We all know that bar charts can be used to display values spread across various categories or times. We also know that pie charts / donut charts can be used to display percentage breakup of various quantities in a sum total. How about mashing up both to create a Donut Bar chart?
“oh, donut what?!? It sounds like a brand new junk food from dunkin’ donuts”
Well, not really. It is a mash-up or combo chart using which you can display, for eg. sales over last few years along with percentage break-up of individual products. See below to understand.
In the above chart we have mixed a bar chart with a donut chart and sprinkled it generously with a scroll bar form control.
In this charting tutorial, we will learn how to cook a donut bar chart using Microsoft Excel. Scroll down the page to get the downloadable workbook to see this in action.
Recipe for making a donut bar chart
A good donut bar can be healthy while adding variety to your regular menu of charts. To make a neat looking donut bar chart, just follow the recipe.
Ingredients:
Sales data (finely chopped – year vs product level), one donut chart, one bar chart, one scroll bar form control and 5 minutes of spare time.
Step 1: Get your dough, err, data ready
As with any chart, we need the right data in right format to make a perfect donut bar chart.
I have arranged the data for our chart in the below format.
The last column shows the values as per scroll bar position. (more on this in the next steps)
Step 2: Insert a scroll bar control and link it to a cell
Go to developer ribbon tab and insert a scroll bar form control. (learn more about turning on developer toolbar in excel 2007)
Once you have the scroll bar, link it to a cell, say B18.
Also, set the scroll-bar minimum value as 1, maximum value as the number of years you have (in our case it is 14) and incremental change to 1.
Step 3: Determine product-wise breakups and totals based on scroll bar selection
We can use INDEX() excel formula to do this.
What is INDEX excel formula?
INDEX formula (examples) returns a specific value from a range of cells by taking the row and column of that range as input. For eg. =INDEX(A1:C10,2,1) will return the value in 2nd row, 1st column, ie, the value in cell A2.
So, how to write the INDEX formula in our case?
That is your home work. Just use the kitchen sink to experiment.
Once you are done, the product-wise breakups should be listed in a tabular format like this.
Step 4: Put everything together and boil for a minute
We have done all the ground work required to make the donut bar chart. Now, We just need to put everything together and make some charts. Here we have 4 small steps.
- Insert a donut chart using the product-wise breakup data
- Insert a bar chart with the yearly totals
- Insert another series in the bar chart to show the selected year total. Completely overlap this series with the totals series.
- Position everything together.
Finally adjust formatting and colors as per your taste.
That is all, the donut bar is ready for consumption. Serve hot or chilled. The donut bar tastes great with a cup of coffee.
Download the donut bar chart excel work book and play with it
Click here to download the donut bar chart template & workbook. Change the values and chart attributes to understand how this works.
Also try a Bar Pie chart, just follow the same recipe, but replace donut with pie.
Please tell me how your donut bar tasted using comments. 🙂
Recommended charting tutorials for you:
21 Responses to “Distinct count in Excel pivot tables”
The distinct count option works well but I have found that if I have a date field and want to group by year, month, etc. that option seems to be disabled. I need to do both, distinct count and group by year/month.
Example data; sales orders with item quantities with dates.
Challenge; sum the item quantities, count the distinct orders and group by month. How do I do this?
Perhaps that's not possible due to the grouping?
@Al... When you use data model based pivots, you cannot group values manually anymore. Why not use Excel 2016's default date grouping option? In this case we have just a few dates, so Excel is not grouping them, but if you have an year's worth of data, when you make the pivot with date in the row label area, Excel automatically groups them. If you have fewer dates or want to use your own grouping, just create a table with all dates, add columns with month, week, year etc. Then connect this table (these types of tables are usually called as calendar tables) to your data on date field as a relationship. Now you can create reports by month, quarter etc easily.
Is this the only way to do it in 2013? I find it rather cumbersome to have to create another data table listing dates with the another column for MONTH() and YEAR() to be able to summarise data for senior level...
I know people find adding calendar tables cumbersome, but it is a best practice and let's you add more layers of analysis quite easily. For example, adding analysis by weekday vs. weekend or by financial quarter or YTD calculations (you would need either Power Pivot DAX or some very carefully setup pivot table value field settings)
I had absolutely no idea this was possible. Very useful, nice work!
Doesn't work for 2010 version though (or at least not my works version)
Hi ,
The post has the following in it :
These instructions work only in Excel 2016, Office 365 and Excel 2013.
when i have 2 different Pivot tables, one without the enabled “Add this data to data model” option, and the other one with it enabled.. is there anyway i can link slicers between them?
if the answer is NO,, what to do ?
Quick note, the “Add this data to data model” option is not available for the Mac version.
perhaps outside scope of this article but I have found when I attempt to create a pivot table from an external data source (connection to a sql view) the "Add this data to data model" becomes greyed out. Anybody experienced and found a solution so I can start getting distinct count in my pivot tables?
Is there a way to still add a calculated field when using distinct count?
I found I can't change the date source after tick the " add this data to the data model", can you help to adv how to change the date source in such case?
Is there a way to update the source once you have added to the data model? I receive a new spreadsheet weekly and would like to update the connection so my tables pull from the new source.
Hi Crhis, I like how you have hulk (superhero) as your avatar. Do you know that there is a superhero in Excel too? It's Power Query. You can use it to solve your problem in a simple click. Here an intro if you need some guidance.
Powerful Introduction to Power Query
A big Thank you. It worked.
Hi, have survey data that I need to analyze but the challenge is that my key fields are showing horizontally. I tried to transpose the fields using Power Query, but unfortunately the new fields are returning same values on a pivot table despite using distinct values
How I can a do a pivot table with discount conts in some columns and then generate shor report filter pages. pls it drives crazy
Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?
Great Answer! Saved me lots of time!
Thank you!!!
Worked awesome! Thanks!!
Hi Chandoo,
I am using pivot tables for distinct count and now I need to update them with new set of data. But when I update the source data, all the columns and formatting of Pivot table disappears and I need to build it from Scratch.
Is there a possibility that I can update the source data with new rows added and also retain my pivot tables?