Yesterday, I talked about how you don’t have to know how to code in order to highly leverage VBA. All you need to know is how to Google, Cut, and Paste. As discussed then, I ‘volunteered’ KV under pain of exposure to empty the contents of his secret satchel onto the virtual table, so that we can rummage through it. So without further ado, please put your hands together and give a warm Chandoo welcome to secret agent KV.
[Secret transmission starts…]
Hello, this is my first guest post on Chandoo.org (or any Excel website for that matter), and I will try to keep it simple, but useful for our readers.
I have been using spreadsheets since 1990, and Excel since 1995 – which sort of makes me a veteran in this sphere of business applications 🙂
One of my favorite topics in Excel is – “How can I make my day-to-day tasks in Excel easier and faster ?”. In fact, this is a topic that I think about in everything to do with computers.
There are many ways one can do this in Excel, but among the more effective and scalable ones, is storing commonly used macros in your Personal Macro Workbook.
This post is about some of the stuff that I have put in my Personal Macro Workbook over the years. You can read more about how to set up a Personal Macro Workbook, in this excellent tutorial on Ron de Bruin’s website. Like nuclear war, It’s a one-time exercise. And you can easily port it to any other computers that you use – or even share it with your friends and allied spooks.
This is the first bunch of macros which I use most frequently. Hopefully I will get a chance to post some more if this post is found to be good enough 🙂
So here goes.
1: Find the value of ActiveCell within selection, or in the whole sheet
This is a very useful macro which helps to search for the value in the ActiveCell within the selected range or the whole worksheet (if only ActiveCell is selected).
Sub SearchOnActiveCellContents()
' Keyboard Shortcut: Ctrl+Shift+G
On Error GoTo NotFound
If Selection.Cells.Count > 1 Then
Selection.Cells.Find _
(What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False, SearchFormat:=False).Activate
Else
Cells.Find _
(What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False, SearchFormat:=False).Activate
End If
Exit Sub
NotFound:
MsgBox "No cells found with this cell's contents"
End Sub
As you will notice, the macro checks whether the selection is 1 cell or multiple cells, and accordingly executes the Cells.Find command.
2: Filter on value NOT equal to ActiveCell value
This is another handy macro, which filters the current column based on the value of the active cell, except that the filter is applied as “show records NOT equal to the value of the active cell”
The macro itself is a fairly simple one-line command :
Sub AutoFilterSelectionNOT()
' Keyboard Shortcut: Ctrl+Shift+K
Dim lField As Long
lField = ActiveCell.Column - ActiveCell.CurrentRegion.Column + 1
If TypeName(Selection) <> "Range" Then Exit Sub
Selection.AutoFilter Field:=lField, Criteria1:="<>" & ActiveCell.Value
End Sub
3. Show or Hide zeros in active sheet
This macro toggles the display of zero-value cells on the active sheet.
Sub Hide_Zeros()
' Keyboard Shortcut: Ctrl+Shift+Z
If TypeName(Selection) <> "Range" Then Exit Sub
ActiveWindow.DisplayZeros = Not ActiveWindow.DisplayZeros
End Sub
4: Show or Hide page-breaks in active sheet
This macro toggles the display of page-breaks on the active sheet.
Sub ShowHidePageBreaks()
' Keyboard Shortcut: Ctrl+Shift+J
If TypeName(Selection) <> "Range" Then Exit Sub
ActiveSheet.DisplayPageBreaks = Not
ActiveSheet.DisplayPageBreaks
End Sub
As the name suggests , this macro will show or hide the display of page breaks on the active sheet.
5: Display the 'GoTo special' xldialog
Quite often I find myself needing to use the GoTo Special command.
Of course, you can do it the way it was designed in Excel – press F5 to display the GoTo dialog box, and click on the Special… button. This takes one keystroke and a mouse-click; or 3 keystrokes (if you don’t use the mouse) 🙂
Or you can display the Goto > Special… dialog box (using a macro) with just 1 click of the mouse or 2 keystrokes (if you pin it on the QAT) !
Sub xlSelectSpecial()
On Error GoTo NotFound
If Selection.Cells.Count = 1 Then
MsgBox "Select more than 1 cell...", vbExclamation, "Select more cells..."
Exit Sub
End If
Application.Dialogs(xlDialogSelectSpecial).Show
Exit Sub
NotFound:
myMsgText = "No such cells found"
myTitle = "Not found"
myConfig = vbOKOnly + vbExclamation
myMessage = MsgBox(myMsgText, myConfig, myTitle)
End Sub
As you will notice, the macro has an error-checking line in case the type of ‘special cell’ you selected is not found. E.g. if you’re looking for blank cells in the selection, and all the cells in it are non-blank, the macro will display a message accordingly.
The macro also checks whether more than one cell is selected before executing the dialog. The reason for this is that if a single cell is selected, many of the options in the GoTo Special dialog box will execute on the entire ‘UsedRange’ of the spreadsheet, instead of the selected range.
If you wish, you can comment out the If … End If construct and test the macro to see what I mean.
6: Zoom-in / Zoom-out
These macros zoom in or zoom out on the worksheet, in increments of 5%.
Sub MyZoomIn()
' Keyboard Shortcut: Ctrl+E
Dim ZP As Integer
ZP = ActiveWindow.Zoom
If ZP >= 400 Then
ZP = 400
Else
ZP = ZP + 5
End If
ActiveWindow.Zoom = ZP
End Sub
Sub MyZoomOut()
' Keyboard Shortcut: Ctrl+Shift+E
Dim ZP As Integer
ZP = ActiveWindow.Zoom
If ZP <= 10 Then
ZP = 10
Else
ZP = ZP - 5
End If
ActiveWindow.Zoom = ZP
End Sub
As you will notice, will increase or decrease the zoom percentage by 5 points each time the macro is executed. The If… Then… Else… constructs are there to prevent an error if the current zoom percentage is already at the maximum or minimum level, when the macro is executed.
That’s all for this post from my side. I hope you will find it useful.
I welcome comments, suggestions for improvement & criticisms from readers on this topic, and the macros I have shared in this post.
[Secret transmission ended.]
Hey, thanks KV for sharing those shortcut-charged shortcuts. I look forward to torturing some more of that ill-gotten wisdom out of you. (While I don’t condone torture, I hate inefficient use of Excel even more. So while it’s going to hurt you more than me, it’s for the greater good.)
About the Author
KV is an undercover secret agent who spends his time rescuing the world from the crushing weight of evil, bloated spreadsheets.
His mild-mannered alter ego - Khushnood Viccaji - is a freelance professional and an expert in Management Information Systems and Business Applications with a focus on Data Management, Analytics, Transformation, Auditing, and Reporting.
Both these chaps have a flair for understanding and applying technology in business processes and an ability to present business information in many different ways. And one of them wears lycra.
39 Responses to “Make a Quick Thermometer Chart to Compare Targets and Actuals”
You'll probably have some readers insist on bullet charts, which in my experience are no easier to read.
Note on the case where actuals may exceed targets, the target has to be the second series in the chart, not the first, so it appears in front of the actual.
@Jon.. good point. And yes, readers are already saying bullets are the way to go. Atleast @dmgerbino said it on twitter: http://twitter.com/dmgerbino/status/6761754333
But I feel the same as you did. Bullets need orientation to get started and not that easy to construct (here is a tutorial btw... http://chandoo.org/wp/2008/07/21/dashboard-bullet-graphs-excel/ )
When you just have to compare 2 sets of values, a chart like above is good and easy enough.
And yes, thank you for saying that data series order should be correct to show the target on top.
I think bullet charts are a good alternative. I'm not a huge fan of the formatting that you used above where the outline is so thick.
Another option would be to combine a line graph (plan/goal amounts) with the columns (actual) and select the option to remove the line. This leaves just the value (marker), which can be increased in size to leave only a line about the size of the bar. It's an easy and cleaner way to show actual to plan/goal. Does that make sense?
Tony -
I would use columns (or area) for goal, and lines and markers for actual.
What about if you go over the target? The chart doesn't work so well then.
The technique described today is a near bullet chart. As I stated early this morning on Twitter (link: http://bit.ly/4K3yPM ) , I am a fan of Stephen Few's Bullet Graph.
Hubert Urruttia and I started with Charlie Kyd's method, but as Jon Peltier and Chandoo said, they are not easy to contruct. We moved onto prototyping with Fabrice Rimlinger's SPARKLINES FOR EXCEL and now use XLCube's (BonaVista) Micro Chart tool. Both of these tools allow you to create bullet charts just as easy as any Excel chart type.
As far as reading and interpreting them, this chart type has been the easiest for us to present.
There are many chart types. Today's "Make a Quick Thermometer Chart to Compare Targets and Actuals" is fine for a start, but your ultimate goal should be to create Bullet Graphs. AS Stephen Few states in his overview, "The bullet graph was developed to replace the meters and gauges that are often used on dashboards. Its linear and no-frills design provides a rich display of data in a small space, which is essential on a dashboard. Like most meters and gauges, bullet graphs feature a single quantitative measure (for example, year-to-date revenue) along with complementary measures to enrich the meaning of the featured measure. Specifically, bullet graphs support the comparison of the featured measure to one or more related measures (for example, a target or the same measure at some point in the past, such as a year ago) and relate the featured measure to defined quantitative ranges that declare its qualitative state (for example, good, satisfactory, and poor). Its linear design not only gives it a small footprint, but also supports more efficient reading than radial meters."
@dmgerbino
Since @dmgerbino had to bring my name up I guess I should throw in my two cents.
@dmgerbino and I have both implemented Bullet Charts with great success. What is most interesting about this fact is that we have had a harder time implementing Sparklines than Bullet Charts. The reason for this revolves around the simple fact of familiarity. I will explain. People look at a Sparkline and they think it is a really small Line Chart and it is not. People are familiar with Line Charts since they have been around since 1786 when they were created by William Playfair. Bullet Charts on the other hand are different so they almost demand an explanation. Because of this there was a lot of face time that was needed to explain these charts but once people got them they understood the concept. This is similar to when I introduced Cycle Plots http://bit.ly/87ydVG (Thank you @nbrgraphs!) or Horizon Charts http://bit.ly/6PVavj.
Now about the Thermometer Charts… The first thing I want to address is Tony Rose’s statement. I totally agree that the outline on the chart is too think. It might come of as being a whole new series or a new variable. What I have done in instances like this is I have created a Bar Graph and Scatter Plot mixture. Then I have turned off the Data Series on the Scatter Plot and turned on the Horrizontal Error Bars on the Scatter Plot. The new horizontal line stands for the Plan and the Bar is the actual. The reason why I find this more useful is because this technique works if you have exceeded plan. Actually, I do not understand how Chandoo’s method would display the data if Plan is surpassed.
This reminds me of another blog post that @dmgerbino, @Jon_Peltier, and myself commented on over a year ago. http://bit.ly/PNdO Actually, I talk about similar things in regards to familiarity to charting techniques.
- @hubert_urruttia
[...] we have a post on using thermometer charts to quickly compare actual values with targets. Today we follow up the post with 10 charting ideas you can use to compare actual values with [...]
Hi Chandoo
How do I increase the width of the bar chart and also make the long axis labels come in the same line?
Thank you,
Rajiv
@Rajiv
Select the outer part of the chart "Chart Area" and note the cursor will change to arrows
drag the edges to what ever size you want
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
Now click on the chart area inside the chart "Plot Area" and note that a box with small circles appears around it
drag the circles on the edge of that box to suit
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
@ Hui
Thank you for your comments. But my question was not for the "Plot Area" instead I wanted to know about how should I increase the width of the individual bar charts because with my data all the individual bars are coming to be thin and I want to make them appear broader.
Thank You
@Rajiv
Right click on the Series you want to change and select Format Data Series
Under Series Options goto Gap Width and decrease it to suit
[...] Make a Quick Thermo-meter Chart using Excel [...]
Thank you for the great chart and explanation!
How do I show two amounts (Signed Revenue and Pipeline) as stacked within the Target amount?
@CL... you can use stacked column charts and follow the same technique to get this. See attached file for an example - http://img.chandoo.org/playground/thermo-meter-with-additional-details.xlsx
Chandoo - thanks for the quick response! What if I want the data label for the pipeline to be the actual pipeline value, not the signed rev + pipeline value? i.e. 15 instead of 55
Thanks!
How would i do this in excel 2003?
[...] Thermo-meter charts are very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it. [...]
Hi Guys,
As Matt said,
"What if you if you go over the target?"
Is there a way to make it change color? or at least to show what the target was?
I am planning to use this with a "Forecasted vs Real" production chart but I do not know how to show overproduction.
Any clue?
Thanks
How do I do this if I have 2 bars I want side-by-side? ie 2012 Mean with 2012 benchmark overlapping and then 2013 mean with 2013 benchmark overlapping? I want the 2012 and 2012 mean bars sie by side to compare multiple categories.
Sorry, I meant to say the 2012 and 2013 mean bars side by side
I have a problem in that my PM wants a chart that shows a stacked column (Labor and Expense) and then have the overall buget shown as a thermo.
Everytime I try to do this, I either end up with all three being stacked or all of them being seperated.
Help?
Or if someone knows how to only outline the top and sides of a chart series....then I would have this solved. (Make a stacked column with labor, expenses, and remaining budget, then clear the fill and outline only the top and sides.) I just can't figure out how to do that/ not sure if excel will let me only outline part of a chart series.
[...] Thermometer chart to show budget vs. actual performance [...]
Your home is valueble for me. Thanks!...
I've created the thermometer chart as the Chandoo tutorial described. How do I move my columns closer together? I don't want wider columns; I want to move my narrow columns closer together. Thank you!
Dear Elite members,
could you please let me informed whether we could incorporate color formating in this thermometer approach i.e. if my actual performance is <Min then meter color sud go Red, in between min & target it sud change to Amber & target and above sud change to Green. pls advise. thanks,
I think the only way to do that would be with VBA programming.
@Abhinav
Yes, Simply use a stacked column chart, colored appropriately
Or
You may also want to read about Bullet Charts
@ Hui,
Could you pls demonstrate this with the help of an example.
let's have the below sample data
Actual=12
Min=10
Target=15
Max=20
if Actual>=Min then bar color sud be Red
in between Min & Target= Amber
between target(inclusive) & Max = Green
greater than or equal to Max= Blue
Thanks in advance
Abhi
Great blog post with awesome sample data. I've implemented two of the top "power tips" by changing the colour of the actual values, AND setting Actual to be 40% transparent. Looking good.
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
I recently purchased the template bundle and love the ease of use - thank you!
I would like to ask if it is possible to add an important 'block' to the dashboard to illustrate an important status for my executive team; 'billing status'? (ie budget / amount billed) something like that?
Thank you!
@Cheif449.. Thanks for your purchase and kind words.
You can add this easily to the dashboard. Follow below steps.
1. Unprotect the dashboard worksheet.
2. Add a text box (Insert > Drawing Shapes) to the dashboard
3. Put any text inside it as per your need.
4. Format it as needed.
5. Protect the dashboard again.
How do you do this in Excel 2010 - I am not seeing that option in Format data series.
how would we check target and actual sale for multiple years
Select any of the bar, right click and format data series