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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:
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.