Dynamically Grouping Related Events [Excel Combo Charts with Pizzazz]

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Yesterday we have posted how to use excel combo charts to group related time events. In the comments, Art Johnson says,

This is awesome. I love this blog. I have dealt with this issue before. Usually my issue is monthly anomolies caused by fiscal months of 4 weeks followed by 4 weeks, and then 5 weeks in each quarter. This causes a spike in March, June, Sept., and Dec. It’s one reason I prefer to look at quarterly trends rather than monthly. This chart is quite nice to see these effects. Is there a way to just toggle between two charts? One of weekends and one of weekdays? […]

This effect can be easily achieved with a cup of coffee, one combo box form control and the good old IF formula. Look at it yourself.

Dynamic grouping of events in Excel Charts - Dynamic Excel Combo Chart

I am not going to provide the complete recipe. But here is the gist. I am sure you can take the help of that coffee in case you are stuck.

  1. Add a combo-box form control using forms tool bar or Developer ribbon. (not able to find the developer toolbar in excel 2007? see this)
  2. Set the input range for combo box to two cells where the values “weekdays” and “weekends” are mentioned.
  3. Also set the “cell link” for the combo box to some free cell like IV32000
  4. Now change the dummy series (the range where the column chart values for zebra lines are mentioned) values to a formula.
  5. The formula should be able to change the dummy values based on the selection in combo box. This is your homework to figure out.
  6. That is all. You now have a chart that dynamically groups events based on user selection. Pretty cool eh ?

Download the workbook and see it yourself

Click here to download the workbook and play with it.

Where can you use this technique?

Oh, several places. To begin with,

  • To highlight new products vs. older products in a product-wise sales chart
  • To highlight top 10 vs. bottom 10 values in a big chart
  • To highlight values of a certain product / project vis-a-vis the whole set of values

What do you think about this idea?

Have you ever tried similar ideas in a report or dashboard? What is your experience? Personally I find dynamic charts more effective compared to static charts. Users like them, they like to play with the control(s) and make their own observations. Do you agree?

PS: If you are looking for a way to compare 2 KPIs or metrics in charts, see the part 5 of dashboard tutorial

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6 Responses to “Make VBA String Comparisons Case In-sensitive [Quick Tip]”

  1. Rick Rothstein (MVP - Excel) says:

    Another way to test if Target.Value equal a string constant without regard to letter casing is to use the StrCmp function...

    If StrComp("yes", Target.Value, vbTextCompare) = 0 Then
    ' Do something
    End If

    • Fares Al-Dhabbi says:

      That's a cool way to compare. i just converted my values to strings and used the above code to compare. worked nicely

      Thanks!

  2. Tim says:

    In case that option just needs to be used for a single comparison, you could use

    If InStr(1, "yes", Target.Value, vbTextCompare) Then
    'do something
    End If

    as well.

  3. Luke M says:

    Nice tip, thanks! I never even thought to think there might be an easier way.

  4. Cyril Z. says:

    Regarding Chronology of VB in general, the Option Compare pragma appears at the very beginning of VB, way before classes and objects arrive (with VB6 - around 2000).

    Today StrComp() and InStr() function offers a more local way to compare, fully object, thus more consistent with object programming (even if VB is still interpreted).

    My only question here is : "what if you want to binary compare locally with re-entering functions or concurrency (with events) ?". This will lead to a real nightmare and probably a big nasty mess to debug.

    By the way, congrats for you Millions/month visits 🙂

  5. Bhavik says:

    This is nice article.
    I used these examples to help my understanding. Even Instr is similar to Find but it can be case sensitive and also case insensitive.
    Hope the examples below help.

    Public Sub CaseSensitive2()

    If InStr(1, "Look in this string", "look", vbBinaryCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

    Public Sub CaseSensitive()

    If InStr("Look in this string", "look") = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub
    Public Sub NotCaseSensitive()
    'doing alot of case insensitive searching and whatnot, you can put Option Compare Text
    If InStr(1, "Look in this string", "look", vbTextCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

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