Using Arrays To Update Table Columns
We are creating a lot of reports everyday and these reports contain a lot of data which is presented in various styles as per the requirements. The data that allows us to create the reports is usually referred as raw data and in most of the cases is stored in hidden sheets.
I am sure you all are aware of a feature called as Excel Tables OR Structured References in Excel. Excel Tables is (in my opinion) the best way to store your raw data and put Formulas in the columns where necessary, this way you eliminate the need of a Cell Based Reference formula (example =SUM(B4:B50) and replace them with =sum(YourTable[YourTableColumnName]).
Another good feature of the Excel Tables is you just need to put the formula in 1 cell and it is replicated for that column by Excel.
Sometimes these formulas take a lot of time to calculate when we have really huge data points. In this scenarios it is better to have hard-coded values instead of the formulas to gain on speed.
In this post we will learn about how we can make use of Array’s to quickly populate the excel columns with the desired results before publishing our reports and other documents.
Here is a demo of what I mean:
Below is the code that allows us to add a new column to our data table and then taking input from the Date Time column provides us with the Week Of column.
Sub UpdateWeek()
Dim myarray As Variant
Dim theRange As Range, startCellRow As Long
Dim tempStr As String
Dim myNewCol As ListColumn
‘If our column already exists then delete it
On Error Resume Next
Worksheets(“Data”).ListObjects(“cs”).ListColumns(“WeekOf”).Delete
‘adding our new column
Set myNewCol = Worksheets(“Data”).ListObjects(“cs”).ListColumns.Add
myNewCol.Name = “WeekOf”
‘Selecting the first cell of the column that contains our dates
Worksheets(“Data”).ListObjects(“cs”).ListColumns(“Date Time”).Range.Cells(2).Select
‘building a temporary Range address, this will be used to upload the entire range into the array
tempStr = ActiveCell.Address
startCellRow = ActiveCell.Row
tempStr = tempStr & “:$” & Mid(Sheets(“Data”).ListObjects(“cs”).ListColumns(“Date Time”).Range.Cells(2).Address, 2, 1) & “$”
tempStr = tempStr & LastRowInOneColumn(Mid(Sheets(“Data”).ListObjects(“cs”).ListColumns(“Date Time”).Range.Cells(2).Address, 2, 1))
‘loading the range into the array
myarray = Range(tempStr).Value
‘Looping through the array and converting each element to the relevant Week format
For i = LBound(myarray) To UBound(myarray)
myarray(i, 1) = Format(myarray(i, 1) – Weekday(myarray(i, 1), vbMonday) + 1, “ddd dd-mmm”)
Next
‘Setting the range address for our output column
Set theRange = Range(Cells(startCellRow, Worksheets(“Data”).ListObjects(“cs”).ListColumns(“WeekOf”).Range.Column), Cells(UBound(myarray) + (startCellRow – 1), Worksheets(“Data”).ListObjects(“cs”).ListColumns(“WeekOf”).Range.Column))
‘storing the values from our array to the WeekOf Column
theRange.Value = myarray
End Sub
Let’s Understand the code
We first delete the column if it is already existing to make sure we always get the new values as output. This is done by the below line of code.
Worksheets("Data").ListObjects("cs").ListColumns("WeekOf").Delete
Once we have deleted the column, we add it again as a blank column and change the name to “Week Of”.
Set myNewCol = Worksheets("Data").ListObjects("cs").ListColumns.Add
myNewCol.Name = "WeekOf"
After this we need to select the first cell of the column that contains the Date Time.
Worksheets("Data").ListObjects("cs").ListColumns("Date Time").Range.Cells(2).Select
Once we have selected the first cell of you Date Time column we then make use of the LastRowInOneColumn function to get the last row and create a range address. We use this range address to assign all the values contained in the Date Time column to an array.
tempStr = ActiveCell.Address
startCellRow = ActiveCell.Row
tempStr = tempStr & ":$" & Mid(Sheets("Data").ListObjects("cs").ListColumns("Date Time").Range.Cells(2).Address, 2, 1) & "$"
tempStr = tempStr & LastRowInOneColumn(Mid(Sheets(“Data”).ListObjects(“cs”).ListColumns(“Date Time”).Range.Cells(2).Address, 2, 1))
‘loading the range into the array
myarray = Range(tempStr).Value
Once we have loaded all the Date Time values into an array, we do a simple For loop to change the value in the array to the relevant Week Of
For i = LBound(myarray) To UBound(myarray)
myarray(i, 1) = Format(myarray(i, 1) - Weekday(myarray(i, 1), vbMonday) + 1, "ddd dd-mmm")
Next
We perform this operation on the same element and store the modified value in itself.
Once we have all these done, we need to define the Output range, that is where we need to the Week Of values to be stored. This is done by using the Range and Cell functions.
Set theRange = Range(Cells(startCellRow, Worksheets("Data").ListObjects("cs").ListColumns("WeekOf").Range.Column), Cells(UBound(myarray) + (startCellRow - 1), Worksheets("Data").ListObjects("cs").ListColumns("WeekOf").Range.Column))
'storing the values from our array to the WeekOf Column
theRange.Value = myarray
And lastly we assign all the values stored in the array to the new range address we have create above.
Download Demo File
Click here to download the demo file & use it to understand this technique.
What about you? Do you use them often? Please share your experiences, techniques & ideas using comments.
If you are new to VBA, Excel macros, go thru these links to learn more.
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About Vijay
Vijay (many of you know him from VBA Classes), joined chandoo.org full-time this February. He will be writing more often on using VBA, data analysis on our blog. Also, Vijay will be helping us with consulting & training programs. You can email Vijay at sharma.vijay1 @ gmail.com. If you like this post, say thanks to Vijay.
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.