In this article we will learn what a Panel Chart is and how you can construct a panel chart in Excel.
What is a Panel Chart?
A panel chart is a set of similar charts neatly aligned in panels to help us understand some data which has multiple variables in it.
Here is an example panel chart showing the total defects per module over the last 4 weeks.
Panel charts are also called by names “trellis displays” or “small multiples”. They are an effective way to display multi-variable data.
Why use Panel Charts?
Excel has several built-in chart types like stacked column chart, clustered column chart that can help you visualize same data. I have shown 2 alternatives below. First observe them,
As you can see these charts communicate the data very poorly (despite using same colors and other chart elements as the panel chart). This is where a panel chart shines.
How to make a Panel Chart in Excel?
There are 2 approaches to make panel charts in excel.
1. Making one complex chart that internally has panels containing individual charts (requires lots of calculations and chart formatting.)
2. Making different charts and aligning them on excel sheet.
There are merits and de-merits both approaches, but I personally prefer #2, since it is very easy to make panel charts with that approach.
Step 1: Make different charts
Very simple. Make different charts, one for each panel in your panel chart.
Trick: Make the first chart. Format it completely. Now select the chart and press CTRL+D to duplicate it. Now, using the mouse adjust the source data ranges of this new chart. That is all.
Step 2: Adjust Axis Formatting of the charts
You should set the axis minimum and maximum values for all charts at the same level. This will ensure that users can compare values from multiple panels without worrying about axis scale.
Also consider setting the axis labels of subsequent panels (other than first) to white color (or background color). Since axis has same scale and limits, there is no point in showing that in every panel.
Step 3: Align the charts
There are various alignment options possible for panel charts. I have shown a few samples below:
Depending on the number of panels, choose an alignment that works best for you. Keep in mind that when you align vertically, horizontal axis comparison is easier and when you align horizontally, vertical comparison is easier.
So align the charts in a logical order that works for you. And that is all. Your panel chart is ready to roll.
Panel Charts – Things to keep in mind:
- Make sure all panels have similar axis ranges. Otherwise your audience cannot compare panels and the chart becomes useless.
- Select the alignment that is both aesthetic and comparable
- Panel charts usually contain multi-variable data. You must figure out what is the best panel arrangement (in our case, other alternative is, Weekly panels with Defects by Modules) for your audience.
Download Excel Panel Chart Template & Example Workbook:
Click here to download excel panel chart template & examples. [Excel 2007 version here]
Panel Charts – More Resources & Help:
- Jon Peltier has written at length about Panel Charts in Excel. Here is a beautiful article showing vertical panel chart example. Here is an article on Panel Charts with Different Scale.
- Kelly O’ Day has coined the term Panel Charts and he has several useful examples of panel charts in his site Process Trends.
- Juice Analytics beautifully explains what panel charts are.
- I have written about panel charts before. Learn more from incell panel chart, Incell dot plot panel chart, and see some example panel charts in visualizing market share changes.
Have you ever used panel charts? What is your opinion?
I find panel charts very powerful and insightful. However, I hate the fact that making them in Excel is so cumbersome. (but the effort is totally worth it.) I have used panel charts in various consulting and work assignments and wowed my audience.
What about you? Have you ever used panel charts? How do you make them? What is your experience like? Please share using comments.
7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”
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.
@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... 🙂 )
@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.
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
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
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!
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.