Note: This is a not an Excel tips post. It is a diary of one of the most awesome conferences I have ever attended.
I just finished attending PASS Business Analytics conference in Santa Clara (USA) and am now heading back home to India. And it has been one of the most fun, uplifting and educational experiences of my life. I met so many remarkable people in this trip.
Just to name a few, I met Dan Fylstra (one of the pioneers of VisiCalc & founder of Solver), Bob Phillips, Ken Puls, Jordan Goldmeier, Oz Du Soliel, Rick Grantham, Szilvia Juhasz, Zack Baresse, Kevin Jones, Avi Singh, Chris Webb, Rob Collie, Bill Jelen, Scott Senkeresty, Matt Allington, Jon Acampora, Marco Russo & Jen Stirrup.
I also felt fortunate to meet many of Chandoo.org fans, followers, customers & supporters who attended the conference. It was non stop fun for 3 days.
As if meeting all these great people, sharing a conversation, beer, snack, moment or ride (in a cramped backseat with 2 other Excel MVPs) with them was not enough, I also got to attend few of the amazing sessions at PASS BA.
- I learned CUBE formulas from Bob Phillips
- Introduction to R from Jen Stirrup
- Power Query trickery from Chris Webb
- Charting best practices from Jordan
- Keynote presentations by Mico & Carlo
I wish I had the time to attend more sessions. But I was busy teaching a few or meeting people.
All in all, in one word, PASS Business Conference has been AWESOME.
Couple of funny & interesting experiences from the conference:
5 MVPs in a car
At the end of day 3 (April 22nd), a bunch of us were sitting at the hotel lobby bar and chatting. When I asked Ken (Excelguru) what they are doing for dinner, Ken said Zack is taking him for dinner. Then Zack looked at me and said, “why don’t you tag along?”
By then we were 4 people – Ken, Zack, Wessex Bob & myself.
We all agreed to head back to rooms, fresh up & meet downstairs in 20 minutes.
When we all came down, Jordan was also at the bar area. So we asked him to join us.
Jordan, Bob & I shared the backseat and lots of laughs all the way to some upscale sea food restaurant in another suburb of San Francisco.
Here is a selfies from backseat of Zack’s car.
Bob, Jordan & Chandoo
We meet Kevin Jones there and we all share really amazing food, insightful (often hilarious) conversation. As Ken recently quit his job to be self-employed, we all shared our words of wisdom with him.
But the night is not over yet
We reached the hotel at 9:30. I find Rob, Scott, Matt, few members from Microsoft Excel & Power BI teams all having drinks at the lobby bar. So I joined them for more laughs, conversation & selfies.
Here is a pic with Rob, Scott, Matt & Ken
Chandoo, Rob, Matt, Scott & Ken
By the time I head to my room it was 11:30 PM.
Dany’s Recalc or Die stricker
Dany Hoter from Excel team has this cool laptop sticker.
Almost all the Excel MVPs at the conference in one epic pic
And here it is:
Zack, Jon, Bob, Ken, Chris, Marco, Gregory
Cat, Oz, Chandoo, Rick & Szilvia
My first impressions of everyone
This is the first time I met so many Excel MVPs & bloggers. Here is the first thought that came to me when I saw them.
- Ken: He is big!!! and he talks fast
- Oz: What a hat! and whats with the Sriracha hot sauce?!?
- Rick: he means business
- Dan Fylstra: Wow, he is so cool & down to earth
- Scott: Boy his laughter is really loud
- Avi: small packet of energy & enthusiasm
- Bob: funny and awesomely English
Thank you PASS & everyone who showed up
Thanks a lot to the PASS team for inviting me to this conference. I had an awesome time.
Also thanks to everyone from Chandoo.org community who signed up for this event & made it even more awesome. Thank you.
18 Responses to “Best Charts to Compare Actual Values with Targets – What is your take?”
Great post. I can't vote, though, because the answer I want to put down is "it depends". As with all visualisations, you've got to take into account your audience, your purpose, technical skills, where it will be viewed, etc.
I'm with Andy: It depends. Some I would use, some I might use, some I won't touch with a barge pole.
Naturally I have comments 🙂
The dial gauge, though familiar, is less easy to read than a linear type of chart (thermometer or bullet). It's really no better than the traffic lights, because all it can really tell you is which category the point falls in: red, yellow, or green.
By the same token, pie charts are so familiar, people don't know they can't read them. Remember how long it takes kids to learn to read an analog clock?
Bullet charts don't show trends.
With any of the charts that have a filled component and a marker or ine component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
[...] Best Charts to Compare Actual values with Targets (or Budgets … [...]
I voted for #6 even though I agree with the other comments that it depends.
The majority of the votes are for the #2, thermometer chart. I still have yet to understand what happens when you are above plan/goal, which was brought up in yesterday's post.
Also, I agree with Jon in that it would be better to flip the series and make the filled part the target or goal and the line or marker the actual.
I am also a fan of using text when appropriate if the data is among other metrics in a type of dashboard. Calling it out by saying actual and % achievement is a good option.
Another "it depends" vote. Are you just looking at one or are you comparing a number of targets with actuals? You didn't include a text box. The problem with sentences is that they can get lost in a page of gray text. A text box can call attention to the numbers and line them up effectively.
I'm with Jon: "Some I would use, some I might use, some I won’t touch with a barge pole" and I'm surprised that some of your readers voted for the last group.
Jon says:
With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.
"It depends" is also my take. What I usually try to drill into my clients dashboard design is the fu ndamental difference between spot results (am I on target for this month) and long term trends.. I always try to create 3 different set of graphs to represent real perormance:
- spot results vs objectives
- cumulative results vs objectives
- long-term trend (moving average) mostly) to see where we're going
[...] Best Charts to Compare Actual Values with Targets – What is your take? (tags: excel charts) [...]
[...] Related: Charting Principles, How to compare actual values with budgets [...]
[...] Excel Charting Alternatives to compare values [...]
Jon says:
With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.
I totally agree, Bob. I would normally favour a line for the target and a column for the actual, you can see quite easily then which columns break through the line, then.
[...] best charts to compare actual values with targets — den Status mal anders zeigen, z. B. als Tacho [...]
Thermometer charts: "Not appropriate when actual values exceed targets" - this is easily solved by making the "mercury" portion a different color from the border, then you can clearly see where the expected range ends and the actual values keep going.
People seem to knock gauges quite a bit in dashboarding, but trying to show comparison of realtime data between operating sites and targets for each site can easily be done with a bank of gauges that have the optimal operating points at 12 o'clock.
The human eye is great at pattern stripping, and any deviation of a gauge from the expected 12 position will quickly register with an operator and attract his attention. Using a colour background, or meter edge, will also indicate the sensitivity of a particular site.
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I am wondering how will the plotting work, for some of the targets which may have been achieved before time. E.g. for the month of Jul the target was 226 and the actual was 219. So the chart will show a deficit in meeting the target by 7 points but what if this 7 may have been completed earlier in month of June. So ideally it not a deficit.