Conditionally Format Chart Backgrounds

Share

Facebook
Twitter
LinkedIn

Recently, Paul, a reader, of the Chandoo Blog Post: Colors-in-excel-chart-labels-trick asked a question:

“Hi Chandoo,

Is it possible to change the background label color on chart depending on the value? ”

I answered with a general “Yes” and offered two solutions
1. Using CF to color the background cells behind the chart
2. A VBA Solution to change the chart colors

This post will examine how to implement each method:

I have attached sample files which includes both examples Excel 2007-13 Sample or Excel 97-2003 Sample
You can follow along in this file before attempting it on your own data.

 

Using Conditional Formatting to Color the background cells

In the sample file goto the CF Technique worksheet

In CF Technique worksheet you will see a set of data with dates and Scores for each date

CFCBG01

Below the main table is a calculation of the slope of the line of best fit through the data
This shows either a positive number when the data is trending upwards or a negative number when it is trending downwards

For the purpose of this we can simply change the yellow cell C13 from 90 to 10 to change the slope from a Positive to a Negative value

CFCBG02

Next to the chart is a simple X-Y Chart showing the Scores vs the Date (Blue) and a Line of best fit (Dashed Red)

The chart is exactly covering the range E3:L15, this is achieved by placing the chart roughly in position and then holding the Alt Button whilst dragging the corners or edges of the chart.

Note: The use of Alt forces Excel to Snap the object onto the cell edges and lock it there, so that when the column width or row height changes, the Chart will resize with it.

Next we set the colors of the Chart Area and Plot Area to Transparent (No Color)

The Chart area is the Background area of the chart, White in the following example

The Chart area is the Background area of the chart, Yellow in the following example

CFCBG05

We can see that the chart area has no color in the above picture as we can see the Grid Lines through the Chart Area.

Format the Chart Area

Select the Chart

Right Click in the Chart Area,

CFCBG03

Format Chart Area

CFCBG04
Click on the Fill Tab and set the Fill to No Fill

Format the Plot Area

With the chart selected, Right Click in the Plot Area,
Format Plot Area
Click on the Fill Tab and set the Fill to No Fill

Click outside the chart

Apply a Conditional Formatting to the Range behind the Chart

Select the range E3:L15 (You won’t be able to use a mouse) or drag the chart out of the way first.

Goto Conditional Formatting Tab
New Rule
Use a formula to determine which cells to format
Enter the formula: =$C$15>0
Select the Format Button and select a Light Redish Color
Ok

Goto Conditional Formatting Tab
New Rule
Use a formula to determine which cells to format
Enter the formula: =$C$15<=0
Select the Format Button and select a Light Greenish Color
Ok

CFCBG06

Now change the value of C15 from 90 to 10

The chart should change as per the below image:

CBG01

Advantages:

  • Doesn’t require VBA (VBA not permitted on some corporate systems)
  • Simple to setup for those unfamiliar with VBA

Disadvantages:

  • The Chart is locked to the cells and can’t be moved moved independently of the background cells
  • More difficult to implement multiple color scenarios
  • Harder to permit independent changes to the Chart and Plot areas

 

Using VBA to directly change the color of the Chart Chart Area

In the sample file goto the VBA Technique worksheet

You will see the same set of data with dates and Scores for each date

Select the Chart and notice that the Chart is called “Chart 1”

CFCBG07

Goto VBA, Press Alt+F11

Double click on the VBA Technique code module

CFCBG08

Copy and paste the following code into the module

Private Sub Worksheet_Calculate()

Dim myColor As Long
Dim myChart As String

Application.EnableEvents = False

If ActiveSheet.Name <> "VBA Technique" Then Exit Sub

myChart = "Chart 1"

If [c15] <> [OldSlope] Then

  If [c15] > 0 Then
    myColor = RGB(250, 190, 145) 'Apricot
  Else
    myColor = RGB(135, 235, 145) 'Pale Green
  End If
  
  ActiveSheet.ChartObjects(myChart).Activate
  ' Color the Chart Area
  With ActiveSheet.Shapes(myChart).Fill
    .Visible = msoTrue
    .ForeColor.RGB = myColor
    .Transparency = 0
    .Solid
  End With
  
  ' Color the Plot Area
  ActiveChart.PlotArea.Select
  With Selection.Format.Fill
    .Visible = msoTrue
    .ForeColor.RGB = myColor
    .Transparency = 0
    .Solid
  End With
  
  ActiveWorkbook.Names.Add Name:="OldSlope", RefersToR1C1:="=" + CStr(Cells(15, 3).Value)
End If

Application.EnableEvents = True
Range("C17").Select

End Sub

 

Return to the Excel worksheet

Now change the value of C15 from 90 to 10

CBG02

If the Chart area doesn’t change color follow the following few steps

Goto VBA (Alt+F11)
Open the Immediate window (Ctrl+G)
Type in Application.EnableEvents = True press enter
Go back to Excel (Alt+F11)

Advantages:

  • Allows the Chart to be moved independently of the background cells
  • Allows a much simpler implementation of multiple color scenarios
  • Allows independent changes to the Chart and Plot areas as well as other Chart Elements

Disadvantages:

  • Requires VBA (not permitted on some corporate systems)

 

Other Chart Conditional Formatting Posts

You may also be interested in the following Chart Formatting posts:

http://chandoo.org/wp/2011/08/19/selective-chart-axis-formating/

http://chandoo.org/wp/2011/08/22/custom-chart-axis-formating-part-2/

 

Closing

What do you think of these techniques?

Let us know in the comments below.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

37 Responses to “Pie of a Pie of a Pie chart [Good or Bad?]”

  1. Psuken says:

    If I could have the same quality of graphics and illustration in Office Apps, I would certainly use it.

  2. Psuken says:

    If I could have the same quality of graphics in Office Apps (Excel, PPT) I would certainly use it.

  3. Chandoo,

    First, let me say I love your blog. I like this post, and I think that technically (in terms of readability of data) your argument is correct. The bar of bars, and the table, are much better for readability and accuracy, and as you say would be much easier to produce.

    But these points ignore the context of the chart. If the chart was part of a scientific paper, your solution would be a valid one. The context in this case is an illustrated atlas of wildlife. A companion graphic to go with written text. The importance of aesthetic goes up over readability and accuracy. Much of the data and points (I assume) will be covered in the text.

    There's always a pure technical tufte-esque argument. But I sometimes think it ignores the value of aesthetics. (Which I admit are quite subjective)

    Great post though. Thanks. 

  4. Tim says:

    The Treemap makes the scope of the data much clearer!  The 3D pie chart depiction is deceptive.

  5. Ryan says:

    This reminds me of the videos ive seen on the internet where it compares the relative sizes of the earth with the larger planets, then the sun, then other stars in the galaxy. Eventually there is an image showing the largest star in the sky with a little pixel representing the sun. 

    My point is if you varied the size of the charts it would help convey the message. The first chart (salt vs fresh) would be the biggest and the rest would be arranged in descending order. I feel this would be more accurate. 

  6. Navigator1972 says:

    It may be helpful to consider the advice of Steven Few  and Edward Tufte regarding pie charts in general. To summarize, they are seldom the most useful way to present data. Here's Few's thoughtful piece on the subject.
    http://www.perceptualedge.com/articles/08-21-07.pdf

  7. Al Hoefer says:

    Try putting the percentages on the bar charts instead of actual amounts. Lakewater would be .013 % instead of 52.

  8. jignesh says:

    That is very good pie chart example.
    Please send example file if it is possible.

  9. Anuj says:

    It will work , even though colors may be confusing , it can be labeled well . Also it can be called as the drilled chart , as it drills in information further , like the first chart may show business in a region , second may drill into a particular region , thrid may further drill into wat products are there in that region . It works well for me , i would more vote for the 2 nd option .

    Overall all this site is awesome ,

    p.s : just like me

  10. Matt says:

    The risk with pie of a pie of a pie chart is that Jon may have a seizure by looking at it. Also, it isn't easy to read. 😉 
     
     
     

  11. dan l says:

    I dunno.  The only thing worse than a pie chart is a cascading series of pie charts. I don't even think they really lend themselves to this sort of thing.  It just becomes a big hide-the-ball game with your viewer. 
    Those goofy connectors between the pies are pure chart junk.  I can't really tell if the second chart has 2 series or 3 - because the connector is a different color than the 2 labeled slices.  Despite that, even whereas the drill down kind of works, still the individual components suffer from the same old weaknesses that 3d pie charts have. 
    Use a large bar chart as your "cover story", and fill in the sub points with smaller bar charts - or even go grab the Fabrice SFE project for extra butter.  Use page orientation, color, and some text styles to guide your audience through the drill downs.  
     
    FWIW, if you check out the guy's site, you can find several other truly mortifying charts:
    http://www.andrewdavies.com.au/index.html
    The methane emissions one is particularly heinous.  Although, I'm kind of debating what I think about the 'Glacier Changes" chart.  I'd kind of like to see the data on that to see how it would look in a more traditional horizon chart. 
     
     

  12. Pushkar says:

    Its a very nice way to represent the data, especially when we have sets and sub-sets within the data.
     

  13. Hui... says:

    I like these!

    Except for the fact that they aren't dynamic and hence must be setup manually each time

    It would also be nice if they could be interrogated as in select a different segment and the new data falls out automagically, but then none of the standard Excel charts do that either.

     

  14. annemarie says:

    I'd like it better if the bars were stacked.  How about this idea (I hope I can convey it in words):

    First bar is vertical and stacked.
    Second bar is horizontal, stacked horizontally and the same proportion had it been on the first bar.
    Third bar is vertical, stacked vertically and the same proportion had it been on the second bar.

    Then it would really look like you are zooming on the chart, like the Powers of Ten video, or maybe like the golden ration spiral.

  15. Kuldeep says:

    These looks shunting but setting up for each step makes kicks them out. However if these can be arranged automatically by native excel or by VBA, these will be the part of my "Archery"

  16. Arindam Dhar says:

    I agree with Chandoo's Suggestion about the Bar Graph which represents data in a very appropriate manner. Even I prefer doing the same. I seldom use Pie Chart unless required.

  17. Joerg says:

    That's a real nice example of a missleading infographic. But to be honest, I think chandoos suggestion is not much better!
    Why are pie charts bad? I think because they don't show the real size-relations. The biggest pie in that example ist 300k big. The 2nd one has only the size of 10k, about 3% of the first one. Niether the pies nor the bars show the real sizes. I jnow, it's hard to show the sizes because the values of the second and the third pie are so small. But that's what visualization are about - showing relations to allow the reader to see the real sizes!
    So how to show the real figures?
    First possibility is o use a 1:1 scaling. Well then, you need a very big screen to show also after a 90° rotation, wihich I would prefer because it's a structural comparison and not a timeline. Maybe that solution is not the perfect way.
    The other chance you have is to zoom in but to really show that you zoom in! http://www.pro-chart.de/images/Water_Fall.png maybe gives you a first impression what i mean. (i was a quick try, done in 10 minutes)
    The next way is, maybe to fold the bars like in the financial report 2011 of the Post of Switzerland page 22. That chart is based on an excel chart. Maybe can explain you how to do it 😉

    Financial Statement: http://www.post.ch/en/post-startseite/post-berichterstattung/post-berichterstattung-service/post-berichterstattung-downloads/post-gb-2011-finanzbericht.pdf
    page 22: http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
    A way that is not so very common is to divide the bars in a lot of single datapoints. So maybe the 390k bar then consists of about 5,000 single datapoint. That's not possible - it is! Have a look:
    http://www.pro-chart.de/images/Dotted_WF.png
    It's pure excel!
    Now one single point ist 0,2% of the whole (in the example above). Add more datapoints and you can visulize the very big and the very small numbers!
    Wish you a lot of fun - visualizing with excel can be very powerful!
    Joerg
    ...if you would like to know how these charts work, just send an email to J.Decker@pro-chart.de
     

  18. dan l says:

    Hey Joerg,  
     
    I don't dig so much the dotted waterfall thing.  But this is kind of awesome:
     
     
    http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
     
     

  19. Angie says:

    Can you help me on the bar of bar graph?  Would it be possible to create that from pivot table?  Can you show me how to create the bar of bar graph?

  20. Yook says:

    do nothing but say "Awesome!"

  21. Suneet says:

    You are a Rock star.....This seemed an answer as if someone was reading my mind and just had the solution to my questions on what I exactly was looking for .....What a Fab !!

  22. Anthu says:

    can u explian me step by step

  23. mandeep says:

    Can anyone please explain how to make this chart please.
     

  24. Mandeep says:

    Can someone please explain how to make PIE OF PIE Chart.

  25. vamshi says:

    Hi... i love these charts.... can any one show me how to draw these charts in excel 2010

  26. Kuldeep says:

    Where is the attachment....it used to be there...i have seen this before but now i am not able to find...

  27. Jamie says:

    Normally I don't learn post on blogs, however I would like to
    say that this write-up very compelled me to try and do so!
    Your writing style has been amazed me. Thank you,
    quite great article.

  28. Gustav says:

    This is very impressive, I would like to learn how to build this for myself. I have tried for some time now, is there a step by step process on how to create these waterfall pie of pie charts?

  29. electrojit says:

    I am novice to excel and use it very seldom. But your blog contains to the point information one needs to get going.

    I was searching for a trick to do a Pie chart drill down - for example the first pie chart shows how the prices are distributed between perishable and non-perishable items.

    Now if we want to know how the perishable items are distributed - one can click the segment and it will draw another pie chart with distribution of all different perishable items (milk,meat,fruit,veg etc)

    So do you have any such trick?

    Regards,
    electrojit

  30. Ted Wilson says:

    I like the look of your pie of pie of pie chart, although I understand that the relative size of each pie does not represent the actual percentages.

Leave a Reply