Do you know that you collapse or expand excel charts? Don’t believe me? Me neither. When I first realized that we can collapse / expand charts without writing any macros or lengthy formulas, I couldn’t wait to share it with all of you. This is such a simple yet powerful trick. See it for yourself.
If you want to collapse / expand an excel chart like this, Just follow the below steps.
1. Place your data in rows
Place your data like this.
Make sure you have an empty column next to each series of data. You can also place your data in columns instead of rows. Also summary row (in our case – yearly total) is added and calculated using a formula.
2. Make charts and Position them in the extra column
Select data for each year and make one chart. Since the data is in rows, select a bar chart. Make sure you position the charts in blank columns. Remove any chart axis, grid lines etc if you feel like.
At this point our set up should look like this:
3. Now select the detail rows and Group them
Just select all the rows with detailed data (in our case, the monthly sale values) and group them.
To group rows, go to Data Ribbon > Group in Excel 2007+ or
Data Menu > Group and Outline > Group in Excel 2003. See the below to understand.
| Group Data – Excel 2003
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Group Data – Excel 2007+
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4. Finally Adjust Chart Positions so that when you Group the Chart Collapses
This is the tricky part. Depending on excel version, you need to carefully adjust the chart’s size and position (top, left) and data series gap so that when you press “collapse” button from grouping area on left, the chart also collapses neatly.
This step is very straight forward in Excel 2007, but in Excel 2003 it takes some patience. Once you finish it, the collapsible chart is ready.
Go ahead and show it off to your boss or colleague, just wow them.
Download Collapsible Excel Chart Template
Click here to download collapsible excel chart template. This file is tested in Excel 2007, but should work with some minor hitches in Excel 2003 as well.
Learn more:
Show one chart from many – the easiest excel dynamic chart trick
More excel dynamic chart – tutorials and templates
Where would you use Collapsible Charts?
Even though this technique is a bit shaky on earlier versions of excel, I find good uses for this in dashboard reports, financial models etc. where lots of data is the norm. You can also use incell charts instead of regular charts and this technique works just as well.
What about you? Where would you use this trick?
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!