CP008: 6 Tips to handle workbooks made by someone else, #4 is something I struggle with too!

Share

Facebook
Twitter
LinkedIn

In the 8th session of Chandoo.org podcast, lets tackle inheritance problem.

CP008 - 6 tips to deal with complex workbooks made by someone else - Chandoo.org PODCAST - Become awesome in Excel

What is in this session?

Here is a problem we all face once in a while. We inherit this bulky, bloated, leaking at the edges workbook from a colleague. Now the onus of maintaining it is on us. The person who made this workbook is nowhere to be found. May be she is vacationing in Hawaii sipping pineapple juice. May be he became a vice president and roaming the country in your company’s private jet.

So what do we do? How do we handle this inheritance?

That is the topic of our podcast, episode 8.

In this podcast, you will learn,

  • An overview of the inheritance problem
  • 6 Tips to understand workbooks made by someone else
  • Tip 0: Talk to the creator
  • Tip 1: Model the workbook on paper
  • Tip 2: Locate the engine, ie the formulas
  • Tip 3: See what else is under the hood – hidden sheets, names, VBA code
  • Tip 4: Annotate (add comments) as you learn
  • Tip 5: Locate the controls – inputs, assumptions, scenarios
  • Tip 6: Re-construct from scratch
  • Deep dive in to understanding the formulas
  • Deep dive in to understanding VBA code
  • Conclusions

Go ahead and listen to the show

Links & Resources mentioned in this session:

Keyboard Shortcuts

Important Excel Functions to learn

VBA Code concepts

Transcript of this session:

Download this podcast transcript [PDF]

How do you handle workbooks made by others?

In corporate environment, inevitably, we all end up hauling others work. In this podcast, I have shared the techniques and ideas I frequently use to handle such workbooks.

What about you? Do you take over workbooks made by others? How to handle them? What tricks and techniques you apply to demystify the complexities of these files? Please share your thoughts in comments.

Subscribe to Chandoo.org Podcast

Do you know that you can subscribe and receive latest episodes of our podcast right to your ears? Use one of the below links to get started.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

15 Responses to “Make a Bubble Chart in Excel [15 second tutorial]”

  1. Jeff Weir says:

    Noooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo!!

    • Chandoo says:

      Whyyyyyyyy?

      The idea is to tell how to make a bubble chart. I got an e-mail from a reader recently asking how the scatter bubble is made. So I thought a 15 second tutorial would be a good idea to show this.

  2. Jeff Weir says:

    Did that email go "Dear Chandoo, I know that you scorn bubble charts, but if I don't do one in Excel for my boss then he'll fire my sorry ass, and my children will have to be sold for medical experiments in order for me to be able to afford the upgrade path to Excel 2010"?

    If so, fair enough...it's all in the greater good 😉

  3. sanwijay says:

    Chandoo,

    I am using excel 2003 and it is not working. The x axis is not the one that I enter in x axis column. Please help! Thanks.

  4. sanwijay says:

    Sorry, after few attempts, I managed to get the right result. I shouldn't select the title (header) of the table and select only the data to produce the right bubble chart.

  5. Precious Roy says:

    What's wrong with bubble charts? Is there a better method for displaying scatter plots with lots of overlapping data points? Don't tell me you'd rather jitter!

  6. Chandoo says:

    @Sanwijay: Cool.

    @Precious Roy: There is nothing wrong with bubble charts. Infact, it is the only way to show 3 dimensional data (x,y and sizes) without confusing your audience. Jeff is worried that people might misuse the chart. As with any chart, bubbles also have a place and time for using them.

    I recommend using bubble charts to show relative performance various products in several regions and similar situations.

    Also, human eye is notorious in wrongly estimating the bubble sizes (as we have to measure areas). See http://chandoo.org/wp/2009/07/28/charting-lessons-from-optical-illusions/

    We can partially improve bubble charts by adding data labels, but if you have too many bubbles, the labels will clutter the chart and make it look busy.

  7. KW says:

    I can't seem to find a way to plot more than ten bubbles on a chart and need to know how to add more

  8. Chandoo says:

    @KW.. why would such a thing happen. I am sure you can add more bubbles that that. Can you tell us exactly what you are doing...

  9. Michiel says:

    Example table:
    A B C (size)
    Me: 25 30 15%
    Him: 30 22 11%
    Her: 12 30 20%

    I am trying to make a bubble chart where the Y axis is A, the X axis is B, and the size of the bubble is C. There should be only 3 bubbles. I keep ending up with six (with the labels being only "Me" and "Her"). My goal is to have three bubbles, one representing each person. Clearly I am doing something wrong. Can you help explain...?

  10. Priya says:

    Hi,
    I wanted to add data labels to the bubbles. Each bubble represents a different company name. Excel allows me to add the size, legend, x axis values and y axis values. How do I add instead- Company A, B, C, D for the bubbles?

    • Mai huong says:

      youon you have to choice every data for every company..
      ex:create bubble for A company,after that click right> add data label> adjust data labels :format data labels and choose : series name.
      i hop u will succeed .

  11. [...] we create a bubble chart with 2 bubbles. 1 for the actual mustache & 1 for target [...]

  12. IT says:

    If we want bubble size to be controlled by one column, but the bubble labels to be controlled by another column, how can this be achieved?

  13. Nicola says:

    many thanks!!!!

Leave a Reply