Formula Forensics 012. – A Neat Formula

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In early February Sujit asked a question at Chandoo.org, original post.

I require a formula stating criteria [0%-25% output will be 0, 26%-50% output will be 0.1, 51%-75% output will be 0.2, 76%-100% output will be 0.3 & 100% + output will be 0.4]

Kyle, responded with a neat Sumproduct formula

=SUMPRODUCT((B3>{0.25,0.5,0.75,1})*0.1)

I think it is so neat that it is worthy of sharing and detailing here at Formula Forensics:

So today we will pull Kyle’s answer apart to see what’s inside.

 

Kyle’s Formula

As usual we will work through this formula using a sample file for you to follow along. Download Here.

Kyle’s formula is a Sumproduct based formula

=SUMPRODUCT((B3>{0.25,0.5,0.75,1})*0.1)

Lets look at cell C3 as our example.

Chandoo.org;

In C3 we see the formula: =SUMPRODUCT((B3>{0.25,0.5,0.75,1})*0.1)

Which consists of a Sumproduct function and a formula inside the sumproduct.

We know from Formula Forensics 007 that Sumproduct, Sums the Product of the Arrays, and that when there is only 1 array it simply sums the array elements.

In this case the Sumproduct only has a single array as an element

=SUMPRODUCT((B3>{0.25,0.5,0.75,1})*0.1)

and so the (B3>{0.25,0.5,0.75,1})*0.1 component must return an Array of elements for the Sumproduct to sum.

If we now look at the (B3>{0.25,0.5,0.75,1})*0.1 component.

We can see that it consists of a comparison B3>{0.25,0.5,0.75,1}

The result of the comparison is Multiplied by 0.1.

Sujit’s orginal question asked: 0%-25% output will be 0, 26%-50% output will be 0.1, 51%-75% output will be 0.2, 76%-100% output will be 0.3 & 100% + output will be 0.4

And Kyles formula is using B3>{0.25,0.5,0.75,1} to work out which category the value in B3 belongs to.

We can see this if in a blank cell say C5: we enter the following:

= B3>{0.25,0.5,0.75,1} press F9 not Enter.

Excel will respond with ={TRUE,TRUE,TRUE,FALSE}

This is showing us that the 1st, 2nd and 3rd elements in the formula: B3>{0.25,0.5,0.75,1}, are True

In our example the value in B3 is 80% which is 0.8 which is Greater than 0.25 and Greater than 0.5 and Greater than 0.75, but Not Greater than 1.0.

The next part of Kyle’s formula is (B3>{0.25,0.5,0.75,1})*0.1

In a blank cell say C7: enter the following:

= B3>{0.25,0.5,0.75,1}*0.1 press F9 not Enter.

Excel will respond with ={0.1,0.1,0.1,0}

This is showing us the result of

=(B3>{0.25,0.5,0.75,1})*0.1

={TRUE,TRUE,TRUE,FALSE} *0.1

={0.1,0.1,0.1,0}

Sumproduct now only has to add up the Array

=Sumproduct({0.1,0.1,0.1,0})

Which it does returning 0.3.

 

The Neat Part

The neat part of this is that Kyle has used the 0.1 Multiplier to Force the array to an array of Numbers for Sumproduct to sum.

Had Kyle used:  =SUMPRODUCT((B3>{0.25,0.5,0.75,1}))*0.1

Excel would have returned an answer of 0

This is because as we saw in Formula Forensics 007, Sumproduct doesn’t know what to do with the array of True/False, they need to be converted to numerical equivalents for Sumproduct to operate on.

In a spare cell, say C9, enter: =SUMPRODUCT((B9>{0.25,0.5,0.75,1}))*0.1

Excel will respond with 0

Of course that can be fixed by using a double degative of a 1* inside the formula

In a spare cell, say C10, enter either:

=SUMPRODUCT(1*(B9>{0.25,0.5,0.75,1}))*0.1

or

=SUMPRODUCT(- -(B9>{0.25,0.5,0.75,1}))*0.1

Excel will respond with 0.3 as it should

Except that the formula is longer and now has to do 1 more multiplication.

 

Download

You can download a copy of the above file and follow along, Download Here.

 

Formula Forensics “The Series”

You can learn more about how to pull Excel Formulas apart in the following posts

Formula Forensic Series:

 

We Need Your Help

I have received a few more ideas since last week and these will feature in coming weeks.

I do need more ideas though and so I 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 like above or;

If you have a formula that you would like explained but don’t want to write a post also send it to Chandoo or Hui.

 

 

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14 Responses to “Group Smaller Slices in Pie Charts to Improve Readability”

  1. jerome says:

    I think the virtue of pie charts is precisely that they are difficult to decode. In many contexts, you have to release information but you don't want the relationship between values to jump at your reader. That's when pie charts are most useful.

  2. Martin says:

    Chandoo,

    millions of ants cannot be mistaken.....There should be a reason why everybody continues using Pie charts, despite what gurus like you or Jon and others say.

    one reason could be because we are just used to, so that's what we need to change, the "comfort zone"...

    i absolutely agree, since I've been "converted", I just find out that bar charts are clearer, and nicer to the view...

    Regards,

    Martin

  3. [...] says we can Group Smaller Slices in Pie Charts to Improve Readability. Such a pie has too many labels to fit into a tight space, so you need ro move the labels around [...]

  4. Jon Peltier says:

    Chandoo -
     
    You ask "Can I use an alternative to pie chart?"
     
    I answer in You Say “Pie”, I Say “Bar”.

  5. Karl says:

    This visualization was created because it was easy to print before computers. In this day and age, it should not exist.

  6. DMurphy says:

    I think the 100% Bar Chart is just as useless/unreadable as Pies - we should rename them something like Mama's Strudel Charts - how big a slice would you like, Dear?
    My money's with Jon on this topic.

  7. Mark says:

    The primary function of any pie chart with more than 2 or 3 data points is to obfuscate. But maybe that is the main purpose, as @Jerome suggests...

  8. Chandoo says:

    @Jerome.. Good point. Also sometimes, there is just no relationship at all.

    @Martin... Organized religion is finding it tough to get converts even after 2000+ years of struggle. Jon, Stephen, countless others (and me) are a small army, it would take atleast 5000 more years before pie charts vanish... patience and good to have you here 🙂

    @Jon .. very well done sir, very well done.

    good points every one...

  9. Tim Wilson says:

    I've got to throw my vote into Jon's camp (which is also Stephen Few's camp) -- bars just tend to work better. One observation about when we say "what people are used to." There are two distinct groups here (depending on the situation, a person can fall in either one): the person who *creates* the chart and the person who *consumes* the chart. Granted, the consumers are "used to" pie charts. But, it's not like a bar chart is something they would struggle to understand or that would require explanation (like sparklines and bullet graphs). Chart consumers are "used to" consuming whatever is put in front of them. Chart creators, on the other hand, may be "used to" creating pie charts, but that isn't an excuse for them to continue to do so -- many people are used to driving without a seatbelt, leaving lights on in their house needlessly, and forwarding not-all-that-funny anecdotes via email. That doesn't mean the practice shouldn't be discouraged!

  10. [...] example that Chandoo used recently is counting uses of words. Clearly, there are other meanings of “bar” (take bar mitzvah or bar none, for [...]

  11. Good article. Is it possible to do that with line charts?

  12. Michaela says:

    Hi,

    Is this available in excel 2013?

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