This post is authored by Martin, one of our readers.
Situation:
Sometimes I encounter data in my tables with blank cells where there is a repeated value from the cell directly above. See below:
This can be annoying when it comes to interpreting the data and when sorting columns.
Solution:
Here’s the solution I use.
1. Select the whole table. I favor the shortcut Ctrl A to do this. Make sure you perform this shortcut from within the table though as otherwise the entire worksheet with be selected. This gives us Figure 2:
2. Next we will open the Go To dialog box. This is a very useful dialog for selecting certain types of cells, for example cells containing formulas, constant values, visible cells and so on. F5 or Ctrl G both work as keyboard shortcuts.
3. Click the Special button (see Figure 3)
4. In the next screen select Blanks.
5. Click OK and notice that all blank cells are now highlighted in the table (Figure 5). Notice too, the position of the active cell. This is the one un-shaded cell in this selection. In this example it is cell D3. If the table were fully complete this cell would show the same value as the cell above it – cell D2 – the word Office.
6. Next we will use the fact that cell references in Excel by default behave in a relative manner. That means when you copy a formula to another cell, the cell reference in the formula change relative to the location in the worksheet it has been moved to unless they have been made absolute.
7. Without clicking any of the cells in the data, simply enter the following simple formula:
=D2
If you are following along here with a different table, then you will substitute the cell reference of the cell directly above your active cell. (Figure 6)
8. Next the important part. We need to copy this simple formula to all the other blank cells which could number in the hundreds or thousands or greater still. How do we do it?
Simply by using one of the best keyboard shortcuts I know in Excel: Ctrl & Enter.
This shortcut when used in a single cell will enter the value inputted into the cell and keep that cell active, instead of performing a carriage return to the next row.
But, when used over a range of cells, Ctrl & Enter together will copy the value of the active cell into all cells in the selection.
In this case, we are not going to copy the value of D2 into all blank cells, but the relative cell that appears over each blank cell. In cell D3’s case this was D2. In A3’s case for example it is A2 and so on.
After CTRL Entering the formula the worksheet now looks like:
9. There is one last important step. These pasted valued are, as we have seen, relative formulas. If I were to change the sort order in one of the columns, for example to identify which Cost in column E is the highest, my table would be completed distorted as the formulas in the changing rows are all retrieving the value in the cell above. See Figure 8.
I’ll Undo my flawed Sort by clicking Ctrl Z.
The final step therefore is to change these formulas into constants so that this type of problem can be avoided.
To do this, select the table, (or if the formula cells remain highlighted, you won’t need to select the table at all).
Now copy your selection with Ctrl C.
Next, perform a Paste Special / Values to replace the formulas with their constant equivalents – Figure 9.
And that’s it!
Thank you Martin
Many thanks to Martin for sharing this simple yet very beautiful trick with all of us. If you enjoyed this article, say thanks to Martin.
How do you deal with Blank Cells
Barking dogs, bad bosses and blank cells are everywhere. I am eager to know how you deal with them. Please share your tips & techniques with us using comments.
More on Blank Cells and other Unclean Data
If you constantly deal with blank cells or other types of unclean data, read these articles to learn few more tricks.
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.