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
39 Responses to “Make a Quick Thermometer Chart to Compare Targets and Actuals”
You'll probably have some readers insist on bullet charts, which in my experience are no easier to read.
Note on the case where actuals may exceed targets, the target has to be the second series in the chart, not the first, so it appears in front of the actual.
@Jon.. good point. And yes, readers are already saying bullets are the way to go. Atleast @dmgerbino said it on twitter: http://twitter.com/dmgerbino/status/6761754333
But I feel the same as you did. Bullets need orientation to get started and not that easy to construct (here is a tutorial btw... http://chandoo.org/wp/2008/07/21/dashboard-bullet-graphs-excel/ )
When you just have to compare 2 sets of values, a chart like above is good and easy enough.
And yes, thank you for saying that data series order should be correct to show the target on top.
I think bullet charts are a good alternative. I'm not a huge fan of the formatting that you used above where the outline is so thick.
Another option would be to combine a line graph (plan/goal amounts) with the columns (actual) and select the option to remove the line. This leaves just the value (marker), which can be increased in size to leave only a line about the size of the bar. It's an easy and cleaner way to show actual to plan/goal. Does that make sense?
Tony -
I would use columns (or area) for goal, and lines and markers for actual.
What about if you go over the target? The chart doesn't work so well then.
The technique described today is a near bullet chart. As I stated early this morning on Twitter (link: http://bit.ly/4K3yPM ) , I am a fan of Stephen Few's Bullet Graph.
Hubert Urruttia and I started with Charlie Kyd's method, but as Jon Peltier and Chandoo said, they are not easy to contruct. We moved onto prototyping with Fabrice Rimlinger's SPARKLINES FOR EXCEL and now use XLCube's (BonaVista) Micro Chart tool. Both of these tools allow you to create bullet charts just as easy as any Excel chart type.
As far as reading and interpreting them, this chart type has been the easiest for us to present.
There are many chart types. Today's "Make a Quick Thermometer Chart to Compare Targets and Actuals" is fine for a start, but your ultimate goal should be to create Bullet Graphs. AS Stephen Few states in his overview, "The bullet graph was developed to replace the meters and gauges that are often used on dashboards. Its linear and no-frills design provides a rich display of data in a small space, which is essential on a dashboard. Like most meters and gauges, bullet graphs feature a single quantitative measure (for example, year-to-date revenue) along with complementary measures to enrich the meaning of the featured measure. Specifically, bullet graphs support the comparison of the featured measure to one or more related measures (for example, a target or the same measure at some point in the past, such as a year ago) and relate the featured measure to defined quantitative ranges that declare its qualitative state (for example, good, satisfactory, and poor). Its linear design not only gives it a small footprint, but also supports more efficient reading than radial meters."
@dmgerbino
Since @dmgerbino had to bring my name up I guess I should throw in my two cents.
@dmgerbino and I have both implemented Bullet Charts with great success. What is most interesting about this fact is that we have had a harder time implementing Sparklines than Bullet Charts. The reason for this revolves around the simple fact of familiarity. I will explain. People look at a Sparkline and they think it is a really small Line Chart and it is not. People are familiar with Line Charts since they have been around since 1786 when they were created by William Playfair. Bullet Charts on the other hand are different so they almost demand an explanation. Because of this there was a lot of face time that was needed to explain these charts but once people got them they understood the concept. This is similar to when I introduced Cycle Plots http://bit.ly/87ydVG (Thank you @nbrgraphs!) or Horizon Charts http://bit.ly/6PVavj.
Now about the Thermometer Charts… The first thing I want to address is Tony Rose’s statement. I totally agree that the outline on the chart is too think. It might come of as being a whole new series or a new variable. What I have done in instances like this is I have created a Bar Graph and Scatter Plot mixture. Then I have turned off the Data Series on the Scatter Plot and turned on the Horrizontal Error Bars on the Scatter Plot. The new horizontal line stands for the Plan and the Bar is the actual. The reason why I find this more useful is because this technique works if you have exceeded plan. Actually, I do not understand how Chandoo’s method would display the data if Plan is surpassed.
This reminds me of another blog post that @dmgerbino, @Jon_Peltier, and myself commented on over a year ago. http://bit.ly/PNdO Actually, I talk about similar things in regards to familiarity to charting techniques.
- @hubert_urruttia
[...] we have a post on using thermometer charts to quickly compare actual values with targets. Today we follow up the post with 10 charting ideas you can use to compare actual values with [...]
Hi Chandoo
How do I increase the width of the bar chart and also make the long axis labels come in the same line?
Thank you,
Rajiv
@Rajiv
Select the outer part of the chart "Chart Area" and note the cursor will change to arrows
drag the edges to what ever size you want
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
Now click on the chart area inside the chart "Plot Area" and note that a box with small circles appears around it
drag the circles on the edge of that box to suit
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
@ Hui
Thank you for your comments. But my question was not for the "Plot Area" instead I wanted to know about how should I increase the width of the individual bar charts because with my data all the individual bars are coming to be thin and I want to make them appear broader.
Thank You
@Rajiv
Right click on the Series you want to change and select Format Data Series
Under Series Options goto Gap Width and decrease it to suit
[...] Make a Quick Thermo-meter Chart using Excel [...]
Thank you for the great chart and explanation!
How do I show two amounts (Signed Revenue and Pipeline) as stacked within the Target amount?
@CL... you can use stacked column charts and follow the same technique to get this. See attached file for an example - http://img.chandoo.org/playground/thermo-meter-with-additional-details.xlsx
Chandoo - thanks for the quick response! What if I want the data label for the pipeline to be the actual pipeline value, not the signed rev + pipeline value? i.e. 15 instead of 55
Thanks!
How would i do this in excel 2003?
[...] Thermo-meter charts are very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it. [...]
Hi Guys,
As Matt said,
"What if you if you go over the target?"
Is there a way to make it change color? or at least to show what the target was?
I am planning to use this with a "Forecasted vs Real" production chart but I do not know how to show overproduction.
Any clue?
Thanks
How do I do this if I have 2 bars I want side-by-side? ie 2012 Mean with 2012 benchmark overlapping and then 2013 mean with 2013 benchmark overlapping? I want the 2012 and 2012 mean bars sie by side to compare multiple categories.
Sorry, I meant to say the 2012 and 2013 mean bars side by side
I have a problem in that my PM wants a chart that shows a stacked column (Labor and Expense) and then have the overall buget shown as a thermo.
Everytime I try to do this, I either end up with all three being stacked or all of them being seperated.
Help?
Or if someone knows how to only outline the top and sides of a chart series....then I would have this solved. (Make a stacked column with labor, expenses, and remaining budget, then clear the fill and outline only the top and sides.) I just can't figure out how to do that/ not sure if excel will let me only outline part of a chart series.
[...] Thermometer chart to show budget vs. actual performance [...]
Your home is valueble for me. Thanks!...
I've created the thermometer chart as the Chandoo tutorial described. How do I move my columns closer together? I don't want wider columns; I want to move my narrow columns closer together. Thank you!
Dear Elite members,
could you please let me informed whether we could incorporate color formating in this thermometer approach i.e. if my actual performance is <Min then meter color sud go Red, in between min & target it sud change to Amber & target and above sud change to Green. pls advise. thanks,
I think the only way to do that would be with VBA programming.
@Abhinav
Yes, Simply use a stacked column chart, colored appropriately
Or
You may also want to read about Bullet Charts
@ Hui,
Could you pls demonstrate this with the help of an example.
let's have the below sample data
Actual=12
Min=10
Target=15
Max=20
if Actual>=Min then bar color sud be Red
in between Min & Target= Amber
between target(inclusive) & Max = Green
greater than or equal to Max= Blue
Thanks in advance
Abhi
Great blog post with awesome sample data. I've implemented two of the top "power tips" by changing the colour of the actual values, AND setting Actual to be 40% transparent. Looking good.
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
I recently purchased the template bundle and love the ease of use - thank you!
I would like to ask if it is possible to add an important 'block' to the dashboard to illustrate an important status for my executive team; 'billing status'? (ie budget / amount billed) something like that?
Thank you!
@Cheif449.. Thanks for your purchase and kind words.
You can add this easily to the dashboard. Follow below steps.
1. Unprotect the dashboard worksheet.
2. Add a text box (Insert > Drawing Shapes) to the dashboard
3. Put any text inside it as per your need.
4. Format it as needed.
5. Protect the dashboard again.
How do you do this in Excel 2010 - I am not seeing that option in Format data series.
how would we check target and actual sale for multiple years
Select any of the bar, right click and format data series