Finally, I got some time to sit down and do what I love most – write a blog post to make you awesome in Excel. After a whirlwind trip to Sydney, I am back in India to spend few days with my kids & wife before rushing to Australia to run 2nd leg of my training programs (in Perth, Melbourne & Brisbane). I did 2 sessions in Sydney – one for KPMG and other for public and both went very well. We got lots of positive feedback and people really loved it. I am saving the details for another post, but today lets talk about Interactive Sales Chart using Excel.
Take a look at the Interactive Sales Chart
First, take a look at interactive sales chart. Today, you will learn how to build this using Excel.
Inspiration for this chart
Before we learn how you can create such a chart, let me tell where the inspiration came from. Yesterday, Persol, a forum member asked, How to make an info-radar chart, where he mentioned the below chart from Good.is
[Click here to play with this chart]
While I took inspiration from the above chart, I replaced the radar chart with a regular column chart (as column charts are easier to read) and modified the data to a sales data set.
How to create interactive sales chart in Excel?
First, take a look at the data
The sales data for this chart looked like this:
I have set up this data in an Excel Table called as tblSales so that it is easier to write formulas.
The formulas
To calculate various values in the chart, we use ample doses of SUMIFS formula.
The Interactivity
When you click on any year, region or product name, we run worksheet_seletionchange event. This tells our calculation engine which year, region & product are chosen. Then the formulas would (re)calculate the data for charts. This updates the charts & conditional formats.
[Related: Show on-demand details in Excel using VBA]
Here is how the interactive chart works:
How to create interactive charts like this – Video
Since the actual mechanics of this are quite elaborate, I made a short video (15 min) explaining how various parts of this chart work. Please watch it below.
[You can watch the video on our Youtube channel too]
Download Interactive Sales Chart Workbook
Click here to download the workbook & play with it. Examine the macros & formulas to learn more.
How do you like this chart?
I really liked Good.is chart and wanted to see how much of it we can do in Excel. It was a fun exercise. I have noticed that such charts excite people (decision makers too) and make your reports fun.
What about you? How do you like the interactive sales chart? What additions / modifications would you do to it? Please share your thoughts using comments.
Create Interactive Charts using Excel
Interactive charts are one my favorite visualizations. They let users play with the chart & decide what they want. So, naturally I write about them every now and then. Please go thru these examples if you want to learn various interactive charting techniques in Excel.
- Show top x values in a chart interactively
- Interactive dashboard using hyperlinks
- Suicides vs. Murders – Interactive Excel Chart
- Create a quick dynamic chart in Excel
- Interactive charts that leave your boss drooling
- More on Interactive Charts
I also recommend enrolling in our Excel + VBA Class if you want to learn these techniques and create stunning reports & charts. Click here to learn more about our Excel + VBA training program.
14 Responses to “How many ‘Friday the 13th’s are in this year? [Formula fun + challenge]”
in C3=2016
in C4=3
in C5=1 (the first next year with three Friday the 13ths)
=SMALL(IF(MMULT(--(MOD(DATE(C3+ROW(1:1000),COLUMN(A:L),13),7)=6),ROW(1:12)^0)=C4,C3+ROW(1:1000)),C5)
formula check in the next 1000 years
This will generate a table of counts of Friday the 13th's by year. If I didn't screw it up the next year with three is 2026.
I created a simple parameter table with a start date and end date that I wanted to evaluate. That calculates the number of days and generates a list of those days. Then filter and group. The generation of the list in power query (i.e. without populating a date table in excel) is pretty cool, otherwise this isn't really doing anything than creating a big date and filtering/counting.
let
Source = List.Dates(StartDateAsDate, Days2, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
With the parameters replaced by values should you want to play along at home. This runs for 20 years starting on 1/1/2016.
let
Source = List.Dates(#date(2016,1,1), 7300, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
=MATCH(3,MMULT(N(WEEKDAY(DATE(C3+ROW(1:100)-1,COLUMN(A:L),13))=6),1^ROW(1:12)),)+C3-1
It should be pointed out that Alex's solution, unlike some others, has the additional advantage of being non-array. My solution was nearly identical but with -- and SIGN instead of N and 1^.
=C3-1+MATCH(3,MMULT(--(WEEKDAY(DATE(C3-1+ROW(1:25),COLUMN(A:L),13))=6),SIGN(ROW(1:12))),0)
Sub Friday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim r As Long
Range("C7:C12").ClearContents
StartDate = CDate("01/01/" & Range("C3"))
EndDate = CDate("31/12/" & Range("C3"))
r = 7
For x = StartDate To EndDate
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Cells(r, 3) = Month(x)
r = r + 1
End If
Next
End Sub
Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3
Sub ThreeFriday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim WhatYear As Integer
Dim Counter As Integer
Range("E7").ClearContents
StartDate = CDate("01/01/" & Range("C3") + 1)
EndDate = CDate("31/12/" & Range("C3") + 100)
Counter = 0
For x = StartDate To EndDate
If WhatYear Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
End Sub
*RE-POST as not equal did not show earliuer
Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3
Sub ThreeFriday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim WhatYear As Integer
Dim Counter As Integer
Range("E7").ClearContents
StartDate = CDate("01/01/" & Range("C3") + 1)
EndDate = CDate("31/12/" & Range("C3") + 100)
Counter = 0
For x = StartDate To EndDate
If WhatYear NE Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
End Sub
earlier*
I've a doubt with using array formula here.
In sample workbook, I tried to replicate the formula again.
=IFERROR(SMALL(IF(WEEKDAY(DATE($C$3,ROW($A$1:$A$12),13))=6,ROW($A$1:$A$12)),$B7),"")
For this I selected C7 to C12, and typed the same formula and pressed ctrl+alt+Enter. But in all cells it is taking $B7 (and not $B7, $B8, $B9.... etc)
and since it is array formula I can't edit individual cell.
Please guide.
Thanks
Hi Chandoo,
Cool stuff. You need to clarify that the answer of 5 represents the 1st month in the year that has a Friday the 13th, and not the number of Fridays the 13th in the year. Subtle, but important difference.
Thanks,
Pablo
I like the MMULT() function far more, but here's how I would have tackled it. It uses an EDATE() base and MODE() over 100 years. I'm assuming that 100 years is enough time to catch the next year with 3 friday 13th's. Array entered, of course.
{=MODE(IFERROR(YEAR(IF((WEEKDAY(EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))))=6), EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))), "")), ""))}
Finding all the Friday the 13ths in a Year:
=SUMPRODUCT((DAY(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))))=13)*(TEXT(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))),"ddd")="Fri"))
{=sum(if(day.of.week(DATe($YEAR;{1;2;3;4;5;6;7;8;9;10;11;12};13);1)=6;1;0))}
just list the years