I was toying with the idea of creating a tag cloud in excel – as a form of new visualization, this could be useful when you have medium amounts of data (eg: 50-300 rows) and you want to emphasize on what is important and what is not. I would imagine using a tag-cloud,
- When you are listing features of your software
- When you are listing your sales figures across top 1000 cities of your country
- When you are analyzing visitor data to your web start up
My goal is to generate a tag cloud from a selected data table (with just 2 columns, one with text to display, the other with any number on it) as shown below:
Download and play with a sample tag cloud visualization I have created
Since anything related to changing cell formats is not possible using functions, I had to write a VBA Macro (a subroutine that you would write in your excel sheet to achieve a task). The logic is simple:
1. Read the selected table and create 2 arrays, 1 with tags and another with the numeric data
2. Select an empty cell in the work book (I choose E10)
3. For each item in tags array:
– Add text to the selected cell
– set its font size based on normalized value between 6 and 20
The code is shown below:
Sub createCloud()
‘ this subroutine creates a tag cloud based on the list format tagname, tag importance
‘ the tag importance can have any value, it will be normalized to a value between 8 and 20On Error GoTo tackle_this
Dim size As Integer
size = Selection.Count / 2
Dim tags() As String
Dim importance()ReDim tags(1 To size) As String
ReDim importance(1 To size)Dim minImp As Integer
Dim maxImp As Integercntr = 1
i = 1For Each cell In Excel.Selection
If cntr Mod 2 = 1 Then
taglist = taglist & cell.Value & “, ”
tags(i) = cell.Value
Else
importance(i) = Val(cell.Value)
If importance(i) > maxImp Then
maxImp = importance(i)
End If
If importance(i) < minImp Then minImp = importance(i) End If i = i + 1 End If cntr = cntr + 1 Next cell ' paste values in cell e10 Range("e10").Select ActiveCell.Value = taglist ActiveCell.Font.size = 8 strt = 1 For i = 1 To size With ActiveCell.Characters(Start:=strt, Length:=Len(tags(i))).Font .size = 6 + Math.Round((importance(i) - minImp) / (maxImp - minImp) * 14, 0) .Strikethrough = False .Superscript = False .Subscript = False .OutlineFont = False .Shadow = False .Underline = xlUnderlineStyleNone .ColorIndex = xlAutomatic End With strt = strt + Len(tags(i)) + 2 Next i Exit Sub tackle_this: ' errors handled here 'MsgBox "You need to select a table so that I can create a tag cloud", vbCritical + vbOKOnly, "Wow, looks like there is an error!" End Sub
This code is totally reusable. Just right click on the sheet name at bottom & select “view code”. In the VBA Editor create a new module (Menu > Insert > module) and Paste the above code there. Go back to your excel sheet and select a 2 columned data table and run the createCloud macro. The cloud will be created and pasted in cell E10. You can change this by modifying the line Range(“e10”).Select.
Download the above code and an example in an excel
Happy charting 🙂
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.