How to create a Then vs. Now interactive chart in Excel?

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You have been there before.

Trying to compare last year numbers with this year, or last quarter with this quarter.

Today, let us learn how to create an interactive to chart to understand then vs. now.

Demo of Then vs. Now interactive chart

First, take a look the completed chart below. This is what you will be creating.

Then vs. Now interactive chart - How to create this in Excel

Inspiration for this chart

Before we jump in to Excel and understand how this is done, let me thank NY Times for providing the inspiration for this chart. I saw a similar chart in their climbing income ladder visualization.

Creating Then vs. Now chart in Excel

1. Arrange data

As usual, the first step is to get the data in to Excel. Structure your data like this.

Data for Then vs. Now chart

2. Insert a combo box control to select a region

Insering combo box form control and formatting it - then vs now chartSince our chart will display values for one region at a time, we need a mechanism to let user control which region is displayed. We will use a combo box control do this. Follow these steps.

  1. Go to developer ribbon and insert combo box form control.
  2. Right click on the combo box and go to format control.
  3. Set up input range to list of regions in your data.
  4. Set up cell link to a blank cell in your workbook.

Related: Introduction to form controls.

3. Fetch selected region’s data

Now that we have a combo box to select which region to show in the chart, next step is to fetch data for selected region. You can use either VLOOKUP or INDEX formulas to do it.

Using VLOOKUP formula:

Assuming region name is in D17, and data is in values table, write:

=VLOOKUP(D17, values, 2, false)

to get 2nd column (then sales) value.

More on using VLOOKUP formula

Using INDEX formula:

Assuming region number is in D16, and data is in values table, write:

=INDEX(values[then],D16)

4. Create a chart showing then to now movement

Next step is to create a chart that would show a line going from then value to now value. Lets take a closer look the line to understand how to make it in Excel.

Examining then vs now chart - a closer look at how to create it

We can create this chart with either XY (scatter) plot or line chart. Lets go with scatter plot.

In your workbook, set up a table like this:

Then vs. now values for selected region

Then, select the above and create a scatter plot. Select the scatter plot with connecting lines.

5. Formatting the chart

Since we want to show a thick circle at the beginning of then value and arrow at the end of now value, lets go ahead and do the formatting song and dance.

Formatting starting point of then vs now chartFormatting the first point:

  1. Select the first point of then values (you need to click once on it, take 3 deep breaths, click again and sacrifice a goat).
  2. Press CTRL+1 to format the data point.
  3. Go to Marker options and select built in marker and use the circle symbol.

Formatting ending point - then vs. now chartFormatting the last point:

  1. Select the last point (same as above, but this time sacrifice a chicken)
  2. Format the data point.
  3. Go to line style, select End type and choose arrow.

Formatting horizontal axi - then vs now chartFormatting the horizontal axis:

  1. Select horizontal (x) axis and press CTRL+1
  2. Set axis minimum to 1, maximum to 6.
  3. Click ok and delete the axis as we do not need it on the chart.

6. Adding “Break-up” of now values chart

This is easy, Just select fetched break-up values for selected region and create a bar chart. Format it as per your fancy.

7. Put everything together

Place the combo box, scatter plot and bar chart together in a nice fashion. Add a surrounding box shape so that everything looks like one report.

Add a descriptive title on the top. If possible, make chart title dynamic so that you can show the selected region name and % change in it.

8. Your Then vs. Now chart is ready

That is all. Your Then vs. Now chart is ready. Go ahead and flaunt it.

Final Then vs. Now chart with all bells and whistles

Download the chart workbook

Click here to download the chart workbook and play with it. Examine the formulas, chart settings and shapes to understand how this is set up.

Do you make then vs. now charts?

I think about half the charts made businesses around the world fall in to this category. I make these type of charts all the time. I use a variety of chart types to convey this information. Thermometer chart, waterfall chart and conditionally formatted tables are some of my favorite techniques.

What about you? Do you create then vs. now charts? what type of charts do you use? Please share your techniques and ideas using comments.

Learn more…

If you are not working in a cave or behind a huge stack of desks, chances are your job involves communicating for a living. Go ahead and read-up below articles to learn how to communicate with charts better, when it comes to then vs. now situations.

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20 Responses to “Simulating Dice throws – the correct way to do it in excel”

  1. alpha bravo says:

    You have an interesting point, but the bell curve theory is nonsense. Certainly it is not what you would want, even if it were true.

  2. Karl says:

    Alpha Bravo - Although not a distribution curve in the strict sense, is does reflect the actual results of throwing two physical dice.

    And reflects the following . .
    There is 1 way of throwing a total of 2
    There are 2 ways of throwing a total of 3
    There are 3 ways of throwing a total of 4
    There are 4 ways of throwing a total of 5
    There are 5 ways of throwing a total of 6
    There are 6 ways of throwing a total of 7
    There are 5 ways of throwing a total of 8
    There are 4 ways of throwing a total of 9
    There are 3 ways of throwing a total of 10
    There are 2 ways of throwing a total of 11
    There is 1 way of throwing a total of 12

  3. Chandoo says:

    @alpha bravo ... welcome... 🙂

    either your comment or your dice is loaded 😉

    I am afraid the distribution shown in the right graph is what you get when you throw a pair of dice in real world. As Karl already explained, it is not random behavior you see when you try to combine 2 random events (individual dice throws), but more of order due to how things work.

    @Karl, thanks 🙂

  4. Jon Peltier says:

    When simulating a coin toss, the ROUND function you used is appropriate. However, your die simulation formula should use INT instead of ROUND:

    =INT(RAND()*6)+1

    Otherwise, the rounding causes half of each number's predictions to be applied to the next higher number. Also, you'd get a count for 7, which isn't possible in a die.

    To illustrate, I set up 1200 trials of each formula in a worksheet and counted the results. The image here shows the table and a histogram of results:

    http://peltiertech.com/WordPress/wp-content/img200808/RandonDieTrials.png

  5. Chandoo says:

    @Jon: thanks for pointing this out. You are absolutely right. INT() is what I should I have used instead of ROUND() as it reduces the possibility of having either 1 or 6 by almost half that of having other numbers.

    this is such a good thing to learn, helps me a lot in my future simulations.

    Btw, the actual graphs I have shown were plotted based on randbetween() and not from rand()*6, so they still hold good.

    Updating the post to include your comments as it helps everyone to know this.

  6. Jon Peltier says:

    By the way, the distribution is not a Gaussian distribution, as Karl points out. However, when you add the simulations of many dice together (i.e., ten throws), the overall results will approximate a Gaussian distribution. If my feeble memory serves me, this is the Central Limit Theorem.

  7. Chandoo says:

    @Jon, that is right, you have to nearly throw infinite number of dice and add their face counts to get a perfect bell curve or Gaussian distribution, but as the central limit theorem suggests, our curve should roughly look like a bell curve... 🙂

  8. [...] posts on games & excel that you may enjoy: Simulating Dice throws in Excel Generate and Print Bingo / Housie tickets using this excel Understanding Monopoly Board [...]

  9. YourFifthGradeMathsTeacher says:

    I'm afraid to say that this is a badly stated and ambiguous post, which is likely to cause errors and misunderstanding.
    Aside from the initial use of round() instead of int(),.. (you've since corrected), you made several crucial mistakes by not accurately and unambiguously stating the details.

    Firstly, you said:
    "this little function generates a random fraction between 0 and 1"
    Correctly stated this should be:
    "this little function generates a random fraction F where 0 <= F < 1".

    Secondly, I guess because you were a little fuzzy about the exact range of values returned by rand(), you have then been just as ambiguous in stating:
    "I usually write int(rand()*12)+1 if I need a random number between 0 to 12".
    (that implies 13 integers, not 12)

    Your formula, does not return 13 integers between 0 to 12.
    It returns 12 integers between 1 and 12 (inclusive).
    -- As rand() returns a random fraction F where 0 <= F < 1, you can obviously can only get integers between 1 and 12 (inclusive) from your formula as stated above, but clearly not zero.

    If you had said either:
    "I usually write int(rand()*12) if I need a random number between 0 to 11 (inclusive)",
    or:
    "I usually write int(rand()*12)+1 if I need a random number between 1 to 12 (inclusive)"
    then you would have been correct.

    Unfortunately, you FAIL! -- repeat 5th grade please!

    Your Fifth Grade Maths Teacher

  10. Justin says:

    Idk if I'm on the right forum for this or how soon one can reply, but I'm working on a test using Excel and I have a table set up to get all my answers from BUT I need to generate 10,000 answers from this one table. Every time, I try to do this I get 10,000 duplicate answers. I know there has to be some simple command I have left out or not used at all, any help would be extremely helpful! (And I already have the dice figured out lol)

    Roll 4Dice with 20Sides (4D20) if the total < 20 add the sum of a rerolled 2D20. What is the average total over 10,000 turns? (Short and sweet)

    Like I said when I try to simulate 10,000turns I just get "67" 10,000times -_- help please! 😀

  11. Hui... says:

    @Justin

    This is a good example to use for basic simulation

    have a look at the file I have posted at:
    https://rapidshare.com/files/1257689536/4_Dice.xlsx

    It uses a variable size dice which you set
    Has 4 Dice
    Throws them 10,000 times
    If Total per roll < 20 uses the sum of 2 extra dice Adds up the scores Averages the results You can read more about how it was constructed by reading this post: http://chandoo.org/wp/2010/05/06/data-tables-monte-carlo-simulations-in-excel-a-comprehensive-guide/

  12. SpreadSheetNinja says:

    Oh derp, i fell for this trap too, thinking i was makeing a good dice roll simulation.. instead of just got an average of everything 😛

    Noteably This dice trow simulate page is kinda important, as most roleplay dice games were hard.. i mean, a crit failure or crit hit (rolling double 1's or double 6's) in a a game for example dungeons and dragons, if you dont do the roll each induvidual dice, then theres a higher chance of scoreing a crit hit or a crit failure on attacking..

  13. Freswinn says:

    I've been working on this for awhile. So here's a few issues I've come across and solved.

    #1. round() does work, but you add 0.5 as the constant, not 1.

    trunc() and int() give you the same distributions as round() when you use the constant 1, so among the three functions they are all equally fair as long as you remember what you're doing when you use one rather than the other. I've proven it with a rough mathematical proof -- I say rough only because I'm not a proper mathematician.

    In short, depending on the function (s is the number of sides, and R stands in for RAND() ):

    round(f), where f = sR + 0.5
    trunc(f), where f = sR + 1
    int(f), where f = sR + 1

    will all give you the same distribution, meaning that between the three functions they are fair and none favors something more than the others. However...

    #2. None of the above gets you around the uneven distribution of possible outcomes of primes not found in the factorization of the base being used (base-10, since we're using decimal; and the prime factorization of 10 is 2 and 5).

    With a 10-sided die, where your equation would be
    =ROUND(6*RAND()+0.5)
    Your distribution of possible values is even across all ten possibilities.
    However, if you use the most basic die, a 6-sided die, the distributions favor some rolls over others. Let's assume your random number can only generate down to the thousandths (0.000 ? R ? 0.999). The distribution of possible outcomes of your function are:
    1: 167
    2: 167
    3: 166
    4: 167
    5: 167
    6: 166

    So 4 and 6 are always under-represented in the distribution by 1 less than their compatriots. This is true no matter how many decimals you allow, though the distribution gets closer and closer to equal the further towards infinite decimal places you go.
    This carries over to all die whose numbers of sides do not factor down to a prime factorization of some exponential values of 2 and 5.

    So, then, how can we fix this one, tiny issue in a practical manner that doesn't make our heads hurt or put unnecessary strain on the computer?

  14. Freswinn says:

    Real quick addendum to the above:
    Obviously when I put the equation after the example of the 10-sided die, I meant to put a 10*RAND() instead of a 6*RAND(). Oops!

    Also, where I have 0.000 ? R ? 0.999, the ?'s are supposed to be less-than-or-equal-to signs but the comments didn't like that. Oh well.

  15. Andrew says:

    How do you keep adding up the total? I would like to have a cell which keeps adding up the total sum of the two dices, even after a new number is generated in the cells when you refresh or generate new numbers.

  16. kk says:

    So, how do you simulate rolling 12 dice? Do you write int(rand()*6) 12 times?

    Is there a simpler way of simulating n dice in Excel?

  17. Mohammed Ali says:

    I've run this code in VBA

    Sub generate()
    Application.ScreenUpdating = False
    Application.Calculation = False
    Dim app, i As Long
    Set app = Application.WorksheetFunction

    For i = 3 To 10002
    Cells(i, 3).Value = i - 2
    Cells(i, 4).Value = app.RandBetween(2, 12)
    Cells(i, 5).Value = app.RandBetween(1, 6) + app.RandBetween(1, 6)
    Next
    Application.ScreenUpdating = True
    Application.Calculation = True
    End Sub

    But I get the same distribution for both columns 4 and 5
    Why ?

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