Finally, I got some time to sit down and do what I love most – write a blog post to make you awesome in Excel. After a whirlwind trip to Sydney, I am back in India to spend few days with my kids & wife before rushing to Australia to run 2nd leg of my training programs (in Perth, Melbourne & Brisbane). I did 2 sessions in Sydney – one for KPMG and other for public and both went very well. We got lots of positive feedback and people really loved it. I am saving the details for another post, but today lets talk about Interactive Sales Chart using Excel.
Take a look at the Interactive Sales Chart
First, take a look at interactive sales chart. Today, you will learn how to build this using Excel.
Inspiration for this chart
Before we learn how you can create such a chart, let me tell where the inspiration came from. Yesterday, Persol, a forum member asked, How to make an info-radar chart, where he mentioned the below chart from Good.is
[Click here to play with this chart]
While I took inspiration from the above chart, I replaced the radar chart with a regular column chart (as column charts are easier to read) and modified the data to a sales data set.
How to create interactive sales chart in Excel?
First, take a look at the data
The sales data for this chart looked like this:
I have set up this data in an Excel Table called as tblSales so that it is easier to write formulas.
The formulas
To calculate various values in the chart, we use ample doses of SUMIFS formula.
The Interactivity
When you click on any year, region or product name, we run worksheet_seletionchange event. This tells our calculation engine which year, region & product are chosen. Then the formulas would (re)calculate the data for charts. This updates the charts & conditional formats.
[Related: Show on-demand details in Excel using VBA]
Here is how the interactive chart works:
How to create interactive charts like this – Video
Since the actual mechanics of this are quite elaborate, I made a short video (15 min) explaining how various parts of this chart work. Please watch it below.
[You can watch the video on our Youtube channel too]
Download Interactive Sales Chart Workbook
Click here to download the workbook & play with it. Examine the macros & formulas to learn more.
How do you like this chart?
I really liked Good.is chart and wanted to see how much of it we can do in Excel. It was a fun exercise. I have noticed that such charts excite people (decision makers too) and make your reports fun.
What about you? How do you like the interactive sales chart? What additions / modifications would you do to it? Please share your thoughts using comments.
Create Interactive Charts using Excel
Interactive charts are one my favorite visualizations. They let users play with the chart & decide what they want. So, naturally I write about them every now and then. Please go thru these examples if you want to learn various interactive charting techniques in Excel.
- Show top x values in a chart interactively
- Interactive dashboard using hyperlinks
- Suicides vs. Murders – Interactive Excel Chart
- Create a quick dynamic chart in Excel
- Interactive charts that leave your boss drooling
- More on Interactive Charts
I also recommend enrolling in our Excel + VBA Class if you want to learn these techniques and create stunning reports & charts. Click here to learn more about our Excel + VBA training program.
10 Responses to “Multiple Find Replace with Power Query List.Accumulate()”
Note: The text-formula above miss a -1. The video is correct.
😀 sorry, I made the exact same mistake as you did - initially - in the video. {0..3} is one thing, and Table.RowCount(replacements) -->3 items ={0,1,2} is another thing.
1st question : you've created a new column to put the replacements in. how ca we replace in the original column without creating a new one ?
2nd question : how can we replace the value in the entire cell and not only the text (Using ReplaceValue instead of text.Replace) ?
Thanks you in advance
Chandoo, I would be very interested to have your answers in both Yassine's questions!
Thank you for sharing,
Vassilis
Thank you for this! I was just doing an assignment where I was having to replace words with other words in my Excel sheet. We are starting with the basics in my class, so I know I don't have a huge list that I would need to find and replace, but this is something that could be useful down the road for me!
Hi
This is nearly perfect for my needs thank you, however I would like just the "replace" to be the result if possible please, I have tried in vain adjusting the formula without success.
Thank you in advance
Thank you! Awesome tip, and very flexible, too.
My find/replace values were in non-adjacent columns of a table containing a bunch of other data. Worked prefectly and I am now a tiny bit less clueless.
Hi!!!
I have the same question that Yassine did.
I need to replace the values in the same column. I don't want to create a new column e then have to remove the old column.
How could I could that?
That's a real fun article. It inspired me to delve deeper into the topic of List.Accumulate. I can see how the function works, but it takes an additional step to imagine how one can use it for more complex applications.
Your example also made it into my article, together with some other use-cases. Would be great to get your opinion on which other areas you would include in the article.
Let me drop the link to the page so others can too find it for further reading: https://gorilla.bi/power-query/list-accumulate/
Expression.Error: The name 'replacements' wasn't recognized. Make sure it's spelled correctly.