This week we are celebrating Office 2010 launch at chandoo.org
Office 2010 [download beta version | purchase], the latest and greatest version of Microsoft Office Productivity applications is going to be available worldwide in the next few weeks. I have been using Office 2010 beta since November last year and recently upgraded my installation to the RTM version (Ready to Manufacture, a version that is final and used for burning CDs that MS sells).
I was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my comp.
This week, we are going to celebrate launch of Office 2010 by learning,
- What is new in Excel 2010
- Introduction to Excel 2010 Spark-lines
- New Conditional Formatting Features in Excel 2010
- Making your own ribbon in Excel 2010
- Using the Backstage View in Excel 2010
(with free upgrade to Office 2010 in June)
What is new in Excel 2010?
There are a ton of new and cool features in Excel 2010. My favorite new features are,
Sparklines
These are small charts that can be shown inside a cell and are linked to data in other cells.You can insert a line chart, win-loss chart or column chart type of spark line in excel 2010. They add rich information analysis capability to mundane tables or dashboards. We learn more about using them in tomorrows article.
[meanwhile: Learn how you can make sparklines in earlier versions of Excel]
Slicers
Slicers are like visual filters. They are an easy way to slice and dice a pivot table (what is a pivot table – tutorial). A sample slicer at work is shown above.
Improved Tables & Filters
When working with tables in Excel 2010, you can see the table filtering & sorting options even when you scroll down (the column headings – A,B,C… change to table headings)
[Related: Introduction to Excel Tables]
Also, in Excel 2010, data filters have a nifty search option to quickly search and filter values you want. (I still prefer the excel 2003 style one click filtering).
New Screenshot Feature:
Now, using Excel (or any other Office 2010 app) you can grab a screenshot of any open window. This could be very useful for those of us in teaching industry as you can quickly embed screenshots in to your teaching material (like slides or documents).
Paste Previews:
There are a ton of cool paste features buried in the Paste Special Options in earlier versions of Excel. MS has bought all these to fore-front with Paste Previews feature in Office 2010.
Improved Conditional Formatting:
Excel 2010 added a lot of simple but effect improvements to conditional formatting. One of my favorites is the ability to have solid fill in a cell based on the value in it. This provides an easy way to create in-cell bar charts.
Customize Pivot Tables Quickly
Now you can easily change pivot table summary type and calculation types from Pivot Table “Options” ribbon in a click (learn how to do this in Excel 2007 and earlier).
Also you can do what-if analysis on Pivots (I am yet to try this feature).
Customize Add-ins from Developer Ribbon
In Excel 2007, if you want to customize or add a new add-in, you have to circumnavigate cape of good hope. But Excel 2010 makes it a pleasant experience again. There are two buttons, right on developer ribbon tab using which you can quickly add, change any add-ins.
(also, it seems like developer ribbon is turned on by default, which is pretty cool.)
Customize Ribbons and Define your own Ribbons
One the most beautiful and powerful features about Office products is that you can customize them as you want. You could easily add menus, change labels, and define toolbars the way you like to work. It made us feel a little powerful and awesome. Then, for some reason, MS removed most of these customizations in Office 2007 leaving us frustrated and powerless. Thankfully, they restored some of that in Office 2010. In this version of office, you can easily add new ribbons or customize existing ribbons (by adding new groups of tools).
One File Menu to Rule them all
One of the biggest WTFs in Excel 2007 is Office Button. It wasn’t immediately clear for most of us, how we should save or work with existing files as everything was hidden behind the office button. Office 2010 rectified that problem beautifully by restoring “File” menu. But the engineers at MS didn’t stop there. They also added a host of other powerful features to the file menu and branded it as “backstage view”. Kudos! [Learn more about File Menu and Backstage view on this Friday]
Many more new features:
Not just these, there are many more subtle UI enhancements, features and improvements in Excel 2010 (and all other Office products). For eg. macro recorder now works with charts too, you can double click on chart elements to format them, you can collapse ribbon with a click, there is a new UI for solver, lots of statistical formulas have improved accuracy, there is exciting PowerPivot Add-in (my review of powerpivot) to let you do poweful BI and Analysis work right from Excel and many more. [read about all changes in Excel 2010 at TechNet]
You could win a Copy of Office 2010 – Home & Student Edition
Through out this week, I will be posting about Excel 2010’s new features and how you can use them to be even more awesome. I have 2 3 free licenses of Office 2007 Home & Student Edition (free upgrade to Office 2010) to giveaway.To qualify, all you need to do is drop a comment on any of the 5 posts this week.
The contest is sponsored by Microsoft and winners will be chosen randomly.
Addendum: I got 3 licenses to giveaway. 2 of them for Indians and one for a lucky international reader.
So, what are you waiting for? Go ahead and tell me what your favorite feature in Excel 2010? Leave a comment to win an Office license.
Things to do:
- Download and install beta version of Office 2010
- Get a copy of Office 2007
and upgrade it free to Office 2010
- Catch up with all the Excel 2010 action at MSDN blog
- Pre-order an Excel 2010 book and one-up your knowledge (I recommend Excel 2010 Bible
or Excel 2010 Formulas
by John Walkenbach).
66 Responses to “Budget vs. Actual Charts – 14 Charting Ideas You can Use”
[...] Update: Check out the results at Budget vs. Actual Charts [...]
Hi there:
I'm interested in understanding exactly how contestants #'s 1, 8 got their surplus or shortfall to show up at the top of the bar (is this overlapped or stacked somehow) and change colour? I hope this makes sense. I've tried to find samples and I can see contestant 8 (cuboo) may have used something called graphomate but I can't use this.
I need to create a bar chart that shows budget, and actual variance whether it be a surplus or a shortfall and I would like make it look like option 1 or 8 above but haven't a clear idea how to do it...any help would be greatly appreciated!
Regards..Linwe
[...] heute können alle Beiträge auf “Pointy Haired Dilbert” gesichtet und bis zum 12.04. bewertet werden. Falls mein Vorschlag - Nr. 8 - gefällt, freue ich [...]
Danken Sie Excel friend!
#6 is the best here. Simple, no extraneous visual effects.
I was all set to vote for #9...until I noticed its lack of y-axis labels. So I have to go with #6 also.
I think #6,#9 is enough .
#9 is my favorite
Nice data/ink ratio 😉
I agree with Jon - #6 for me.
8 & 14
I go for # 9 (simple) and #14 (complete)
I go for cuboo #8
cheers
#6 for overview at a glance / top management
#8 for deeper analysis / those who need more detailed information
#14 although I think you only need the bottom panel and I then would stack the Center charts vertically to make Center comparisons easier.
#10 gets my vote.
If there is a second place, then #14
denise
Hi, if I was not wrong, Samples 3,4 and 5 were created using Tableau software and not Excel. For more information on Tableau you might want to visit http://www.tableausoftware.com/. It was initially designed by Prof. Pat Hanrahan and his PhD students. I am not their salesperson but I thought someone might want to know more about this particular technology.
Hi Tin Seong Kam:
Thanks - I have looked at Tableau before. I have also found the means to reproduce something similar to chart 8 without using graphomate, and also chart 7. I proposed chart 9 as well but the overlap is confusing to some.
I am really not too concerned about showing actual budget figures but the variance in $ and % is important for my particular use. That is why I gravitate to the charts that seem to easily tell us that we have a surplus or a shortfall.
Thanks!
Linwe
11, 6, 9 (presque pareil)
7 pour la clarté
cuboo #8 ist my favorite
best regards...
8
8 is fantastic
I prefer N#8 - N# 1,7 & 8 use the settings of Rolf Hichert...
6 : The GURU (read "Jon Peltier ") has spoken,
SOO easy on eyes!
Hi Chandoo,
I liked Cuboo's submission. So #8 gets my vote.
Regards,
Sumit
Number 8 by far. Even though it's not part of the data display, the comments feature sells me. Variance explanations are as important as the actual variances.
I visually prefer #8, but #3 is really easier to understand, even if it lacks a lot of information (inverting budget/actual), legend, etc...
[...] All in all there are several great entries suggesting a good variety to present budget vs. actual performance. Go check them out. [...]
[...] reshape, zoo by learnr A reader of a Pointy Haired Dilbert blog enquired about best ways to visualise budget vs. actual performance. In response PHD challenged his blog readers to contribute their visualisations made using Excel or [...]
anyone willing to post their xls for these? Some really excellent exmaples.
To avoid the summary execution of the person presenting these to an executive team these charts must handle overspending as well as underspending, be comprehensible in 5 seconds and show the key fact clearly. The key fact isn't budget or actual - it's the magnitude of the gap!
Therefore:
#14 for nailing the key fact and being able to handle overspending. The winner therefore.
#6 for nailing speed-reading and being able to handle overspending, but somewhat obscuring the key fact. Second place.
#8 for nailing information depth and aesthetics. Third place.
I really wanted #8 to win, but that's the technician's view not the end-user's.
[...] Todas as contribuições podem ser vistas no seguinte endereço: Budget vs. Actual Charts – 14 Options You can Use Posted on April 5th, 2009 http://chandoo.org/wp/2009/04/05/budget-vs-actual-charts/ [...]
Social comments and analytics for this post...
This post was mentioned on Twitter by NancyJHess: I like to explore fav tweets of those I follow. Here is one from DutchDriver http://twurl.nl/17eiap Creative visual charts: Budget vs Actual...
number 8
clean, full of info, qualitative as well as quantitative
Hi,
I Like 4 chart in above as per the following ratings:-
no 1# -> 14***
no 2# -> 7***
no 3 # -> 8**
no 4# -> 1.3**
I will be greateful if someone can send me the process of making all above 4 charts.
Virender
[...] Budget vs. Actual Values in Charts – 14 more options [...]
[...] Budget vs. Actual – 14 charting options [...]
Does anyone know what type of chart #6 is (chart name?)? Also, how do I create this is Excel 2007?
@Shazbot
I'd call it a Column and Bar chart, but don't get hungup on names
To make it try this:
Setup the chart as a Clustered Column Chart
Change the Series so there is 100% overlap, ie: One column is in front of the other
Change the Budget series to a line chart
Set the line color to none
Set the marker style to a Flat Line
Change the marker width to make it the same width as the bar
Change colors and other chart properties to suit
Does anyone have an idea on how to create chart #1?
Thanks
Caroline, please see the german page: http://www.hichert.com/de/software/exceldiagramme/55
there you can find the original example for nr1.
best regards,
stefan
Caroline
This is a Clustered Stacked Column Chart
Which has the column under the Shortfall/Excess colored the same as the Budget
Have a look here
http://chandoo.org/forums/topic/question-about-budget-v-actual
&
http://peltiertech.com/WordPress/clustered-stacked-column-charts/
Hi,
Is it possible to get the source files like the other visualisation challenge (on sales).
Thanks,
Vijay
Dear Chandoo,
I discovered your site by pure chance and I am really thrilled about it and I am learning a lot.
Is it possible to post the source file for this visualisation challenge?
Thanks,
Vijay
[...] Budget vs. Actual Charts in Excel [...]
Dear Chandoo,
How do I create Chart #10 (comparing Budget vs Actual Performaces) by cost center by quarter without the cumulative performance. Do you have an actual example that I could use?
Thanks,
Greg
HI
Does anyone can help me to a to create chart #7? I'm beginer in excel , I started to work two weeks ago and my boss ask me to follow the budget/actual until the end of the year.
SO I really need your help.
Thanks in advance
p.s Sorry for my english ( i'm french)
@OKI, Greg
I have made a mockup of #7 and #10
It is available at:
http://chandoo.org/wp/wp-content/uploads/2009/04/Bud-Act-visualizaion-challenge-7+10..xlsx
#10 is a straight, Pivot Chart/Table but the data has been rearranged to get it into the pivot table
#7 is 2 charts, being a simple Bar Chart and a Scatter Chart with 100% Error Bars
I have used Named Formulas for the two charts.
HELLO Hui
Thanks you very much for your hepl , i really appreciate
Have I nice week
Hi,
I was wondering how can you replicated chart 1.3? The bars looked like there overlapped on two different axis?
Tony
I think 1 & 3 are good.
Hi Chandoo,
Please can you provide a link of the excel sheet for 1. Chart "3 colors and everything is clear"
I would like to drill into the spreadsheet and learn the secrets as how the chart was made.
Many thanks,
Sawan
@Sawan
It is probably 12 seperate charts, I will assume snapped to the underlying cells to ensure they are the same size
The left 3 Charts have a vertical Axis
The bottom 4 Charts have a horizontal Axis
The remainder have no axis
The remaining text maynot be part of the charts but is probably cell content
Saludos,
Como puedo descargar estos maravillosos ejemplos para estudiarlos y analizarlos deseo aprender a realizar este tipo de graficas en Excel.
Gracias,
Dear Chandoo and Hui,
Please would you help me (step by step if possible) to create Chart #8?
Many thanks in advance!
Dear Chandoo,
I think chart #8 is really great. Would really appreciate if you can show basic step to create it.
Thanks 🙂
Hi all,
Is there any step by step tutorial to recreate the the chart #1 please?
Would really appreciate if someone could show me how it done.
Regards
Sawan
Can someone tell me how do you create chart number 2? Thanks!
Am I the only one that can not display any of the images? Would love to take a look at these. This is the ONLY page on the whole website I have had this issue with. 🙁
Dear All,
how can i create chart # 7? is there any link where i can subscribe to your website by paying a certain amount. i want to learn some good excel techniques.
please let me know.
Cant see the images 🙁
Where can I find the link to download some of the above charts?? these are extremely usefull chart and would like to utilize the same.
Waiting for the reply.
Thanks..
I am interested for # 1,6,7,8,9,10,11 its very exciting for me .
Hi,
Just wanted to check, is there any possibility that pivot table or drop down work in power point?
Regards
Satyapal
@Satyapal... you can only use static images or slide animations in Power Point. Not features like pivot tables or drop downs. However, you can embed the entire workbook (or sheet) in a presentation. When clicked this will just open Excel so your users can play with the data.
Is there any instalment kind of facility available for joining the online course of Rs.12000/-.
Regards
Ramesh N
Hi,
I badly want to replicate #10. Can someone help me.. I've checked google to help but I can't figure out how to add the total 🙁
Regards,
Tim