Hourly Goals Chart with Conditional Formatting

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A while back I developed a solution to a Chandoo.org Forum question, where the user wanted a 4 level doughnut chart where each doughnut was made up of 12 segments and each segment was to be colored based on a value within a range.

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You can read the original post here: http://forum.chandoo.org/threads/hourly-goals-chart.30621/

This post will examine the techniques I used for the solution.

Data

Download the sample file: Download Hourly Goals Chart File

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The first thing to note is that there are 4 column of data, one for each measure of Safety, Quality, Delivery and Cost.

Secondly is that each measurement has 12 values representing the times from 4:30 am to 3:30 pm.

We need to setup a Doughnut Chart with 4 layers of 12 segments each

The easiest way to do this is to replicate the data area, but fill it with the same value in all cells,

I choose 1, but as long as all values are the same value, it can be any value

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Add a Doughnut Chart

Select the Range A16:E28

Goto the Insert, Chart and select the Pie/Doughnut menu

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We have a bit of work to do yet to get the charts format correct

First select the chart then select the Chart’s Legend and press Delete

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Next with the chart still selected, Right Click on any Doughnut and select Format Data Series

Set the Doughnut Hole Size to 25%

Do not change the angle of the first slice

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Right  click on the Outer Doughnut and select Add Data Labels, Data Labels

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Right Click on any Data Label and Select Format Data Labels

Tick Value From Cells, Select a range A17:A28

Untick Value

Untick Leader Lines

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Now manually click and drag each data label outwards to its final location

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Finally set the Border Color for the doughnuts

Right Click on each Doughnut in turn

Set the Doughnut’s Border Line to a Grey Color and a 2 Pt line size

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We can now add a text box for the Doughnut Labels

With the chart selected, goto the Insert, Text Box menu

Drag a Text Box inside the chart

Right click on the Text Box and edit Text and type in the value Cost

Now repeat this for the other 3 Doughnuts

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Connect the Doughnut Segments to the Data Area

We now have a basic Doughnut chart with all the facilities we require.

Unfortunately, Excel doesn’t have a built-in Conditional Formatting option for charts.

So we will need to develop a system using some simple VBA.

Understand the Doughnut Chart

To write a piece of code we will need to loop through each segment of each doughnut and reference it back to the source data area

Then use some code to set the fill color

then repeat for each segment

 

To do this we need to understand which doughnut is which column of data and which segment in the doughnut is which time period

First select the inner Doughnut, Note that when you select it, Excel highlights the Safety Series as well as showing the Series Number in the Formula Bar

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Repeat with the outer Series and you will see that Doughnut 4 is connected to the Cost Data and is series 4.

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To determine which segment is which goto cell E17 and change the value from 1 to 2

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So we understand that the series go from Value 1 to 4, Inner to Outer Doughnuts and that the segments go from value 1 to 12 clockwise, starting to the right of 12 O’Clock.

Finally select the Chart and make note of it’s name.

The Charts Name is shown in the Name Dialog above cell A1

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Now for some VBA

Lets start by first manually recording a macro in VBA and we will then edit and add to the macro to get our final result

Start the macro Recorder by Pressing the Macro Button in the lower left corner of the Excel Window

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Note the Macro Name, which is most likely Macro1 and press Ok

Now everything that you do is being recorded by the Visual Basic Editor (VBE)

Select the Outer Doughnut, then select Segment one, then Right Click on Segment one, Format Data Point

Select the Fill & Line menu

Set the Fill to a Solid Fill and Select a Color Red

You can now stop macro recording by pressing the Macro button again

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Lets look at our code

To change to VBA press the Alt+F11 button

You should have a screen similar to this:

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Take note of the above.

We can see that we have a Macro1 subroutine, located in Module 1 of our Excel file.

If you can’t see a Properties or Immediate window, don’t worry.

Looking at the VBA Code we can see

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  1. That the chart is called Chart 1
  2. We selected Doughnut 4, the outer doughnut
  3. We selected the first segment in Doughnut 4
  4. We set the Fill Color of Segment 1 to Red  = RGB(255, 0, 0)

So this little bit of code will form the basis of our macro

What we need to do next is to place that within 2 loops, one loop for the Doughnut and one loop for the Segment

So lets do that:

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You can see above that we have initialised two variables Doughnut and Segment as Integers

We have setup two loops, one for the Doughnut which will loop from 1 to 4 and a second loop for the Segment, which will loop from 1 to 12.

We can now use these variables within the code to reference each Doughnut / Segment as relevent

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The next thing is to add lines to lookup the value of the measure in the original data table.

We can use our variables to assist us with this:

I have added a new variable declaration myVal and declared it an Integer as it is only storing the values from, 0 to 3.

Then we retrieve the value from the data area by using a Range(“”).Offset(Row,Column) combination.

We know that the segment loops from 1 to 12 and this is the Row Offset in each Doughnut.

The Doughnut loops from 1 to 4 and this is the Column Offset from the cell A1

 

 

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Next we need to allow for each fill color remembering that the data area has a legend

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We could loop from a value of 0 to 3 and check the new variable myVal against each value and set the color.

But VBA has a Select Case function which is ideally suited to this task

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A also took the opportunity to streamline the Chart selection process in the previous step

That allowed the use of the With Object construct, allowing the Select case to use the myVal to apply different colors to the fill property of each segment

 

At this stage we can run the code, by simply pressing F5 in VBA

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We can change the code to allow it to update automatically when Data range changes

To do this we need to shift the code to a Sheet1 Code Module associated with Worksheet Sheet 1

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Note above that the code is now located in a Private Sub Worksheet_Change event. This means that the code runs whenever worksheet1 chnages.

The next line If Intersect(ActiveCell, Range(“B2:E13”)) Is Nothing Or Target.Count > 1 Then Exit Sub

Checks whether the cell that changed was not part of our Data Area or that multiple cells were selected.

If either are are true the macro ends

Then finally I removed the MyVal calculation and made it part of the Select Case function.

because we aren’t using myVal I removed the Dim myVal statement

We can now also remove Module 1, right click on it and Remove Module.

Save the file and return to Excel with Alt+F11

You can now change any cells in the data area and the macro updates the chart accordingly

Can we tidy up the layout of the worksheet?

Although we now have a fully functional model, we are stuck with an ugly worksheet layout because our template of 1’s is being used to support the framework of the 4 Doughnuts in the chart.

What if there was another way to achieve that?

Well there is.

Firstly, we could simply shift the range A18:ER30 well away from the Chart and data area or even move it to another worksheet.

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This will work, but risks a person adding data, rows or columns and messing up the layout

But there is a better way

I am going to add 4 Named Formula to the worksheet, one for each Doughnut

Goto the Formula, Name Manager Tab and add 4 Names as listed below:

_Safety      =1+(ROW(OFFSET(Sheet1!$A$1,,,12,1))-1)*0

_Cost        =_Safety

_Delivery  =_Safety

_Quality  =_Safety

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The 4 Names now contain an array of 12 x 1 each with a value 1.

We can use that to link the Doughnuts to instead of the Physical Range

Right click on the chart and Select Data

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Select each Doughnut in term and Edit

Change the Series Name to Row 1 and insert the Names into the Series values dialog.

Note that the formula must include the Worksheet name =Sheet1!_Safety etc

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Repeat this for the 4 Series

You can now select the framework range: A18:E30 and press Delete

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The chart remains intact and is now supported by the Named Formula

Change some values in the Data range at the top and the Chart updates as it should.

You can download the final version of the file here: Download Completed File

Final Thoughts

The technique applied to the doughnut chart above can fairly easily be modified to any chart type or in fact any other shapes.

Let me know what you think in the comments below:

ps: This has been one of my hardest posts to write, simply because Microsoft has misspelt Doughnut. In my native Australian English it is Donut.

 

 

 

 

 

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42 Responses to “Prevent Duplicate Data Entry using Cell Validations”

  1. Jair says:

    Hi Chandoo, I need you help in the following problem.
    I'm trying to get a direccion from a found result. With this dirreccion I will want the before cell value. For example, If result of a find is 38 localized in cell $C$2, I need to get previus value (cell $B$2 ), maybe Andrés.

    Do you know some way to do that?

    Thank you for you help.

  2. Lincoln says:

    Hi Chandoo

    Thanks for this. One thing though: In my pre-2007 version of Excel, the COUNTIF function doesn't recognise a semicolon (;), but requires a comma.

    Is the semicolon an Excel 2007 thing?

  3. Chandoo says:

    Jair... I am not sure I understand what you want. what do you mean by Dirreccion?

    @Lincoln: I am sorry, often I forget that I am using European version of excel where the delimiter is ; instead of ,. I have corrected the formula now.

  4. subbu says:

    Thanks for this nice tip, i used to do a find all after filling every new items which was cumbersome.

    Do you know a way to extend this validation search to other tabs/sheets ?

  5. Jair says:

    Thanks for you attention. I'm trying to get of value continue from a found value. Let me show a example:

    Name Years
    John 35
    Maria 28
    Teresa 32

    If I search the max years, the result is 35, but I need that result to be John. Do you know how I can do it?

  6. Chandoo says:

    @Subbu.. you can easily extend the validation to other sheets by pasting the data validations. See the latest article here: http://chandoo.org/wp/2009/10/28/copy-data-validations/

    @Jair.. you can use the large() or small() formulas to do this. for eg. =index(A1:A3,large(B1:B3,1)) will get you the name of the person with highest "years". More help here: http://chandoo.org/excel-formulas/large.html

  7. Jair says:

    Hi, I don't know if I'm using bad the formula or its performance is diferent for my Office version. Large() formula return the value in the cell, in my example 35. The index() formula use a range, row and column. I'm using the large() as number of row, and it is bad because into the range don't have row 35. This is my perception. What do you think?

  8. Chad says:

    Hello,
    I am trying to attempt data validation in Excel Mobile, but the DV tool isnt available. I want to prevent duplicates is all, any advice on acheiving this in Excel Mobile? Thanks..

  9. Chandoo says:

    @Jair... my french aint that good. it starts at "merci" and ends at "beau coup".

    Anyhow, you need to merge the large with vlookup to do this. I am not sure if you have solved the problem. Otherwise let me know with details and I can write the formula in comments.

    @Chad... I have never used excel mobile, so I have no idea. May be they have not implemented data validations in excel mobile.

    Any excel mobile users out there?

  10. Jair says:

    Hi Chandoo, the proposed solution by JlD is interesting. He created a macro to get values when the matrix is not one dimensional, how on my problem. This fuction for me.
    I would like to share you my work, how can I upload?

  11. Chandoo says:

    @Jair.. sorry for such a delayed reply.. you can upload the files to skydrive and link them here. Or you can email them to me at chandoo.d @ gmail.com and I will upload them somewhere. But it could take forever if you email files to me as I am a bit lazy.

  12. [...] Day 31: Advanced Data Validation Tricks in Excel – Part 2 [...]

  13. Muhammad Moin says:

    Hi,

    Can you help me in Microstrategy?

    Br,
    Moin

  14. Ramprasad says:

    really wonderful article. I feel it is implementing Primary Key concept into spreadsheets.

  15. sriram says:

    Hi article on data validation. Excel is a very versatile platform to work with and we use it for all kinds of data tabulation. In fact this must have been the most rudimentary data management tools I must have worked with and knowing such tips only adds functuionality to our user experience. Great article. looking forawrd to read more.

  16. Vasanth says:

    Hi Chandoo,

    Thanks for such a nice idea.

    I tried copy paste the data into the validated area, but the pop-up msg (warning msg) doesn't came. Is it something that we need to update the data manually each time,.

    Do we have any option where we can bulk upload the number and it throws a warning message that the data already exits and do we want to continue with this ?

    Please do reply me.

    Thank you.

    Regards,
    Vasanth.

  17. kochu says:

    It was really useful chandoo...thanks a lot...

  18. Leo says:

    Tried this in excel 2010 and it did not work?
    Could the newer excel have changed that much?

    • Hui... says:

      @Leo

      It works fine in Excel 2010

      The formula used above =COUNTIF($B$4:$B$11,B4)<=1

      only applies to the range B4:B11

      Did you adjust the range to your data?

  19. Tariq Khan says:

    This page helped me accurately to find solution of my question. thanx

  20. Murli says:

    we want to prevent duplicate entries in three columns combined, using data validation, i.e. say, column A has first name and Column B has middle name, Column C has last name. the first name can be duplicate, middle name can be duplicate, last name can be duplicate, but not all three at the same time.

  21. Murli says:

    I want to prevent duplicate entries in three columns combine, using data validation, i.e. say, column A has first name and Column B has middle name, Column C has last name. the first name can be duplicate, middle name can be duplicate, last name can be duplicate, but not all three at the same time.

  22. KokTiong says:

    Hi, I've tried above validation method to prevent duplicate value from entering into the cells. It's work, when user key in the data into the selected range. However, it's not working when user copy-&-paste the info into the same range.

    Please advice. Thanks. 

  23. ZAMEER SHAIKH says:

    Hi Chandoo,
     
    Does it work in Excel 2007?
     
    Please Reply

  24. mahavir says:

    thanks chandoo........

  25. SUSHOBH says:

    it does not work when data is copy pasted...any solution for this??

  26. shaloo says:

    hi i m shaloo and i want to know in excel if i write duplicate no.then it says or show about we are write duplicate no.

  27. Kris says:

    Hi Chandoo

    I've tried using this with a Named Range, which is actually a column in a Table as DV wont accept a table reference, and it wont work.
    Also tried using Offset to specify the Named Range, but that wont work either.

    Is it possible to use Named Ranges with DV?

    Thanks
    Kris

  28. Paula says:

    I have tried the above formula on a table column. The Error box does not pop up, there is only the small ! next to the cell with the duplicate. The column I am working with is formulas that produce a date. Is the reason it doesn't work that the cells contain formulas rather than data?

  29. Ken says:

    The formula works but only if I enter data in cell above it. So for example, if I have "123" in B11 it does not allow me to enter "123" in B10, B9, B8, etc. But I can still enter "123" in B12. Please help! 🙂

  30. Karan says:

    Great tip.. thanks a lot

  31. I have 21 years of experience working as data entry assistant. I constantly read several blogs to keep myself up-to-date with the advances in data entry profession. I really enjoyed this blog post. From my several years of experience, I agree with you 100% when you say, “ We all know that data validation is a very useful feature in Excel. You can use data validation to create a drop-down list in a cell and limit the values user can enter. ”

    Keep blogging. I will come here again.

    --data entry assistant

  32. HaroonRashid says:

    Hi,
    This is really very helpful.
    Thank you

  33. Junaid says:

    how can i assign two validation on a single cell
    one is for list validation (means the data should be from that range)
    second i want to prevent them from repetition

    how can i do this ?
    P7 to P506 have GR# which are for list
    i want to prevent C column to not to repeat and should be from the P column

  34. Gaurav says:

    friend can any one tell me the formula
    exname location qty
    gaurav 1 1
    rofan 2 5
    sandeep 3 6
    gaurav 4 3
    rofan 5 4
    sandeep 6 8
    gaurav 7 9

    If this is a data.
    if i want a formula by which if i type gaurav then all the location and qty should be shown in a new page.
    i had 5,00,000 sku so if i punch one name i can get the entire details

  35. Gaurav says:

    IF(ISERROR(INDEX($B$3:$C$9,SMALL(IF($B$3:$B$9=$B$12,ROW($B$3:$B$9)-ROW($C$2)),ROW(A1:C1)),2)),"",INDEX($B$3:$C$9,SMALL(IF($B$3:$B$9=$B$12,ROW($B$3:$B$9)-ROW($C$2)),ROW(A1:C1)),2))
    please explain

  36. MD. RASEL SARDER says:

    YOUR COUNTIF FORMULA IS REALLY HELPFUL AND WORKS. I TRIED SEVERAL SITES BUT THEIR FORMULA DOES NOT WORK. ONLY YOU HAVE GIVEN A RIGHT FORMULA!
    THANK YOU!!!!!

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