Introduction to Panel Charts using Excel – Tutorial & Template

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In this article we will learn what a Panel Chart is and how you can construct a panel chart in Excel.

What is a Panel Chart?

A panel chart is a set of similar charts neatly aligned in panels to help us understand some data which has multiple variables in it.

Here is an example panel chart showing the total defects per module over the last 4 weeks.

Panel Chart Example - Defects Per Module in the Last 4 Weeks

Panel charts are also called by names “trellis displays” or “small multiples”. They are an effective way to display multi-variable data.

Why use Panel Charts?

Excel has several built-in chart types like stacked column chart, clustered column chart that can help you visualize same data. I have shown 2 alternatives below. First observe them,

Panel Chart Alternatives - Clustered Column Chart, Stacked Column Chart

As you can see these charts communicate the data very poorly (despite using same colors and other chart elements as the panel chart). This is where a panel chart shines.

How to make a Panel Chart in Excel?

There are 2 approaches to make panel charts in excel.
1. Making one complex chart that internally has panels containing individual charts (requires lots of calculations and chart formatting.)
2. Making different charts and aligning them on excel sheet.

There are merits and de-merits both approaches, but I personally prefer #2, since it is very easy to make panel charts with that approach.
Panel Chart - First Make a Single Panel

Step 1: Make different charts

Very simple. Make different charts, one for each panel in your panel chart.
Trick: Make the first chart. Format it completely. Now select the chart and press CTRL+D to duplicate it. Now, using the mouse adjust the source data ranges of this new chart. That is all.

Step 2: Adjust Axis Formatting of the charts

You should set the axis minimum and maximum values for all charts at the same level. This will ensure that users can compare values from multiple panels without worrying about axis scale.

Also consider setting the axis labels of subsequent panels (other than first) to white color (or background color). Since axis has same scale and limits, there is no point in showing that in every panel.

Step 3: Align the charts

There are various alignment options possible for panel charts. I have shown a few samples below:

Panel Chart - alignment options

Depending on the number of panels, choose an alignment that works best for you. Keep in mind that when you align vertically, horizontal axis comparison is easier and when you align horizontally, vertical comparison is easier.

So align the charts in a logical order that works for you. And that is all. Your panel chart is ready to roll.

Panel Charts – Things to keep in mind:

  • Make sure all panels have similar axis ranges. Otherwise your audience cannot compare panels and the chart becomes useless.
  • Select the alignment that is both aesthetic and comparable
  • Panel charts usually contain multi-variable data. You must figure out what is the best panel arrangement (in our case, other alternative is, Weekly panels with Defects by Modules) for your audience.

Download Excel Panel Chart Template & Example Workbook:

Click here to download excel panel chart template & examples. [Excel 2007 version here]

Panel Charts – More Resources & Help:

Have you ever used panel charts? What is your opinion?

I find panel charts very powerful and insightful. However, I hate the fact that making them in Excel is so cumbersome. (but the effort is totally worth it.) I have used panel charts in various consulting and work assignments and wowed my audience.

What about you? Have you ever used panel charts? How do you make them? What is your experience like? Please share using comments.

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6 Responses to “Make VBA String Comparisons Case In-sensitive [Quick Tip]”

  1. Rick Rothstein (MVP - Excel) says:

    Another way to test if Target.Value equal a string constant without regard to letter casing is to use the StrCmp function...

    If StrComp("yes", Target.Value, vbTextCompare) = 0 Then
    ' Do something
    End If

    • Fares Al-Dhabbi says:

      That's a cool way to compare. i just converted my values to strings and used the above code to compare. worked nicely

      Thanks!

  2. Tim says:

    In case that option just needs to be used for a single comparison, you could use

    If InStr(1, "yes", Target.Value, vbTextCompare) Then
    'do something
    End If

    as well.

  3. Luke M says:

    Nice tip, thanks! I never even thought to think there might be an easier way.

  4. Cyril Z. says:

    Regarding Chronology of VB in general, the Option Compare pragma appears at the very beginning of VB, way before classes and objects arrive (with VB6 - around 2000).

    Today StrComp() and InStr() function offers a more local way to compare, fully object, thus more consistent with object programming (even if VB is still interpreted).

    My only question here is : "what if you want to binary compare locally with re-entering functions or concurrency (with events) ?". This will lead to a real nightmare and probably a big nasty mess to debug.

    By the way, congrats for you Millions/month visits 🙂

  5. Bhavik says:

    This is nice article.
    I used these examples to help my understanding. Even Instr is similar to Find but it can be case sensitive and also case insensitive.
    Hope the examples below help.

    Public Sub CaseSensitive2()

    If InStr(1, "Look in this string", "look", vbBinaryCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

    Public Sub CaseSensitive()

    If InStr("Look in this string", "look") = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub
    Public Sub NotCaseSensitive()
    'doing alot of case insensitive searching and whatnot, you can put Option Compare Text
    If InStr(1, "Look in this string", "look", vbTextCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

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