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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7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”

  1. Dan Murray says:

    I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.

    A Twitter-like secure application like Yammer might be a good fit with this.

    For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.

  2. Aires says:

    @Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)

    The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂

    (Ah, btw, I'm Fernando... 🙂 )

  3. Chandoo says:

    @Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".

    For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "

    @Aires.. thanks once again.

  4. Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project

    The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.

    Regards

    Susan de Sousa
    Site Editor http://www.my-project-management-expert.com

  5. Sue says:

    Hi Chandoo,
    I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
    Thanks

    Sue

  6. XLCalibre says:

    The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!

  7. I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards.  I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved.  I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.

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