Earlier in the week Chandoo presented Give more details by showing average and distribution
At the top of the post was a small screen capture from Amazon.com showing a 5 Star chart showing that Twilight had a 3.5 Star Rating (way over-rated if you ask me).
I received an email shortly afterwards from Rajiv, “How can I make one of those charts ? ” with the Stars Circled
It’s actually very simple and this post will show you how.
The Technique
The technique involves putting a mask in front of a single bar from a Bar Chart
The mask has a plain background and has cut-outs where the Stars are, which are transparent and so only the bar chart shows through in those areas which are cut out.
Lets Do It
On a worksheet we need a cell where we have a Rating Value, lets use B2
Make the value in Cell B2, 5
Select the cell B2 and Insert Chart
Insert a Bar Chart (Clustered Bar)
Delete the following chart objects
- Title
- Legend
- Major Grid Lines
Select the Horizontal Axis
Format Axis
Change the Horizontal Axis Scale to
- Minimum 0
- Maximum 5
Delete the Horizontal and Vertical Axis
Move the chart and resize the Bar to your requirements
Change the Bar’s Fill to suit
Set Border color to No Color
Insert Picture
Import the 5 Star mask attached here
Position the mask in front of the charts Bar
With the mask selected shift the Right hand side and then left hand side so that you can just see the edges of the bar.
Check the placement by trying the numbers from 0, 1, 2, 3, 4, 5 and 0.1 in B2
You should see all the stars perfectly when the placement is correct
Select the Chart and 5 Star Mask together
Use Shift while selecting each one
Group the Chart and Mask together, so that they can’t be moved
Your are free to shift and resize this combined object on your worksheet as required
Vertical Charts
A Similar technique can be used for Vertical Charts using a Column Chart instead of a Bar Chart
Masks
The masks used here were made in CorelDRAW, but can be made in any Drawing/Paint program like Paint.NET, that allows you to save PNG’s with Transparency effects
The masks consists of:
- 5 Stars which have no outline color and are transparent
- 1 Rectangle which is White with no Outline color
The 6 objects are then Joined enabling the holes of the Stars to show through the White Rectangle
Using this technique any shape can be used as a mask
I have included the following masks for you to practice with or use:
5 Stars Mask with Outlined Stars,
If anybody knows how to join objects together in Excel to make holes through them as required here, Please let us know in the comments below:
Thermometer Charts
The above technique is great for application to Thermometer Charts, where the Thermometer can take on all values from 0 to 100% or 0 to $200,000
or whatever you require.
Files
All the above examples are shown in one file which you can download here or here for the 2003 Version
Download the Waves and Chameleon 2007 or Waves and Chameleon 2003 examples
Extensions of the Technique
This technique can be extended in a number of areas
The Thermometer chart above shows one such area
The other is applying multiple Masks to multiple Bars/Columns in one chart, But I’ll leave you to practice that.
Limitations of the Technique
Two main limitations of this technique are:
Scaling
As Excel charts are scaled, Excel internally decides what space should be between the Plot Area, Titles and the edge of the Chart Area. This is not maintained constantly and hence the Plot Area may scale at a different ratio to the Chart area and overlying mask.
If this happens Ungroup the Chart and mask and reset ecverything at the new size.
Mask Color
The mask has a Fixed color, in the above examples it is white.
The mask cannot be colored in Excel to Match the background color of the Worksheet if it isn’t white.
So a new Mask will need to be made.
What Do you Think of this Technique
What Do you Think of this Technique?
How else can you see this technique being extended?
Let us know in the comments below:


























15 Responses to “Christmas Gift List – Set your budget and track gifts using Excel”
[...] Christmas Gift List – Set your budget and track gifts using Excel … [...]
I'm confused: if you spend $10, and your budget is $40, shouldn't the amount in the "Within Budget?" column stay black, since you didn't go over budget?
In other words, since we overspent on the electronic photo frame, shouldn't the $8 cell turn red?
@JP.. maybe Steven is encouraging consumerism... ?
I havent realized it earlier, but now I see it. If you unprotect the sheet, you can change the formula in Column I to =IF(G13=0;" ";F13-G13) from =IF(G13=0;" ";G13-F13), that should correct the behavior.
Thanks Chandoo. I thought of making a shopping list spreadsheet for Christmas, but this is neat so I think I'll use this instead.
Chandoo & Steven thanks for this spreadsheet. But for the sake of a person who has been staring at this megaformula in vain for the last 40 mins and not afraid to ask, would it be possible for you to walk us through the logic used here?
=SUM(SUMPRODUCT(SUBTOTAL(3,OFFSET($K$13:$K$62,ROW($K$13:$K$62)-MIN(ROW($K$13:$K$62)),0,1)),--($K$13:$K$62="-"))+SUMPRODUCT(SUBTOTAL(3,OFFSET($K$13:$K$62,ROW($K$13:$K$62)-MIN(ROW($K$13:$K$62)),0,1)),--($K$13:$K$62="0")))&" / "&SUBTOTAL(2,$G$13:$G$62)
Thanks Chandoo.. This is one of the best budget spreadsheets I've ever seen.. The Arrays are out of this world!! And it's FREE!!
Chandoo, can you tell us more about Steven? Does he have his own site?
JP, I think Chandoo changed it when he changed the currency formatting from £ to $, a negative figure is a good thing in this case. But don't change the formulas, the overbudget and under budget won't work properly if you do. Also Chandoo I think you've accidentally broke the conditional formatting for the alternating row colouring the formula is different to the version I sent you. As for the megaformula chrisham, it gave me a headache trying to get it all working, so I will let Chandoo talk you through it.
Hi,
In cells I6 and I7, I understand that subtotal together with offset function returns an array of ones after which, the sumproduct function gives the desired result.
But I’m not able to figure out the reason for using an array in I8 to return the most expensive gift.
Can’t the formula be just
“=VLOOKUP(SUBTOTAL(4,$G$13:$G$62),$G$13:$J$62,4,0)”
Savithri, Cell I8 needs the array, if the formula was “=VLOOKUP(SUBTOTAL(4,$G$13:$G$62),$G$13:$J$62,4,0)” it would find the highest price from the filtered range (i.e. highest actual in filtered range is $50) BUT then return the first person with that actual, not looking in just the filtered range (so first person on the list with a $50 actual.)
To see what I mean, change the formula, then change all the actuals to $50 then filter for baby, it lists the first name on the list.
But a good question 🙂
Thank you. I now realise that the array is used to get the ‘filtered range’ instead of the entire range, as table array for look up value.
[...] Download This Template [...]
this looks like an awesome excel sheet!! is there anyway i can get it emailed to me unprotected? for some reason, i am unable to download it 🙁 help!!
Hi I also can not download to a mac as the sheet is protected any help would be great
[...] to send her a pricey present. Rather, send a card with a picture of your child. Here’s a cool Excel sheet that will help you estimate your budget per person and let you track [...]
[...] husband and I pour/poor over the Christmas spreadsheet (yes, I do know how dorky that sounds, but we’re not the only ones!), figuring out who should give what to whom. We live at a distance from most of our family, so it [...]