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. 🙂
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13 Responses to “Gantt Box Chart Tutorial & Template – Download and Try today”
Hi Chandoo
As one of your students I have followed your detailed example through with great success. However, Excel is acting in an unexpected way and I wonder if you could take a look?
http://cid-95d070c79aef808e.office.live.com/self.aspx/.Public/Gantt%20Box%20Chart.xlsm
On my version, I have to type 40239 (Which equates to 2 Mar 2010) to get the chart to display 31 May 2010 (which should be 40329)!!??
Have I done something wrong or is Excel acting up?
Thx
Oli
PS Your example file in 2007 displays correctly.
Hi,
I like this idea a lot, but I agree the name is a little drab.
As an American I may just be seeing things, but to me the combination of lines and bars on your chart looks like a bunch of cricket bats.
Maybe you could work that into a catchier name. 🙂
Cheers!
Here is some code I use to keep the axis synched.
It may be useful to some of your readers
It is based on a comment I saw on Daily Dose of Excel.
Function SynchGanttAxis(Cname, lower, upper)
'Sets the X min and X max for Category axis
Application.Volatile
On Error Resume Next
'
'Top Horizontal Axis
With ActiveSheet.Shapes(Cname).Chart.Axes(xlCategory, 1)
.MinimumScale = lower
.MaximumScale = upper
End With
'Bottom Horizontal Axis
With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 2)
.MinimumScale = lower
.MaximumScale = upper
End With
End Function
Function SynchVerticalAxis(Cname, lower, upper)
Application.Volatile
On Error Resume Next
' Excel 2007 only
'Right hand vertical axis
With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 1)
.MinimumScale = 0
.MaximumScale = upper
End With
End Function
@Oli.. Can you check your file again.. I see 40329...
@Dave: Even I saw things.. the bars actually looked like lollipops. How about calling this lollipop chart - now that would be yummy and goes along the tradition of naming charts after eatables (bar, pie, donut...)
@Bob: Superb stuff... thanks for sharing 🙂
Hi Chandoo
This looks really good and I think it can also be applied to show project phases / milestones.
Question: Thinking further could this be amended to display a project lifecycle (Idea through to Implementation say 7 phases) on one bar / row? Just imagine 20 projects within a programme all on one chart one bar each showing their respective lifecycle stages i.e. on one page.
Idea: As the Gantt Box Chart this is quite intensive to set up re formatting etc how about the added extra of once you have completed this to "Save as template" i.e. saves the formatting and layout of the chart as a template so you can apply to future charts. Simple to do and will save the time formatting etc again and again and again.
Therefore tip: Click on your chart demo and then click on Save As template icon (2007) - edit file name and click on save. Ready to use / apply via Templates in Change Chart Type window.
Thanks and be very interested if the lifecycle question can be resolved
Mike
How embarrassing.
I was obviously suffering from numerical dyslexia. I was one of those days.
@Mike H: You can easily make this chart to work like a generic project lifecycle plan chart. All you have to do is,
1. in a separate sheet define the steps of lifecycle and various dates in a table (with 5 columns for each of the projects you have).
2. now use a control cell to input the project name you want to show in the chart
3. based on the input, use OFFSET Formulas to get the correct data
4. Rest is same as the tutorial above
For more info on the dynamic charting visit http://chandoo.org/wp/tag/dynamic-charts/ and http://chandoo.org/wp?s=OFFSET
Your solution is really smart but in the en Excel isn't meant to do stuff like this. I, as a former PM, always thought is was frustrating that you had to do stuff like this for something simple like a Gantt chart. So I built Tom's Planner. And would like to plug it here. I think it really solves the problem you are trying to solve in the most efficient way. Check out http://www.tomsplanner.com for a free account or play around with the demo.
Hi there,
Chandoo - this is really a very nice and helpfull chart - I adopted it, so I can report a forecast or the delay of a certain task (coming from my role as an auditor for projects).
One topic I´m currently struggeling with: I do have a project lasting for lets say 12 month. For a management reporting, I want to have kind of snapshot, lets say one month back and 2 month in the future. I tried with the offset formula, but failed. Any idea?
Thx
Lopi
[...] Ein viel geliebter Klassiker ist die Erstellung von GANTT-Diagrammen mit Excel. Wir hatten das Thema wiederholt schon hier. Chandoo.org hat sich mal wieder mit einer neuen Variante hervorgetan: Das GANTT-Box-Chart. [...]
[...] [...]
Hi Chandoo - fantastic xls. One thing I can't figure out how to do is adjust the alignment of the vertical axis. I would like to left align so that I could indent to represent sub tasks. Can that be done? Or is there a better way?
I've been trying to work out if there's a way to show weekends on the graph. The closest thing I've got is to add them on a secondary axis, but then I haven't been able to keep both axis lined up together! Any ideas?
Following on from this - is it possible to show things like holidays?