Market Segmentation Charts using Conditional Formatting

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Trust Peltier to come up with solutions for even the most impossible looking charts. Today he shares a marimekko chart tutorial.

What in the name of unindented VBA code is a Marimekko Chart ?

It is a variable width stacked chart. It is a good way to depict how various segments have performed wrt a set of products, essentially a market segmentation chart. See a sample chart that Jon created to the right.

I couldn’t sit still after seeing his post. So here comes market segmentation charts or marimekko charts using, <drum roll> conditional formatting.

See it for yourself, a market segmentation chart drawn in a 20×20 range of cells.

Here is a brief tutorial on how I created this. With little time and a strong coffee you can build a market segmentation chart too.

1. Adjust the data of your market segments and products

While Jon’s data (image) is oriented such that products are in columns and segments are in rows, I created the below structure as it directly maps to how the chart is drawn (segments in columns and products in rows)

Product and Segments Data for your Market Segmentation Charts

I have derived the below table using formulas. It uses the number 20 (which is the size of one side of our conditional chart) and some rudimentary formulas to derive the numbers 0,8,14,18 from 40%,30%,20%,10% and so on. How ? Now would be the good time to take a sip of that strong coffee and think hard looking out of the window.

2. Create a simple 20X20 grid and start writing formulas

Ok, this is the tricky part. Ideally when the chart is ready we want to have 4 colored regions in each of the 4 segments (this can change if you have more products or more segments). Imagine you were to just write numbers in that grid such that for first product we write number “1” in each segment cells and second product, number “2” so on. Then, color all 1s, 2s, 3s and 4s differently using conditional formatting, then this is how it would look.

Market Segment Chart - Raw

Now, we need to just figure out a simple formula that can automatically determine whether to output 1 or 2 or 3 or 4. ENTER THE STRONG COFFEE (or your favorite drink), slurp, slurp…

Ok, did you see those running numbers in the first column and row ? Good, We need to use those numbers to figure out certain things for us.

I have written the following formula in first cell in the 20×20 grid and copy pasted it all over the range.

=CHOOSE(MATCH(I$4,$C$13:$F$13,1), MATCH($H24,$C$14:$C$17,1), MATCH($H24,$D$14:$D$17,1), MATCH($H24,$E$14:$E$17,1), MATCH($H24,$F$14:$F$17,1))

What is it doing ? It is checking which segment the current cell belongs to by matching the top-row number with derived table’s first row (0,8,14,18). So for cell 1 this would be 1, for cell 12 this would be 3. Then, CHOOSE formula uses this information to determine which MATCH formula to run, there are 4 match formulas, each for one segment. All of them check the first-column running number with product-wise start numbers derived in the table 2 above. Slightly lost? Well, me too. Sip once more and read from beginning until it makes some sense.

3. Finally, apply the conditional formatting

Ok, now select the 20×20 grid and apply conditional formatting. Since I have created this in Excel 2007, I could define 4 rules, one for each number. But You can do similar using Excel 2003 (just define 3 rules, one for each number and apply 4th color to the entire range)
Conditional Formatting Rules - Excel 2007 - Market Segmentation Charts

Custom Format Code for Making Cells Invisible - Microsoft Excel
Also, hide the cell contents in the 20×20 grid by applying custom format code like this.

Thats all, you are now all set to show off your market segment chart. Go flaunt.

Download the market segment charts template and play around. [Excel 2007 File]

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28 Responses to “Pimp your comment boxes [because it is Friday]”

  1. Jeff Weir says:

    This borders on Excel soft-cell...er, soft-core...porn. My favorite kind.

  2. Tim says:

    Wow, that is pimp-TASTIC! I have a question, as a VBA n00b: additional comment boxes stay plain unless I "run" the macro. Is there a way to change all comments, going-forward?

  3. laguerriere says:

    hi Chandoo, well, I like the macro approach. For those who don't like it, there is another way: just add the "draw" toolbar to the shapes toolbar (via Custom etc), click on "edit comment", click on the auto-shape and then choose "draw" drop-down, --> modify auto-shape --> then you even can have a heart or a banner (I like the horizontal banner in in purple :-)) . in excel 2007, you have to add this custom menu that you choose via Excel Options --> Custom --> it is called "change/ modify auto-shape"!!!
    best,

  4. Tom says:

    @Chandoo. Great Post 🙂
    @Tim : the way the macro is coded, it must be run very time.
    @Community: If someone has an idea to perform it when opening an existing excel, it should be nice.
    @Community: if someone has some code to revamp the commentboxes on all sheets, please share it. 🙂
    @Microsoft Excel-progammers: some pimpoptions for the commentboxes should be great.

    Cheerio
    Tom

  5. Yukikomi says:

    For the auto run, please add the codes in workbook:

    Private Sub Workbook_SheetActivate(ByVal Sh As Object)

    Call Comments_Tom

    End Sub

  6. Debra says:

    Wow, that was a lot of fun... Thanks Tom!

  7. Chandoo says:

    @Jeff... Now, 5000 people know about your favorite porn... 😛

    @Tim ... you can write an event to handle the new comments. I wouldnt recommend it as it is really painful. another option is to use the macro suggested by Yukikomi. It will update comments everytime you activate the sheet.

    @laguerriere: very cool 🙂

  8. Johnnie says:

    @Chandoo ... Thanks! This is good stuff. I combined your tip with a tip from Mark O'Brien, then assigned it to a button on Excel 2010's Quick Access Toolbar, to format comments AS I add them. I also like how Mark's code saves me the trouble of backspacing my name out of new comments:

    Sub AppendToExistingComment()
    'Source: Mark O'Brien at http://www.mrexcel.com/forum/showthread.php?t=57296
    Dim oRange As Range
    Dim oComment As Comment
    Dim sText As String

    'Use object variable to hold range.
    Set oRange = ActiveCell
    'Use object variable for comment
    Set oComment = oRange.Comment
    'text to be added to the comment box
    sText = InputBox("Type text to be added:", "APPEND TO COMMENT TEXT")
    If Len(sText) = 0 Then End
    'If Active Cell has a comment then append new text to the end of the comment text
    If Not oComment Is Nothing Then
    sText = oComment.Text & vbNewLine & sText
    oRange.Comment.Delete
    End If

    'Add a comment with the contents of sText
    oRange.AddComment sText

    DoEvents
    Comments_Tom

    End Sub

  9. Nick says:

    Thank you very much for the code, it seems to be working for the most part; I am having a problem however. Once the routine makes the corrections to the comment, the comment becomes invisible. By invisible, I mean that when I highlight my mouse over it, nothing appears. However, when I right click the cell and click 'edit comment' then the comment becomes visible and I enter edit mode. Upon clicking out of the comment, it simply vanishes again. I've tried to fix this problem by adding a .shape.visible = msoTrue but then every comment is always visible. o_O please advise...

    Thank you,

    Nick

  10. Shailyog says:

    @Nick- That is because the font color of the comment is white and when you select the color of selection is also white hence you can not see anything. Try to change the color code in the routine to something else. would work

  11. Michael says:

    Thanks for that! The code works perfectly!

  12. [...] look at Format Excel Comment Boxes using VBA Macros | Chandoo.org - Learn Microsoft Excel Online [...]

  13. Sunny says:

    @ Chandoo - code works great and the comments look super cool. But I have ran into a small issue. In the comments, I am inserting pictures. When I run the macro, for all comments which already have pictures; pictures are deleted. Pls help me retain the pics in comments.

  14. […] posted some code one of his readers submitted, it "pimps" your comment boxes from those boring black-text-on-yellow rectangles to something more professional and eye-pleasing. […]

  15. mohammad mal says:

    love in it

  16. Deepak says:

    Hi Tom,

    This looks really excellent. I am however relatively new to macros / VBA codes so having copy pasted your code in the Developer mode of an Excel file, what are the next steps to use them? Can you please help? Just to recap, I opened a blank Excel workbook, clicked on Developer, copy pasted the comments code and saved the file to the desktop.

    Now how do I go about using it to add comments to an existing file? My apologies for asking a question which may be basic to you great geniuses, but I am not there yet and aspire to get there.

    Many thanks for helping me with next steps that I need to take so that I can now use the code.

    Best Wishes

    Deepak Dave, CMA, MBA, PMP
    Senior Management Consultant

  17. Tom says:

    Dear Dave,

    The best thing to do is to copy the macro in the personal.xls(x) file. The personal excel file will always be launched when you open excel so you can use it with every excelworkbook.
    Read all about it on the page of Microsoft.
    https://support.office.com/en-us/article/Copy-your-macros-to-a-Personal-Macro-Workbook-aa439b90-f836-4381-97f0-6e4c3f5ee566

    Once you have the macro in the personal, you can 'call' the macro by the keyboardcombination 'alt+f8' and klik on the macroname.

    Hope this clarifies the 'how to'. Good luck with your first steps in the wonderfull world of macro's.
    Tom

    • Deepak says:

      Hi Tom,

      Many thanks. I will try that out. Learning is fun and learning this stuff is even more amazing.

      Best Wishes

      Deepak Dave

  18. Gary says:

    There is a line 'Dim LArea As Long' which does not appear to be used. Have I missed something?

  19. Luis says:

    Excellent hack!
    For some reason when I opened my file after using LibreOffice Calc, all comment boxes had changed to some arrow shape.
    So this macro helped me from manually changing more than 5000 comments in a worksheet, or having to install some Excel extension.
    I used it with the following attributes to get back old style comments:

    It helped me from manually changing more than 5000 comments in a worksheet, or having to install some Excel extension.

    .Shape.AutoShapeType = msoShapeRectangle
    .Shape.TextFrame.Characters.Font.Name = "Calibri"
    .Shape.TextFrame.Characters.Font.Size = 10
    .Shape.TextFrame.AutoMargins = True
    .Shape.TextFrame.AutoSize = True

    Thanks a lot!

  20. Mark Blackburn says:

    This was helpful, thank you

  21. loana says:

    I think this is among the most significant
    information for me. And i am glad reading your article.
    But wanna remark on some general things, The site style is great,
    the articles is really great : D. Good job, cheers

  22. Jen says:

    Is there code to add to this that will format a particular part of the comment (i.e. make the last sentence in the comment bold and in italics)?

  23. Phil says:

    This is fantastic!
    How would I add auto-sizing to it?
    I tried adding this:
    .Shape.AutoSize = True but it gives me an error and as a novice at VBA I can't figure it out.

  24. site de promos says:

    Hello I am so glad I found your web site, I really found you by accident,
    while I was browsing on Bing for something else, Nonetheless I am here now and would
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  25. E.H. says:

    This is GREAT!

    How should the code be changed in order to tun once for all worksheets in a workbook?

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