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This week I am going to introduce a method for allowing single points to be highlighted and interactively moved in Excel Scatter / X-Y Charts and Line Charts.
You will see a lot of these style charts in various places where you want to highlight various aspects of the chart to your audience. It is a great technique for complex scientific and engineering charts where you may have hundreds or thousands of points.
Introduction
Excel charting basically has 2 styles of charts with these being Y value vs X Value charts and Y value vs X Label charts.
Examples of the X Value charts are Scatter and Bubble charts. Examples of the X Label charts are Line, Column, Surface, Area, Radar and Bar charts.
The basic differences between these is that the former has a variable X Axis and the later has a fixed X-Axis spacing between subsequent data points.
Some members of the X Label charts can display a value-type X axis when the X entries are dates, ie: The X values are plotted proportionally to the dates they represent. These types include Line, Area, Column, and Bar (Thanx Jon)
Y value vs X value (Scatter Charts)
As these charts are plotting Y vs X directly onto the chart, it is simple to add a series which contains the points you want to highlight.
It is worth noting that chart series for Scatter Charts don’t have to have an equal number of entries in each series. We will use this add a new series with just one point.
Method:
Goto Pg1 of the sample file. Sample File
My Data is an X-Y set of data in B2:C41, each Y value in Column C is plotted on the chart against the corresponding X value.
To plot a single point it is a matter of adding a new data series to the chart
The new series will be the 2 cells at B43:C43
1. Setup 2 lookup cells
In B43 put the equation =OFFSET(B$1,$B$44,0)
In C43 put the equation =OFFSET(C$1,$B$44,0)
Note that both these formula retrieve a value that is the value in the Cell Reference cell, B44, below B1 and C1 respectively.
2. Setup a Cell Reference cell
Put a value in B44 for now say 1
3.Add a new Data Series to the Chart
Right click on the chart and goto Select Data
Add a New Series
Series Name Highlight
X Values =’Pg1′!$B$43
Y Values =’Pg1′!$C$43
4. Add a slider
The slider is already installed
5. Set the Sliders Cell Link, Min, Max and other details
You will now have a new data point which will be at point 1 on the chart
6. Format the New Data Series
Right Click the new point and Format Data Series
Select a larger Marker Size and make it a Bold Red to stand out
7. Add a data Label to the series
Right Click the New Series and select Add Data Labels
8. Format the Data Label
Right Click the New Series and select Format Data Labels
On the Labels Options Tab, Tick the X & Y values
Select the Label and change the Font to a Bold and Increase Size so that it stands out
Use:
As you move the slider the Highlighted point will move back and forwards across the screen and show both the location and X & Y Values of the data point.
How Does This Work?
The chart contains a second series consisting of a single point (x,y) which has been formatted to make it stand out on the chart
The coordinates for the new point are retrieved from the My Data list by using an offset from the top of the list.
The offset retrieves its offset value from a Cell Reference cell which in turn is controlled by a slider.
Why use Offset instead of Vlookup or Index/Match?
We aren’t concerned with looking up the actual value of the highlighted point, we are interested in retrieving for example the 9th data point from the list and the the 10th or 8th as we move the slider. The Offset only cares about how far it has to go to get the value, not the value.
By doing this we can mix up the X values, as Scatter charts allow you to do, and offset will happily retrieve data in order and doesn’t care about duplicates or having sorted data. Type any values into the X Column and watch as the offset happily maintains the highlighted point.
Line Charts
As these charts are plotting Y vs the position of the value on the X-Axis, a slightly different method is employed to highlight a point of interest.
For Line Charts we will add a new series to the chart and then use a method for hiding the non-highlighted points so that only the highlighted point is visible.
Method
Goto Pg2 of the sample file. Sample File
1. Setup a Cell Reference cell
Setup a Cell Reference cell by putting a 1 in D43
2. Add a New Data Series
Besides the sample data, add a new series Highlight
D1: Highlight
D2: =IF(ROW()-1=$D$43,C2,NA())
Copy D2 down to D27, Don’t worry about the errors #N/A, you put them there.
3. Add a new Data Series to the Chart
Right click on the chart and goto Select Data
Add a New Series
Series Name – Highlight
Y Series =’Pg2′!$D$2:$D$27
Note there is no X Value as the Y values are plotted in order against the existing X Values
You will now have a new data point which will be at point 1 on the chart
4. Format the new Data Series
Right Click the new point and Format Data Series
Select a Bigger marker size and make it a Bold Red to stand out
5. Add Data Labels
Right Click the New Series and select Add Data Labels
Right Click the New Series and select Format Data Labels
On the Labels Options Tab, Tick the X & Y values
Select the Label and change the Font to a Bold and Increase Size so that it stands out
6. Add a slider
The slider is already installed
7. Set the Sliders Cell Link, Min, Max and other details
Use:
As you move the slider the Highlighted point will move back and forwards across the screen and show both the location and X & Y Values of the data point.
How Does This Work?
The chart contains a second series consisting of a Column of #N/A error messages and a single cell containing teh Y value for the corresponding data point
Excel ignores and doesn’t plot the cells with the error message and so only the highlighted cell is plotted
The coordinates for the new point are retrieved from the My Data list by comparing the current Row to the Cell Reference cells value and if they are the same retrieving the Y value, all others rows have an error message inserted.
The slider is connected to the Cell Reference cell and so when the slider is moved the Cell reference cell updates and the new highlighted cell retries its value.
Quick Tip #1:
You can change the highlight from a standard marker to pretty much anything you like
Insert an Icon on your worksheet, Insert Menu, Insert Icon
Format the icon as you wish, Color, Size and Copy the icon
Select the Chart and select the Highlighted data point and Paste
To apply the picture/icon to all points in a series select the series and paste
Quick Tip #2:
You can add multiple highlights using the same techniques described in this post ie: for showing Min and Max values.
Instead of linking the Cell Reference cell to a slider link it to the Minimum or Maximum value of the data: =Min(Range), =Max(range)
Checkout the example on Pg3 of the Sample File: Sample File
FUNCTIONS USED:
Offset: http://chandoo.org/wp/2008/11/19/vlookup-match-and-offset-explained-in-plain-english-spreadcheats/
Row: =Row() returns the Row number of the Current cell
=Row(M10) returns the Row Number of Cell M10 = 10
NA: = Returns the Error Message #N/A
How do you like to highlight your data? Let us all know in the comments below:
What would you like to see discussed as a How To? Let me know in the comments below:
33 Responses to “Show Months & Years in Charts without Cluttering”
Very CooOOOoool 🙂
Would it work if I merely change the display format for the dates, or do they actually need to be retyped in that format (Nov, Dec, etc)?
ps- it's only about 34 donuts per month, or slightly more than 1 per day. Yum!
To make it work automatically when you create a chart, delete the labels above the Year and Month columns, but keep the label above the Y data (Donuts). The blank cells tell Excel that the first row and first two columns (indicated by the blanks) are special, so it uses the first row for series names an the first two columns for X axis labels.
This is better than the other kind of donut chart, but you'll soon be carrying a big donut around your midsection.
First off, thank you Chandoo for being respectful and taking out the "Jesus" comment. Not that I'd threaten to kill you, or start world-wide riots, or make you go into hiding if you didn't (as OTHERS would; wink, wink, nudge, nudge)... I just really appreciate your respectulness and consideration; so thank you. I was meaning to write you about it, but when I came to your site you'd already made the edit... so again, thank you!
Secondly, I wanna say I think there's an easier way to do what you are demonstrating. I've got a pivot chart with months of data and all I had to do was right-click the x axis and then select "format axis", under "Axis Options" there's a check-box that says "Multi-level Category Labels". The chart I was able to do this on was a pivotchart however so maybe it wouldn't be that easy for a non-pivotchart.
Anyway, love the site. Keep up the good work. Thanks also for being so open about your success, it's very encouraging and motivating.
God (aka Jesus) Bless. 🙂
Hi Chandoo - great site! Another option to save space is to simply rotate the orientation of the text by 90 degrees, so the dates read vertical rather than horizontal. However, I like the elegance of your solution also.
Hey Chandoo -- Great tip. Only yesterday I was working through some strange behaviour with formatting dates in PivotCharts. Seems the axes never want to cooperate. This is a neat and elegant solution I hadn't thought of using. May need to abandon pivotcharts to use formulas like that, but if we use dynamic named ranges, no big sacrifice.
BTW, whatever did you do to get your site blocked in China? Never heard of regime change by a grass-root spreadsheet movement. Maybe your ISP is hosting some problem sites. Chandoo.org is certainly worth it for me to fire up the VPN, but I'm sure you would lose a lot of other visitors from the middle kingdom.
Chandoo ... pls help.. the link is blocked over here... pls can you put the regular link... 🙂
@JP... Excel Axis formatting is linked to cell formatting by default. So you can just have the dates which are formatted to look like months (mmm).
@Erin: It was not my intention to mock anyone's faith or religion. I just used the word as it is quite common. I decided to remove it as I got 2 emails from readers requesting for the same.
Also, the pivot charts take pivot table groupings by default, so you need not do any of the above while making charts from pivot tables.
@Kein: I am not sure why Chinese authorities decided to block my site. I wish they would actually look at the content instead of blocking sites based on simple text matching rules.
@Kapil: The file is mirrored here: http://chandoo.org/img/d/date-axis-months-years-trick.xls
Cool, really cool...
Nice one Chandoo,
Also would like to mention abt useful method while creating dynamic charts.
In any chart where in the months keep on adding - instead of changing the range for the chart every time we add a month, we can actually format the months as dates (probably 1st of every month) still keep the format as "mmm" AND while selecting the data, we can select a huge rows (date column) once and for all, and the chart adjusts automatically with the data that we entered. So next month when I enter Dec's data, I need not change the source data of the chart, however it automatically adjusts.
Hope I made sense.!
Regards,
SS
Thanks, Chandoo! This is a great tip - one that I will definitely put to use. I typically have an axis with mmm yy format, aligned vertically, but this will definitely look a bit cleaner (except in cases where the chart is too small for the axis labels to be displayed horizontally, even without the mmm yy on one line). Thanks again!
Tom
Chandoo,
Thank you for the posts you are very diligent not to mention very helpful. I would like to know how to get the separation lines on the axis? For example your candy sales chart has longer lines separating east and west how do you format that?
Thanks for being very awesome!
-Josh
Hi Chandoo, we can look the formulas because there is a message:"Unsupported features".
Could you send a diferent Link ?
Thanks.
@SS But what if you've got formulas in the data block (i.e where you would enter static data for the month of december)? My chart now shows #N/A #N/A in the axis with no data for all future dates.
Chandoo, I've got a dynamic range set up showing #N/A errors for future dates. The MMM-DD date format format in row works fine, but when I use YYYY and MMM in two rows, the axis shows #N/A #N/A for all future dates with no data. How would you go about keeping those future months hidden?
Matt -
In order for the axis to automatically extend to the dates within the range and ignore #N/A at the end, you need a date-scale axis, and for this you need to use one column with the complete date, not two columns with year and month.
If you want to use two columns, you need to generate Names in the worksheet which define ranges only as long as the number of months. I have a review of dynamic chart approaches in http://peltiertech.com/WordPress/dynamic-chart-review/ and a whole category on my blog at http://peltiertech.com/WordPress/category/dynamic-charts/. Chandoo also has examples of his own on this site.
How do you make a dynamic chart out of this?
I can't get the axis labels range right.
I tried something like this:
=OFFSET(REPORT!$H$10:$I$10;0;0;COUNTA(REPORT!$H$10:$I$100);1)
Any idea?
Ethan -
Your offset formula defines a range 1 row in size, but the technique here requires 2 rows. Your definition should end with
;2)
instead of
;1)
Thanks Jon,
Got it working now
Great! Now, is there any way to do this directly in Powerpoint? I don't like having linked excel files, so I create the graphs right inside Powerpoint, any way to do this there? I tried and was unsuccessful.
Thanks.
Cool tip Chandoo......thanks
[...] extract year and month from dates to avoid a mess in our stock chart. Chandoo has a great post: Show Months & Years in Charts without ClutteringIn cell B2:=YEAR(D2)In cell B3:=IF(YEAR(D3)=YEAR(D2), "", YEAR(D3))Cell C2:=IF(TEXT(D2, [...]
Hi there,
I have got a data ranging for 3 years. I want to show a chart which shows Jan of 2011, 2012 and 2013 together side by side; then Feb11, Feb12 and Feb13 side by side, then Mar11, Mar12 and Mar13, and so on until December.
Please help. Thanks.
@Bilal
Do you want a number of charts next to each other as separate charts or the data next to each other in a single chart?
What type of chart were you thinking about?
Can you post your data for us to review?
Refer upload instructions at: http://chandoo.org/forum/threads/posting-a-sample-workbook.451/
Hi there
Very good solution this. I have another question on it, though. How do you format the X-axis with monthly gaps (ie, with labels "Jan 2012", "Apr", "Jul", "Oct", "Jan 2013", "Mar", etc), when you're dealing with a data series with weekly or daily data points? The Axis Options dialogue box doesn't appear to offer "Date axis" as an option under the "Axis Type" section.
I've managed to do it in one case with weekly data by setting the interval between tick marks at 13 -- the approximate number of weeks in a quarter -- to get 3-month intervals. But this wouldn't work if I wanted to show 1-month intervals, or had a more detailed daily data series to work with.
Any luck getting the dates to work on a scatter graph? I'm only getting numbers. Works fine on line graphs though.
How can we do the vice versa? i.e. on the x-axis showing year on the level 1, and months on level 2.
I wanted to build these kind of axis labels for 5 years, with year on top and months at the bottom, but it should form in such a way that the seperating lines should seperate the entire data set only at December of each year, and no lines in between any month.
@Apoorve
Just re-arrange the columns
You need to put a space in all cells where you don't want a year
See the attached file
http://chandoo.org/wp/wp-content/uploads/2010/11/Chart-for-Apoorve.xlsx
Unfortunately you don't get any control over lines its all or nothing.
Hello - the link seems to be broken:
http://cid-b663e096d6c08c74.office.live.com/view.aspx/Public/date-axis-months-years-trick.xls
Regards.
Like!!
Three times already today I have used this website and saved a ton of work time in researching excel tricks.
Suggestion: Why not have a "like" or "this article was useful to me" button. That way you can see what is most useful by your users and maybe generate more content based on those "likes".
Just saying. Thanks again and you're doing a great job!
Thanks for the tip. However, I couldn't download your file. The link is broken.
Thank You for taking the time to post this tip. I hope that you have a blessed day.
The link does not work properly and I'm not sure how to actually get the graph to display like this, its frustrating me a tonne. I cant work out what to google either to find an answer elsewhere! 🙁
Is this possible with waterfall chart. Data hereunder -
Years Abbrevation Amt
2020 BEG 2,006
REV 1,950
EMP 1,058
DM (3,244)
OOE 1,078
OPMT 182
AB (638)
END 2,392
2021 REV 8,534
EMP 67
DM (2,142)
OOE (3,120)
OPMT 510
AB 1,008
END 7,249