Making Interaction Plots using Excel

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Yesterday I read about interaction plots on junk charts where he points out the merits of an interaction plot. Interaction plots show interaction effects between 2 factors. For eg. you can show how your product sales have changed between year 1 and year 2 using an interaction plot like below:

interaction plots

As you can see, interaction plot is a simple line chart with several series. You can easily make this in Excel. Here is a simplified tutorial to help you get started.

Step 1: Select the data and insert a line chart

This is simple, just insert a line chart from the data.

Step 2: Go to the line chart “data” and change rows to columns

You require this step only if your data is oriented differently.
switch rows / columns - interaction plot in excel

Step 3: Format the interaction chart

Since excel colors each line series differently, you need to change the colors, add labels, adjust the label source (from data to series) and then format grid lines etc.

That is all, your interaction plot is ready to go.

Download interaction plot template for excel and play with it

Click here to download the interaction chart template for excel and use it to make your own interaction plots.

Points to consider when you are making interaction plots,

  • Interaction plots can be too messy if you have a lot of series. Generally they loose the appeal after 6-7 series of data.
  • Chart formatting with more series of data can be a pain too. Use F4 key if you are found repeating same steps.
  • Make sure you don’t color individual series differently. You can use same color and label instead. It looks a lot better that way.
  • In cases like last year vs. this year or budget vs. actual, you can even use clustered bars. See more examples on budget vs. actual charts for inspiration.

What is your opinion about interaction plots?

I think they are good for small data samples. I have personally not used them, but I like the idea and will use them when there is an an opportunity. What about you? Have you used them in any professional setting? How did your audience feel about the chart? Tell us using the comments.

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30 Responses to “Rescue oddly shaped data – Battle between Formulas, VBA and Power Query”

  1. MF says:

    Nice use of Power Query! Power Query is simply awesome! But somehow a lot of people are punishing themselves by not using it (not learning it).

    An imperfect 4th approach for consideration... no codes at all...
    Select myrange.
    Go to Special --> Blank
    Delete Cell --> Shift cell left
    90% done... now we just need to move the data of 2nd column to the bottom of 1st column
    Of course... Power Query is the best.
    Cheers,

  2. There is another way but it involves multiple steps:
    Copy the values in column E, move the cursor to F5, Paste Special with Skip Blanks, OK
    Copy the values in column D, move the cursor to F8, Paste Special with Skip Blanks, OK
    And so on.
    This works perfectly, albeit a little clumsily apart from the values in B17 and C16, which can be moved with simple copy and paste

  3. Robson says:

    Power Query Forever! I do not know how I survived for so long without knowing and using this tool, I can not recommend it to my colleagues, but by the way they prefer to suffer to learn.

    My congratulations here from Brazil.

  4. Haz says:

    I rolled my eyes when I saw that data

    Using decimal places is a nice trick to order data, thanks for that

    And tweaking the first formula a bit, you can use OFFSET instead of INDIRECT

    =OFFSET($A$1, MIN(IF(myrange, ROW(myrange)), ROWS(A$1:A1))-1, RIGHT(TEXT(MIN(IF(myrange, ROW(myrange) + COLUMN(myrange)*0.00001), ROWS(A$1:A1)), ".00000"), 5)-1)

    • Michael Connor says:

      Tried the above formula with the downloaded oddly shaped data file and I could not get it to work. I get #value without ctrl+shift+enter, and #ref with ctrl+shift+enter.

      • Haz says:

        Sorry, it was SMALL, not MIN.
        Add with CTRL+SHIFT+ENTER.

        • Michael Connor says:

          Thank you for your formula. Like the indirect formula I tested this one in older versions of EXCEL and it worked without ALTERATION in EXCEL 95. Very impressive.

  5. Bertie Hechter says:

    Too complicated

    Use =Sum to summarize all the sells to the left and Bobs Your Uncle

  6. Michael Connor says:

    I tested this formula in versions of Excel all the way back to Excel 95

    =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)))

    So there are multiple ways of cleaning up messy data by formulas.

    • Chandoo says:

      Wow.. Excel 95. Who knew people still use that. But as you have shown, Excel has all these beautiful and powerful functions for 23 years. It has data sciency stuff before DS was even a thing.

      • Michael Connor says:

        I had a problem with pasting the formula in the original post.
        Formula should be: =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)))

        EXCEL even in a 16 bit version, is a very robust and capable program.

  7. Michael Connor says:

    I don't like the VBA code. If you have a blank row in MyRange, the last entry in the range is doubled up in the paste.here range.

    • Chandoo says:

      Not really. The macro is writing one cell at a time from paste.here. You have to clean the range before, which I was too lazy to write. But a line like Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents should do the trick.

      • Michael Connor says:

        Adding Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents fixed the problem.

  8. A Rakesh Patro says:

    for step split column by delimiter i am not getting option of split into rows or columns. Can you help me in this

  9. Marc says:

    Thanks Chandoo for promoting Power Query.

    To simplify further, you can "Unpivot Columns" instead of right click on the newly created column and split it by comma in to rows in step 3 of Power Query.

  10. johan says:

    i used

    =LOOKUP(10000,B5:F5)

    and got the answers. I just plagiarized this formula somewhere and use it, maybe you can explain why it works.
    Regards

    • Chandoo says:

      @Johan... I am not sure if the formula works correctly. When I tested it with the sample data in this post, it showed #N/As in two cells. Essentially, it will only give first value in each row. So if a row has multiple values, then subsequent values are missed. LOOKUP() function goes thru a list and finds the first value that is less than or equal to the input - in this case 10000 in B5:F5.

  11. Ben says:

    I have the need to convert pdf's to excel on occasion and they often come out a mess like this. I have used:

    Cell G2 =COUNT(myrange)
    Cell G3 =IFERROR(IF(G2-1<1,"",G2-1),"") copied down to G100
    Cell H2 =IFERROR(LARGE(myrange,G2),"") copied down to H100

  12. Patrick says:

    Waouw...

    =IFERROR(INDIRECT("R" & SUBSTITUTE(TEXT(SMALL(IF(myrange "", ROW(myrange) + COLUMN(myrange)*0.00001),
    ROWS(A$1:A1)), "00000.00000"), ".", "C"), FALSE), "")

    but CTRL Shift Enter with {} before and after 🙂 😀

  13. Peter B says:

    Another possibility.
    This assumes that you have a row index 'k' to use in the SMALL function and a column index 'h' to identify the columns of 'myRange'.
    If you define 'coord' to refer to
    =k+h/10 [assuming h<10]
    then it will be possible to recover values later based upon location within 'myRange'. The formula 'nb' that identifies non-blanks by coordinates is given by
    = SMALL( IF(myRange"", coord), k )
    Finally, to unpick the pieces
    = INDEX( myRange, INT(nb), 10*MOD(nb, 1) )

  14. Peter B says:

    Whilst I am here and making trouble the PQ solution is also a tad over-complicated. All that is needed is to unpivot the entire table and remove the Attribute column.

    The advanced editor would show
    let
    Source = Excel.CurrentWorkbook(){[Name="myRange"]}[Content],
    #"Unpivoted Columns" = Table.UnpivotOtherColumns(Source, {}, "Attribute", "Value"),
    #"Removed Columns" = Table.RemoveColumns(#"Unpivoted Columns",{"Attribute"})
    in
    #"Removed Columns"

  15. vivian.liu says:

    1.fill the blank cells with 0
    2.the requested column value=sum of those mess number column
    but this can be used in only one column has value

  16. Juan Carlos Barreto says:

    Chandoo

    And if we use the formula SEARCH (100000000, B5: F5)

    JC

  17. Daniel Dion says:

    Another approach with Power Query, it will still work if the number of columns changed:
    let
    Source = Excel.CurrentWorkbook(){[Name="myrange"]}[Content],
    #"Added Custom" = Table.AddColumn(Source, "List", each Record.ToList(_)),
    #"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"List"}),
    #"Expanded LIst" = Table.ExpandListColumn(#"Removed Other Columns", "List"),
    #"Filtered Rows" = Table.SelectRows(#"Expanded LIst", each ([List] null))
    in
    #"Filtered Rows"

  18. Bob says:

    Nowadays, you can just use TOCOL on Excel 2024, MS 365, and Web Excel. It has a parameter to ignore blanks/errors/both.

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