Here is a fairly annoying problem.
Imagine a chart showing both sales & customer data. Sales numbers are large and customer numbers are small. So when you make a chart with both of these, it looks something like below.
Now, usually to select the smaller, unreachable series, the steps I follow are,
- Select the chart
- Go to Chart Format ribbon and select the series name (as shown below)
But this is a long process with significant click tax.
Here is a simpler alternative. Use arrow keys to select the series you want.
Here is how it works:
- Select one the taller, more prominent series
- Press either up or down arrow keys few times to select the smaller series
- Done!
A quick demo of this feature.
So go ahead and use ’em arrow keys to select & format any element in your chart.
Bonus tip: How to know which arrow key to press?
- After selecting the taller series, look at formula bar.
- It should read something like this:
=SERIES(Sheet1!$B$5,Sheet1!$A$6:$A$17,Sheet1!$B$6:$B$17,1) - Notice the last parameter.
- If it is 1, that means the other series is 2 (or 3 …). So you press UP arrow to increment.
- If it is 2 (or 3…), that means the other series is 1. So you press DOWN arrow to decrement.
Bonus Bonus Tip: How to select any individual data points in the series?
Use LEFT or RIGHT arrow keys to select individual data points in a series. This is an easy way to add data labels or change color of one particular data point.
How do you select unreachable chart elements?
I admit. I have been using the chart format ribbon to select unreachable items until today. But once I realized that we can use arrow keys, I feel empowered. While I am not a keyboard shortcut fanatic, I do believe that if there is a faster way to do something with keyboard alone, we should embrace it.
What about you? How do you select chart items? Please share your tips in the comment section.
More tips: on formatting charts, on keyboard shortcuts and quick Excel tips.
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) [...]
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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.