Howdy folks. Jeff here, bringing you a Public Service Announcement: Thanks to the magic of VBA , Structured PivotTable References are coming to a PivotTable near you!
Structured References for PivotTables? So what? Well, because PivotTables are the best bit of ‘old’ Excel, and Tables are the best thing about ‘new’ Excel, and it’s about time their strengths were brought together:
- Tables magically expand to accommodate anything you put in them. Even better, because of the automated Dynamic Named Ranges built into Tables – called Structured Table References – any Formulas, Charts, Data Validation lists, or conditional formatting formulas that point to that table will instantly be updated with the latest data. And any PivotTables that point to that table will automatically include the new data whenever you refresh them. (Read more here).
- PivotTables allow you to do serious yet effortless number crunching without the need for a single formula. Just as well, because the kinds of formulas you need to replicate what a PivotTable can do easily are often mind-bogglingly complex, and very resource intensive. So using a PivotTable instead of formulas means that people that inherit your spreadsheet are less likely to struggle to follow what you’re doing, and the spreadsheet is less likely to suffer from slow recalculation issues. (Although yes, you will have to refresh that PivotTable from time to time. But that’s a small price to pay.) But there’s a problem with PivotTables: they don’t have any kind of inbuilt Dynamic Named Ranges like Tables do. And so because their structure is very likely to change whenever new data is added or a user decides to filter or rearrange the order or number of field displayed, then any formulas that point at PivotTable ranges will have to be changed manually. (With the exception of a single cell in the Data area referenced by the GETPIVOTDATA() function). So PivotTables are great for getting a result, but lousy for passing on those results to other parts of your spreadsheet.
Who knows why MS haven’t already implemeted Structured Referencing for PivotTables. But why wait for Microsoft to get around to it. Let’s just do it ourselves!
Download the sample file to see my hand-built Structured PivotTable Referencing in action: DynamicPivotRanges_20141019 unprotected
Open it, enable macros, and you’ll see a PivotTable like this:
Now, click on the arrow to the right of the name box, and you’ll see this:
As you can see, in my implementation of Structured PivotTable References, the automatic name that gets generated is prefixed with the Sheet name for uniqueness and uses a period to separate the Sheetname, PivotTable name, and FieldName. So it differs slightly from the notation that Tables use. But it’s every bit as handy.
For instance, check out what happens when I start typing a formula somewhere:
Awesome: That’s pretty much the same kind of thing I get when I want to reference a Table:
Let’s see if it handles changes in the structure of a PivotTable, shall we? Here, the Pivot is filtered in such a way that only 5 rows of data are returned. I’ve selected the entire State region, so that you can see that this corresponds with the automatically generated Structured PivotTable Reference shown in the Name box:
If I change the City filter to include additional cities, then the data returned grows by a few rows, as you can see below. Check out how the Structured PivotTable Reference automatically updated to accommodate the extra rows:
…and if I change the layout of the PivotTable by bringing in a new field – such as the BloodType field shown below – then as you can see, the Structured PivotTable Reference picks up the change too, and recognizes that the State field has shifted to the right:
If you change the Sheet name, then the SheetName part of the Structured PivotTable References syntax get updated next time the Pivot gets refreshed. And if you change the PivotName, then that part of the Structured PivotTable References syntax gets updated immediately. Unfortunately the same doesn’t occur for changes to PivotField names. So if you change the name of a field, any formulas pointing at the associated Structured Reference will need to be updated. This is shown below:
So there you have it: a proof-of-concept implementation of Structured PivotTable References. I’ve been using this to create complicated non-PivotCharts from Pivots, such as ScatterPlots (which are not supported in PivotCharts), or to serve up data labels to non-Pivot charts. And also to avoid having to have lots of extra formulas down the side of my PivotTable just to handle growth.
Take it for a spin, and let me know your thoughts and suggestions for improvements in the comments. Who knows…someone at Microsoft might even see this, and think “Now why didn’t WE think of that?”
What other functionality is missing from Excel that you’d like to see added?
While the things that Excel can do are cool, Excel often makes us jump through an awful lot of hoops – and click through an awful lot of dialog boxes – in order to actually do them. At the same time, there’s lots of things we routinely do that Excel simply doesn’t provide tools handy tools for. The end result is this: for every millisecond that Excel actually does some real work, we’ve probably spent hours ‘prepping’ it to do it.
Whenever we have to do lots of manual steps in order to leverage Excel’s cool inbuilt functionality, then Excel is programming us. It’s like some kind of epic experiment in behavioral psychology; and we’re the mice. It should be the other way around.
Fortunately, VBA (Macros) gives us the means to program Excel so that it behaves like we want it too. So if there’s something you would like to see added to Excel, let us know in the comments. We’ll see what we can collectively do to make Excel even greater than it already is!
—Edit—
My pal Doug Glancy actually wrote a post on how to do this back in 2012, on my birthday no less. I’d clean forgotten about that post. So be sure to check out Doug’s implementation of this too.
About the author
Yep, that’s me all right. Jeff Weird. Excel Madman.
If you liked this post, then you’ll love my upcoming book: Excel for Superheroes and Evil Geniuses. Keep a lookout for it in early 2015, and check out my posts on this blog or over at Daily Dose of Excel to get a feel for what kinds of things I’ll be covering. The book will give users an excellent overview of how Excel works under the covers, and what tools the interface puts at their fingers right out of the box. And it will ship with free code that will add amazing new features and functionality to Excel. You’ll be an Excel Evil Genius in no time!
Stay tuned…
39 Responses to “Some charts try to make you an April fool all the time (or why 3d pie charts are evil)”
Another little trick they've used in that pie chart is in the positioning of the car sales in relation to each other. The way in which you present them in the column chart is from highest seller to lowest seller, left to right, which is what we're used to seeing. But in the dastardly pie chart, the two smallest selling cars (the SX4 and the Scala) are placed one either side of the Verna, which serves to make it look bigger again.
Also the perspective at which you look at the pie chart makes the Verna look bigger. From my experimintation, a perspective of around 35-37 degrees makes it look like an even bigger slice, which appears to be what the advertiser has done.
All of this manipulation would make you think of the "photoshopping" or "air-brushing" that is done on photos of models, film stars, and so on, in magazines, to give them the unattainable looks, skin, shape, etc., etc., that many aspire to, but can never reach.
This post is quite the learning experience, thanks very much.
please help!!!! im taking a computer class at SPC in clearwater. i have an excel worksheet to turn in and my pie charts are just blank no pie at all, all the other charts are working but i need #D pie chart can anyone help me to restore the 3D Pie chart??? Emergency
@Amanda
Select the Chart
Right Click it
Change Chart Type
Select a 3D Pie chart type
This is a great example of why I do not like pie charts.
I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.
signed David Onder
Reminds me of the quote ... statistics are like bikinis ... what they reveal is suggestive, what they conceal is vital.
I love that Quote and you are so right, now to get the upper management to understand that!!!
Oh .. and wont it be awesome if u can create a quick decision tree tool for jo so that she can buy shoes :p ... perhaps link it to jabong.com or flipkart.com account and boom ... a spreadsheet shopping tool!
There are a only two acceptable pie charts: actual pie and cheesecake.
My own commitment to the truth is to incorporate pereto graphs (Few, 2006) into most of my bar/column graphs. The pereto is activated by a non-printing check box form control. This method has proven its worth on a number of occasions when presenting data and demonstrating its integrity when challenged - Also gets a kudos point from the boss for foresight, preparedness and professionalism :-).
Leonk
Hi Leon,
Can you elaborate? I'm aware of pareto as the 80/20 rule what do you mean by you "include" it?
@JungleJme
A Pareto Chart is a Ranked Column chart
With the column of the highest Rank occurring at the left and the Smallest column at the right
It highlights the issues with most impact easily
Have a read of: http://chandoo.org/wp/2009/09/02/pareto-charts/
A little part of me dies inside whenever I see presentations from upper level technical management that includes exploded 3D pie charts.
I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.signed Luke M
So if the goal is to mislead, 3-D pie charts are great. There is a use for everything.
Definitely agree with you. They did the appropriate thing as a marketing scheme. The chart is not "wrong" in any way, just misleading to the eye.
I think it's an excellent ploy.
I think these are an excellent display of the versatility of storytelling that is allowed by the champion of charts, the pie. Great work Chandoo. See my site for some further examples of effectively working with pie charts. eagerpies.com
Well done Chandoo, all points clearly made; I'd add that there are lies, damned lies, statistics, pie charts and tweaked pie charts.
I never recommend a pie chart but some of my custoners are so stupi are sure their requirements are correct. And the customer is always right (when he is the boss). So no pledge but lots of support.
When I teach charts I ask what is the purpose of charts? Fairly sharp students talk about information over data. The purpose is to make better decisions happen. The accuracy is essential, the usability is essential, but the real gain is when the manager sees what to do to make the figures better.
Why do you have strikethru option in replies that is visble when editing but lost when posted? Of course is this does show a strikethru I must have got it wrong; let's see..
... no thought not. Register aplea for strikethru to work. Thanks
Hand on experience, thank you for sharing this.
My favourite (if that's the right word) is Stve Jobs at
http://www.myspace.com/crazyalaskandude/photos/30206354
Some people must be assumed to know better, in which case it must be intentional.
There's a classic book called How to Lie with Statistics, and another called How to Lie with Maps. Time for How to Lie with Charts?
A time and a place for everything, in my opinion. E.g. pie charts are good for communicating specific things to a wide and general audience, because everyone feels comfortable with the form at least.
3D pie charts are good for giving the appearance of analysis to people who wouldn't read them anyway.
In Excel, I use flattened 3D pie charts because they let me control the rotation of the chart to put the most important slices where I want them. That said, I don't use pie charts very often because my audience doesn't demand them
Sorry, but all kind of 3d stuff is horrible! Better, let's back a pie!
Sorry, but all kind of 3d chart stuff is horrible! Better, let's back a pie!
Ha Ha you are right, but why 3D on a flat screen that doesn't work I think and in the end it's all about the data right..
Call this the chandoo effect!!! Did u check out the same advertisement with a different type of chart in yesterdays newspapers??? Even the marketing managers listen to chandoo.
I've always disliked pie charts for this reason and exploded 3d pie charts makes a liar out of their creators. its like the old man and his fish story.... I promise to never make a 3d pie chart (unless its as a joke). If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.
I teach mathematics at high school, and this article will now feature as a regular teaching tool in the topic Misleading Graphs. Thank you.
...and along those lines, I realise I need to create more exploded 3D pie charts, more over-formatted graphs and more line graphs for categorical data to demonstrate poor graph choice.
...and the staircase graph is even worse than the 3D pie chart. When you analyse it in terms of the amount of yellow on the graph compared to any other colour - particularly green which was second - it appears that Verna holds at least 50% market share.
I ran through this graph as a lesson on Misuse of Graphs. We placed a 5mm grid over the image of the graph and counted the squares. The image is 58% yellow. This surprised the students because they were analysing the chart and interpreting it as about 40%. I remarked that the 58% yellow was influencing their judgement. It was a very good lesson.
Thanks for this great teaching resource.
For most practical reasons, I believe there is no need to use a 3D chart unless a Z-axis is needed for your data -- and pie charts need not be 3D since they don't need to show any axis!
Your method of telling the whole thing in this paragraph is genuinely good, every one be capable of simply
understand it, Thanks a lot.
I agree about pie charts. I didn't recognize the name "Verna" so I had to Google it: Hyundai sells the same car in the US as the "Accent."
I cant stand 3d pie charts. 2d ones are bad enough. And im my opinion the staircase chart is even worse. Note that with the verna we see two sides which gives it a visible width on the page/screen about three times as wide as the second highest scoring one, where we can only see one side of it.
However, I won't make the promise. Whilst I think acurate representation of stats is a morale obligation of those who need to present impartial data, you have to admire the marketing team for not missing a single trick.
Unfortunately with slick charts with the lighting and 3d effects, it makes acurate flat charts look boring and unprofessional to the uniformed 90% who view style over substance.
As an example of this, I was reading information packs from vendors, and out of the dozen or so, not a single one had flat charts....
Hi, Chandoo!
Can we download some chart template like in your post? ))
It is really pretty.
[…] Ah good day to my Tableau disciples. Peace be with you. May your day be free of exploding 3D pie charts… […]
[…] ovšem uvádí Chandoo, kolá?ové grafy lze naproti tomu dob?e využít k manipulaci. Linkovaný p?íklad s videem […]
[…] Even people who have the best of intentions create graphics that mislead just because they don’t know about statistics, they don’t know about logic, they about the principles of visualization. It’s not their fault, just like it was not my fault 10 or 15 years ago. Nobody had educated me. It was only through the process of reading books, studying, and learning from other people that I discovered the many mistakes that I’d made in the past, for example, creating 3D pie charts. […]
I think if the point is to create BS, everything should be not only in 3d but in 4d!
4d FTW
[…] makes it very difficult to visually compare data. A good example of how misleading a 3-D charts can be found here. Less is more. Make your visualizations as simple and clean as possible, it makes them much easier […]