We have a macbook at home (we have a name for it too, we call it Shimla, the most romantic place for us). Like all latest macbooks, this one too came with a trail version of iWork. Even though I have used iWork before, this time I wanted to compare iWork numbers with Excel. In this post, I want to highlight 7 really cool features for iWork and how Microsoft excel can benefit from implementing the same.
1. iWork comes with sexy templates
When you try to make a new Numbers document, iWork asks you to select from some of the templates. The templates are really practical and very cool. For eg. they have a template for creating a check-list, product comparison worksheet, household budget. These are really easy to use and work to the point.
With excel 2007, MS introduced several new templates and gave us an option to import templates from web. But still, users resort to quite a few workarounds when it comes to building a neat looking worksheet. We all could benefit if something like this is available in Excel.
2. Simple but effective Paste Options
When you copy some values in to clipboard and try to paste them, iWork gives you an option to “paste values” and “paste and match styles”. 2 most commonly used paste options.
In excel, this is usually hidden in paste special menu (in 2007, paste values is available as a menu choice as well). Excel veterans know the ALT+ESV shortcut by heart. It would be cool to have these options highlighted in the menus and given easy to remember shortcuts.
3. Making Checkboxes, Sliders, Steppers ad List boxes is very easy
In iWork Numbers, to get a checkbox in a cell, all you need to do is format the cell as “checkbox”. You can also format a cell as slider, stepper or “pop-up menu” (usually known as combo box).
This is very easy compared to all the form control based stuff we are used to Excel. If MS implements this idea, we dont need to resort to sneaky tricks to get a bunch of checkboxes in excel or use wingdings font.
4. Quick summary of data
Whenever you select a bunch of numbers, iWork Numbers displays 5 quick statistics about the data, in the status area of the numbers application. (Unlike excel, iWork numbers has status bar in the left side).
Excel also shows the quick summary in the status bar, but usually the sum of values. (In excel 2007, you can configure the stats you want to see, thus mimicking this behavior. But it would surely help if these 5 stats are “always on” by default.
5. Cleaner Menu / toolbar area
While MS is going towards ribbon based interfaces for all their applications, iWork keeps the UI relatively simple and uncluttered. The toolbar area, shown below contains the vital buttons to make a filter, format a cell, create a chart, insert a function, table and change views. Everything else is buried one level deep.
This could be a more effective way to expose a complex application’s functionality. MS should consider these UI options as well.
6. Inspector Dialog for all the formatting options
Excel has a ton of dialogs to format cells, charts, drawings, printer settings, tables and more. In iWork, there is one dialog for all of these, called as inspector window. Using this you can setup printer options, page layout, table design, cell formatting, chart formatting, font, text, paragraph settings, drawing shape formats and other inserted object (such as movies) formats. Based on the selected item, the inspector window shows the corresponding tab where you can adjust the formatting.
This could be a great way to reduce the popup fatigue in Excel. In Excel 2007, MS introduced new popups that further complicated the way even a simple chart axis formatting. We all could benefit if MS implements simpler dialog boxes modeled after the inspector.
7. Switch rows and columns in charts intuitively
In iWork Numbers, to switch rows and columns in a chart, all you had to do is select the chart and then click on the little button that appears next to data range of the chart.
In excel you can do this using “select data” options of the chart. But doing this without leaving the worksheet is much more intuitive and cooler.
Have you tried iWork Numbers?
Apple is famous for its design sense and beautiful products. iWork is no exception. It is a visual treat to work with iWork.
What is your opinion about it?
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.