feature disabled... hmm...

  2. Fred says:

    very cool. how did you record what you do on Excel? it didn't seem like you was using a camcorders.

  3. Robert says:

    This is a great tip. Is it possible to insert a PDF on an excel worksheet? I usually receive quotations in pdf format, and would like to show the quote on a worksheet, rather than using hyperlinks. Any and all help would be greatly appreciated.

  4. Gregory says:

    Your instructions didn't work for me, ether in Excel 2010 or 2007, and I tried several times, following the instructions very carefully and to the letter.

    What I found out is that, for some odd reason, copying the YouTube URL then adding the ?fs=1&hl=en_US to the end would not work at all for me.

    But if I went to the Embed code in YouTube and copied value parameter (minus quotes) and pasted it into the movie property, the movie would play. The Embed code value parameter includes the link and the extra bit you included at the end. No need to copy that as an extra step.

    • West says:

      Best feedback on here. Worked like a charm after removing extra YT code. Thanks..

    • Sonu says:

      @Gregory,
      Thanks your instructions.
      I have carefully followed the Instructions mentioned by you and still i am unable to do embed the video in excel.
       
      Please help and your immedate reply will be higly appreceiable.
       
      Regards
      Sonu Monga
      A Chartered Accountant
       

      • HARSHUL says:

        If you are using excel 2010 or higher. then there is nothing like Shockwave flash player.
        In that case you have to use windows media player.
        There is a control naming Windows Media Player in that list.
        Insert that contol and then open properties and insert link in URL.
        It will work.

    • Sonu says:

      @Gregory,
      Thanks your instructions.
      I have carefully followed the Instructions mentioned by you and still i am unable to do embed the video in excel.
       
      Please help and your immedate reply will be higly appreceiable.
       
      Regards
      Sonu Monga
      Chartered Accountant

  5. vlad says:

    It wouldn't play because you need to indicate the exact location of flash file....by 'Embedding' the file, you get the the exact URL, so it can be played....some videos can't be 'embedded' that's why it won't work....

  6. Jason says:

    My developer tools does not list a control for "Shockwave flash object". Where/How do I find it?

  7. modeste says:

    Hi Chandoo,

    why don't use OCX Window media player ???
    you can play your own local video or music
    just indicate exact location (Full path or URL)
    i.e :
    C:\Users\Public\Music\Sample Music\Kalimba.mp3
    C:\Users\Public\Videos\Sample Videos\Wildlife.wmv

    with macro and userform :
    Sub PlayMedia()
    On Error Resume Next
    UserForm1.WindowsMediaPlayer1.URL = ThisWorkbook.Path & "/" & ActiveCell.Value
    ' ----- or
    ' ----- UserForm1.WindowsMediaPlayer1.URL = Exact location
    End Sub

  8. Very cool. I also could not get the instructions to work, but was able to use Gregory's suggestion about the embed code. Thanks for posting!

  9. Maria says:

    Thanks Chandoo. This is very cool. I was able to make it work using the embed code copying from http: up to _US as you indicated. This is a great way to provide additional training or message as you package your deliverable.

  10. [...] Trying to become a bit flashier with your dashboards? Maybe you’re just looking to include additional material. Take a look at this quick tool to embed YouTube videos in excel workbooks. [...]

  11. Clarity says:

    Hi Chandoo,

    Excellent tip. Very useful.

    Is there anyway to link the path in the properties to a cell value so that the user can select the video from a drop down and then have the video play?

  12. Nav says:

    nothing happend in Embed Youtube videos in to Excel Workbooks, it shows only white blank screen.

  13. nihal says:

    Hi Chandoo, How Do I put more than one URL in movie field?

  14. Steve says:

    Hi Chandoo,
    very good tip.
    But how do I start the embeded video in an xlsm file once the tab is selected or through VBA programming?
    Appreciating your answer
    Steve

  15. KAMALAKAR says:

    Query:
    I have created 4 sheets excel file, but when i print this file to PDF it generates two sheets one PDF and two Sheets one PDF … can i know the setting which i had to change. because i want all 4 sheets in one PDF
    while Printing i did setting as "Print Entire Workbook"
    Awaiting for your reply.

  16. Brent says:

    Help!! THis works great, but I'm trying to use VBA to change the URL, which I can do. The problem I am having is getting it to play via VBA.

    The object has both .play and .playing = true properties, but neither will actually play the video after updating the .movie url. The correct video appears within the object, but I can't get it to play from VBA... which I really need it to do.. Thoughts?

  17. biljo says:

    Hello

    Go to Developerr tab and select more control then find windows media player just click it.

    after that you have to right click on the embeded object and select properties there you need to add your video file path.(dont forget to include extension like .avi, .mov etc.) in URL field. Then Press Alt+11 and deselct design mode. Once you close the module your video start playing.....

  18. Rob G says:

    For the life of me, I cannot get this to work. I have followed Chandoos instructions to the letter and also tried using the embed code as Gregory suggested, all I get is a blank white box where the video should be. Is there any other reason that this might not work? Flash version perhaps? Quite frustrating.

  19. Mark says:

    Hi I was wondering if was a way after adding a video if one could save to HTML format and it would work?

  20. Yatin says:

    Hi Chandoo,
    This is very helpful, however, is there a way to auto-play the embedded youtube video as soon as somebody opens the excel file? Can you share the macro for the same?

  21. nonsofar13 says:

    Hi,

    Very cool, how is it possible to start automatically the video when the excel sheet is open?

    I would like to start the video when i open the worksheet :).

    Best regards.

  22. Yasser says:

    Hello
    When trying this method, I got Flash-embedded videos are no longer supported. Is there a solution for this problem?

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