This week in Formula Forensics we’ll look at, Zebra Stripes and Checker-board Conditional Formatting.
This idea is inspired by a number of posts over the past few years asking about zebra stripes but specifically BobR who in in June 2011, also asked about Checkerboards in the post: Want to be an excel conditional-formatting Rock Star, Comment No. 154.
I got the conditional format for alternating row and column colors,
Is there a conditional format to make it a checkerboard whereas the cell A2 will remove either the conditional for the row or column and then alternately to A4, B1, B3 etc?
Chandoo responded fairly quickly with this Conditional Formatting formula:
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2)=0,MOD((ROW()-1)*8+COLUMN(),2)=1)
Unbeknownst to Chandoo I posted this about a minute later:
=ISODD(ROW()+COLUMN())
Both formula correctly answer BobR’s question.
So today we’re going to pull apart Zebra Stripes and Checker Boards and see what makes them tick.
As always you can follow along in a download file here: Download File.
ZEBRA STRIPES
Zebra Stripes as Conditional Formatting is simply applied using a simple formula within Conditional Formatting.
=MOD(ROW(),2)=0
Conditional Formatting requires a formula that returns a boolean “True” to apply a format or a Boolean “False” to not Apply a format.
So the formula is better read as: If MOD(ROW(),2)=0
And If MOD(ROW(),2)=0, the formula will evaluate as True
This is best evaluated as 3 columns on a worksheet.
In cells
B5:B10 The formula =Row() returns the Row Number
C5:C10 The formula =Mod(Row() ,2) returns the Mod of Row Number, divided by 2
The Mod function returns the remainder of the division of the Row Number divided by 2,
So in Row 5, Mod(Row(),2) = Mod(5, 2) = 5/2 = 2 Remainder 1 = 1
and in Row 6, Mod(Row(),2) = Mod(6, 2) = 6/2 = 3 Remainder 0 = 0
D5:D10 The formula =Mod(Row() ,2)=0 checks the remainder against the value 0
This is what evaluates to either True or False depending on the Row number.
Where the Values are True the Format will be applied (Even Rows)
The Conditional Formatting can be applied to Odd Rows If the Formula is slightly altered
=Mod(Row() ,2)=1
Similarly the formatting can be applied to Columns using
=MOD(COLUMN(),2)=0/1
CHECKER BOARDS
RobR received two responses to his Checker-Board Conditional Formatting request.
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2)=0,MOD((ROW()-1)*8+COLUMN(),2)=1)
and
=ISODD(ROW()+COLUMN())
Lest see what’s inside these two formula.
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2) =0, MOD( (ROW() -1)*8+COLUMN(),2)=1)
This is a simple If Formula with 3 components
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2)=0,MOD((ROW()-1)*8+COLUMN(),2)=1)
If Condition MOD(ROW(),2)=1
Value if True: MOD((ROW()-1)*8+COLUMN(),2)=0
Value if False: MOD((ROW()-1)*8+COLUMN(),2)=1
The If Condition is already known to us, as it’s the same formula used in the Zebra Stripes above.
It evaluates to True when it is on an Odd Row.
So when it is an Odd numbered Row Excel will look at MOD((ROW()-1)*8+COLUMN(),2)=0
And when it is an Even numbered Row Excel will look at MOD((ROW()-1)*8+COLUMN(),2)=1
We can notice that these are the same formulas which have a different ending of =0 and =1
MOD((ROW()-1)*8+COLUMN(),2)=0
This section Takes each Row subtracts 1 and then multiplies this number by 8. This can be expressed as simply as saying multiply the Row * 8.
This will always return an Even Number and could have been simplified to Row()*2
MOD((ROW()-1)*8+COLUMN(),2)=0
The next bit adds the column number to the previous Even Number.
So now this part will be Odd when the column is Odd and Even when the column is Even.
MOD((ROW()-1)*8+COLUMN(),2)=0
The remainder of the formula is the same as the Zebra Stripes formula.
An Odd Number (Odd Columns) in the section above will return a 1 as the result of =Mod(Odd,2)
An Even Number (Even Columns) in the section above will return a 0 as the result of =Mod(Odd,2)
When evaluated against 0 will return True for Even Columns and False for Odd Columns.
Now the exact same happens in the False section of the If formula except that it is evaluated against 1.
=ISODD(ROW()+COLUMN())
I tackled this problem from a different direction to Chandoo.
Knowing that Even + Even = Even and Even + Odd = Odd and that the row and Column Numbers increase in each direction by 1 each Row/Column, it was simply a matter of adding the Row and Column numbers together and checking if it was Odd or Even
The Excel function IsOdd() and IsEven() both return a Boolean “True” if the contents are Odd or “Even” respectively. This negates an external truth check as described above.
This is easily shown by adding a formula to the Checker area
=Row()+Column()
Excel 2003: The above formula won’t work in Excel 2003.
Try this instead =Mod(Row()+Column(),2)=1
If the alternate shading is required a switch to
=ISEVEN(ROW()+COLUMN())
Does the trick.
Excel 2003: The above formula won’t work in Excel 2003.
Try this instead =Mod(Row()+Column(),2)=0
Learn More About Conditional Formatting Here:
http://chandoo.org/wp/2009/03/13/excel-conditional-formatting-basics/
and
http://chandoo.org/wp/2008/03/13/want-to-be-an-excel-conditional-formatting-rock-star-read-this/
and
http://chandoo.org/wp/2008/10/14/more-than-3-conditional-formats-in-excel/
DOWNLOAD
You can download a copy of the above file and follow along, Download Here.
OTHER POSTS IN THIS SERIES
You can learn more about how to pull Excel Formulas apart in the following posts
Formula Forensics 001 – Tarun’s Problem
Formula Forensics 002 – Joyce’s Question
Formula Forensics 003 – Lukes Reward
Formula Forensics 004 – Freds Problem
We Need Your Help !
If you have a neat formula that you would like to share and explain, try putting pen to paper and draft up a Post as Luke did in Formula Forensics 003. or this post.
If you have a formula that you don’t understand and would like explained but don’t want to write a post also send it in to Chandoo or Hui.
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