This article is written by Myles Arnott from Excel Audit
I briefly covered Excel’s Go To Special function in the Managing Spreadsheet Risk series of articles and both Chandoo and I felt that it deserved a post all of its own.
What is Go To Special?
Go To Special is a tool within Microsoft Excel that enables you to quickly select cells of a specified type within your Excel worksheet. Once you get to grips with this function and what it can be used for you will wonder how you ever lived without it.
Where do I find Go To Special?
Shortcut: F5 or CTRL + G and then click on Special…
2003: Edit > Go To
2007 & 2010:Home > Find & Select > Go To Special on the Ribbon
(Note: a cut down selection of the most useful options in Go To Special can be selected directly under Find & Select on the Ribbon in 2007 & 2010.)
Lets look at Go To Special in action
Firstly download this workbook. This is more or less the same workbook that we used in the Managing Spreadsheet Risk series, modified slightly to allow us to cover all elements of the Go To Special function. (Note that it therefore includes a lot of errors)
Here are the options on the Go To Special dialogue box:
Lets run through each of the Go to special options.
Comments
Action: Selects all cells with comments
Benefit: A quick way of finding all cells with comments, particularly useful if you want to clear all comments from your worksheet
Constants
Action: Selects all cells containing constants
Options:
Numbers: Selects all cells with constants that are numbers
Text: Selects all cells with constants that are text
Logicals: Selects all cells with constants that are logicals (TRUE or FALSE)
Benefit: The number constants in your spreadsheet should all be inputs. Highlighting all constants is a great way of checking the structure of your spreadsheet. I normally format inputs with a white background and blue font.
A great tool for auditing – select all constants and change the fill colour. This instantly gives you visibility of your model inputs and flags any inconsistencies.
Formulas
Action: Selects all cells containing formulas
Options:
Numbers:Selects all cells with formulas that return numbers
Text: Selects all cells with formulas that return text
Logicals: Selects all cells with formulas that return logicals (TRUE or FALSE)
Benefit: Highlighting all of the formulas within your spreadsheet is a great way of checking the structure and consistency of your spreadsheet.
Blanks
Action: Selects all blank cells
Benefit: A quick way to select all blank cells. This is useful if you want to quickly format all blank cells or as a way of identifying cells that look blank but actually contain a constant or formula (i.e. with white on white formatting).
(Related: Fill Blank Cells )
Current region
Action: Selects the current region
Comment: I would recommend using the shortcut CTRL + * instead
Current array
Action: Selects the entire array if the active cell is within an array
Comment: I have never used this option but would be very interested to hear if anyone has.
Objects
Action: Selects all objects (shapes, images, charts etc)
Benefit: A simple way to select all objects. This could be useful if you wanted to quickly delete all objects in the worksheet.
Row differences
Action:
Single row: Selects the cells that are different from the active cell within the selected row
Multiple rows: The comparison is made for each row independently. The cell used for comparison for each row is the cell in the same column as the active cell.
Benefit: This is a very useful auditing tool for highlighting inconsistent formulas in a row.
It also offers a quick and easy way to spot differences across multiple rows.
(Note: You can change the active cell within a selected row by pressing enter)
Column differences
Action:
Single column: Selects the cells that are different from the active cell within the selected column
Multiple columns: The comparison is made for each column independently. The cell used for comparison for each column is the cell in the same row as the active cell.
Benefit: This is a very useful auditing tool for highlighting inconsistent formulas in a column. It also offers a quick and easy way to spot differences across multiple columns.
Precedents
Action: Selects the cells that feed into the selected cell(s)
Options:
Direct only: First level precedent only
All levels: All levels of cell precedents
Benefit: Provides an alternative to Trace Precedents in the formula auditing bar. Personally I prefer using this tool to select and then colour-fill the precedent cells as it allows you to select the precedents for a range of cells rather than just one. I also find that the arrows in Trace Precedents can get a little messy.
Dependents
Action: Selects the cells that the selected cell(s) feed into
Options:
Direct only: First level dependents only
All levels: All levels of cell dependents
Benefit: As above this provides an alternative to Trace Dependents in the formula auditing bar.
Last cell
Action: Selects the last used cell within your worksheet (containing data or formatting)
Benefit: A quick way to locate your last cell. This is a very effective way of identifying the range of cells used of the worksheet.
If your simple spreadsheet suddenly becomes very large in MB terms this can be due to Excel incorrectly thinking that you are using a lot more of the cells than you actually are . A good indicator of this is that the right hand scroll bar slider becomes very small. Using Go To Special Last cell lets you quickly identify the last cell Excel thinks you are using.
Visible cells only
Action: Selects cells that are not hidden (& therefore are visible)
Benefit: Useful if you only want to change the non-hidden cells and leave the hidden cells unchanged
Conditional formats
Action: Selects all of the cells with conditional formatting applied
Options:
All: Selects all cells with conditional formatting applied
Same: Selects all cells that have the same conditional formatting as is applied to the active cell
Benefit: An easy way to quickly identify all of the cells with conditional formatting applied to them. A useful tool for understanding the formatting applied to a spreadsheet.
You need to be aware that, depending on the conditional formatting set, you may not be able to highlight the cells using a fill colour as the conditional formatting may override it.
Comment: The manage rules option within the conditional formatting menu also enables you to identify cells with conditional formatting applied.
Data validation
Action: Selects all of the cells with data validation applied
Options:
All: Selects all cells with data validation applied
Same: Selects all cells that have the same data validation as is applied to the active cell
Benefit: An easy way to quickly identify all of the cells with data validation applied to them. This is particularly useful from an auditing perspective or if you want to clear the validations in these cells.
Some considerations for Go To Special
- Go To Special only selects cells in the current worksheet rather than the whole workbook.
- Go To Special searches within the selected range, if you want to select the entire worksheet ensure that only one cell is selected
Putting this in to practice
In order to give you some examples of how to use the Go To Special tools covered above I have put together a list of actions for you to run over the attached spreadsheet. Have a play and see what you discover:
(note that the action “Select cell A1” is simply to clear the current range selected. Failing to do this will restrict the new search to the currently selected range)
1) Look for cells containing data validation and conditional formatting
Select cell A1, Go To Special, Data validation (All)
Select cell A1, Go To Special, Conditional formatting (All)
2) Check the structure of the spreadsheet
Select cell A1, Go To Special, Constants ,text, fill the selection in brown
Select cell A1, Go To Special, Constants ,numbers, fill the selection in blue
Select cell A1, Go To Special, Constants ,errors, fill the selection in purple
Select cell A1, Go To Special, Formulas (leave all options ticked), fill the selection in green
Select cell A1, Go To Special, Formulas, errors, fill the selection in red
(Note: any cells with conditional formatting will not be changed by the fill colours above)
I have recorded the above steps into a macro to give you a useful audit macro that could be adapted for future use. Click on the button on the Info tab to run the macro.
See these pages for information on macros.
3) Check the range C9:S9 for any inconsistent formulas
Select the range C9:S9, Go To Special, Row differences, fill the selection in yellow
4) Review the precedents for the formulas in row 25
Select the range C25:S25, Go To Special, Trace Precedents, Direct only
5) See if there are any charts in the spreadsheet
Select cell A1, Go To Special, Objects
6) Find the last cell
Select cell A1, Go To Special, Last cell
Added by Chandoo:
Do you use Go to Special?
I use go to special (both dialog box and keyboard shortcuts) all the time. It is a really easy way to navigate a complex workbook and quickly select what you want. My favorite uses of Go to special are, selecting blank cells, finding data validations, locking formula cells, formatting input cells (constants). To find conditional formatting I usually go to home > conditional formatting > manage rules and see all the formatting rules in current worksheet. For formula auditing I rely on audit toolbar & manual inspection of the workbook.
What about you? Have you used Go to Special? What are your favorite features? Please share using comments.
Thanks to Myles
Many thanks to Myles for compiling all the tips & sharing this with us. If you have enjoyed this article, please say thanks to Myles. You can also reach him at Excel Audit or his linkedin profile.
39 Responses to “Make a Quick Thermometer Chart to Compare Targets and Actuals”
You'll probably have some readers insist on bullet charts, which in my experience are no easier to read.
Note on the case where actuals may exceed targets, the target has to be the second series in the chart, not the first, so it appears in front of the actual.
@Jon.. good point. And yes, readers are already saying bullets are the way to go. Atleast @dmgerbino said it on twitter: http://twitter.com/dmgerbino/status/6761754333
But I feel the same as you did. Bullets need orientation to get started and not that easy to construct (here is a tutorial btw... http://chandoo.org/wp/2008/07/21/dashboard-bullet-graphs-excel/ )
When you just have to compare 2 sets of values, a chart like above is good and easy enough.
And yes, thank you for saying that data series order should be correct to show the target on top.
I think bullet charts are a good alternative. I'm not a huge fan of the formatting that you used above where the outline is so thick.
Another option would be to combine a line graph (plan/goal amounts) with the columns (actual) and select the option to remove the line. This leaves just the value (marker), which can be increased in size to leave only a line about the size of the bar. It's an easy and cleaner way to show actual to plan/goal. Does that make sense?
Tony -
I would use columns (or area) for goal, and lines and markers for actual.
What about if you go over the target? The chart doesn't work so well then.
The technique described today is a near bullet chart. As I stated early this morning on Twitter (link: http://bit.ly/4K3yPM ) , I am a fan of Stephen Few's Bullet Graph.
Hubert Urruttia and I started with Charlie Kyd's method, but as Jon Peltier and Chandoo said, they are not easy to contruct. We moved onto prototyping with Fabrice Rimlinger's SPARKLINES FOR EXCEL and now use XLCube's (BonaVista) Micro Chart tool. Both of these tools allow you to create bullet charts just as easy as any Excel chart type.
As far as reading and interpreting them, this chart type has been the easiest for us to present.
There are many chart types. Today's "Make a Quick Thermometer Chart to Compare Targets and Actuals" is fine for a start, but your ultimate goal should be to create Bullet Graphs. AS Stephen Few states in his overview, "The bullet graph was developed to replace the meters and gauges that are often used on dashboards. Its linear and no-frills design provides a rich display of data in a small space, which is essential on a dashboard. Like most meters and gauges, bullet graphs feature a single quantitative measure (for example, year-to-date revenue) along with complementary measures to enrich the meaning of the featured measure. Specifically, bullet graphs support the comparison of the featured measure to one or more related measures (for example, a target or the same measure at some point in the past, such as a year ago) and relate the featured measure to defined quantitative ranges that declare its qualitative state (for example, good, satisfactory, and poor). Its linear design not only gives it a small footprint, but also supports more efficient reading than radial meters."
@dmgerbino
Since @dmgerbino had to bring my name up I guess I should throw in my two cents.
@dmgerbino and I have both implemented Bullet Charts with great success. What is most interesting about this fact is that we have had a harder time implementing Sparklines than Bullet Charts. The reason for this revolves around the simple fact of familiarity. I will explain. People look at a Sparkline and they think it is a really small Line Chart and it is not. People are familiar with Line Charts since they have been around since 1786 when they were created by William Playfair. Bullet Charts on the other hand are different so they almost demand an explanation. Because of this there was a lot of face time that was needed to explain these charts but once people got them they understood the concept. This is similar to when I introduced Cycle Plots http://bit.ly/87ydVG (Thank you @nbrgraphs!) or Horizon Charts http://bit.ly/6PVavj.
Now about the Thermometer Charts… The first thing I want to address is Tony Rose’s statement. I totally agree that the outline on the chart is too think. It might come of as being a whole new series or a new variable. What I have done in instances like this is I have created a Bar Graph and Scatter Plot mixture. Then I have turned off the Data Series on the Scatter Plot and turned on the Horrizontal Error Bars on the Scatter Plot. The new horizontal line stands for the Plan and the Bar is the actual. The reason why I find this more useful is because this technique works if you have exceeded plan. Actually, I do not understand how Chandoo’s method would display the data if Plan is surpassed.
This reminds me of another blog post that @dmgerbino, @Jon_Peltier, and myself commented on over a year ago. http://bit.ly/PNdO Actually, I talk about similar things in regards to familiarity to charting techniques.
- @hubert_urruttia
[...] we have a post on using thermometer charts to quickly compare actual values with targets. Today we follow up the post with 10 charting ideas you can use to compare actual values with [...]
Hi Chandoo
How do I increase the width of the bar chart and also make the long axis labels come in the same line?
Thank you,
Rajiv
@Rajiv
Select the outer part of the chart "Chart Area" and note the cursor will change to arrows
drag the edges to what ever size you want
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
Now click on the chart area inside the chart "Plot Area" and note that a box with small circles appears around it
drag the circles on the edge of that box to suit
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
@ Hui
Thank you for your comments. But my question was not for the "Plot Area" instead I wanted to know about how should I increase the width of the individual bar charts because with my data all the individual bars are coming to be thin and I want to make them appear broader.
Thank You
@Rajiv
Right click on the Series you want to change and select Format Data Series
Under Series Options goto Gap Width and decrease it to suit
[...] Make a Quick Thermo-meter Chart using Excel [...]
Thank you for the great chart and explanation!
How do I show two amounts (Signed Revenue and Pipeline) as stacked within the Target amount?
@CL... you can use stacked column charts and follow the same technique to get this. See attached file for an example - http://img.chandoo.org/playground/thermo-meter-with-additional-details.xlsx
Chandoo - thanks for the quick response! What if I want the data label for the pipeline to be the actual pipeline value, not the signed rev + pipeline value? i.e. 15 instead of 55
Thanks!
How would i do this in excel 2003?
[...] Thermo-meter charts are very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it. [...]
Hi Guys,
As Matt said,
"What if you if you go over the target?"
Is there a way to make it change color? or at least to show what the target was?
I am planning to use this with a "Forecasted vs Real" production chart but I do not know how to show overproduction.
Any clue?
Thanks
How do I do this if I have 2 bars I want side-by-side? ie 2012 Mean with 2012 benchmark overlapping and then 2013 mean with 2013 benchmark overlapping? I want the 2012 and 2012 mean bars sie by side to compare multiple categories.
Sorry, I meant to say the 2012 and 2013 mean bars side by side
I have a problem in that my PM wants a chart that shows a stacked column (Labor and Expense) and then have the overall buget shown as a thermo.
Everytime I try to do this, I either end up with all three being stacked or all of them being seperated.
Help?
Or if someone knows how to only outline the top and sides of a chart series....then I would have this solved. (Make a stacked column with labor, expenses, and remaining budget, then clear the fill and outline only the top and sides.) I just can't figure out how to do that/ not sure if excel will let me only outline part of a chart series.
[...] Thermometer chart to show budget vs. actual performance [...]
Your home is valueble for me. Thanks!...
I've created the thermometer chart as the Chandoo tutorial described. How do I move my columns closer together? I don't want wider columns; I want to move my narrow columns closer together. Thank you!
Dear Elite members,
could you please let me informed whether we could incorporate color formating in this thermometer approach i.e. if my actual performance is <Min then meter color sud go Red, in between min & target it sud change to Amber & target and above sud change to Green. pls advise. thanks,
I think the only way to do that would be with VBA programming.
@Abhinav
Yes, Simply use a stacked column chart, colored appropriately
Or
You may also want to read about Bullet Charts
@ Hui,
Could you pls demonstrate this with the help of an example.
let's have the below sample data
Actual=12
Min=10
Target=15
Max=20
if Actual>=Min then bar color sud be Red
in between Min & Target= Amber
between target(inclusive) & Max = Green
greater than or equal to Max= Blue
Thanks in advance
Abhi
Great blog post with awesome sample data. I've implemented two of the top "power tips" by changing the colour of the actual values, AND setting Actual to be 40% transparent. Looking good.
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
I recently purchased the template bundle and love the ease of use - thank you!
I would like to ask if it is possible to add an important 'block' to the dashboard to illustrate an important status for my executive team; 'billing status'? (ie budget / amount billed) something like that?
Thank you!
@Cheif449.. Thanks for your purchase and kind words.
You can add this easily to the dashboard. Follow below steps.
1. Unprotect the dashboard worksheet.
2. Add a text box (Insert > Drawing Shapes) to the dashboard
3. Put any text inside it as per your need.
4. Format it as needed.
5. Protect the dashboard again.
How do you do this in Excel 2010 - I am not seeing that option in Format data series.
how would we check target and actual sale for multiple years
Select any of the bar, right click and format data series