How the tax burden has changed over the years – Excellent chart by NYTimes & Redoing it in Excel

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If I need some charting inspiration, I always visit New York Times. Their interactive visualizations are some of the best you can find anywhere. Clear, beautifully crafted and powerful. Long time readers of Chandoo.org knew that I like to learn from visualizations in NY Times & redo them using Excel.

Today let me present you one such chart.

How the tax burden has changed over the years – Visual story by NY Times

First take a look at this story on New York times website. Go ahead and check it out, I will wait for you.

Back already. Good.

Now that you have seen a well presented story with the support of panel charts, let us learn how to re-create such charts using Excel.

Look at the tax burden Excel chart

Take a look at the excel implementation of this chart below. Read on to learn how to create this.

Tax burden over years chart - recreated in Excel

 

[click here to see larger version]

Recipe for creating this chart using Excel

We need below ingredients to make this chart using Excel

  • Raw data
  • One area chart and few lines on top
  • Simple formulas
  • One Slicer (to select an year)
  • One large cup of coffee or whatever else that you gulp

So if you are ready, lets start cooking.

Step 0: Arrange data

This is a prerequisite for any charting exercise. Although we can work with data in any shape, for quick results, arrange your data in this format:

Data for tax burden chart

In the example file you will find data for overall tax burden for all 9 tax brackets in the years 1980-2010.

Step 1: Create an area chart from all the data

Simple, select tax bracket & tax percentage rows and create an area chart. This is how it should look.

Step 1: Create an area chart from all data - tax burden chart in Excel

Step 2: Insert 2 columns after every tax bracket in your source data

Very simple, just add 2 blank columns after every tax bracket to your source data. This will change your chart to,

Step 2: Insert 2 columns after every tax bracket in your source data - tax burden chart in Excel

Step 3: Adjust data settings so that blank cells are treated as gaps

Right click on the chart, go to Select Data > Hidden & Empty cells

Specify that all blank cells should be treated as gaps. See below.

Step 3.1: Treating blank cells as gaps - tax burden chart in Excel

Now, your chart should look like this:

Step 3.2: area chart with gaps - tax burden chart in Excel

Step 4: Add a line to the chart & format it

Although our chart looks almost like NY Times chart, we still need to show a line on top. For this,

  1. Go to your data, reselect all the tax burden %s and copy them.
  2. Come back to the chart, select it and paste. (more on this)
  3. Excel will add this new data as another series to chart
  4. Right on this new series, choose Change series chart type
  5. Select Line chart
  6. Format the chart so that it looks like below.

step 4: add same data again and convert it in to a line - tax burden chart in Excel

Step 5: Remove grid lines & fake them using additional series

Excel chart’s grid lines always show up behind the data. For our chart, we want them on top. So let just delete grid lines and fake them using additional lines on the chart.

For this,

  1. In your data, add 9 extra rows at bottom (why 9? because we want to show one grid line for every 5% and the maximum we have is around 45%)
  2. Fill first row with 0.05, second with 0.1, third with 0.15… ninth with 0.45
  3. Copy all these and paste them in the chart. You should have nine lines across the chart.
  4. Now, format each line so that it looks like a dull white line with dashes.
  5. When you are done, the final output should look like this:

Step 5: Remove grid lines and fake them using additional series

Step 6: Remove horizontal axis (x-axis) labels & fake them too

Again, horizontal axis labels produced by Excel are useless for us. So we will create our own.

  1. First delete the existing axis.
  2. Then add a text box to the chart and place it where axis should be.
  3. Type the values 1980 few spaces 2010.
  4. Adjust the font size to 7pt.
  5. Now play with the text box until you are satisfied for one tax bracket.
  6. Then copy paste it 8 more times and adjust their positions.

Although we could automate this step, it felt un-necessary as the years are not going to change.

Our chart is almost ready

At this stage, our chart looks like below.

Step 6: remove x-axis labels and fake them using text box with 1980 spaces 2010

It is almost ready, but we need few more additions.

  • We need to add labels to first & last point in each tax bracket.
  • We need a mechanism so that user can select a particular year.
  • When any year is selected, we need to show that year’s tax burden %.

Adding labels for first and last points

This is done by adding one more series of values. This new series (lets call it label-first-last) will have values for only 1980 & 2010. Everything else will be NA().

The formula I used to generate this series is,

=IF(OR(year=1980,year=2010),taxburden,NA())

Once this series is added, we just format it so that only markers are shown (no line) and then add data labels. Format the labels to show in 0% format. Adjust their size and position.

Also add arrow shaped boxes on top to label each tax bracket.

 

Tax burden chart in Excel - after adding labels for first and last year

Enabling year selection thru Slicers

[This works only for Excel 2010 or above]

In a blank sheet type the years 1980 thru 2010. Select them and create a pivot.

Once the pivot is ready, insert a slicer for the years field.

For detailed steps on slicer creation see this illustration.

Creating years slicer using Excel 2010 - tutorial

Figuring out which year is selected

Once the slicer is ready, we need to figure out if user made a selection thru slicer. To do this,

  1. Use a simple formula to check how many values are shown in the pivot table (ex: COUNTA(pivot!A:A) )
  2. If only one value is shown, then extract it by referring to first row item in pivot (=pivot!A4)

Adding labels for selected year

Once we know which year is selected, we can easily create one more series that has NA() for all values except selected year. The rest you know.

Final outcome – Tax burden over the years chart using Excel

Tax burden over years chart - recreated in Excel

Download this example & Play with it

Click here to download the tax burden chart. Play with it to learn more. Examine the formulas in “Data” sheet & scroll down on “Chart” sheet for step by step instructions.

Do you like this chart?

I really loved how NY Times has been able to tell a very good story by using multiple panel charts. These are great way to examine multidimensional data and understand what is going on.

What about you? Do you like this chart? Please share your thoughts and ideas using comments.

More such charting inspiration

If you are looking for some fresh charting inspiration & ideas, you are at the right place. Check out these examples to get started:

Do you want to create powerful & insightful charts like these?

If you want to learn how to create these types of charts, consider enrolling in our Excel School program. Be warned, you will become unusually awesome in Excel by going thru our course 🙂

Click here to know more about Excel School.

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38 Responses to “Time to showoff your VBA skills – Help me fix ActiveSheet.Pictures.Insert snafu”

  1. shokks says:

    I tried your code with 2003, it works.

    But, I know Addpicture does not take URLs anymore with 2007 onwards, perhaps its the same with picture.insert as well.

    http://support.microsoft.com/kb/928983/en-us

    The above link gives the solution as "picture fill in a shape such as a rectangle".

  2. Vince E. says:

    Tried to recreate this, but it worked fine for me. I just took the image of the error you showed in the post. Is there more info that can narrow this down a bit?

  3. Ian Hinckley says:

    Hi

    Not sure if this is what you're after, but I just tried this

    Sub Macro1()
    ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif").Select
    End Sub

    Tied a button to it on the sheet and it seems to work; hope this helps a little

    Ian

  4. Chandoo says:

    @All.. the issue is in Excel 2007. In 2003 ActiveSheet.Pictures.Insert seems to work fine. Unfortunately, I have design this in Excel 2007.. that is why I posted it here..

  5. Ian Hinckley says:

    v2

    Sub Macro1()
    Set n = ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif")
    With Range("c12")
    t = .Top
    l = .Left
    End With
    With n
    .Top = t
    .Left = l
    End With
    End Sub

    Ian

  6. Ian Hinckley says:

    That didn't come out very well. This positions at c12, so can change easily:
    Sub Macro1()
    Set n = ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif")
    With Range("c12")
    t = .Top
    l = .Left
    End With
    With n
    .Top = t
    .Left = l
    End With
    End Sub

    Works OK in 2007

    Ian

  7. Chandoo:
    Try 'ActiveSheet.Pictures.Insert'

    With ActiveSheet.Pictures.Insert("C:\Example.png")
    .Left = ActiveSheet.Range("A1").Left
    .Top = ActiveSheet.Range("A1").Top
    End With

  8. Jon Peltier says:

    activesheet.pictures.insert "C:\Documents and Settings\Jon Peltier\Desktop\2007 stuff\insert_charts_2007.png"

    Works for me in 2003 SP3 and in 2007 SP2.

    Check the URL, and make sure you have internet connectivity.

    What also works, and is newer (pictures.insert was supposedly deprecated in '97):

    activesheet.shapes.addpicture "C:\Documents and Settings\Jon Peltier\Desktop\2007 stuff\insert_charts_2007.png", false, true, 200,200,100,100

    Unfortunately you must specify dimensions (the last four arguments) and you don't necessarily know them. But the picture size is still related back to the original picture size, so you could use scaleheight and scalewidth to fix this.

  9. Chandoo: I just re-read your post.

    The code I posted works for me. However, I'm using a local picture. If you try to add a picture from the web, this won't work.

    I remember solving this problem before by adding a rectangle shape first, then using the Shapes.AddPicture method to get a picture from the web.

    I'll find that code and post it here.

  10. Chandoo says:

    Some more updates... The code "ActiveSheet.Pictures.Insert (path)" works fine in Excel 2007 at home. Strange it failed miserably on my work laptop. Do you think this has got something to do with SP2 of MS Office 2007 or something like that?

    @Ian, Jon: Thanks for the code snippets. I guess I will use my home installation of excel to do this.

  11. Chandoo:

    Try this on your work laptop:

    Sub test()
    ActiveSheet.Shapes.AddShape msoShapeRectangle, 50, 50, 100, 200
    ActiveSheet.Shapes(1).Fill.UserPicture _
    "http://www.datapigtechnologies.com/images/dpwithPig6.png"
    End Sub

  12. Jon Peltier says:

    I didn't mean to post code with a local file, because both approaches worked with an internet image as well. This is in Excel 2007 SP2.

    activesheet.pictures.insert "http://peltiertech.com/images/2009-07/col_area_noblanks.png"

  13. Jon: Looks like I have SP1 on my client machine! I wasn't paying attention.

    Just checked my home computer where I have SP2, and you're right...looks like they fixed it.

  14. Jon Peltier says:

    I didn't even bother testing in SP1, though I could if anyone cares enough.

  15. teylyn says:

    I'm afraid I don't have a solution, but I find it remarkable that after attaining a certain status in the Excel world, Chandoo does not need to post on an Excel discussion forum to get help for an Excel problem. Instead, he posts on his blog and all the gurus come rushing to his help.

    Isn't Web 2.0 great?

  16. Jon Peltier says:

    Teylyn - I saw Chandoo's tweet first, and followed the link back to his blog.

  17. Chandoo says:

    @Mike.. thank you. I have seen the fill rectangle solution before posting the query here. For that matter, I have also tried the solution of embedding a browser control on a spreadsheet. both of these seemed a bit extreme. That is why I have asked it here.

    But I guess I will end up using it if I had to build this in work laptop.

    @Teylyn: I have thought of posting this in a forum. (Unfortunately I have not been to any excel group in the last 5 years. Last time I was active was when I built a jave based excel sheet construction solution using POI.HSSF classes of Apache... ) After searching for a few hours, I found several forum posts where others had same problem and the solution recommended (using .left and .top parameters) is not working for me. Incidentally most of these solutions are from a certain Jon Peltier 😛

    I thought may be the problem is interesting for fellow blog readers. So I posted it here.

  18. Justin B says:

    Hi,
    Adapting the code in the question,

    [code]
    Sub InsPicture()
    pPath = "http://chandoo.org/images/pointy-haired-dilbert-excel-charts-tips.png"
    With ActiveSheet.Pictures.Insert(pPath)
    .Left = Range("a1").Left
    .Top = Range("a1").Top
    End With
    End Sub
    [/code]

    Seems to work fine

  19. Jon Peltier says:

    Looks like it was a problem in 2007 up to SP1, which was corrected in SP2.

  20. Chandoo says:

    @Jon.. seems like the case. I just checked the version at work laptop. it is 12.0.6331.5000 (SP1).

    Thank you so much every one. I really appreciate your time and suggestions in solving this.

  21. Jon Peltier says:

    Glad to help. I couldn't understand why something so straightforward wasn't working.

  22. Kieranz says:

    Hi All
    Is there a way of inserting a motion clip eg animated gif or swf or flv?
    Thks

    • Chandoo says:

      You can insert animated GIFs by inserting them in a browser control through VBA. For other types of movies, I can guess you can insert them as clip art.

  23. ashvini says:

    I WANT THE INSERT PICTURE BY USING COADING

  24. Lutz says:

    so currently i was struggling same as you, chandoo, with the insert picture method in excel 2007/10 from an url and came along your thread here.

    so i re-designed the code on the addshape method as mike was suggesting it and all of the sudden it works just fine.

    thanks alot to you guys, you were a great help
    a big salut from switzerland

  25. Santiago says:

    Hi guys,

    I need help copying and pasting an image with the path in a cell.
    I leave the code.

    And thank you very much!

    Sub Copiarimg()

    Dim pic As Picture

    With ActiveSheet

    Set pic = .Pictures.Insert(Range("f2").Value)

    With .Range("e9:g22")
    pic.Top = .Top
    pic.Left = .Left
    pic.Width = .Width
    pic.Height = .Height
    End With
    End Sub

  26. I've played around with the approaches in these comments, and the code below is what I've come up with. The ImagePath can be a local file or a URL. As Jon mentioned above, the trick is to set an arbitrary value for the width and height, then call the ScaleWidth and ScaleHeight methods afterward to reset the picture to its original size. Once the LockAspectRatio property is set, you can change the picture width and the height will automatically scale (or vice-versa).

    Sub AddPictureToRange(TopLeftCellAddress As String, ImagePath As String)

    Dim pic As Shape
    Dim l As Single, t As Single
    Dim temp As Single

    l = Me.Range(TopLeftCellAddress).Left
    t = Me.Range(TopLeftCellAddress).Top
    temp = 10# ' arbitrary value

    Set pic = Me.Shapes.AddPicture(ImagePath, msoFalse, msoTrue, l, t, temp, temp)
    pic.ScaleHeight 1#, msoTrue
    pic.ScaleWidth 1#, msoTrue
    pic.LockAspectRatio = msoTrue

    End Sub

  27. dip says:

    I need some help with inserting pictures. I have an excel file with a column of item numbers next to this row I want to insert a picture of this item. The pictures are coded with the item number so I tried to insert it with one of the codes above:

    Sub InsPicture()
    pPath = "http://img.bricklink.com/P/80/55236.gif"
    With ActiveSheet.Pictures.Insert(pPath)
    End With
    End Sub

    That worked but I need to do that for every row separtly.
    So I tried in the code
    pPath = "http://img.bricklink.com/P/80/"&Text(a1;"#")&".gif"

    But that gives errors.

    Anybody ideas?

  28. alex says:

    Hi Nicholas, I used your solution in a related problem in Excel 2003 and it worked flawlessly..thank you!

  29. Richard says:

    Hi Mike Alexander,

    Your solution with some changes was helpful in my problem in XL 2007, thanks.

  30. seejay says:

    Hi,

    thanks all. In addition, I had a problem with multiple pictures inserting (every new picture replaced the prior one). I've changed it a bit, may be helpful..

    Sub test()
    ActiveSheet.Shapes.AddShape msoShapeRectangle, 50 , 50, 100, 200
    ActiveSheet.Shapes(1).Fill.UserPicture _
    "http://www.datapigtechnologies.com/images/dpwithPig6.png"
    ActiveSheet.Shapes(1).Copy
    ActiveSheet.Paste
    End Sub

  31. Jon Peltier says:

    Try this instead:
     
    Sub test()
    ActiveSheet.Shapes.AddShape msoShapeRectangle, 50 , 50, 100, 200
    ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture _
    "http://www.datapigtechnologies.com/images/dpwithPig6.png"
    End Sub

    • Kez says:

      Thanks to everyone, this thread has been very helpful. However, image inserting still doesn't work quite as expect for me.

      While I can get a picture inserted into an Excel 2010 worksheet using either:

      1) ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture...
      2) ActiveSheet.Pictures.Insert(pPath), and
      3) Shapes.AddPicture...

      unfortunately the images all insert with a display size determined not by the actual pixel dimensions of the image but by the dpi resolution.

      So for example, if I insert two copies of the exact same 600x600 pixel image, one with a 300dpi resolution and the other with 72dpi, they display at vastly different sizes on screen.

      While this might be intended behaviour for Excel in order to maintain a WSYWIG printing layout, I actually need a way to insert the image based on the the actual pixel dimesnsions and ignoring the dpi resolution.

      Any help appreciated.

      Thanks
      Kez

  32. Kez says:

    Not doing an intentional bump, but realised I posted in rely to one of the repsonses here instead of to the main thread, so reposting.
    =====

    Thanks to everyone, this thread has been very helpful. However, image inserting still doesn’t work quite as expected for me.

    While I can get a picture inserted into an Excel 2010 worksheet using any of the below methods:

    1) ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture....
    2) ActiveSheet.Pictures.Insert(pPath), and
    3) Shapes.AddPicture....

    unfortunately the images all insert with a display size determined not by the actual pixel dimensions of the image but by the dpi resolution.

    So for example, if I insert two copies of the exact same 600×600 pixel image, one with a 300dpi resolution and the other with 72dpi, they display at vastly different sizes in Excel on screen.

    While this might be intended behaviour for Excel in order to maintain a WYSIWYG printing layout, I actually need a way to insert the images based on the the actual pixel dimesnsions and ignoring the dpi resolution.

    Any help appreciated.

    Thanks
    Kez

  33. Kez says:

    Well, answered my own question 🙂

    For those who might be interested, you can use this function:

    Public Function GetPicDims(strFilePath As String, strFileName As String) As String
    GetPicDims = CreateObject("Shell.Application").Namespace((strFilePath)). _
    ParseName(strFileName).ExtendedProperty("Dimensions")
    End Function

    to get the dimensions of the image you want to insert. Then you can parse the return string and use the width and height values to add a rectangle shape of the appropraite size, like:

    ActiveSheet.Shapes.AddShape msoShapeRectangle 50, 50, iWidth, iHeight

    which you then fill with the picture:

    ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture "c:\temp\test.jpg"

    This way the picture gets inserted using the pixel dimensions and the (print) resolution gets ignored.

    If desired, the GetPicDims function can be made more generic to get other ExtendedProperties.

    Regards
    Kez

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