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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12 Responses to “29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]”

  1. Peder Schmedling says:

    Some great contributions here.
    Gotta love the Friday 13th formula 😀

  2. Aires says:

    Great tips from you all! Thanks a lot for sharing! bsamson, particularly you helped me on a terribly annoying task. 🙂

    (BTW, Chandoo, it's not exactly "Find if a range is normally distributed" what my suggestion does. It checks if two proportions are statistically different. I probably gave you a bad explanation on twitter, but it'd be probably better if you fix it here... 🙂 )

  3. John Franco says:

    Great compilation Chandoo

    For the "Clean your text before you lookup"
    =VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0)

    I would like to share a method to convert a number-stored-as-text before you lookup:

    =VLOOKUP(E20+0,F5:G18,2,0)

  4. Chandoo says:

    @Peder, yeah, I loved that formula
    @Aires: Sorry, I misunderstood your formula. Corrected the heading now.
    @John.. that is a cool tip.

  5. Eric Lind says:

    Hey Chandoo,

    That p-value formula is really great for a statistics person like me.

    What a p-value essentially is, is the probability that the results obtained from a statistical test aren't valid. So for example, if my p value is .05, there's a 5% probability that my results are wrong.

    You can play with this if you install the Data Analysis Toolpak (which will perform some statistical tests for you AND provide the P Value.)

    Let's say for example I've got two weeks of data (separated into columns) with the number of hours worked per day. I want to find out if the total number of hours I worked in week two were really all the different than week one.

    Week1 Week2
    10 11
    12 9
    9 10
    7 8
    5 8

    Go to Data > Data Analysis > T-Test Assuming Unequal Variances > OK

    In the Variable 1 Box, select the range of data for week 1.
    In the Variable 2 Box, select the range of data for week 2.
    Check "Labels"
    In the Alpha box, select a value (in percentage terms) for how tolerant you are of error.

    .05 is the general standard; that is to say I am willing to accept a 95% level of confidence that my result is accuarate.

    Select a range output.

    Excel calculates a number of results: Average (mean) for each week's data, etc.

    You'll notice however that there are two P Values; one-tail and two-tail. (one tail tests are for > or .05), the number of hours I worked in week two is statistically equivalent to the number of hours I worked in week one.

    So here’s a way you might want to use this. You put up a new entry on your blog. You think it’s the best entry ever! So you pull your webstats for this week and compare it to last week. You gather data for each week on the length of time a visitor spends on your website. The question you’re trying to prove statistically is whether there’s an average increase in the amount of time spent on your website this week as compared to last week (as a result of your fancy new blog post). You can run the same statistical test I illustrated above to find out. Incidentally, it matters very little to the stat test whether the quantity of visitors differs or not.

    Anyhow, the Data Analysis toolpack doesn't perform a lot of stat tests that folks like me would like to have access to. In those cases I have to either use different software, or write some very complicated mathematical formulas. Having this p-value formula makes my life a LOT easier!

    Thanks!

    Eric~

  6. Balaji OS says:

    Fantastic stuf..One line explanation is cool.
    Thanks to all the contributors

    OS

  7. Locke says:

    Take FirstName, MI, LastName in access (you can fix it to work in excel) capitalize first letter of each and lowercase the rest and add ". " if MI exists then same for last name:
    Full Name: Format(Left([FirstName],1),">") & Format(Right([FirstName]),Len([FirstName])-1),"") & ". ","") & Format(Left([LastName],1),">") & Format(Right([LastName],Len([LastName])-1),"<")

    I teach excel, access, etc etc for a living and i have my access students build this formula one step at a time from the inside out to show how formulas can be made even if it looks complicated. Yes I know I could just do IsNull([MI]) and reverse the order in the Iif() function but the point here is to nest as many functions as possible one by one (also I illustrate how it will fail without the Not() as it is)

  8. Johan says:

    Extract the month from a date
    The easiest formula for this is =MONTH(a1)
    It will return a 1 for January, 2 for February etc.

  9. anjali says:

    if in a column we write the value of total person for eg. 10 if we spent 1.33 paise each person then how we get total amount in next column and the result will in round form plzzzzz solve my problem sir................... thank u

  10. Hui... says:

    @Anjali

    If the value 10 is in B2 and 1.33 paise is in C2 the formula in D2 could be =B2*C2

    If the values are a column of values you can copy the formula down by copy/paste or drag the small black handle at the bottom right corner of cell D2

  11. sajid says:

    kindly share with me new forumulas.

  12. Biswajit Baidya says:

    How to convert a figure like 870.70 into 870 but 871.70 into 880 using excel formula ? Please help.

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