Interactive Sales Chart using MS Excel

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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.

Interactive Sales Chart in Excel - Demo

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

Political Climate - Interactive 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:

Data for interactive sales chart

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:

Interactive Sales Chart in Excel - the nuts & bolts

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.

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.

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23 Responses to “Learn Top 10 Excel Features”

  1. Dwi Budi H says:

    What it looks like if excel without formula?? 🙂

    • philip says:

      It would be not excel it would just be fancy tables in which you could just use power point. (Chandoo) would Access be an alternative?

  2. Roy says:

    Awesome piece of work!!!

  3. Rich says:

    Great article.

    Chandoo - my biggest interest in the article was the awesome word-graphic at the top - where did you go to get it done into a shape?

  4. koushik says:

    Awesome Chandoo.. You need always needs coffee to start up with. BTW , how did u created the Heart Shaped picture filled with High Repetitive text in it .. Please put it on your Next blog ...

  5. Bob Watson says:

    Chandoo, good article. I’ve added a link to it from Connexion – our collection of the most useful and interesting spreadsheet-related articles from the web. See http://www.i-nth.com/resources/connexion

  6. ca.nkv says:

    Hi,

    Just one small question. Where the hell have been I in the past for not discovering this website sooner?

    I've lost a job interview recently where even though I had the subject knowledge, I was not upto their mark in Excel.

    Thank you for all the free tips, guidance and for creating this forum environment.

    [PS: I've just been through the site for the 1st time, and have signed up for the newsletter. You can expect pretty stupid questions from me soon]

  7. William Luke says:

    Hy Chandoo, you always inspire me with to explore something new in excel. This data structure table is only for excel 2007 or compatible to 2010. I recently installed latest excel version 2013 in my System and experience problems regarding operating according to previous one. I'm waiting your article relates to that excel version.

    Thanks

  8. Ankit Bansal says:

    Awesome article Mr. Chandoo and that is a awesome heart shaped pic you created. Great tips as well.

  9. [...] Learn Top 10 Excel Features | Chandoo.org – Learn Microsoft Excel Online. [...]

  10. Arvi says:

    Chandoo is awesome..

  11. Kevin Ko (student major in computer and tech.) says:

    Thanks, i got better, And i always get 90.50 in my grade card but now i get 96.50 i improved because of the tutorials you gave, Thank You Very Much Chandoo Guy.

  12. kiran says:

    Hi chandoo, i am intersted in seeing the video or step by step done procedure of analysing the comments and presenting in the data percentage steps. I think this one would be first step in finding out how generally happens data calculation. Thank you.

    As well i would like to know how to get that black shape art of your face which i see in chandoo. I am interested in making it for me.

  13. l3g4to says:

    Nice to see the features considered by Excel users to be most useful. It might be a good idea to also analyze StackOverflow Excel questions to see what keywords appear most often.

    Here are my top 10 Excel Features (for advanced users):
    http://www.analystcave.com/excel-10-top-excel-features/

  14. Nami says:

    Thanks a ton for this it totally helped with my homework ????

  15. pradip says:

    Very good effort

  16. Barb says:

    Thank you for this. Lots of learning in the links you've provided for this septuagenarian.

  17. Arun says:

    Pls send me new post

  18. Abhay says:

    Dude, your humor ? ?
    Loved your work.

  19. Sanjeev Khakre says:

    Hello Sir,

    I am Sanjeev Khakre and i from Indore City, India , I am your big follower and i have watch your videos and learnt a lots of excel trick or function and many more . thanks so much for all of your excellent support.

    Your excel knowledge is real awesome.

    Thanks
    Sanjeev

  20. Your work is excellent but pls willing to know more details about the features of microsoft excel

  21. philip says:

    Chandoo Would Access be a better alternative than VB?

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