This article is written by Alex Kerin from Data Driven Consulting.
“When expensive dashboard software doesn’t work, do it with Excel” stated Stephen Few back in 2006. This was before the release of Tableau, and some of the other solutions now available for visualizing your data, but Excel remains a great choice for creating dashboards when you extend it with sparkline add-ins, clever chart hacks, and VBA or (relatively) simple formulas.
Excel however isn’t regarded as a “serious” business intelligence tool for delivery of your metrics and charts. Perhaps some of this is that users expect dashboards to be deployed on the web not on a locally installed application.
Today we will learn how to export excel dashboards to web pages.
Exporting Excel Dashboards to Web:
When it comes to exporting dashboards to web, 4 options come to my mind. I’ll quickly review these, culminating in a look at a new option – Excel 2010 and Microsoft’s online version of Office – Docs.com
- Save your workbook as a web page. Text in cells is converted to text in html tables, while charts and other shapes are converted to images. Excel offers two formats – mhtml and normal html. The mhtml version saves as a single file with the images encoded as text. Only IE can natively handle mhtml file while plug-ins exist for some of the other popular browsers. The normal html file option creates a folder full of images. By choosing this option you obviously lose any interactivity you had via drop down forms, pivot tables, or VBA. The conversion of charts/shapes to images is imperfect, leading to fuzzy edged images, and in my (beta) version of 2010 sometimes resulted in blank or missing images. You also lose font type information in 2007, so if you’re using any special fonts to create in-cell charts they will end up looking odd. Excel 2010 preserves font information (as long as the font is installed on the user’s machine). Personally, I don’t think it’s a great option – you may as well just:
[click here for a larger version] - Take a screenshot and post it to your website. You could use contol-printscreen to take a snapshot of your dashboard. As this just dumps the screen to the clipboard you may want to use a screen capture tool which can select a portion of the screen and save it to a file easily. You’ll want to make sure you crop appropriately, for looks, and so that your boss doesn’t see your taskbar with your browser on Facebook. Excel 2010 has a new screenshot option, but that’s for inserting screenshots, not saving them out. You can’t save a file as jpg/png like you can in Powerpoint, but you could save as a PDF and upload that. But what if you want more interactivity?
- Publish using Sharepoint. Sharepoint is an MS server platform that among (lots of) other things, allows publication of Excel workbooks to the web. While some interactivity is preserved (like pivot tables), many features are not (VBA, form dropdowns, images, and shapes). As some sparkline add-ins use VBA to generate a shape that depicts the data, even the static shape will not be shown as it will be stripped out. Other add-ins use VBA and a special font to depict the shape. As Excel 2010 preserves font information, these may show on a Sharepoint server, assuming the user has installed the font. Of course though, they will not update as VBA is not allowed. Linking to external data sources is allowed, so you can use your OLAP cubes or whatever else. Sharepoint is a viable option, but requires servers and licenses, neither of which come cheap. What other options are there then?
- Docs.com and Excel 2010. Docs.com is Microsoft’s online version of the Office applications. At the time of writing (July 2010), it was still in private beta. Oddly, MS has chosen to release it with deep ties to Facebook (login, posting to your wall, and sharing documents amongst friends). I honestly have never needed to share a document with a friend, and equally I’m not friends with the people that I do want to share documents with. Despite this (and I’m sure plenty will change as Docs evolves past beta), Docs.com offers some interesting opportunities for web deployment of dashboards. It still suffers from no VBA or ability to show shapes – I suspect that docs.com is running in a Sharepoint environment, BUT, and this is a big but, Docs.com was built with Office 2010 in mind. This means that the sparklines new to Excel 2010 show up, and update when values change. Take a tour of one of my workbooks on docs.com here.
Problems with Excel Dashboards uploaded to Docs.com
You’ll see on the example that there are several warnings thrown up – I left some shapes in the file before uploading just to show you what the warning message looked like. Linking to external data is not allowed (as you would expect, compared to Sharepoint where you control the servers), so you’ll have to be clever about how you update the dashboards. If your goal is to deploy using Docs.com, you’ll probably design your dashboard with this in mind, making good use of pivot tables for example.
I could envisage using Docs.com in the following manner:
- Develop a great dashboard in 2010 that instantly makes the user aware of any problems (but you’re doing that already aren’t you?) and upload it to Docs.com
- Share the document with your users, and upload a new file as data is added to the dashboard
- For any interactivity (e.g. simple data exploration to further investigate problems), the user can download the document – even though things like dropdown list boxes are not shown on docs.com, they are preserved and will show and work on the local version (VBA is still a no-no as you can’t upload a xlsm file)
I would like to see some changes with Docs.com – for example being able to hide the “Who you are sharing this with” column, allowing full-screen viewing of just the sheet, and sorting out the sharing outside of Facebook.
Now this method will not be suitable for sensitive information where deploying to the cloud (albeit with careful sharing of access) would not be appropriate, but the concept of using Excel 2010 and Docs.com offers some interesting opportunities for web-deployed Excel dashboards, and for using on websites that teach us to become awesome in Excel…
Added by Chandoo:
How do you Export Excel Dashboards to Your Audience?
Do you save the dashboards as PDFs or email the workbook or save as web page? What is your way of exposing the dashboard to the audience?
Please share using comments.
More Resources on Dashboards:
Checkout our dashboards page which has lots of links, templates, downloads and tutorials on creating excel dashboards.
Thank you Alex
I thank Alex for sharing these beautiful ideas with all of us. Exporting dashboards is a growing need and we all could use help like this to become better. Thank you Alex.
About Alex Kerin:
Alex runs a kickass consulting business at Data Driven Consulting. He shares a lot of innovative ideas and information on dashboards, visualization and Excel thru his blog regularly. And of course, he is awesome with excel.
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.