Meet our new guest author, Ian Huitson, or Hui.
Hui will share excel tutorials, implementations with us once a week. Please visit About – Hui to learn more about him.
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:
15 Responses to “Highlight Employees by Performance Rating – Conditional Formatting Challenge”
While this might solve the question Shelly asked, there is another option that might be more useful - a pivot table could make a list of people who fall into the various categories, so, if you needed to simply see who got in the top bracket to give them a bonus, you would have that list
Simply sorting by the rankings would work too, but you would knock them out of alphabetical order.
Normal
0
false
false
false
EN-US
X-NONE
X-NONE
/* Style Definitions */
table.MsoNormalTable
{mso-style-name:"Table Normal";
mso-tstyle-rowband-size:0;
mso-tstyle-colband-size:0;
mso-style-noshow:yes;
mso-style-priority:99;
mso-style-parent:"";
mso-padding-alt:0in 5.4pt 0in 5.4pt;
mso-para-margin-top:0in;
mso-para-margin-right:0in;
mso-para-margin-bottom:10.0pt;
mso-para-margin-left:0in;
line-height:115%;
mso-pagination:widow-orphan;
font-size:11.0pt;
font-family:"Calibri","sans-serif";
mso-ascii-font-family:Calibri;
mso-ascii-theme-font:minor-latin;
mso-hansi-font-family:Calibri;
mso-hansi-theme-font:minor-latin;
mso-bidi-font-family:"Times New Roman";
mso-bidi-theme-font:minor-bidi;}
The solution I chose makes use of the percentile formula.
The percentile formula returns the value representing the K-th percentile of a range of values. The range of values is the first criteria, and K is the second criteria in the formula.
I applied Conditional Formatting according to the formulas in the order below:
5% =$C6>=PERCENTILE($C$6:$C$33,0.95) Dark Blue
15% =$C6>=PERCENTILE($C$6:$C$33,0.85) Light Blue
65% =$C6>=PERCENTILE($C$6:$C$33,0.1) Green
10% =$C6>=PERCENTILE($C$6:$C$33,0.05) Light Red
5% =$C6<PERCENTILE($C$6:$C$33,0.05) Dark Red
The issue I noted with this approach is that Zambi was not highlighted in my solution as it is in the solution provided. Unless I am mistaken, and I very well may be, the 10th percentile for this data set is at 2.21, so Zambi would fall above the 10th percentile with a PR of 2.3.
The first step to this was figuring out the 'buckets'; what scores should fall into each range. In attempting to match the formatting of the spreadsheet, I determined the buckets below.
5% = 95% to 100%
10% = 90% up to but not including 95%
65% = 10% up to but not including 90%
10% = 5% up to but not including 10%
5% = under 5%
After that, it is a relatively simple matter to plug the necessary values into the conditional formatting formulas as shown above.
One final consideration is that while the buckets above match the color banding on the spreadsheet, I believe that the original request suggests a different color banding with 6 buckets shown below.
Top 5% = 95 to 100% Dark blue
Top 10% = 85 up to but not including 95% Light blue
Top 65% = 35 up to but not including 85% Green
Bottom 10% = 10% down to but not including 5% Light Red
Bottom 5% = 5% or under Dark Red
This leaves one final bucket of 10 to 35% (exclusive of both values) that is not highlighted and so would remain white.
Thank you Chandoo and Shelly for an interesting and useful exercise. This is certainly a valuable technique to have in my reporting bag of tricks.
Use of PERCENTILE is a smarter way of doing it. Below is my solution.
First 5 % = Apply conditional formatting (Dark Blue) as highlight ">=" =PERCENTILE(C:C,0.95)
Next 15% = Apply conditional formatting (Lighter Blue) as highlight between =PERCENTILE(C:C,0.95)-0.01 and =PERCENTILE(C:C,0.8)
Next 65% = Apply conditional formatting as highlight (Olive Green) between =PERCENTILE(C:C,0.8)-0.01 and =PERCENTILE(C:C,0.15)
Next 10% = Apply conditional formatting as highlight (Lighter Red) between =PERCENTILE(C:C,0.15)-0.01 and =PERCENTILE(C:C,0.05)
Bottom 5% = Apply conditional formatting (Red) as less than =PERCENTILE(C:C,0.05)
I agree, this is a challenge faced by HR managers every year and use of percentile formulae is the most popular solution which permits further processing like making bell curve, applying increments based on segmentation etc.
Hi Chandoo,
I came at the same solution as yours (not looking at yours first) but I have hard coded the conditions in the conditional formatting. For example:
=AND($C6>=$D$10,$C6<$D$9)
I have done the same thing 5 times for each condition. This makes the formatting independent of the order of specification. I think it will work better across versions of excel.
To copy the same thing in all sheets, Shelly can copy these formatted cells with format painter and apply it to the relevant cells in next sheet and so on! I know 700 sheets will be difficult but I dont know of any other way to apply conditional formating rules to the whole sheet.
First i have used percentile formula in the next column of "percentile Threshold" where E5, E6.. is input to colour code.
The idea behind doing this is to replicate the formula for any range and any threshold
=PERCENTILE($C$3:$C$30,1-E5)
=PERCENTILE($C$3:$C$30,1-E6)
=PERCENTILE($C$3:$C$30,1-E7)
=PERCENTILE($C$3:$C$30,1-E8)
=PERCENTILE($C$3:$C$30,1-E9)
Now i have given logic to different employee by applying "if Formula"
=+IF(J3>=$G$5,1,IF(J3>=$G$6,2,IF(J3>=$G$7,3,IF(J3>=$G$8,4,5))))
where 'J" referes to PR and "G" refers to percentile derived from above mentioned formula.
once again it is replicable (just change reference points)
Now comes the major part of Conditional Formatting, i have used "use a formula to determine which cells to be formatted"
Formula =$j=5, format "required colour" Applies to "$I$3:$J$30"
plus put tick on stop if true
This solves the query, important point that this is repeatable and can be done for n number of departments
Thanks !
I had done some reading on it and in Excel 2010 a new function has been introduced, percentile.exc. Attaching a video which also talks why the old percentile function shouldn't be used as it acts erroneous at times. Might be worth a watch Chandoo,
http://www.itechtalk.com/thread10579.html
@Deepa
Quit correct.
Where ever you use statistical spreadsheet functions and are using excel 2010 you should use the new versions of the functions as MS did a lot of work to speed up and fix errors in the old functions.
Warning: If you use the new Excel 2010 statistical functions in Named Formulas most of them will crash excel so do keep that in mind.
Hello Chandoo,
When i first read the challenge file, i thought, the color that need to be applied for a given rule, also need to be picked dynamically as given in rule set. But in the solution file, i found that color is hard Coded. So in case, someone has same data, but wants different colors, he/she needs to goto manage rules and change colors.
Let me know if my understanding is correct, and if yes, can we also make the color to be applied dynamic?
Thanks
Kishore
HI I ALSO USED THE PERCENTILE FUNCTION. HOWEVER, I WENT A STEP FURTHER AND USING THE SMALL() FUNCTION I SORTED THE DATA BY PERCENTILE SO THE COLOSCHEME WOULD BE GROUPED BASED ON THE VALUE. THIS WAY IT IS BETTER AND EASIER TO VIEW.
[...] recently posted a challenge to help a reader with a [...]
Hi, i have got doubt regarding to the percentages that has been put in chandoo's spreadsheet, i cant understadn how he put directly. can some one please explain how chandoo put the percetages straight way that i stated below..
5%
15%
60%
10%
5%
I have stumbled on this post as the solution has been already given so I have taken the liberty to record a video where I show the implementation of it as well as adding a filtering feature which I hope can prove to be useful.
Thank you
http://www.xlninja.com/2012/06/28/how-to-use-excel-to-highlight-employee-performance-rating/
[...] scriu nici macar un cuvant din urmatorul articol. Astazi mi-am citit mailul si hopa challenge de la Chandoo. Cum puteam sa refuz asa ceva si m-am apucat de citit, iar dupa 5 min i-am spus sotului ca pe asta [...]
Question for Chandoo:
I came to your site late but am totally loving these challenges 🙂
I guess it all boils down to how the bins are set up.
I agree with the PERCENTILE.INC function.
pls help me understand where I am wrong.
I have determined following the bins:
bottom 5% <=2.00 (F6:F33 <=PERCENTILE(range,.05))
lower 15% (5+10) <= 2.40 (F6:F33 <=PERCENTILE(range,.15))
lower 80% (5+10+65) <=3.46 (F6:F33 <=PERCENTILE(range,.80))
lower 95% (5+10+65+15) <=4.00 (F6:F33 =PERCENTILE(range,.95))
top 5% <=4.20 (F6:F33 <=PERCENTILE(range,1.00))
I find that only Tom is highest scorer and unique top 5% achiever.
I notice that Chandoo has included Christy and Daniel in top 5% achievers. How can there be 3 people in top 5% out of a population of 28 (5% of 28 = 1.4, i.e. only one person can achieve that status)?
I tried different ways but cannot get to that distribution.
Rest of the work is simply organizing the conditional formatting rules with Stop If True box checked.
Thanks for your insights