Shading above or below a line in Excel charts [tutorial]

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When comparing 2 sets of data, one question we always ask is,

  • How is first set of numbers different from second set?

A classic example of this is, lets say you are comparing productivity figures of your company with industry averages. Merely seeing both your series as lines (or columns etc.) is not going to tell you the full story. But if we can shade our productivity line in red or green when it is under or above industry average… now that would be awesome! Something like below:

Shaded line charts - help us tell a better story when comparing one series with another

The above chart tells us where we are lagging and where we are good. It will let us ask poking questions about the gap and find answers (may be removing coffee machine from 2nd floor last May was a bad idea!)

So how do we create such a chart?

PS: This chart and article is inspired from a question asked by arobbins & excellent solution provided by Hui here.

Creating a shaded line chart in Excel – step by step tutorial

1. Place your data in Excel

Lay out your data like this.

Original Data - Shaded line chart in Excel

2. Add 3 extra columns – min, lower, upper

If you look at the chart closely, you will realize it is a collection of 4 sets of data. See this illustration to understand.

Anatomy of Shaded line chart made in Excel - 3 extra series explained

Write formulas to load values in to min, lower (green) & upper (red) series.

  • Min is minimum of productivity and ind. average
  • Lower (green) is difference between productivity and ind. average (or NA() if negative)
  • Upper (red) is difference between ind. average and productivity (or NA() if negative)

3. Create a stacked area chart from this data

Select all the 4 series (productivity, min, lower & upper) and create a stacked area chart.

This is how it looks.

Step 1 - create a stacked area chart - shaded line chart in Excel

4. Format the productivity series as line

Right click on productivity series and using “Change series chart type” option, change it to line chart.

Step 2 - Format Productivity series as line - Shaded line chart in Excel

5. Make the min series transparent

Select min series and fill it with “No color”

Step 3 - make the min series transperant - Shaded line chart in Excel

6. Format lower & upper in green & red colors respectively

Step 4 change the colors for lower & upper series - shaded line chart in Excel

And you are done!

Optional: adjust series formatting, add grid lines etc.

As a bonus, you can add vertical grid lines (so that we can understand the red green changes easily) and format the horizontal axis. You can also move around the legend and remove the words “min” from it.

This will make the chart look really awesome.

Shaded line charts - help us tell a better story when comparing one series with another

Is this the only way to compare productivity with industry averages?

Although our shaded line chart is an excellent way to visualize differences between 2 series of data, I kept thinking if there are other ways to compare this.

After a bit of doodling & drawing inspiration from various charts I have seen earlier, here are 4 more options we can consider.

Option 1 – Productivity vs. variance wrt Ind. average

Alternative 1 - shaded line chart in Excel

This chart shows the variance (industry average-productity) at bottom so that we can easily look at overall trend & understand how we fared with respect to industry.

To create this chart, you just have to calculate the variance in a separate column and create a column & line chart combination (column for variance & line for productivity). Once such a chart is ready, go to fill options for the column chart and check invert colors if negative option and set up green & red colors!

Option 2 – Productivity vs. better or worse indicators

Alternative 2 - Shaded line chart in Excel

This chart just shows whether productivity surpassed industry average or not in a boolean state (green for yes, red for no)

This chart is a combination of line & column chart with same principle as above (invert if negative option).

Option 2 (made using Excel 2010 Sparklines)

Alternative 2 - made with Sparklines - Shaded line chart in Excel

You can create this chart very easily with Excel 2010 sparklines. Line chart for productivity and win-loss chart for better or worse indicators.

Option 3 – Collapsed Productivity vs. variance wrt Ind. average

Alternative 3 - collapsed - Shaded line chart

Since the color is already telling us whether variance is negative or positive, we can collapse both to same side of axis (thus saving some space & reducing redundant information).

To create this chart, we need two series of data – positive variance & negative variance as 2 sets of areas on the chart.

Option 4 – Collapsed Productivity vs. better or worse indicators

Alternative 4 - Shaded line chart with collapsed indicators in Excel

Well, this is same as option 2 but collapsed.

Download Example workbook

Click here to download the Excel workbook containing all these examples. You can also see detailed steps for making the shaded line chart in it.

How do you compare one series with another?

I must confess that I never made shaded line chart until today. For smaller data sets (<15 items), I usually compare by making column charts or thermo-meter charts. These are easy to make and easy to understand. For larger data sets, I try to make dynamic charts so that I can choose which series to include in comparison or make indexed charts.

Now that I learned how to set up shaded line charts, I will try them in my upcoming projects & consulting assignments to see how they fare.

What about you? Which types of charts do you use to compare one series with another? Please share your techniques & implementations using comments. I would love to learn more from you.

Compare often? Check out these charts

If you compare apples to apples (or to an occasional  bushel of oranges) for living, then check out these charting tutorials & techniques.

WARNING: After learning these techniques, Suddenly you will become incomparably awesome in your office.

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20 Responses to “Untrimmable Spaces – Excel Formula”

  1. MF says:

    Hi Chandoo,
    First of all, HAPPY NEW YEAR!!! Wish you and your family another fruitful year ahead.

    To answer your question: Power Query is the best way to trim. 🙂

    Btw, if Power Query is not available, then formula would absolutely do... but did you forget to mention also Char 32?

    One more question: Is the trailing minus meant to be a negative number? Maybe only the sender knows... 🙂

    Cheers,

  2. Duncan Williamson says:

    I know these spaces can be a real pain but these days I advise Excel users to learn and use Flash Fill and that will learn what to do pretty quickly.

  3. David Hager says:

    Highlight range to be cleaned. Then, in Replace, hold down the Alt key and type 0160. Replace with nothing.

  4. Steve Jones says:

    I accomplished this by writing a macro to go through all the possible unprintable characters. Looped through the range.

  5. Ramnath D says:

    I use a different method here. First, I will copy the data from Excel and paste it in a notepad. In Notepad, I will do a Find Blanks (Space " ") and Replace (Empty) with nothing.

    Then you can copy the data from Notepad and paste it back to Excel which will be a perfect number as you desire.

    But Thanks for the formula. Its probably the 2nd out of 8 tricks as Chandoo mentioned. Waiting for the rest among 8 from other users 🙂

  6. Andrew says:

    I don't understand the x's. Why weren't they removed in the formula? Or are they part of some sort of numeric formatting that I'm not familiar with? I saw how you handled the non-breaking spaces and the dashes, but am confused about what role the x's played in all this.

    Thanks!

    • NARAYAN says:

      Hi Andrew ,

      The xs have been used solely to demarcate the actual data text ; thus , without the x in place at the end of text , as in :

      x 4,124,500.00 x

      it would be impossible to know that there are unwanted trailing characters , in this case , after the last 0.

      These xs are not part of the original data text , nor are they used in the formulae ; they are put in only so that readers can visualize the individual items of data as they are in practice. Think of them as imaginary delimiters.

      • Andrew Patceg says:

        Oh, that makes sense! Thank you for the explanation. I had a feeling it was something along those lines.

  7. Mucio says:

    You can type this character using the Keys Alt+0160.
    Very useful to replace this Character using Find and Select resource.

  8. Neva says:

    For many years, my jobs have included ETL tasks and I built this macro to help long, long ago. I tweak it every now and again. Many co-workers, past and present, have it wired to a button on their toolbar.

    Sub Clean_and_Trim()
    'CAUTION: Strips leading zeroes -- do not use on zipcodes, etc.

    If Application.Calculation = xlCalculationAutomatic Then
    Application.Calculation = xlCalculationManual
    Revert = 1
    ElseIf Application.Calculation = xlCalculationManual Then
    Revert = 0
    End If

    For Each Cell In Selection
    For x = Len(Cell.Value) To 1 Step -1
    If Asc(Mid(Cell.Value, x, 1)) = 160 Then
    Cell.Replace What:=Chr(160), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    If Asc(Mid(Cell.Value, x, 1)) = 32 Then
    Cell.Replace What:=Chr(32), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    Next x
    If Cell.Value "" Then
    Cell.Value = Application.Clean(Application.Trim(Cell.Value))
    End If
    Next

    If Revert = 1 Then
    Application.Calculation = xlCalculationAutomatic
    ElseIf Revert = 0 Then
    Application.Calculation = xlCalculationManual
    End If

    End Sub

  9. Brigitte Calahate says:

    This is awesome! What if you have several characters you need to have removed? What would be the easiest way as I can imagine there are several ways.?

    # - 35
    $ - 36
    - 62
    / - 47
    , - 44
    . - 46
    " - 34
    : - 58

  10. Roby says:

    This is typical case of a Fitbit data export to Csv file. Each number has CHAR160 as thousand separator.. how smart Fitbit, thank you 😉

    By the way, i prefer to copy the character, and use find and replace.

  11. Suhas Shetty says:

    Sometimes it happens if you copy a table from outlook and paste it in excel. When you apply formula on those cells you will get error. What i use to do is
    copy one character that looks like space,
    select the entire range,
    go to Find and replace,
    Paste the copied character in Find option
    Leave the replace option unfilled..
    click on replace all..

    All the errors shall be converted in to proper values..

    Process looks lengthier.. but it is one of the simplest method

  12. Gerry says:

    If Clean, Trim, and Substitute, or Find and Replace does not complete the job, I usually enter a value of 1 in an empty cell. Copy the Value of 1, Highlight the range of text numbers, and Paste Special, Values, Multiply. This site is great!

  13. king faisal says:

    You can use Dose for Excel Add-In that can quickly clean huge data with one click besides more than +100 new functions and features to add to your Excel to save time and effort.

    https://www.zbrainsoft.com

  14. R.Ranjit says:

    Hi,
    I have a problem in excel. The sheet attached herewith.

    TABLE CONFIG 2/6
    A B C D E F G H
    1 WEIGHT1 43,599 WEIGH2 62500 WEIGHT3 77000 WEIGHT4 66,500
    2 DEDUCTION1 15,000 DEDUCTION1 15,000 TEMP 0 DEDUCTION2 11,005
    3 RESULT 58,599 RESULT-1 77,500 RESULT-2 77,000 RESULT-3 77,505
    4 RESULT SUBSTRACT 0 0 0
    5 REQUIRED VALUE 77,500 77,000 77,505

    Note: 1- RESULT (58599) IS TO BE DEDUCTION EITHER FROM D4 OR F4 OR H4 WHICHEVER IS MOST
    LEAST CELL AMONG RESULT-1 OR RESULT-2 OR RESULT 3.
    2-HENCE, RESULT VALUE $B$3 IS TO BE PRESENTED ON CELL EITHER D4 OR F4 OR H4 WHICHER IS
    MOST LEAST VALUE
    3-FORMULA =IF(E8<H8,$B$9,IF(E8<J8,$B$9,IF(H8<J8,$B$9,IF(H8<E8,$B$9,IF(J8<H8,$B$9))))))
    CREATED ON CELL D4,F4 & H4 DID NOT WORK.
    PLS FOR YOUR HELP.
    THANK YOU

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