Highlight best week & month in a trend chart [tutorials]

Posted on December 12th, 2012 in Charts and Graphs - 11 comments

When analyzing business data like sales, shop visits or productivity, one of the questions managers always ask is,

What is the best month / week ?

To answer this question, we need to make a chart that looks like this:

Highlight Best week & month in a trend chart - Excel Charting tutorial

How to highlight best week or best month in a chart?

Today, lets learn how to highlight portions of such charts that correspond to best week or best month.

First, an important rule

To highlight data: If you have all the numbers for this chart in a range A1:A100, and you want to highlight the maximum value (or top 10 values), you use conditional formatting.

But with charts: there is no such thing as conditional formatting. So we must imitate the effect. This is done by creating extra series of data (for best week, best month etc.) and formatting it accordingly.

So the rule is To highlight a portion of chart, we need to create another series for that portion and format it the way we want.

Step 1: Create a regular line chart from your data

Lets assume our original data is like this:

Data for trend chart - highlight best week or month in charts

Select it and create a line chart to depict the trend of values.

Step 2: Calculate Weeknum

Weeknum will have the week number for each date. This is calculated by =weeknum(date)&”-”&year(date)

Step 3: Calculate Best week portion

For our analysis, lets assume that best week is the week with highest total sales. To do this:

  1. Add one more column, lets call it weekly total. In this, sum up the total for each week.  The formula =SUMIF(weeknum, current-weeknum, values) will give this.
  2. Now, find the maximum of this column using =MAX(weekly-total)
  3. Add one more column – best week. This will have NA() for all values except the maximum week. The formula for this would be =if(weekly-total=max-weekly-total,value,na())

Step 4: Add the best week series to chart

Copy the best week column and paste it in your original chart.

At this stage, our chart has 2 series:

Add & Highlight best week series to trend chart

  1. Original line corresponding to all dates
  2. Best week line corresponding to only best 7 dates

Format this new series in any way you want. And your chart highlights best week.

Step 5: Follow similar process for Best month

To highlight best month, you need to calculate month, monthly total, max-monthly-total & best month values. Once they are ready, just add the best-month values to the chart and you are done!

Calculations Explained:

See this illustration to understand how the calculations for best week & month work.

Calculations Explained - Highlighting best week and month in a chart - Excel tutorials

Download Example Workbook

Click here to download the example workbook & play with it. The workbook contains 2 charts.

  • Best week & month highlighted
  • Best week & month highlighted along with drop lines

Examine the formulas & resources section of download file to learn more.

Do you highlight portions of charts?

Highlighting a portion of chart is very useful to draw user’s attention. I do this all the time in my dashboards & reports. Unfortunately, there is no automatic way to do this. So we resort to techniques like this.

What about you? Do you highlight portions of charts? What techniques do you use? Please share your ideas & tips using comments.

Also, read more on Dynamic Charts, Excel Tables & Interactive Highlighting in charts.

Your email address is safe with us. Our policies

Written by Chandoo
Tags: , , , , , , , , , , ,
Home: Chandoo.org Main Page
? Doubt: Ask an Excel Question

11 Responses to “Highlight best week & month in a trend chart [tutorials]”

  1. sam says:

    So what happens if there are 2 “best” weeks

    • Andrew says:

      Sam,
      You would then use a if statement something like if week is higher than a certain sales goal then pull the week, else #N/A.
       
      This would make your highlight series have several occurrences. Allowing for multiple Weeks.

  2. Hey chandoo,
    I had subscribed to your mailing list 3 months back. Really great work being done here. Just wanted to congratulate you on such a great site. 

    Two things stand out
    1.Really focussed
    2.Really helpful for the focus group

    Example this tip on conditional formatting on charts is a great idea. 

    regards
    sreeni
    http://www.sreenivaskandakuru.com

     

  3. pmsocho says:

    Cool!
    I did similar chart using the same technique to show(highlight) n best/worst data points  . Thanks for the inspiration to another possibility :)

  4. SomeintPhia says:

     
    Ah great post for a cool rebuild on my side, thank you very much!
    What a pity, I couldn’t handle the column-reference like [#THis Row], [Week num] or [value]. Where can I define this?
    Thank you very much and keep on charting, greetings, SomeintPhia
     

  5. SomeintPhia says:

     
    thank you and now I understood, that there is an easy possibility to adress colums with a defined named range .. cool!
    Happy Charting
     

  6. SomeintPhia says:

     
    Hmm, it worked fine with the download example, but I was wondering where all the names can be found  ([Week num] or [value]). What do I oversee?
    Thank you for the help.

  7. DUYGU says:

    hi,
    i downloaded ur workbook i understood how you did the graph, but the problem is when i want to make similar one, my graph shows #N/A values like 0 (zero) on graph. how can i correct this? thnk u

Leave a Reply