So who is up for an Excel challenge?
Shelly, who is an HR Manager sent this distress call last week,
First off, I LOVE your site. It is the first place I go for any excel question and I love the daily emails. I’m not sure if you answer direct emails, but I’m begging you to at least read this and let me know if I’m crazy or not (good thing you don’t know me personally :>). I’ve searched through you ‘ask an excel’ blog and I have not come close to anything I’m trying to accomplish. I’ll do my best to explain it.
I have a group of employees- lets say 100 employees.
Each employee has a performance rating attached to them.
I want to divide the group by 5%, 15%, 65%, 10%, 5% based on their performance rating.So for example how I manually do this is by running the report of employees.
I then sort the list by Performance ratings from High to Low (0.0-5.0 is our range and you can have decimals in between 0.1, 2.5, 2.3 etc.)
I then take the total number of employees and calculate the top 5%, next the 15%, then 65%, then 10%, 5% (so breaking them up into groups).
Doing this isn’t horrible, but I have to do this for each department and we are talking 700 departments. Each department is not alike- so some may have 50 employees while others may have 200+.
Is there an easier way to do this in excel??
Anytime an email starts with I Love, I am all ears. So naturally I read the entire mail. And I had to sympathize with her. 700 DEPARTMENTS?!? Can you imagine dealing with 700 departments with lots of disgruntled employees. I remember my performance evaluation & rating days back when I had a full time job. Almost everyone I knew hated their bosses during the appraisal season. And when hikes are announced, everyone (including the person with fabulous hike) would call their favorite head hunter and flirt. Aah, good old days of ratings & reviews.
But I digress.
So going back to our HR manager in distress, how would you help her?
Your challenge – highlight employees by performance rating
Here is your challenge.
- Download this file.
- It contains data & coloring rules.
- Set up conditional formatting such that you can highlight the data based on the rules
- Bonus points if you can set up conditional formatting rules such that they work on any sheet (assuming each department has their own sheet of data in same format)
- Share your rules & solution with us in comments
- Feel jolly good knowing that you are awesome in Excel.
Need some help? Check out these articles
Conditional formatting is one of my favorite features in Excel. Naturally, I want you to be awesome in it. Check out these tutorials & examples to understand how to solve this problem.
- What is conditional formatting & how to use it?
- Using formulas with conditional formatting
- Highlight top 10 performances with conditional formatting
- More on conditional formatting [more than 60 examples]
Download my solution
Now, some of you might be in same boat as Shelly. Please note that I sympathize with anyone who deals with people from 700 departments or more. But sympathy seldom solves struggle. So, go ahead and download my solution. Break it apart, examine the conditional formatting rules and fire the bottom 5% of your employees. Well, go easy on the last part 😛
Click here to download my solution.
Go ahead and share your solution
So what are you waiting for. Put on your Excel hats and get thinking. Once you have an answer, rush back to us & post it in comments. Go!
Need more challenges? Try these too
If you want more Excel challenges & homework, check out these.
56 Responses to “Creating in-cell bar charts / histograms in excel”
Ay jhakkas!!!
Man, you're on a roll. A true-blue Excel innovator. What you're writing makes me think - why didn't anyone else think of this before?
Now that I've showered all the praises on you, it won't hurt to have a few comments on my blaag 😉
PS. I meant the innovator part.
@Amit ... thanks, I was also curious why this one was not explored, but again, I havent really searched a lot to ensure that I am posting the same ideas again. My intent is to make few people to benefit from this, if that happens I would be happy...
btw, posted a comment on your blaag... hope you are happy now 😀
Don't worry about repeating the ideas in the online world. As long as you are not copying it off anyone else and it is helpful for the readers, it's fine.
PS. the comment does not count.
The idea actually is not a new one :).
Check out MicroCharts
http://www.bonavistasystems.com/
to see how far you can get with font based in-cell charting
[...] can never get tired of in-cell charts, whenever I get sometime, I try to experiment something on them. Here is an idea to design true [...]
[...] Since we can insert any character in to a cell using formula, by installing a custom bar chart / pie font in our computer we can create incell graphs in excel with ease. Click here to see example pie chart, line chart. [...]
Where is the file? I can't seem to locate it. I want to donwload it. Thanks Chandoo!
Found it.
Great job, Chandoo. Love the site - and the fact that you provide downloads to help us (me) learn your secrets faster. I downloaded the font but can't figure out how to add it to my font library... Any hints? Thanks! Keep up the fantastic work.
@Mahqooi: Thank you and welcome to PHD 🙂
This is how you can install a font in a windows machine:
unzip the font files (if needed)
select and copy the font file to clip board by pressing ctrl+c
go to control panel > fonts
paste the file by pressing ctrl +v
repeat this procedure for other font files if any
if you are using mac, just right click on the font file and select install option.
let me know if you have some issues with this.
Hi Chandoo,
is there any mirrors for the bargraph font?
it seems that fontstruct.com is down for maintenance.
thanks!
@Cybsych: I am not sure if they have any mirrors. I will look in to my backup to see if a copy of the font can be located and ping you back. Thanks.
hi Chandoo, fontstruct is back online 😉
BTW, I am wondering about this in-cell chart.
How do I apply an automated conditional formatting to only a bar/point?
For example, the first image in this post, whereby RED = highest, BLUE=lowest.
Chandoo,
I guess this bars only work with positive numbers? so if you a list of costs per month, but one month you have negative cost meaning income due to let's say vendor credits. This incell bar could despict the month with a negative digit. or could it?
hi Chandoo, guess that you missed out my query 😀
is there a way to highlight the MAX and MIN bar based on the actual data (not the normalized)?
@Pedro, for that you need to have another set of characters (may be A-J for 0-9 and K-S for -1 to -9 and then use them to show the bars. It is a bit tricky, but achievable.
@Cybpsych: The highlighting was done manually (As you can see, there is probably no easy way to highlight / change colors of a portion of cell using Conditional formatting etc.). I am sorry, but you need to use someother sparkline technique to achieve this (or, write your own macro)
http://chandoo.org/wp/2008/09/05/microcharting-excel-howto/
thanks chandoo!
I love this simple and quick way of visualization results. I would like to learn more about normalizing values (i.e. the use of linear normalization). Can someone kindly point me in a good direction for this beginner? Much thanks to everyone (especially Chandoo) for the wealth of information provided. Long live the internet age!
@Jason: you can use simple excel formulas to normalize a set of values. If the list of values is in say a1: a10 and you want them to be normalized from 1 to 100, you can do that with a formula like: =A1/max($A$1:$A$10) * 100. Also, you can use the RANK formula to calculate the percentile of any value in the list.
[...] Bar | Sparklines | Pie charts | Bullet Graphs | w/ Conditional [...]
Nifty way to normalize the data....I'll have to take that into account when working with my charts.
One thing I'd like to add, you can eliminate the need for custom fonts with the bar charts by using a REPT function and using a small "g" set to the Webdings font. It's more likely anybody opening the file will have access to that font than the custom one you've provided. (More portability is a good thing 🙂 )
Portability is great.
I don't quite see how the REPT formula and the webding fonts can combine to solve the portability issue.
Mind you, i see that +REPT("g",1) will give you a bar, but we would need several bars of unequal lenght.
Can you elaborate?
Thank you
@Matt: I almost forgot about this comment. Thanks to Pedro for the bump.
As he points, portability is a good idea, but we will not be able to get bars of variable height using webdings font.
We can ofcourse use that along with text rotation and char(10) to create a pseudo incell bars. Here is a tutorial: http://chandoo.org/wp/2008/07/15/incell-bar-charts-revisited/
@Chandoo: Yep, that's exactly what I meant, use your text rotation and char(10) trick with REPT("G",) (then set the font to Webdings) to get your string of bars with variable height.
@Pedro: REPT("g",1) will give you one "g" (or in Webdings a bar of 1 height).
REPT("g",B2) will repeat for the value in B2... 🙂 Use that with Chandoo's take on linear normalizing, and yer all set.
Wingdings with an "n" character would be even more portable, but just doesn't look quite as cool...but pretty much everybody has that font, so it'd be portable.
You may have to adjust the font size in order to get all the bars to show correctly, perhaps some sizing of the row heights as well...
You can fake an incell line chart by using:
REPT(" ",B2-1)&REPT("n",B2)
where B2 is the value in the cell you want as a data point.
Wow, the formatting was horrid, let's elaborate a bit more...
REPT("",-1)&REPT("n",) - would give you a line graph, where could be a reference to each cell you'd like as a data point.
REPT just repeats a text string a number of times, it can be either a hard number (like Pedro's example), or a reference to a value in another cell (more handy). I believe Webdings is a common font in the MS Office suites I'm familiar with (2000 thru 2003), but I'm not sure of 2007's suite.
@Matt A: I am sorry for the formatting mishap. I am afraid of using too many plug ins, but I guess a simple HTML based comment box seems like a good idea now that lot more commenters are typing formulas and vba code in the comment box.
Coming to the formula.. thanks for sharing it. And yes, you are right, webdings is common to Office 2007 too. But even better solution would be to use good old pipe | symbol. When the font is Arial, the pipe character spacing looks optimum and subtle enough to look like an incell histogram / column chart.
After some searching through the character maps in Arial I noticed that there's a box symbol --> ? (created by holding ALT then typing 5595 on the numpad) that would work perfectly as another character to use for column charts. It looks just like the Webdings "g" character.
Is there a way to change the colour of the bars based upon the data. eg. 1-5 = red, 6-7 = amber, 8-10 = Green
@Ben... you can change the color of all bars in a cell using conditional formatting. But selectively changing color of bars inside cell is not possible unless you do it manually or through VBA.
[...] Creating in-cell bar charts / histograms in excel @ Pointy Haired Dilbert Filed under: Stuff [...]
Is this work only for the numbers or will it work for % data also. I tried to do the same for % data, but i didnt get. Pls let me know the formula for % data.
[...] trick is to use Incell Charts. [...]
Hello Chandoo,
I really like this, but I have Office for Mac 2011 and for the life of me I cannot figure out how to see the bargraph as an available font.
I have followed all the instructions for adding a font, but it does not appear. Do you have any suggestions?
Thanks
prb
Thanks. This one was cool and helpful. Can we experiment the same with "in cell" line graph as well? 🙂
Chandoo,
How do you "manually" change the color of the last bar in the series?
Lawrence
@Lawrence
Select the chart
Select the series
Select the last point/column of the series
Ctrl 1 or right click Format Point
Select a color
Hui,
Thanks!
I should have been more descriptive. What I meant to ask was about the in-cell bar graph created with the REPT function described above. How do I get the last REPT (the last bar) to be a different color than the rest?
Lawrence
@Lawrence
You cannot change colors in a cell using formula
You can use either VBA code or do it manually
Select the cell
Copy and paste it as values
Edit the cell F2
using the arrows move to the character you want to color
Shift and select the cell by arrow keying over it
with the characyer selected
Ctrl 1 (Format Cells)
Change the Font Color to suit
It won't be a color change per se...but you can set an IF statement in your REPT formulas for different characters to show as the bars. The characters "c" and "g" in Webdings are both boxes, one is a solid block, the other an outline.
For example, say I wanted to highlight the highest bar in my REPT formulas...my formula to translate the numeric cells A2:A15 to characters would be:
IF(A7=MAX($A$2:$A15),REPT("c",B7),REPT("g",B7))
so if the cell I'm checking (here it happened to be A7), is the highest number...its bar would display differently further along down in the concatenations...
@Hui...THANKS!
@ Matt A... Very cool idea. What formatting do you recommend for the cell? The Webdings "c" hollow box is very faded and hard to read even if bolded and bigger font size is used. If I could just punch it up a bit it would be perfect with 5 "c" columns followed by a single solid "g" column...as in showing the trend in the trailing 6 months of data.
Lawrence
@ Lawrence
Good question...lately I've been using ? (which you get from holding ALT then typing 5595 on the numeric keypad) for most of my bars. Unfortunately the character map doesn't lead me to a differently "shaded" box of the same size. Reason I use this nowadays...it's part of arial font...just a special char map character I can rapidly input w/o any formatting nonsense.
I'll check to see if I can replicate another box of same size that may have different shading using the same method...no luck as of yet.
I've just built the in cell bargraph and was trying to create a pop up window which would display the Monthly Sales for Last 12 months when they click on any of the bargraph cells
[...] Reference:Â http://chandoo.org/wp/2008/05/13/creating-in-cell-bar-charts-histograms-in-excel/ Like this:LikeBe the first to like this. [...]
[...] To quickly insert an in cell micro-chart, use REPT() function… Get Full Tip [...]
Hi, there is a problem with the Bargraph font. On my win7 machine it works perfectly but when I try to install it on my boss's mac it returns an error called " 'Name' Table Structure"
I tried to install on two different macs and the same error resulted. As a result the font does not show up as an option in any program.
Â
Just an FYI. I don't use macs but I know some people do.
Whats up! I just wish to give a huge thumbs up for the good info you might have right here on this post. I can be coming back to your weblog for extra soon.
[...] like .docx, .htaccess etc.) 43. To quickly insert an in cell micro-chart, use REPT() function… Get Full Tip 44. COUNT() only counts number of cells with numbers in them, if you want to count number of cells [...]
Thanks Chandoo for the font!! It works great once installed on my machine, but is there any way (besides printing and scanning the doc) that I can get the graphs to show up on other peoples' machines without going through the font install process? My file has to be sent out to clients that don't have that font installed.
Sarah, Excel doesn't allow embedding of fonts (aside from a workaround using a macro). The font will need to be sent to all who want to view the file. I went through the same question with my boss. I ultimately just installed the font on her computer.
If the data is only to be viewed, and not modified, moved, etc. you can save the file as a pdf. The font can be viewed that way.
Hello every one there is a problem I need auto update summary formula from other sheets data pick please give me sample file and also auto up grate summary sheet format.................
@Joesali
I'd suggest asking this type of question at the Chandoo.org Forums
I'd suggest uploading a sample file also
Hi chandu,
Apart from excel, i need the formula to find bar graph height dynamically when using with log scale, for example for linear graph i would take the maximum value to height of the panel as
(value divided by maxvalue) * height.
Now , i am using a logarithimic graph can you tell me the right formula which fits perfectly.
Thanks in advance
Nice info... Thanks... very hepfull... 🙂
The font does not seem to be available at fontshop. Is there somewhere else to download the bargraph font?
@Amber
Try doing a Google search for Bargraph Font
it returns several possibilities
Is there a way to do this without using bar graph font? We have a financial report to be published to stakeholders and they will not have this font installed, so probably will not be able to view the bar chart as well.