Around 2 months back, I asked you to visualize multiple variable data for 4 companies using Excel. 30 of you responded to the challenge with several interesting and awesome charts, dashboards and reports to visualize the financial metric data. Today, let’s take a look at the contest entries and learn from them.
First a quick note:
I am really sorry for the delay in compiling the results for this contest. Originally I planned to announce them during last week of July. But my move to New Zealand disrupted the workflow. I know the contestants have poured in a lot of time & effort in creating these fabulous workbook and it is unfair on my part. I am sorry and I will manage future contests better.
How to read this post?
This is a fairly large post. If you are reading this in email or news-reader, it may not look properly. Click here to read it on chandoo.org.
- Each entry is shown in a box with the contestant’s name on top. Entries are shown in alphabetical order of contestant’s name.
- You can see a snapshot of the entry and more thumbnails below.
- The thumb-nails are click-able, so that you can enlarge and see the details.
- You can download the contest entry workbook, see & play with the files.
- You can read my comments & suggestions for improvements at the bottom.
- At the bottom of this post, you can find a list of key charting & dashboard design techniques. Go thru them to learn how to create similar reports at work.
Thank you
Thank you very much for all the participants in this contest. I have thoroughly enjoyed exploring your work & learned a lot from them. I am sure you had fun creating these too.
So go ahead and enjoy the entries.
Dashboard by Abhay
- Interactive dashboard
- Dynamic, can add years and companies. Built with Power Query.
- Simple and easy to read layout
- Can add % changes for top & bottom companies
Interactive Chart by Akongnwi
- Dynamic pivot chart
- Could have used regular line chart. Smoothed chart creates wrong impression.
Interactive Chart by Alex
- Interesting layout and execution
- Allows various comparisons
- Can add labels to the bars.
Interactive Chart by Arnaud
- Interesting layout and story telling
- Allows various comparisons
- Can be a bit hard to understand as there are few labels
- Could have added another set of bubbles (or just labels) to compare previous year’s values
Dashboard by Chandeep
- Awesome design and analysis
- Offers additional metrics and comparisons
Interactive Chart by Chirayu
- Interactive chart to analyze financial performance YoY
- Simple and easy to read
Dashboard by Edouard
- Interactive dashboard with lots of comparison options
- Very cool line chart with relative performance
- Could have re-arranged to fit on one screen. Feels too long.
Chart by Edwin
- Very interesting normalized chart
- Can be hard to read. Could have added explanation.
Interactive Chart by Elchin
- Interactive charts
- Simple and easy to read
- Could have removed the filtering buttons from pivot chart
Chart by Emlyn
- Multiple charts to visualize various trends
- Simple and easy to read
- Can add some insights (% changes etc.)
Become Awesome in Excel & VBA – Create dashboards like these…
- Learn how to create interactive dashboards & reports using Excel
- Develop your own macros & VBA code
- 50+ hours of video training
- Learn at your own pace
- Click here to know more
Interactive Chart by Erik
- Interactive dashboard
- VBA driven, allows multiple selections & comparisons
- Few errors and alignment issues
- Can add commentary on what metrics / companies are important.
Chart by Gareth
- Simple and easy to read panel chart
- Could have highlighted trends that are important
Chart by Gerard
- An elegant presentation of profit vs expenses data
- Very good colors and easy to read
- Could have added ability to sort by latest figures for a selected metric. This can expose key trends easily.
Chart by Marcel
- An interesting panel chart to analyze yearly trends and comparisons
- Somewhat hard to read, could have used left aligned bars.
Chart by MF Wong
- Elegant panel chart with profit vs. costs view.
- Very interesting column chart (container chart?)
Interactive Chart by Michael
- Panel chart with YoY and company comparisons
- Slicers to mix and match values you want to analyze
- Could have used lines instead of columns, this way fewer colors can be used.
Chart by Miguel
- A panel / combination chart to see all trends in one place
- Could have used a form control to toggle between indexed vs. regular values. This will make the chart easier to read.
Interactive Chart by Nanna
- Dynamic dashboard with profit vs. costs view
- View by company or metric
- Time is shown on vertical axis. This makes comparisons / trend analysis hard.
Chart by Pawel
- A simple and elegant indexed panel chart to view all trends in one place
- Nice colors and design. We can call it sperm chart 😉
- Faint but visible vertical grid lines could make reading easier.
Interactive Chart by Peter
- A pivot chart with slicers to toggle measures and companies
- Could have added color legend and made the labels shorter
Become Awesome in Excel & VBA – Create dashboards like these…
- Learn how to create interactive dashboards & reports using Excel
- Develop your own macros & VBA code
- 50+ hours of video training
- Learn at your own pace
- Click here to know more
Infographic by Pinank
- Nice infographic style report in Excel.
- Interesting use of icons to represent costs
Interactive Chart by Ronny
- A pivot chart with slicers to pick measures
- Adding values across companies is not a good idea
Chart by Salim
- Charts made with Power View
- Can be filtered using PV filters
- Should have added views to see only one year value. Selecting year just highlights the values.
Chart by Shivraj
- An interesting panel chart with stacked columns to view yearly trends by all measures
- Simple colors and easy to read
- Since all the numbers add up 100 anyway, visualizing trends becomes hard. Should have used a slicer / form control to show one measure at a time.
Dashboard by Simayan
- A dashboard to understanding yearly trends
- Slicers to focus on any individual year.
- 3D pie charts are tricky to read. Should have used a stacked bar chart.
- Some of the labels are redundant.
Chart by Sudhir
- A simple line chart to understand yearly trends
- The tiles to show low cost / high profit companies is interesting.
- Could have used standard chart colors in Excel 2010. They offer better contrast.
Interactive Chart by Thomas
- A set of dynamic charts, each offering trends or comparisons based on user input.
- Lots of comparisons and variations possible
- Years on vertical axis can be tricky to read. Should have used another type of chart.
Interactive Chart by William
- A dynamic chart with lots of comparisons and analysis.
- Feels a bit buggy. The picture links are not updating on slicer selection.
Chart by Yuhanna
- Simple XY charts with yearly trends and variance analysis
- A bit harder to read as lots of dots overlap. Should have added an option to highlight one company at a time.
Become Awesome in Excel & VBA – Create dashboards like these…
- Learn how to create interactive dashboards & reports using Excel
- Develop your own macros & VBA code
- 50+ hours of video training
- Learn at your own pace
- Click here to know more
Techniques used in these dashboards & charts
If you want to create these kind of charts & reports at work, I suggest reading up the Excel Dashboards & Excel Dynamic Charts pages. Also check out below links to know more about specific techniques.
Form Controls Data validation Pivot tables Slicers Clickable Cells (VBA)
VBA Formulas Sortable Tables Data bars (CF)
Conditional Formatting Scrollable Tables Picture links Sparklines
Indexed Charts Panel Charts
How do you like these charts & dashboards? Which are your top 3?
Quite a few of these entries are really impressive. You can learn a lot by deciphering the techniques in these workbooks. Many thanks to everyone who participated. I will publish the winner names in next few days. Meanwhile, share your comments and tell me what you think. Share your top 3 entries too. 🙂
24 Responses to “10 Supercool UI Improvements in Excel 2010”
The best improvement by far is the Collapse Ribbon ^ button !
Kind of a shame that some of the best improvements are actually returns to old functionality. One thing I don't like is that to get to recent files I need to do an extra click after File - apart from Save As, that's why I'm usually in the File menu. I like the sparkline options, though they are still as not fully featured as some of the free and pay options out there.
The collapse button for the ribbon menu is good news. Can you make the ribbon menus stick too?
Nine improvements, not ten. You can also select multiple objects in 2007. Click on the Find & Select item at the far right of the Home tab, and the dropdown looks remarkably like your 2010 screenshot.
@Jon.. Thank you. Dumb me, I somehow thought we couldnt select objects in Excel 2007. Just saw the "select menu" and it is there. I have corrected the post and removed the point. I have added the "you can make your own ribbons" instead. Thanks once again.
@Arti: what do you mean by make ribbons stick?
@Alex: May be it is my installation, but when I go to "File menu" I see "recent files" by default.
For example, if I am working with one of the contextual ribbon menus (Pivot tables, Drawing/Chart etc), as soon as I click away from the selected object, the menu tabs vanish. If I click on the object again immediately, then Excel will remember what I was looking at, but if I wander away and click on a Pivot, then back again on the Chart, the menus will 'appear' but not get activated, thereby causing much annoyance and additional clicking.
I want to "pin" the whole menu (not invididual commands) somehow, so that I can have the menu there for the length of the time I am working with graphics. Excel 2003 used to have the Drawing toolbar you could detach and hover while you were working, but this functionality disappeared in Excel 2007.
My thought was Excel should just allow a 'pin', similar to the Recently Opened files menu, for the Ribbon Menus as well. If I have not selected any Drawing object, the commands can be greyed out, but I want the menu as a whole to 'stick'.
@Arti... I think MS solved this problem differently. When I select a pivot and go to "design" tab Excel 2010 remembers this and automatically takes me to "design" tab when I reselect the pivot.
Apart from this you can also define your own ribbon with all the things you normally do. See the above article (I have added this after Jon's comments)
Nice feature. About time for a upgrade for MS Office
Oh... okay. That might be a start. I'd probably just copy-paste the Drawing tab haha. Thanks. I'll definitely give Excel 2010 a try.
Btw - have you considered getting into / gotten into the world of Excel as it meets SharePoint?
Actually, the replacement new thing is probably better than all the rest. One thing that the designers of the Office 2007 ignored was allowing regular users to customize their own interface. Office 2010's interface was expanded in this way to address the huge uproar.
Is there still a limit on how many things you can add to the QAT bar? (I'm too lazy to look myself.)
@Jeff.. it seems to take quite a few, but only shows one line and gives a little arrow button at the end. (summary: shucks!)
The best thing is you can edit the ribbon directly from excel, so now i can create my own bar with just the things I use regularly!
One of the annoying things in 07 for me is the Add-Ins menu bar - in 03 I could keystroke directly to menu add ins.. In 07 I needed an extra keystroke just to activate the add-in menu, then the keystrokes as normal.. Hope this marek sense..
John -
If you remember the old Excel 2003 Alt-key shortcuts, you can still use them in 2007. To get to the Add-In dialog:
Alt-T-I
Dear Arti & Chandoo
Seen your comments over some issues. Hope you are form India, gone through your comment expecting a pin to command it as a whole, great, hope if someone out of MS have read it, it may be kept in mind while the next R & D of Office Ver. 16
Just incase someone forgot CTRL+F1 will collapse the ribbon.
[...] was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my [...]
I like the sparklines, and the ability to modify the charts
How do you get rid of the advertisment on the right hand side? If you upgrade then will it take off the ads?
Once again Microsoft has re-decorated the Office and we are NOT pleased!
The graphics object selector can be found in the Home ribbon under Find & Select, Select Objects near the bottom of the drop down. You can make it part of the Quick Access toolbar by right click over it and selecting Add to Quick Access toolbar.
The graphics "cursor" will now appear on the mini-toolbar at the top left of the window.
How to get rid of "Add-Ins" button in Backstage (File)" menu by means of XML code, i.e. to hide, to delete or to disable this button?
This button is usually situated in the Backstage menu between "Help" and "Options" buttons.
Vladimir, did you ever get an answer to your question?
I am tying to customize the ribbon UI for a file using XML, and this is precisely the piece I can't figure out. I can hide other tabs, remove items from QAT and backstage - all except the options that are showing up under add-ins in backstage. If there is an XML syntax for referencing this thing and making it invisible, I cannot find it.
Hey, nice tutorial. Please check my video tutorial on similar topic at the below link and provide your comments:
http://www.youtube.com/watch?v=TeIFc0jYjpA