Comparing values is one of the reasons why we make charts. So today I am going to teach you a handy little trick to make a thermometer like chart to compare targets with actuals. This type of chart is very useful when you have a bunch of sales targets and you want to measure how the performance has been. [Read excel theremometer charts for another option.]
To make a thermometer chart, just follow these 5 simple steps.
1. Select the data and make a column chart
Select the data and insert a column chart.
2. Select a chart data series and adjust “overlap” to “100% overlapped”
This will ensure that one series of the chart is 100% overlapped with another.
3. Format the target series so that only outline is shown
Select the series and set fill color to none, set the border color same as the fill color of “actual” series.
4. Remove grid lines and add data labels
Now our chart looks more like a thermometer.
5. Now go figure out why Acid Pops are struggling to sell
Yep, that is the fifth step. Go figure out why the targets are not met.
Bonus tip: If sometimes actual values are more than targets, then you should try different colors for target series’ border and actual series fill, like this:
Download chart template and compare 2 sets of values easily
Click here to download the excel file and use thermometer chart template.
How do you compare values?
Share your techniques and charting ideas using comments. Tell us how you compare values.
Additional tutorials & material:
Compare actual values with targets using excel and other excel charting tutorials. Also check out our section on excel dashboards.
8 Responses to “Pivot Tables from large data-sets – 5 examples”
Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.
Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.
Hi Chandoo,
I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve
Hi Steve,
Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
1. connect to source data file thru Power Query
2. filter away any columns / rows that are not needed
3. load the data to model
4. make pivots from it
This would reduce the file size while providing all the answers you need.
Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ
Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.
John:
I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...
When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.
That is a good tip Jen...