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
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.
[…] Best charts to compare actual with target values […]
[…] Best charts to compare actual with target values […]
[…] work laptop I have a favorites folder just dedicated to Excel charts. Its got things like “Best Charts to Compare Actuals vs Targets” and “Best charts to show progress“. I love me some charts […]
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.