This is a guest post by Chirayu, a member of Chandoo.org forum.
Foreword
I mainly write VBA code in Excel. I am in no means a PowerPoint VBA coder. It’s just that once you understand one type of VBA code it’s simple enough to do a bit of research & figure out the rest through trial and error.
This guide was created because of the question posted here which intrigued me & I drafted up a sample file for the same.
Animating charts in Power Point
Animating Charts in PowerPoint cannot be done without the help of 3rd party software’s that create a flash file of the chart & embed it into the presentation.
However there is a workaround for this. Save your chart as multiple images & insert them (overlapping on top of each other). Use VBA on Developer tab Controls such as Combo Box, Option Button, Check Box etc. to “Bring To Front”” the corresponding image. Thus giving the illusion of an Animated Chart in PowerPoint.
This guide will teach you how to animate the charts, using the three Developer tab Controls that were mentioned before. The code & functionality only works in Slide Show Mode. File must be saved as PowerPoint Macro-Enabled Presentation (*.pptm)
First a quick demo of the chart:
We are going to build this.
How to Add Developer tab?
- Click on the office button / file menu at the top left in PowerPoint
- Go to Power Point options
- Tick the Show developer tab in the ribbon option in the popup menu
- If you are using PP 2010 or above, go to “Customize ribbon” tab and check the “Developer” ribbon to enable it.
- Close the Power Point options window.
How to add selection pane?
In order to name the chart pictures, we need to use selection pane. You can enable this by
In Office 2013 or above:
- Go to Home > Select and click on Selection Pane.
In Office 2010 or 2007:
- Go to Power Point Options
- Click on Customize
- From left hand side, choose “All commands”
- Scroll down and select “Selection Pane”
- Add this to the quick access toolbar
- Now selection pane will be available on Quick Access Toolbar of PP.
How to Insert & Rename the Developer tab Controls?
- Go to the Developer tab
- To insert a control, simply click on the one you want & then a + cursor should appear
- Use this to drag & create the Control you chose
- As an example for renaming the Control let’s add an Option Button. Which will look like this:
- To rename this to Q1, right click it & select properties
- Then change name & caption as you want.
How to Insert & Rename Images?
The reason you need to rename the images is:
- Easier for identifying chart images when they need to be updated in future
- Uniform VBA code that does not need alteration as all images having same naming convention as that listed in the VBA code
To insert an image:
- Click on the Insert tab and click on Picture
- Then browse to the image you want & click on it & then click OK. Repeat this step if you are creating an animated graph.
- To rename these pictures we just click on the Selection Pane button we added earlier. This will show us all the images & their names in the PowerPoint slide you are on. We can then rename these images to whatever we want. I chose Pic1, Pic2, Pic3, Pic4 as the Chart has a Quarterly data.
- Note that when you are creating dynamic charts, the images will need to be of the same size & must overlap each other. Otherwise it won’t look like a dynamic chart, as it will still do all the work but look out of sync. Example below of Quarterly chart overlap, where Q1, Q2, Q3, Q4 have been placed on top of each other.
VBA code to animate the chart
This VBA code will mainly be used when we have the overlapping image scenario as all we are doing is bringing the image to the front.
The VBA code will also go in the same slide as where the Option Buttons were added.
Since Q1, Q2, Q3, Q4 buttons are in Sheet1. VBA code will be pasted in Sheet1.
- To open the VBA screen Click on the Developer tab & & then on the left hand side menu of the popup
- Write the below code in the white area that shows up
Private Sub OptionButton1_Click()
ActivePresentation.Slides(1).Shapes("Pic1").ZOrder msoBringToFront
End Sub
Private Sub OptionButton2_Click()
ActivePresentation.Slides(1).Shapes("Pic2").ZOrder msoBringToFront
End Sub
Private Sub OptionButton3_Click()
ActivePresentation.Slides(1).Shapes("Pic3").ZOrder msoBringToFront
End Sub
Private Sub OptionButton4_Click()
ActivePresentation.Slides(1).Shapes("Pic4").ZOrder msoBringToFront
End Sub
How this code works?
OptionButton1_Click: Means run the macro when the button is clickedActivePresentation: Means the current PowerPoint file you are using.Slides(1): Means the first slide of that file.Shapes("Pic1"): Means the shape you are referring to. Images are also considered as shapes and as you remember Pic1 is actually the name given to the image of Q1 for the Dynamic graph.ZOrder msoBringToFront: Means bring the shape to the front
Download the Example Presentation
Click here to download the animated charts power point presentation. Play with the animations in slides 2 & 3 to learn more. Examine the VBA code by using Developer ribbon > VBA.
Summary
As you can see, it’s not that difficult to animate charts in PowerPoint. It just requires a workaround in order to do so. I have included few more examples in the downloadable presentation. Check them out and learn more. I hope that this guide is useful to you in animating your PowerPoint files.
Thank you Chirayu
Thank you Chirayu for sharing this awesome technique with us. I really enjoyed playing with the animated charts file.
If you enjoyed this post, Please say thanks to Chirayu.
Want more animated & interactive charts?
If you want to build interactive & animated charts using Excel, check out below examples & case studies:
- “How Trump happened” making animated chart in Excel
- How to create animated charts in Excel – podcast
- Fourth of July fireworks in Excel
- Journey of hurricane Sandy – Interactive Excel chart
66 Responses to “Budget vs. Actual Charts – 14 Charting Ideas You can Use”
[...] Update: Check out the results at Budget vs. Actual Charts [...]
Hi there:
I'm interested in understanding exactly how contestants #'s 1, 8 got their surplus or shortfall to show up at the top of the bar (is this overlapped or stacked somehow) and change colour? I hope this makes sense. I've tried to find samples and I can see contestant 8 (cuboo) may have used something called graphomate but I can't use this.
I need to create a bar chart that shows budget, and actual variance whether it be a surplus or a shortfall and I would like make it look like option 1 or 8 above but haven't a clear idea how to do it...any help would be greatly appreciated!
Regards..Linwe
[...] heute können alle Beiträge auf “Pointy Haired Dilbert” gesichtet und bis zum 12.04. bewertet werden. Falls mein Vorschlag - Nr. 8 - gefällt, freue ich [...]
Danken Sie Excel friend!
#6 is the best here. Simple, no extraneous visual effects.
I was all set to vote for #9...until I noticed its lack of y-axis labels. So I have to go with #6 also.
I think #6,#9 is enough .
#9 is my favorite
Nice data/ink ratio 😉
I agree with Jon - #6 for me.
8 & 14
I go for # 9 (simple) and #14 (complete)
I go for cuboo #8
cheers
#6 for overview at a glance / top management
#8 for deeper analysis / those who need more detailed information
#14 although I think you only need the bottom panel and I then would stack the Center charts vertically to make Center comparisons easier.
#10 gets my vote.
If there is a second place, then #14
denise
Hi, if I was not wrong, Samples 3,4 and 5 were created using Tableau software and not Excel. For more information on Tableau you might want to visit http://www.tableausoftware.com/. It was initially designed by Prof. Pat Hanrahan and his PhD students. I am not their salesperson but I thought someone might want to know more about this particular technology.
Hi Tin Seong Kam:
Thanks - I have looked at Tableau before. I have also found the means to reproduce something similar to chart 8 without using graphomate, and also chart 7. I proposed chart 9 as well but the overlap is confusing to some.
I am really not too concerned about showing actual budget figures but the variance in $ and % is important for my particular use. That is why I gravitate to the charts that seem to easily tell us that we have a surplus or a shortfall.
Thanks!
Linwe
11, 6, 9 (presque pareil)
7 pour la clarté
cuboo #8 ist my favorite
best regards...
8
8 is fantastic
I prefer N#8 - N# 1,7 & 8 use the settings of Rolf Hichert...
6 : The GURU (read "Jon Peltier ") has spoken,
SOO easy on eyes!
Hi Chandoo,
I liked Cuboo's submission. So #8 gets my vote.
Regards,
Sumit
Number 8 by far. Even though it's not part of the data display, the comments feature sells me. Variance explanations are as important as the actual variances.
I visually prefer #8, but #3 is really easier to understand, even if it lacks a lot of information (inverting budget/actual), legend, etc...
[...] All in all there are several great entries suggesting a good variety to present budget vs. actual performance. Go check them out. [...]
[...] reshape, zoo by learnr A reader of a Pointy Haired Dilbert blog enquired about best ways to visualise budget vs. actual performance. In response PHD challenged his blog readers to contribute their visualisations made using Excel or [...]
anyone willing to post their xls for these? Some really excellent exmaples.
To avoid the summary execution of the person presenting these to an executive team these charts must handle overspending as well as underspending, be comprehensible in 5 seconds and show the key fact clearly. The key fact isn't budget or actual - it's the magnitude of the gap!
Therefore:
#14 for nailing the key fact and being able to handle overspending. The winner therefore.
#6 for nailing speed-reading and being able to handle overspending, but somewhat obscuring the key fact. Second place.
#8 for nailing information depth and aesthetics. Third place.
I really wanted #8 to win, but that's the technician's view not the end-user's.
[...] Todas as contribuições podem ser vistas no seguinte endereço: Budget vs. Actual Charts – 14 Options You can Use Posted on April 5th, 2009 http://chandoo.org/wp/2009/04/05/budget-vs-actual-charts/ [...]
Social comments and analytics for this post...
This post was mentioned on Twitter by NancyJHess: I like to explore fav tweets of those I follow. Here is one from DutchDriver http://twurl.nl/17eiap Creative visual charts: Budget vs Actual...
number 8
clean, full of info, qualitative as well as quantitative
Hi,
I Like 4 chart in above as per the following ratings:-
no 1# -> 14***
no 2# -> 7***
no 3 # -> 8**
no 4# -> 1.3**
I will be greateful if someone can send me the process of making all above 4 charts.
Virender
[...] Budget vs. Actual Values in Charts – 14 more options [...]
[...] Budget vs. Actual – 14 charting options [...]
Does anyone know what type of chart #6 is (chart name?)? Also, how do I create this is Excel 2007?
@Shazbot
I'd call it a Column and Bar chart, but don't get hungup on names
To make it try this:
Setup the chart as a Clustered Column Chart
Change the Series so there is 100% overlap, ie: One column is in front of the other
Change the Budget series to a line chart
Set the line color to none
Set the marker style to a Flat Line
Change the marker width to make it the same width as the bar
Change colors and other chart properties to suit
Does anyone have an idea on how to create chart #1?
Thanks
Caroline, please see the german page: http://www.hichert.com/de/software/exceldiagramme/55
there you can find the original example for nr1.
best regards,
stefan
Caroline
This is a Clustered Stacked Column Chart
Which has the column under the Shortfall/Excess colored the same as the Budget
Have a look here
http://chandoo.org/forums/topic/question-about-budget-v-actual
&
http://peltiertech.com/WordPress/clustered-stacked-column-charts/
Hi,
Is it possible to get the source files like the other visualisation challenge (on sales).
Thanks,
Vijay
Dear Chandoo,
I discovered your site by pure chance and I am really thrilled about it and I am learning a lot.
Is it possible to post the source file for this visualisation challenge?
Thanks,
Vijay
[...] Budget vs. Actual Charts in Excel [...]
Dear Chandoo,
How do I create Chart #10 (comparing Budget vs Actual Performaces) by cost center by quarter without the cumulative performance. Do you have an actual example that I could use?
Thanks,
Greg
HI
Does anyone can help me to a to create chart #7? I'm beginer in excel , I started to work two weeks ago and my boss ask me to follow the budget/actual until the end of the year.
SO I really need your help.
Thanks in advance
p.s Sorry for my english ( i'm french)
@OKI, Greg
I have made a mockup of #7 and #10
It is available at:
http://chandoo.org/wp/wp-content/uploads/2009/04/Bud-Act-visualizaion-challenge-7+10..xlsx
#10 is a straight, Pivot Chart/Table but the data has been rearranged to get it into the pivot table
#7 is 2 charts, being a simple Bar Chart and a Scatter Chart with 100% Error Bars
I have used Named Formulas for the two charts.
HELLO Hui
Thanks you very much for your hepl , i really appreciate
Have I nice week
Hi,
I was wondering how can you replicated chart 1.3? The bars looked like there overlapped on two different axis?
Tony
I think 1 & 3 are good.
Hi Chandoo,
Please can you provide a link of the excel sheet for 1. Chart "3 colors and everything is clear"
I would like to drill into the spreadsheet and learn the secrets as how the chart was made.
Many thanks,
Sawan
@Sawan
It is probably 12 seperate charts, I will assume snapped to the underlying cells to ensure they are the same size
The left 3 Charts have a vertical Axis
The bottom 4 Charts have a horizontal Axis
The remainder have no axis
The remaining text maynot be part of the charts but is probably cell content
Saludos,
Como puedo descargar estos maravillosos ejemplos para estudiarlos y analizarlos deseo aprender a realizar este tipo de graficas en Excel.
Gracias,
Dear Chandoo and Hui,
Please would you help me (step by step if possible) to create Chart #8?
Many thanks in advance!
Dear Chandoo,
I think chart #8 is really great. Would really appreciate if you can show basic step to create it.
Thanks 🙂
Hi all,
Is there any step by step tutorial to recreate the the chart #1 please?
Would really appreciate if someone could show me how it done.
Regards
Sawan
Can someone tell me how do you create chart number 2? Thanks!
Am I the only one that can not display any of the images? Would love to take a look at these. This is the ONLY page on the whole website I have had this issue with. 🙁
Dear All,
how can i create chart # 7? is there any link where i can subscribe to your website by paying a certain amount. i want to learn some good excel techniques.
please let me know.
Cant see the images 🙁
Where can I find the link to download some of the above charts?? these are extremely usefull chart and would like to utilize the same.
Waiting for the reply.
Thanks..
I am interested for # 1,6,7,8,9,10,11 its very exciting for me .
Hi,
Just wanted to check, is there any possibility that pivot table or drop down work in power point?
Regards
Satyapal
@Satyapal... you can only use static images or slide animations in Power Point. Not features like pivot tables or drop downs. However, you can embed the entire workbook (or sheet) in a presentation. When clicked this will just open Excel so your users can play with the data.
Is there any instalment kind of facility available for joining the online course of Rs.12000/-.
Regards
Ramesh N
Hi,
I badly want to replicate #10. Can someone help me.. I've checked google to help but I can't figure out how to add the total 🙁
Regards,
Tim