Have you ever wondered about applying different Spreadsheet Formats to reports which may be send to different people and so the styling may be different for each recipient? The Boss may get a Formal report where the Art department may get a Funky version of the same data?
No, Neither had I until recently when somebody asked me for just that:
Boss Style
Black & White Style
Funky Style
Blue Style
Of course using Conditional Formats you can highlight cells based on criteria, so why not extend that to the Whole Report Styling?
This tutorial will detail just that.
Lets get started
Download the Sample File (Excel 2013 & 2016 + only): Download Sample File
Firstly Identify your Report Area
In this case it is B8:E28
Note: The area above includes the header row, Row 8, but you can actually apply different CF’s to hat independently of the data area if you require
Make a list of Style Names
I have used four namely: Boss, Blue, Black & White and Funky.
Add an Id next to each from 1 to x in this case 4 as there are 4 entries
Convert the Table to a Table by selecting the area E2:F6
Goto Insert, Table
Add a Style Link cell
In a spare cell H2: add a formula like: =SUBTOTAL(4,Style[Id])
This will extract the Maximum value from the Table when the non-selected rows are hidden.
I have also Named the cell Style_Link
Add a Slicer
Select any cell in the Style Table and goto the Insert, Slicer menu
An Insert Slicers dialog pops up, Select Style
You will now have a Slicer linked to the Styles table
You can format the slicer as appropriate, Resize and Rename it if required
Apply Conditional Formats to the Report
Now select the report area and apply four Conditional Formats which will be styles according to the Useage
You normally only apply 3 styles as the default is already a style
Select B8:E28
Goto the Conditional Format, New Rule, Use a Formula menu
Apply the formula and format to suit your needs
Boss
This is my Default style when Style_Link = 1
Hence I don’t need to apply a specific style
Blue
This is my Conditional Format style when Style_Link = 2
Note: the formula used is =AND(B8<>””, Style_Link=2)
So the Conditional Format will only apply this to cells in the area with a value in them and when the Style_Link cell = 2
Black & White
This is my Conditional Format style when Style_Link = 3
Note: the formula used is =AND(B8<>””, Style_Link=3)
So the Conditional Format will only apply this to cells in the area with a value in them and when the Style_Link cell = 2
Funky
This is my Conditional Format style when Style_Link = 4
Note: the formula used is =AND(B8<>””, Style_Link=4, ISODD(Row))
So the Conditional Format will only apply this to cells in the area with a value in them and when the Style_Link cell = 4 and the Row Number is Odd
Obviously we need to apply a second Conditional Format for when the even numbered Rows
It will use the Conditional Format formula: =AND(B8<>””, Style_Link=4, ISEVEN(Row))
You should end up with four Conditional Formats listed as:
Closing Notes
Although in this post I have used a Slicer to supply the user a list of Styles for choice, you could simply use a single cell with a Data Validation Drop Down or a Combo Box to control the style selection process.
The client for which this technique was applied had a dashboard and wanted to have the control appear similar to other slicers on the dashboard hence maintaining the look and feel of the dashboard.
Conclusion
You now have a tool which allows you to dynamically change the styling of your worksheet reports.
You can add extra formatting by using the Style_Link cell to say change the Decimal Places of the numbers in Column E of the report
eg: Assuming my Sales Data is in Column AA, which it is.
In E9: =TEXT(AA9,CHOOSE(Style_Link,”$A 0,000.00″,”A$ 0,000″,”AU\D 0,000″,”F$ 0,000″)))
Copy down
This will apply 2 decimals to Column E when the Boss Style (1) is chosen and zero decimals for everybody else
It will also apply different currency leaders for the different styles
Style 1: Boss $A
Style 2: Black & White A$
Style 3: Boss AUD
Style 4: Funky $F
As mentioned in one of the notes above, you can apply Conditional Formatting independently to the Headers, Footers or Summary areas of the Report, your imagination is the limit.
I’m sure you can think of other modifications to the layout that can be implemented using these techniques
Other Style Links
You may be interested in these other links to worksheet styling functionality:
http://datapigtechnologies.com/blog/index.php/getting-fancy-with-your-excel-slicers/
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.