Greetings and salutations, my fellow VBA-fearin’ congregation. Evangelizin’ Jeff here, spreading the good word about everlastin’ VBA serenity. You may remember me from mah preeeevious sermons such as Tables, PivotTables, and Macros: music to your ears and Big trouble in little spreadsheet. Well today, I’m going to praise the work of a high-yah pow-wah.
Our most pious Brother Jon Peltier (who’s fine presence is to mah left) broke his vow of silence over at the PeltierTech monastery to make a most inspirin’ observation during his recent confession Highlight a Specific Data Label in an Excel Chart:
Because I’ve been doing a lot of coding lately, my first thought was an approach using VBA. Then of course I came to my senses, and worked out a non-programmatic approach.
If possible, it’s usually advantageous not to rely on VBA for such tasks.
Hallelujah, brother!
My visionary brother is right: if there’s one rule of VBA that you should religiously observe, it’s to let the application be the application, where ee-fishin’ tah do so. A whiles back, I jokingly spoke it alike this:
The serenity prayer for Excel:
Lord grant me the VBA skills to automate the things I cannot easily change; the knowledge to leverage fully off the inbuilt features that I can; and the wisdom to know the difference.
(And I particularly chuckled at Excel Ninja BobHC’s response: You been on them tablets again.)
This sentiment is echoed in the commandments given us in Professional Excel Development (written by those latter-day-saints Bovey, Wallentin, Bullen, and Green):
This Good Book evangelizes that Excel developers “…shalt be divided into five different categories”:
- Basic Excel users, whom generally use Excel for fairly simple tasks, but as their exposure to Excel grows, so does the complexity of their worksheets and use of complex worksheet functions, PivotTables, and Charts.
- Power Users, whom have a broad understanding of Excel’s functionality, and occasionally use snippets of VBA from the Net or via the Macro Recorder, but their code tends to be messy, slow, and hard to maintain.
- VBA Developers, whom make extensive use of VBA – perhaps too much…to the point that they tend to use VBA to tackle practically every problem.
- Excel Developers, whom realize that the most efficient and maintainable applications are those that make the most of Excel’s built-in functionality, augmented by VBA where appropriate.
- Professional Excel Developers, whom know more languages than your typical Babel Fish.
That leap from VBA developer to Excel developer is worth striving for. (Don’t bother striving to be a Professional Excel Developer…they are so nerdy that they get about as many dates as your typical cloistered monk or nun). Unfortunately gaining the wisdom to jump from that third class to the forth one ain’t easy, and dedicated sermons on this matter are few and veryfar between.
Far too often the likes of yours truly are often so focused on leading you not into temptation and instead down a righteous path, that we simply never take the flock anywhere near enough to temptation so that we might cautiously peer at it from a safe distance and say in our most solemn and hushed tone “That way surely leads to hellfire, damnation, and eternal recalculation”. No siree, I’m afraid we usually opt instead to simply get the flock away from there.
However, help is at hand, sinners. Forums such as our very own Chandoo.org/forum are a great place to get guidance on such spirited matters…particularly if you ask the right question, such as “What is the best way to achieve X using Excel version Y”. But you’ll need to ask an open question based around what you are trying to accomplish, rather than being overly focused on how you are trying to accomplish it.
For instance, if you ask “How can I efficiently achieve X with VBA“ then that is all you will get…answers about the most efficient way to do it within the confines of the particular tool you have specified. Which will often not be the most efficient way. In fact, I’ve lost count of the number of times where someone has asked for a formula or VBA solution to some devilishly complicated problem – and got something devilishly complicated formula or code as a result – when a mere PivotTable would have sufficed. Or when some very simple Structured Query Language (SQL) via the in-built (but antiquated) Microsoft Query interface would have nailed it.
[Aside: SQL is basically a database language use to perform the database equivalent of lookups and to crunch numbers, or to conditionally join large datasets based on multiple complex conditions. SQL can be directly leveraged by Excel with minimal programming. Heck, you can use SQL to do stuff with NO programming whatsoever via Microsoft Query – a handy (if ancient) little interface bundled into Excel that will look familiar to any Access users. For an excellent Excel-centric introduction to SQL, read Craig Hatmaker’s amazing Beyond Excel: VBA and Database Manipulation blog. Chandoo also has a great guest post by Vijay – Using Excel As Your Database – on this subject. Ignore all the naysayers and unbelievers in the comments who say “Excel shalt not be used a database” for they know not what the point is. Which is that yea Excel doeth speak in SQL tongues at a pinch, and SQL is pure salvation when it comes to manipulating data, be it Big Data, Small Data, or Somewhere-In-Between data.]
Not to mention the miracles even a layperson can perform if they have the almighty Excel 2010 and PowerPivot installed. Or Excel 2013’s Data Model, which lets you mash up data from Excel Tables and serve them up directly as PivotTables with not a VLOOKUP or Macro in sight.
The end of Excel ain’t nigh…
Every release, Excel gets stronger and stronger. Excel 2010 offered us sinners significant improvements over previous versions…giving us things like Slicers and the free PowerPivot add-in. Excel 2013 takes a giant leap forward in allowing us to leverage off of inbuilt functionality to do things that we would otherwise require tons of complex code and complex formulas to achieve. Had Excel 2013 been launched 10 years ago, I simply wouldn’t need to have been a-preaching VBA and SQL to as many unbelievers as I have. If we keep abreast of these changes, then as the functionality of Excel ramps ever up, our code can ramp down accordingly.
The bottom line here is this: if thou strive to be a really good Excel developer then thou best get to know what’s behind just about every nook and cranny of the Excel application itself. Particularly the newly prophesied ones (yea the power of PowerPivot compels you,according to that dark preacher Mike Alexander). So go and explore all those mysterious things on the ribbon. You don’t have to master all of them…but it sure does help if you have an inkling of what they all do. Not just the obvious things like Tables and PivotTables, but the more mysterious ones like Slicers, Data Validation, and What-If-Analyis. And also the completely hidden ones like Goto Special. Not only do all those things do things natively that would require many Shekels of VBA code to replicate, but most are completely addressable from VBA to boot. Meaning an Excel Developer can simply say “Excel – do that thing with this data“.
Before you try to bend Excel to your complete command, study it well. No matter how much you want to jump right in tinker with Excel’s very soul, don’t discount what’s effectively printed on the outside of the box. If you do, you’re just another lazy devil writing hellish code.
Feel free to leave your own theological questions and musings in the confessional box below. Unless it’s to say that you don’t like Pokey LaFarge. Keep that to yourself. Because I love ’em. Saw them live in Wellington a couple of weeks back. Definitely worth checking out if they come to a town near you.
66 Responses to “Budget vs. Actual Charts – 14 Charting Ideas You can Use”
[...] Update: Check out the results at Budget vs. Actual Charts [...]
Hi there:
I'm interested in understanding exactly how contestants #'s 1, 8 got their surplus or shortfall to show up at the top of the bar (is this overlapped or stacked somehow) and change colour? I hope this makes sense. I've tried to find samples and I can see contestant 8 (cuboo) may have used something called graphomate but I can't use this.
I need to create a bar chart that shows budget, and actual variance whether it be a surplus or a shortfall and I would like make it look like option 1 or 8 above but haven't a clear idea how to do it...any help would be greatly appreciated!
Regards..Linwe
[...] heute können alle Beiträge auf “Pointy Haired Dilbert” gesichtet und bis zum 12.04. bewertet werden. Falls mein Vorschlag - Nr. 8 - gefällt, freue ich [...]
Danken Sie Excel friend!
#6 is the best here. Simple, no extraneous visual effects.
I was all set to vote for #9...until I noticed its lack of y-axis labels. So I have to go with #6 also.
I think #6,#9 is enough .
#9 is my favorite
Nice data/ink ratio 😉
I agree with Jon - #6 for me.
8 & 14
I go for # 9 (simple) and #14 (complete)
I go for cuboo #8
cheers
#6 for overview at a glance / top management
#8 for deeper analysis / those who need more detailed information
#14 although I think you only need the bottom panel and I then would stack the Center charts vertically to make Center comparisons easier.
#10 gets my vote.
If there is a second place, then #14
denise
Hi, if I was not wrong, Samples 3,4 and 5 were created using Tableau software and not Excel. For more information on Tableau you might want to visit http://www.tableausoftware.com/. It was initially designed by Prof. Pat Hanrahan and his PhD students. I am not their salesperson but I thought someone might want to know more about this particular technology.
Hi Tin Seong Kam:
Thanks - I have looked at Tableau before. I have also found the means to reproduce something similar to chart 8 without using graphomate, and also chart 7. I proposed chart 9 as well but the overlap is confusing to some.
I am really not too concerned about showing actual budget figures but the variance in $ and % is important for my particular use. That is why I gravitate to the charts that seem to easily tell us that we have a surplus or a shortfall.
Thanks!
Linwe
11, 6, 9 (presque pareil)
7 pour la clarté
cuboo #8 ist my favorite
best regards...
8
8 is fantastic
I prefer N#8 - N# 1,7 & 8 use the settings of Rolf Hichert...
6 : The GURU (read "Jon Peltier ") has spoken,
SOO easy on eyes!
Hi Chandoo,
I liked Cuboo's submission. So #8 gets my vote.
Regards,
Sumit
Number 8 by far. Even though it's not part of the data display, the comments feature sells me. Variance explanations are as important as the actual variances.
I visually prefer #8, but #3 is really easier to understand, even if it lacks a lot of information (inverting budget/actual), legend, etc...
[...] All in all there are several great entries suggesting a good variety to present budget vs. actual performance. Go check them out. [...]
[...] reshape, zoo by learnr A reader of a Pointy Haired Dilbert blog enquired about best ways to visualise budget vs. actual performance. In response PHD challenged his blog readers to contribute their visualisations made using Excel or [...]
anyone willing to post their xls for these? Some really excellent exmaples.
To avoid the summary execution of the person presenting these to an executive team these charts must handle overspending as well as underspending, be comprehensible in 5 seconds and show the key fact clearly. The key fact isn't budget or actual - it's the magnitude of the gap!
Therefore:
#14 for nailing the key fact and being able to handle overspending. The winner therefore.
#6 for nailing speed-reading and being able to handle overspending, but somewhat obscuring the key fact. Second place.
#8 for nailing information depth and aesthetics. Third place.
I really wanted #8 to win, but that's the technician's view not the end-user's.
[...] Todas as contribuições podem ser vistas no seguinte endereço: Budget vs. Actual Charts – 14 Options You can Use Posted on April 5th, 2009 http://chandoo.org/wp/2009/04/05/budget-vs-actual-charts/ [...]
Social comments and analytics for this post...
This post was mentioned on Twitter by NancyJHess: I like to explore fav tweets of those I follow. Here is one from DutchDriver http://twurl.nl/17eiap Creative visual charts: Budget vs Actual...
number 8
clean, full of info, qualitative as well as quantitative
Hi,
I Like 4 chart in above as per the following ratings:-
no 1# -> 14***
no 2# -> 7***
no 3 # -> 8**
no 4# -> 1.3**
I will be greateful if someone can send me the process of making all above 4 charts.
Virender
[...] Budget vs. Actual Values in Charts – 14 more options [...]
[...] Budget vs. Actual – 14 charting options [...]
Does anyone know what type of chart #6 is (chart name?)? Also, how do I create this is Excel 2007?
@Shazbot
I'd call it a Column and Bar chart, but don't get hungup on names
To make it try this:
Setup the chart as a Clustered Column Chart
Change the Series so there is 100% overlap, ie: One column is in front of the other
Change the Budget series to a line chart
Set the line color to none
Set the marker style to a Flat Line
Change the marker width to make it the same width as the bar
Change colors and other chart properties to suit
Does anyone have an idea on how to create chart #1?
Thanks
Caroline, please see the german page: http://www.hichert.com/de/software/exceldiagramme/55
there you can find the original example for nr1.
best regards,
stefan
Caroline
This is a Clustered Stacked Column Chart
Which has the column under the Shortfall/Excess colored the same as the Budget
Have a look here
http://chandoo.org/forums/topic/question-about-budget-v-actual
&
http://peltiertech.com/WordPress/clustered-stacked-column-charts/
Hi,
Is it possible to get the source files like the other visualisation challenge (on sales).
Thanks,
Vijay
Dear Chandoo,
I discovered your site by pure chance and I am really thrilled about it and I am learning a lot.
Is it possible to post the source file for this visualisation challenge?
Thanks,
Vijay
[...] Budget vs. Actual Charts in Excel [...]
Dear Chandoo,
How do I create Chart #10 (comparing Budget vs Actual Performaces) by cost center by quarter without the cumulative performance. Do you have an actual example that I could use?
Thanks,
Greg
HI
Does anyone can help me to a to create chart #7? I'm beginer in excel , I started to work two weeks ago and my boss ask me to follow the budget/actual until the end of the year.
SO I really need your help.
Thanks in advance
p.s Sorry for my english ( i'm french)
@OKI, Greg
I have made a mockup of #7 and #10
It is available at:
http://chandoo.org/wp/wp-content/uploads/2009/04/Bud-Act-visualizaion-challenge-7+10..xlsx
#10 is a straight, Pivot Chart/Table but the data has been rearranged to get it into the pivot table
#7 is 2 charts, being a simple Bar Chart and a Scatter Chart with 100% Error Bars
I have used Named Formulas for the two charts.
HELLO Hui
Thanks you very much for your hepl , i really appreciate
Have I nice week
Hi,
I was wondering how can you replicated chart 1.3? The bars looked like there overlapped on two different axis?
Tony
I think 1 & 3 are good.
Hi Chandoo,
Please can you provide a link of the excel sheet for 1. Chart "3 colors and everything is clear"
I would like to drill into the spreadsheet and learn the secrets as how the chart was made.
Many thanks,
Sawan
@Sawan
It is probably 12 seperate charts, I will assume snapped to the underlying cells to ensure they are the same size
The left 3 Charts have a vertical Axis
The bottom 4 Charts have a horizontal Axis
The remainder have no axis
The remaining text maynot be part of the charts but is probably cell content
Saludos,
Como puedo descargar estos maravillosos ejemplos para estudiarlos y analizarlos deseo aprender a realizar este tipo de graficas en Excel.
Gracias,
Dear Chandoo and Hui,
Please would you help me (step by step if possible) to create Chart #8?
Many thanks in advance!
Dear Chandoo,
I think chart #8 is really great. Would really appreciate if you can show basic step to create it.
Thanks 🙂
Hi all,
Is there any step by step tutorial to recreate the the chart #1 please?
Would really appreciate if someone could show me how it done.
Regards
Sawan
Can someone tell me how do you create chart number 2? Thanks!
Am I the only one that can not display any of the images? Would love to take a look at these. This is the ONLY page on the whole website I have had this issue with. 🙁
Dear All,
how can i create chart # 7? is there any link where i can subscribe to your website by paying a certain amount. i want to learn some good excel techniques.
please let me know.
Cant see the images 🙁
Where can I find the link to download some of the above charts?? these are extremely usefull chart and would like to utilize the same.
Waiting for the reply.
Thanks..
I am interested for # 1,6,7,8,9,10,11 its very exciting for me .
Hi,
Just wanted to check, is there any possibility that pivot table or drop down work in power point?
Regards
Satyapal
@Satyapal... you can only use static images or slide animations in Power Point. Not features like pivot tables or drop downs. However, you can embed the entire workbook (or sheet) in a presentation. When clicked this will just open Excel so your users can play with the data.
Is there any instalment kind of facility available for joining the online course of Rs.12000/-.
Regards
Ramesh N
Hi,
I badly want to replicate #10. Can someone help me.. I've checked google to help but I can't figure out how to add the total 🙁
Regards,
Tim