How to create an Interactive Chart in Excel? [Tutorial]

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Imagine you have a worksheet with lots of charts. And you want to make it look awesome & clean.

Solution?

Simple, create an interactive chart so that your users can pick one of many charts and see them.

Today let us understand how to create an interactive chart using Excel.

PS: This is a revised version of almost 5 year old article – Select & show one chart from many.

A demo of our interactive Excel chart

First, take a look at the chart that you will be creating.

How to create interactive chart using Excel - Demo

Feeling excited? read on to learn how to create this.

Solution – Creating Interactive chart in Excel

  1. First create all the charts you want and place them in separate locations in your worksheet. Lets say your charts look like this.
    Create charts in separate ranges like this...
  2. Now, select all the cells corresponding to first chart, press ALT MMD (Formula ribbon > Define name). Give a name like Chart1.
    Select all cells corresponding to first chart and give them a name like Chart1
  3. Repeat this process for all charts you have, naming them like Chart2, Chart3
  4. In a separate range of cells, list down all chart names. Give this range a name like lstChartTypes.
  5. Add a new sheet to your workbook. Call it “Output”.
  6. In the output sheet, insert a combo-box form control (from Developer Ribbon > Insert > Form Controls)
    Insert combo-box form controls - Excel
  7. Select the combo box control and press Ctrl+1 (format control).
  8. Specify input range as lstChartTypes and cell link as a blank cell in your output sheet (or data sheet).
    [Related: Detailed tutorial on Excel Combo box & other form controls]

    Combo box form control settings - Excel interactive chart tutorial

  9. Now, when you make a selection in the combo box, you will know which option is selected in the linked cell.
    Demo of combo box & cell linkage - Excel interactive chart tutorial
  10. Now, we need a mechanism to pull corresponding chart based on user selection. Enter a named range – selChart.
  11. Press ALT MMD or go to Formula ribbon > Define name.  Give the name as selChart and define it as
    =CHOOSE(linked_cell, Chart1, Chart2, Chart3, Chart4)
    PS: CHOOSE formula will select one of the Chart ranges based on user’s selection (help).
  12. Now, go back to data & charts sheet. Select Chart1 range. Press CTRL+C to copy it.
  13. Go to Output sheet and paste it as linked picture (Right click > Paste Special > Linked Picture)
    Pasting a picture link - Excel interactive chart tutorial
  14. This will insert a linked picture of Chart 1.
    [Related: What is a picture link and how to use it?]
  15. Now, click on the picture, go to formula bar, type =selChart and press enter
  16. Move the image around, position it nicely next to the combo box.
  17. Congratulations! Your interactive chart is ready 🙂

Video tutorial explaining this chart

Watch below tutorial to understand how to make this chart.

(or watch it on our Youtube channel)

Download Interactive Chart Excel file

Click here to download interactive chart Excel file and play with it. Observe the named ranges (selChart) and set up charts to learn more.

More Examples of Dynamic & Interactive Charts

If you want to learn more about these techniques, go thru below examples.

Do you use interactive charts?

Dynamic & interactive charts are one of my favorite Excel tricks. I use them in almost all of my dashboards, Excel models and my clients are always wowed by them.

What about you? Do you use interactive charts often? What are your favorite techniques for creating them? Please share your tips & ideas using comments.

Want to learn more? Consider joining my upcoming Dashboards & Advanced Excel Masterclass

I’m very excited to announce my upcoming Advanced Dashboards in Excel Masterclass in USA.

Chandoo.org & PowerPivotPro.com will be hosting this two day, intensive hands-on Masterclass. Enhance your Excel skills to create interactive, dynamic and polished looking dashboards your boss will love. Don’t miss out, this is a one-time opportunity to attend my live workshop in Chicago, New York, Washington DC & Columbus OH in May and June 2013. Places are strictly limited.

Click here to know more & book your spot in my Masterclass

Above article is a preview of the tips and tricks you will be learning in the Masterclass.

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19 Responses to “How to Distribute Players Between Teams – Evenly”

  1. Roshan Thayyil says:

    An excellent solution, especially for large data sets.

    Another solution without using solver would be to assign the player with the highest score to Team 1, the 2nd to team 2, 3rd to team 3, 4th to team 3, 5th to team 2, 6th to team 1, 7th to team 1 and it continues. This method would end up with a Std Dev of 0.001247219. This works best with a distribution with lower Std Dev for the dataset.

    Full Disclosure: this is not my idea, remember reading something a few years ago. Think it may have been Ozgrid

    • Roshan Thayyil says:

      thinking back I now remember why I read about it. About 10 years back I had to distribute around 300 team members into 25-30 odd teams. Used this method based on their performance scores. I used the method I described to do this and the distribution was pretty fair.

      Solver would have saved me a ton of time though 🙂

  2. I think the issue with you first Solver approach was that you took the absolute value of the sum of team deviations (which should always be zero except for rounding) instead of the sum of the absolute values (which is a reasonable measure of how unbalanced the teams are).

  3. Here's another simple algorithm you could use: you start from the top (with players sorted from high to low), and at each step allocate the next player to whichever team has the smallest total so far. You can implement it dynamically with some formulas so it will update automatically when the data changes.

    If the scores were more widely distributed (so that this might end up with not all teams the same size), you could add a constraint to only pick among the teams which currently have fewest players at each step, or just stop adding to any team when it hits its quota.

    When I tried it on the sample, I got the three teams below, with a STDEV of 0.000942809 (i.e. about half of what Solver got to).

    Team 1: John, Hugo, Tom, Josh, Eric, Zane, Charles, Andrew
    Team 2: Barry, Michael, Kenny, Joe, Xavier, Patrick, Oliver, William
    Team 3: Henry, Steven, Ben, Frank, Kyle, Edward, Cameron, Lachlan

    Thanks for sharing!

    • Ishaan says:

      Hi,
      I was looking at all the solutions and this is closest to what I intended to do. I am dividing a bunch of players into 3 soccer teams. Players availability is also a factor while deciding the teams.
      So the steps the excel needs to do is as follows:
      1) In availability column if "yes" go to next
      2) Equally divide 'Goalkeepers', 'Strikers', 'Defenders' basis their quality
      So the end result gives each 3 teams a balance of players playing at different positions.
      Can this be done on Google spreadsheet with only availability as an input from the user and rest calculates by itself.
      Sorry for asking such a pointed question, but I have been struggling to find a solution for it for sometime now!

      • Robin says:

        Hi Ishaan,

        I am working on a similar problem at the moment, so I am wondering if you ever found a solution and if you are willing to share what you did.

  4. Konrad says:

    Hi everyone, this is a variation of the famous Knapsack Problem https://en.wikipedia.org/wiki/Knapsack_problem.

    I had to use a VBA implementation recently as part of a problem, where we ar trying to allocate teams of an organization into different locations (we are a large company with many different team). The goal was to optimally allocate teams to individual buildings without putting too many teams into one building and not splitting teams apart.
    As we had around 400 teams of different sizes, solver couldn't handle it anymore. Luckily there is a Knapsack algorithm implementation in VBA readily available on the internet :).

    I also went with a heuristic approach first!

  5. Joe Egan says:

    An interesting mathematical solution but what if Eric and Xavier can't stand each other or Patrick is best friends with Steven - the real life problems that effect "even" teams.

    • Hui... says:

      @Joe

      You can add more criteria like
      If Eric and Xavier can't stand each other
      =OR(AND(E15=1,E16=1),AND(F15=1,F16=1),AND(G15=1,G16=1))
      It must be False

      If Patrick is best friends with Steven
      =OR(AND(E5=1,E17=1),AND(F5=1,F17=1),AND(G5=1,G17=1))
      It must be True

      Note that the 2 formulas above are exactly the same
      except for the ranges
      One must be True = Friends
      One must be False = Not Friends

  6. Gustavo Sousa says:

    Nice post Hui!

    I download your workbook and just try to change in options the Precision Restriction from 10E-6 to 10-8 and the Convergence from 10E-4 to 10E-10. The process take almost the same time, but the results was great.

    The standard deviation I got was 0,000471.

    Team 1: John, Tom, Kenny, Frank, Eric, Xavier, Edward, Zane
    Team 2: Steven, Hugo, Ben, Joe, Josh, Oliver, Cameron, William
    Team 3: Barry, Henry, Michael, Kyle, Patrick, Charles, Andrew, Lachlan

  7. Charlie says:

    Great application of Solver! Thanks for the link!

  8. Chuck says:

    Great explanation. Well done... However, I tried with 6 teams of 4 players and solver never did finish.

  9. Akbar says:

    How about vba code for the same data set.
    I have 3 column A B C wherein A has text and B has number Wherein C is blank. And in C1 been the header C2 where I want the name to come evenly distributed the number which is in Column B.
    My Lastcolumn is 1000.

  10. HRMFT says:

    Sorry if I'm being slow here, but how is 'Team Score' calculated? I've gone through the explanation several times but it seems to just appear.

    • Hui... says:

      @Hrmft

      This process uses the Solver Excel addin

      Solver is effectively taking the model and trying different solutions until it gets a solution that meets all the criteria
      Then solver puts the solution into the cell and moves to the next cell

      So yes it appears to "just appear"

  11. Caroline says:

    Hi ! Thank you so much ! Works great 🙂

  12. Jim Cruse says:

    I cannot get the fourth Equation to work in my excel spreadsheet
    You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Thank you.
    Jim

  13. Jim Cruse says:

    I cannot get the fourth Equation of TURE or FALSE statements to work in my excel spreadsheet You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Sorry I left some of it out in the previous question,
    Thank you. Jim

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