My friend Paresh writes excellent commentary on charts on his blog Visual Quest. Last week he gave a home work, asking his readers to recreate the small multiples chart shown below.
I found this quite interesting. Small multiples, also called as panel charts, are a powerful way to depict multidimensional data and bring out insights. They are easy to read too.
So, today, let us learn how to create such charts using Excel.
Step 1: Arrange your data
Almost any chart or visualization worth its salt must begin with proper arrangement of data. Since I could not get the data for the unemployment chart, I made up a few numbers for a fictional Confectionery Company. The data is shown below.
So, we have the data for years 2007 thru 2010, for the regions – South, West & North and for the product lines – Chocolates & Biscuits
Step 2: Select Products for one region & make an area chart
This is simple. Just select data for chocolates & biscuits for one region and make an area chart. You should have something like this:
Step 3: Resize the area chart & format it
Now, we need to make this area chart closer to what we want.
- Select the bottom area series and fill it with white color.
- Now resize the chart so that we can fit 3 of them in the area you got.
Step 4: Add same data to the chart
Now, select the same region data, press CTRL+C to copy it. Select the chart and paste it by pressing CTRL+V. See below demo to understand how to do this.
We are doing this because we want to have lines with markers on our chart. But the area chart lines cannot show markers. So we are going to add the same data one more time, but this time format it to be shown as a line.
Step 5: Select the new series and format them as line charts
Select each of the new area series and format as line chart with markers.
You should have something like this at the end.
Step 6: Format the chart
This is where you unleash the creativity. In order to match the look of NYTimes chart, here is what you can do.
- Set the fill color between lines to something dull.
- Format 2 lines in distinct colors.
- Format gridlines & axis lines to something dull.
- Set axis maximum to 25 (as all charts in small-multiples should have same axis settings)
- Set axis major unit to 5.
Step 7: Repeat this for other regions
Now, just copy and paste this chart a couple of times. Just adjust the data source so that we have new charts using this technique.
Note: Learn how you can add descriptive labels to charts.
That is all. You just made a small multiples chart that looks awesome. Congratulations.
Download Small Multiples Example Workbook
Click here to download the example workbook and play with it. You can see the steps for making one of the charts in the workbook as well.
Do you use Small Multiples or Panel Charts?
I really love to use small multiples or panel charts whenever I am analyzing data or presenting results of the same. They offer excellent value per pixel. That said, they take some time to construct. Also, you must tweak axis settings and plot area to get the perfect result. That is why I prefer the in-cell variation of these charts. They are quick to setup and easy to wow (for more on these techniques, see below).
What about you? Do you use Small Multiples or Panel charts? How do you find them? Please share using comments.
Interested to learn more? Read these
As you can guess, small multiples is one of my favorite ways to explore and present data. So we have written quite a few articles explaining this technique. Read these to learn more.
23 Responses to “Displaying Text Values in Pivot Tables without VBA”
Its possible to display up to 4 text values.
Have a look at the screen shot of an example that I had posted way back at the EHA and figure out how its done !
http://tinypic.com/r/muzywk/6
With Excel 2010 you can use Conditional Formatting to apply custom number formats which can display text. (In older versions you can only modify text color and cell background color, but not number formats.) Using CF allows for an even larger number of different display values.
[...] Display text values in Pivot Tables without VBA [...]
Hey,
Thanks, this helps. But how do you do it for multiple values where there is a huge amount of non repeating text?
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn't a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn’t a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
[...] Pivot Tables take tables of data and allow the user to summarise and consolidate the data at the same time. This is a great and very fast method of analysis but is restricted to handling mathematical functions on the value field resulting in numerical summaries. – read more [...]
[…] Read more here: Displaying Text Values in Pivot Tables without VBA […]
There is a very good way actually for handling text inside values area.
First you create a special column on the very left side and call it ID, and put unique ID (numbers only), and then create a pivot table with:
Row Labels and Column labels as you like, and in the Values labels use the unique ID number.
Move the unique ID number (copy paste) somewhere to the right and use vlookup to load the data you need using the ID as reference.
It is a bit longer way but for me it works perfectly to combine values as you like in any moment.
hope helps.
Regards,
Jon
Thank you! I finally understand pivot tables thanks to your clear, concise explanations and examples.
Good Day. This is exactly what i have been looking for. However when i try it on my pivot table or even when i try to recreate this exercise using the sample worksheet, i get this error:
"Microsoft Excel cannot use the number format you typed. Try using one of the built-in number formats."
Same thing here, Excel quite did not like the format in my PowerPivot. Any clues as to what may be going on? Thanks.
I have the same thing happening on my end. I'm running a normal pivot table on a .xlsm file.
@Danzi
What format did you use?
can you post the file ?
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C
MR.A CFVDE2458T
MR.Z AAVCR12548C
MR.X AAAAC1254T
MR.Z AADCD245T
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C 1000
MR.A CFVDE2458T 2000
MR.Z AAVCR12548C 5451
MR.X AAAAC1254T 45564
MR.Z AADCD245T 4500
how to get pivot tabe so i get PAN no. against Name.
I found an easy way to get text values in pivot table.
I create an other worksheet in wich each cell has a formula that copy the pivot table. The trick is that the formula does a lookup for the numbers in the pivot table.
The formula looks like that:
=IF(ISNUMBER(table!A1);VLOOKUP(table!A1;Code!$A$1:$B$65;2);IF(ISBLANK(table!A1);" ";table!A1))
Code is a worksheet where there is a liste of text /numbers correspondance.
As a bonus The new sheet is easier to format
Additional trick:
In my case, i encoded differents codeid with a power(2, codeId-1) so that summing then is equivalent to concatenate them.
1-A
2-B
4-C
8-D
yields :
5 - AC
14 - BCD
Hi
I want to ask if pivot can display dates in pivot field. As in a column i have customers and in row different items i want to know there last purchase date. anyone help in this??
Hello Guys, Need your help
I am doing some analysis of the cycle time of the product i.e how much time a product takes from manufacturing to the central warehouse.
I have batch numbers for the product and against them i have to pull out the diff. dates
Like the base date is from where the manufacturing start. So i have the batch number,against it's manuf. date. Now i have to pull out the date when it was quality released.
I have the quality released data but the data have duplicates, like i will have two dates or may be three for the same batch. So my main objective is to pull out the date which is latest among them.
BATCH NO. DATE of Mfg. DATE of Quality release
A1 12/4/2014 (HERE I HAVE TO PULL value)
Next Sheet
BATCH NO. DATE of Quality Release
A1 14/5/2014
a2 23/5/2016
A1 12/5/2014
A1 13/6/2014
From this sheet i have to pull up the latest date format of date here is dd/mm/yyy
TIA
[…] needed to present text instead of counts in a pivot table value column. Here is an excellent resource for Excel manipulation, in addition to an overview of pivot […]
This is great thank you.
Wow!!! Excellent!! It helped me a lot.
I am developing training tracking sheet for 200 employees with training completed date. Each employee will be attending 25 courses. How to indicate actual dates in pivot table value field.