This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.
- What is VBA & Writing your First VBA Macro in Excel
- Understanding Variables, Conditions & Loops in VBA
- Using Cells, Ranges & Other Objects in your Macros
- Putting it all together – Your First VBA Application using Excel
- My Top 10 Tips for Mastering VBA & Excel Macros
In part 4 of our VBA Crash Course, we are going to create our very first VBA application using what we learned so far.
Our first Application – What is it supposed to do anyway?
Remember the “We Are Nuts” example. We are back to it. This time, we will create a daily sales tracker application that makes your job a breeze. But saying words like breeze when defining your next VBA application is a dangerous thing. So lets list down all the things our little Excel VBA workbook should do.
- The current method of using Inputboxes to capture 24 sale values and any reasons for deviation is tedious. So our application should instead process the values from already entered values and ask for reasons (thru inputbox) only when the sales are too low or too high.
- At the end of processing the sales, we want to see a short summary of how we did for the day. Something like this,
- Once we finish viewing the statistics a snapshot of the daily sales & along with summary statistics should be saved to current folder as PDF for later reference.
Designing our first VBA Application – Key Ingredients:
In this section, let us understand how our application should be designed and what goes in to it.
First, let us look at various things our application need to do, in a schematic. This types of diagrams are called as flow charts.
Key Ingredients of our Daily Sales Tracker Application:
Lets look at each area of our application and understand what VBA technique or statement helps us to do it.
- Process one store sale at a time: This is achieved with the FOR EACH statement [Related: What are VBA loops?]
- Capture reasons for deviation: Lets do InputBox() for this
- Calculate Summaries as we go: Some variables to calculate the summaries as we go. And a few IIF() formulas to help us update the values where needed. (PS: IIF is Inline IF Formula)
- Display Summary Statistics: We will use MessageBox() for this.
- Save a snapshot of the report: This is done by Range.ExportAsFixedFormat() method. [Related: understanding cells, ranges & other VBA objects]
Demo of our Daily Sales Tracker VBA Application
Here is a quick demo of our Daily Sales Tracker Application
Download our Daily Sales Tracker VBA Workbook:
Click here to download the Daily Sales Tracker VBA Workbook. Enable macros, enter some values and play with it.
If you just want to examine code, see this page.
What Next – My top 10 tips for using VBA
In final part of our VBA crash course, Learn my top 10 tips for mastering VBA.
If you have not read, please read the first 3 parts of this series,
- Introduction to Excel VBA – What is it & How to write your first VBA Macro.
- Understanding Variables, Conditions & Loops in VBA
- What are Excel VBA Objects and how to use them?
How do you like this VBA Application? How would you enhance it?
This application is one simple example of what you can do with VBA. Learning how to use Excel & VBA can enable you do several more awesome things at your work & life.
Do you like this application? How would you have designed it? Please share your ideas & tips using comments.
Join Our VBA Classes
We run an online VBA (Macros) Class to make you awesome. This class offers 20+ hours of video content on all aspects of VBA – right from basics to advanced stuff. You can watch the lessons anytime and learn at your own pace. Each lesson offers a download workbook with sample code. If you are interested to learn VBA and become a master in it, please consider joining this course.
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.