Whenever we talk about product ratings & customer satisfaction, 5 star ratings come to our mind. Today, let’s learn how to create a simple & elegant 5 star in-cell chart in Excel. Something like this:
A while ago, Hui showed us a fun way to create 5 star charts in Excel using bar charts with 5 star mask. I highly recommend reading that article if you want to create a regular chart version of this.
Tutorial for creating a 5 star chart
1. Meet the data
Here is our data. Very simple. First column has product names. Second column has customer rating – from 1 to 5.
2. Set up 5 blank columns for the 5 star chart
Let’s create a 5 column grid right next to our data set. This is where the in-cell 5 star chart will go. At this stage our 5 star chart looks like this:
If you haven’t guessed yet, we will be using conditional formatting > star icons to get the 5 star chart.
3. Write formulas in the 5 column grid
Now, we need to write formulas to fill up the 5 column grid. We need to formulas to return either 1, 0 or decimal values in the grid depending on the rating for that row.
So, for example, if a product has 3.30 rating, we want to print 1, 1, 1, 0.30 and 0 in 5 columns.
You can use any number of formulas to get this result. The simplest one will be IF formula.
Assuming column C (from C7) has product ratings & row 5 has running numbers 1 to 5 (from cell D5), we can use below formula to get what we want:
=IF(D$5<=$C7,1,IF(ROUNDUP($C7,0)=D$5,MOD($C7,1),0))
To understand the above formula , see this illustration.
If you like to avoid IF formulas, here is an alternative:
=MAX(($C7>=D$5)*1,MOD($C7,1))*(ROUNDUP($C7,0)>=D$5)
A challenge for you: Can you think of any other ways to write this formula?
4. Apply conditional formatting to the 5 column grid
Select the 5 column grid and apply conditional formatting (Home > Conditional Formatting > New rule)
Set up the rule as shown below:
At this stage, our report looks like this:
5. Adjust column width and borders
Once the formatting is applied, just clean up the report by adjusting column width (set it to 24 px) and add horizontal borders only.
And our product rating report is ready.
Download in-cell 5 star chart template
Please click here to download the in-cell 5 star chart workbook. It also contains a variation of the 5 star chart made with data bars & 5 star mask. Check out both examples to understand how they work.
More in-cell chart tutorials & techniques
In-cell charts are a powerful & lightweight way to visualize your data. Check out below tutorials to one up your awesomeness.
Create in-cell charts with markers for target / average- In-cell sales funnel charts
- Suicides vs. Murders – story told with in-cell charts
- Another 5 star chart (plus show details on click)
- Exploring survey results in interactive dot-plot chart
How would you visualize customer ratings in Excel?
While 5 star charts are traditional, they dumb-down the data. Can you think of other fun ways to visualize customer / product rating data? Please share your thoughts & implementations in the comments.
17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”
Good Work, Yogesh & Chandoo! Thanks.
Hi everybody,
first sorry I am late to say something about this topic;actually I was waiting last part
second I am not accountant I am an Engineer
third """"Very Important""" the idea is not about Loss but I am sure it is profit
Based on third it shows:
1- How to use EXCEL
2- How to use pivot TABLES
3- How to collect and arrange DATA
4- How to make reports
Many Thanks
Hi Yogesh and Chandoo,
Thank you for sharing your knowledge!
You guys are great!
thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all
Thanks a lot for sharing the most powerful tool worldwide "knowledge"
Warm greetings from Peru
Hi -
This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.
-Juanito
Hi Chandoo
I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.
Many thanks and keep up the great work.
Cheers
Adam
Hi Chandoo,
I'm struggling resolving the problem depicted below:
I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.
I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.
I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.
Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!
Thanks in advance for your lights!
Hi Catherine...
In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.
Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.
Hi Chandoo,
Thank you for your prompt answer.
I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.
Thanks again,
Catherine
Hey,
Great post!
I for example have different database structure with the following fields :
Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).
Creating a P&L report for the whole year works great. Including gross margin % and etc.
Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”
Is there a solution for this kind of problem?
Like Adam and Juanito, I also cannot ungroup.
Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup.
Hi, I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.
To solve the ungroup problem, my method is:
Copy the "data" sheet to a whole new Excel workbook
and directly work on Part 6.
And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.
Thank you Yogesh for this wonderful tutorial.
Kent, Malaysia
Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.
Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.
I know I can add calculation to the side but boss would like to see it in pivot table.
Please help
Thanks
I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.
Any help would be appreciated.
Thanks