I started a new consulting gig with NZ Ministry of Business (aside: when I told my daughter about this, she widened her eyes and said, “ministry of MAGIC!!!”). On my first day, while having lunch in breakout area, I chatted with the gentleman sitting opposite me. We got talking about this and that and eventually the topic turned to What I do at MB. So I told him that I am helping the HR with some data analysis and reporting using Excel & SQL Server. He asks me, “So you must be familiar with Excel object model”. I said, “oh, why yes”. He then asks me, “I have this problem that is bothering me for years. You see, I get a lot of data. And I use Find (Ctrl+F) to find all the cells that contain certain code. But the results are all over the place. I want to know how to extract all the finds to a target worksheet – value & address format.”
I explained him how to do this while chewing mouthfuls of rice & veggies.
But once I am home, I thought, “hey, maybe there are others out in the world who want to do this”.
So here we go.
How to find and extract all matching values
Let’s say you have some data in a range like this.
And you want to find all cells with comp in them. If the values are all in one column, you could use auto-filter to quickly filter cells with comp in them and copy paste them to a target range.You can even automate the steps a bit with advanced filter.
But what if the data can be in any column?
We can use Find (Ctrl+F) to find the values and click on “Find all” to see all results in the find box. But to extract them, we must take the red pill and escape the limitations of Excel to enter in to the exciting world of VBA.
Here is a quick demo of what our find and extract macro does.
Here is the code:
Sub findAll()
Dim findWhat As String, address As String
Dim fsr As Range, rs As Range, fCount As Long
findWhat = InputBox("Enter what you want to find?", "Find what...")
If Len(findWhat) > 0 Then
clearFinds
Set frs = Range("b4").CurrentRegion
Set rs = frs.Find(What:=findWhat)
If Not rs Is Nothing Then
address = rs.address
Do
Range("I5").Offset(fCount).Value = rs.Value
Range("J5").Offset(fCount).Value = rs.address
Set rs = frs.FindNext(rs)
fCount = fCount + 1
Loop While Not rs Is Nothing And rs.address <> address
End If
End If
End Sub
How does it work?
The code is inspired from Bill Jelen’s excellent example on Find method on MSDN.
The logic goes like this.
- We start by asking the user what they want to find and store this in findWhat string variable.
- If the string to find is not empty,
- We clear any previous find results
- We grab the current region for cell B4 (change this to the top-left of your find range)
- We look for findWhat in this range using range.Find method
- As long as Find result is not empty and not same as the first result
- We copy the value & address to I5 (change this to target range as per your workbook setup)
Download the Find and Extract workbook
Click here to download the example workbook. Play with the macro to learn its inner workings.
The rabbit hole is deep, don’t stop just here…
If you enjoyed this little macro, you are going to love VBA. Check out our free starter tutorial or extensive VBA section for more.
How would you find and extract results?
I thought the Find method approach would be slow, but I am surprised to see that on a medium sized dataset (12000 values), the macro produced results almost instantly. So I would be using it more often to iterate thru a range to find a value.
What about you? Do you have such problems at work? Do you use VBA to solve them or just ask colleagues during lunch break and hope for a miracle? Please share your approach in the comments.
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.