Let’s say you made a chart to show actual and forecast values. By default, both values look in same color. But we would like to separate forecast values by showing them in another color.
If you are a seasoned Excel user, you may be thinking, “Oh, that’s easy. I will just create 2 sets of data (one for actual and one for forecast), make a chart from them and apply separate colors.”
But here is a really simple way to get the same effect.
Use a semi-transparent box to mask the forecast values. The end result is shown below.
Here is how the trick works:
- Create the chart from all values.
- Draw a rectangle (box) shape on your spreadsheet.
- Fill it with white color and remove outline (set the outline color to no line).
- Select the box, Go to Fill > more colors and set it to 50% transparent.
- Place the box on top of chart, adjust its size and position to overlap the forecast data.
- Your forecast looks in a different color!
See below demo to understand the process:
Learn more about forecasting
If your work involves trend analysis & forecasting, check out below resources:
- Introduction to trend analysis in Excel – podcast
- Doing trend analysis & forecasting in Excel – 3 part series
- How to highlight best months & weeks in charts
How do you highlight your forecasts?
My personal favorite is to use dotted lines to separate forecasts. This involves either using Excel’s chart trendline option or adding a dummy series thru formulas to show the forecast line. When I am in a hurry, I usually add a semi-transparent mask to set aside the forecast values.
What about you? How do you highlight forecast values in your charts? Please post your technique in the comments area.
8 Responses to “Pivot Tables from large data-sets – 5 examples”
Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.
Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.
Hi Chandoo,
I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve
Hi Steve,
Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
1. connect to source data file thru Power Query
2. filter away any columns / rows that are not needed
3. load the data to model
4. make pivots from it
This would reduce the file size while providing all the answers you need.
Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ
Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.
John:
I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...
When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.
That is a good tip Jen...