A few weeks back Jhouz asked a question in the Chandoo.org Forums “Is is possible to create a doughnut chart like this one in excel?”
This post will examine how to make it
Alert: It isn’t as straight forward as you may first think!
A couple of users responded with a Doughnut Chart
Which at first glance looks quite similar.
But the original author wanted round ends on the ends of the Doughnut segment. He also wanted a smooth chart.
A quick scan through the properties of a Doughnut Chart reveals there is no optionality to control the ends of the Doughnuts Segments. An alternative approach was required.
A Solution
Before starting, if you want to you can follow along using a sample file with the worked examples shown below: Download Here
The solution I posed was to use an X-Y Scatter chart for the line segments and apply a thick Line style.
The part of this approach that makes it work is that Line Styles have a property for the Lines End including an option for a round end.
The solution chart above consists of 2 lines
The first is the Background (Grey) line, which is a complete circle
The second line is the green line, which is a segment of the circle equal to in this case 45% of a circle or 162 Degrees (0.45 x 360). It is in front of the Grey line.
To apply this technique I used a number of Named Formula, and based the chart on these named formula:
First for the Background Grey chart segment
To define the Grey segment I applied 3 Named Formula:
| c1_Rad | =RADIANS(-(ROW(OFFSET(Sheet1!$A$1,,,360+1,1))-91)) |
| _x1 | =COS(c1_Rad) |
| _y1 | =SIN(c1_Rad) |
The Grey circle is defined by an Array of Radians of each degree between 0 and 360 of a circle.
C1_Rad =RADIANS(-(ROW(OFFSET(Sheet1!$A$1,,,360+1,1))-91))
This works by using the Excel Row() and Offset() function to generate an array of Degrees from 0 to 360
The formula ROW(OFFSET(Sheet1!$A$1,,,360+1,1))
Will return ={1;2;3;4;5;6; …. ;358;359;360;361}
Note that we have taken the array 1 degree past 360 because the Row’s lowest value is Row 1, not row 0.
We then subtract 91 degrees from this to allow the Chart to start at the top of the circle.
The adjusted formula ROW(OFFSET(Sheet1!$A$1,,,360+1,1))-91
Returns: ={-90;-89;-88;-87; … ;268;269;270}
Finally the – in front of the array changes the direction of the circle from Anticlockwise to clockwise.
Returns: ={90;89;88;87; … ;-268;-269;-270}
The Radians() function is used to convert the array of Degrees into an array of Radians
Returns: ={1.57;1.55;1.53; … ;-1.22;-1.23;-1.25}
The Radians above were rounded to 2 decimals places for display on this post, but Excel internally is using the full 15 decimal place precision.
We can now use this array of Radians to draw the background circle
To do this setup 2 new Named Formula
_x1: =COS(c1_Rad)
_y1: =SIN(c1_Rad)
Each of these will return an array of the X and Y values corresponding to each of the Radians from the previous c1_Rad array. The X and Y values will vary between -1 and 1. You may need these for Chart Scaling later.
If you want a circle of different radius simply multiply the x and y formulas like
_x1: =COS(c1_Rad)*5 for a radius of 5 and the same for the _y1 named formula
To plot these we add a X-Y Scatter Chart.
Select a single cell. Then goto the Insert, Chart, Scatter Chart menu and select a Scatter Chart with Smooth lines. This will give you a blank chart.
With the Chart Selected, Right click on the chart area and choose Select Data…
Add a Series using the Add button. Use the Worksheet Name Sheet1 and Named Formula _x1 & _y1 for the X and Y values
You can leave the Series Name blank or enter a value like “Background Circle”.
Note that you must enter the Sheet Name including the ! preceding the Named Formula name. Once you have accepted the inputs, if you return to the Edit Series dialog, notice that Excel now displays the Workbooks name instead of the Worksheets name. That’s quite ok.
You will now have a chart which looks like:
Finally Right click on the first series and select Format Data Series.
Set the Line Color to a Light Grey and set the Line Width to 12 . Check that Markers are set to None
Next the Foreground Green chart segment
To draw the front arc of the circle we add a few more Named Formula
| _pct | =Sheet1!$C$6 |
| c2_Rad | =RADIANS(-(ROW(OFFSET(Sheet1!$A$1,,,_pct*360+1,1))-91)) |
| _x2 | =COS(c2_Rad) |
| _y2 | =SIN(c2_Rad) |
_pct stores the value of the percentage of the circle directly from the reference cell on the worksheet eg: 45%
To draw an arc we only need to factor the 360 Degrees for a full circle back to the percentage required for the arc: ie: from 0 to 45% x 360 degrees = 162 Degrees. Hence drawing an Arc from 0 degrees to 162 Degrees.
To do this we use the same formula as before except that we set the range to the 45% of 360 degrees using the Named Formula:
C2_Rad: =RADIANS(-(ROW(OFFSET(Sheet1!$A$1,,,_pct*360+1,1))-91))
Add another series to the chart using.
With the Chart Selected, Right click on the chart area and choose Select Data…
X values: =Sheet1!_x2
Y values: =Sheet1!_y2
Next select the chart and ensure that the 45% circle is in front of the full circle
Select the Chart’s 2nd series and change the line width and line color to suit the impact you want.
Finally select the 45% line
Goto the Lines properties and set the Cap type to Round
Add the Measurement
With the Chart selected, goto the Insert, Text Box dialog and select a text box style and insert it.
With the text box selected, goto the Formula Bar and enter the Formula =_pct and press Enter or click the Tick icon to accept.
Finally with the text box selected, Change the Font Size to suit eg: 64 and Format the Text using an appropriate style from the Drawing Tools, Format Menu
Ensure the Text box is wide enough to display up to 100% include the percentage sign
The Final Chart
and with another value…
Other line type endings
Experiment with other Line Ends and see what you can make?
and Line Styles and Thicknesses?
Multiple Series
By careful use of chart series you can add multiple measurements to the same chart and use a combination of display properties to enhance your chart
Conclusion
In conclusion I have demonstrated a successful solution to Jhouz’s original post and then extended it a bit further.
The Author acknowledges that there is limited use for doughnut charts and only recommends them in limited circumstances.
I hope these enhancements allow you to better use and emphasise your data in your situation as well as add another Excel technique to your arsenal.
49 Responses to “Introduction to Slicers – What are they, how to use them, tips, advanced techniques & interactive reports using Excel Slicers”
Great article!
If you want to learn a bit more about using slicers in VBA, head over here:
http://jkp-ads.com/articles/slicers03.asp
Hi
I downloaded cube-formula-slicer-selection.xlsx.
Why is 'Report Connections' grayed out?
Great article!! Thank you very much... This post is one of the most helpful for my job!
Great Introduction. Thanks very much.
Wow! trying to use this on the reports that I have now. I really liked that Quantity and Amount Bar graph used on the pivot-multi tab, but for the life of me, I can't seem to replicate it from scratch. Help please?
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This is awesome! I will favorite this page in my blog, http://www.exceltoxl.com
Since I've known slicers about 2-3 yrs ago, I've pretty much used them in every damn report I do. Everyone that sees it for the first time is like "This is the best thing ever. Did you do that using excel or something else?" 😀 My bosses are so used it that when they see a report from someone else that doesn't have slicers they send it to me to redo it :).
Couple of tips:-
Tip 1:
If for lack of space or say you want ability to search within a filter due to numerous values being present but still want it to connect to multiple pivot tables or charts then
1. Setup a pivot table with just the report filter
2. Create a slicer with the same field and tie that to all the pivot tables/charts that you want.
3. Just place it some out of sight.
Now you have a dropdown with all your values with search option plsu it is also connected to all your charts and pivot tables.
TIP 2:
In Excel 2013, slicers can be used with just plain tables as well. Not limited to pivot tables.
Congrats!
Nice content : )
Very comprehensive. Explained in an extremely simple way. I have been using Slicers for a while, but still learnt new things from this post. Thanks for sharing. Best wishes.
Awesome Explanation !!
I have joined this blog recently. Brilliant tools are available that I started using in my day to day work. Brilliant site. Thanks heaps.
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Oh wow. I've only just started using Excel 2010 and had no idea this even existed. It makes dynamic charts so much easier!
You are my Hero! I am working with PowerPivot due to the huge amount of data I have and could not use my usual tricks to get the scatter chart title to change. For some reason the CUBE function wouldn't work (who knows why, I don't have time to dig into it now) but your "dummy" solution did.
thankyouthankyouthankyou!
Clare
On a normal PivotTable filter, you can choose whether to allow multiple items to be selected or not. Is that possible with slicers (in Excel 2010)? I've had a look through the options and not found a way to do it yet!
Hi Stevie... this is not possible with slicers.
Just hold down control when you're choosing them...can then either click another (without control) and it will show only the new one, or click the filter with the red 'x' to revert back to all options.
Not a limitation that can be placed on the slicer but still a potential workaround depending on your needs.
Very comprehensive note on slicer. I haven't yet used ms excel 2010, but learnt Slicer tool very well
How should I apply Slicer in excel 2010 version, not able find options
as directed, could you please tell me that step by step
@Arif
In Excel 2010 slicers could only be applied to Pivot tables/Charts not Regular tables
@Arif
In Excel 2010 slicers could only be applied to Pivot tables/Charts not Regular tables
I have a longitudinal line graph with the count of exams scored at each level(1-4). I need a longitudinal line graph that shows the percentage for each level. I made my pivot with the count in the field settings with a calculation of % of row total. This works great until you add a slicer fo that you can look at one level at a time. When I do this, it shows as 100% because it seems to lose the rest of the row calculations. How can I set it up to show the percent. I do not have the option of adding it to my data table. I am using straight Pivot, not PowerPivot.
@Mary
I'd suggest asking the question in the Chandoo.org Forums http://forum.chandoo.org/
Attach a sample file with an example of what you are after, even hand drawn
Hi, thanks for these tips. Is it possible to link a slicer to *different data sets*? All my data sets have a "year_opened" and "month_opened" fields, and I'd like do a single filter and update everything at once. Is that possible?
Hi,
Can someone tell me how to format a date field in a slicer to tell July 2016 instead of 07/31/2016?
Thanks in advance.
Great post - easily explainable for non excel whiz.
Thanks for the slicers post. I'm knew to this feature so don't be to harsh on me 🙂
In the example bar chart graph: "Quantity breakup by Customer Profession and & Product category" you get a different picture depending on which area is chosen "East, Middle, North, South, West". That part I get. But the graph itself doesn't specify which region you are in.
Is it possible to put the filtered criteria into the Chart title. For example if I chose West, the title would read "Quantity breakup by Customer Profession and & Product category - West".
Is that possible? Just curious. Thanks
It is possible...I have this on a number of my reports.
1) create a pivot table with just the column your slicer is set on
2) assign the slicer to that pivot table
3) create a string in cell B3 (or wherever):
="Quantity breakup by Customer Profession & Product Category- "&A3
(assuming that A3 is the cell that the chosen region appears in)
4) click (once) on the graph title, then in the formula bar type =B3
As you change the slicers, B3 will update as will the chart title.
Couple of tips:
1) if you need to have a new line for the title, use CHAR(10) e.g.
="Quantity breakup by Customer Profession & Product Category"&CHAR(10)&A3
(this will have the region on a new line)
2) if multiple regions will be chosen, I've added in an IF statement
=IF(COUNTA(A3:A10)>1,"Multiple Regions",A3)
(I'm sure there are ways to concatenate the strings but for mine it could get up to 20 and that just gets ridiculous for the graph heading)
Just Wow
I am trying to create a duplicate dashboard using data in one workbook and creating a new workbook to place in a shared file for my coworkers. I have created a separate worksheet in the original workbook for the new pivot charts and slicers I want to use in the new workbook/dashboard. I don't want all of the source data in the new workbook, as it is very large. I am having trouble making new slicers work. They work in the original workbook, but when I copy them to the new workbook they don't work. Am I going about this the right way or is there an easier way?
Very good post! Helped a lot. Keep up the good work!
how can you prevent multiple selection in a slicer box? In short, in any slicer box, only one entry is allowed and not multiple entries.
Fairly new to forum's, hoping I'm not breaking a rule here, but I found this forum which seems to provide a solution:
https://wessexbi.wordpress.com/2014/03/17/just-one-slice-please/
I have 2 files. (1. .xlsx 2. .xlsm)
1 file contains all the pivot tables and charts. its also macro enabled.
2nd file contains the source data which is a .xlsx file.
but I am unable to run slicer on my 1st file.
can anybody help me out?
chandoo.org: one of my favourite Excel sites for years.
Slicers tutorial: excellent as usual.
Animated gifs: sorry, but REALLY distracting!! Especially with two on the same screen. Is there any way they can be activated only when we click on them, or something?
Hi Team,
I have inserted a slicer to a pivot table with 4 fields...I need to add another field for the same slicer...help me with this..
First of all I would like to say terrific blog!
I had a quick questio in whiich I'd like to ask if you don't
mind. I was intereested to know how you center yourself and clear your head
before writing. I've had a hard time clearing my mind in getting my ideas out there.
I do enjoy writing however it just seems like the first 10 to 15 minutes are generally lost simply just tryying to figure out how
to begin. Any recommendations oor tips? Many thanks!
Hi All
Im trying to connect a slicer to 2 pivot tables with different sources
Both data tables have been sorted and have duplicates
ie
Table 1
Name Week FTe
A 1 7.2
A 2 7.3
B 1 7.3
B 2 7.3
Table 2
Name Month Fte
A Jan 2.6
A Feb 3.2
A Mar 4.4
B Jan 2.2
B Feb 6.4
B Mar 2.2
etc
I have created 2 pivot tables and have sorted it out the way i want with charts etc
Now all i want is to connect the Name Slicer to be connected to both of those pivot tables but problem is they have duplicates and are from different tables/sources
how can i connect/add this to a data model and connect to my name slicer?
Im sure it maybe something simple but minds not with it
So in short 1 to connect 1 slicer to 2 different pivots from different sources but not all pivots (There are dups in both) - as shown in the example
Thank You
Hi H
This is how you can do it. Create a third table with all slicer options (in this case it would be Name column) with one row per unique value. Now add this table to your source list. Then link all two tables via this third table thru Data ribbon > Manage relationships feature. Finally add a slicer on this third table column and link the slicer to both pivot charts.
Please note that you need to construct the tables and charts after data model is created.
See this page for more explanation on how to use relationships - https://chandoo.org/wp/introduction-to-excel-2013-data-model-relationships/
Hi,
Using Cube Value with Slicers is great. I am new to cube value, but it is so powerful. I am stuck on an issue where I want to filter on a slicer for all values except 1 and the slicer has thousands of values. I get #N/A in the results, when trying to do this. Any ideas on how to do an exception calc or how to get around this with the multi select slicer functionality?
Thanks in advance.
Cyleste
@Cyleste... thanks for your comments and welcome to Chandoo.org. You can use DAX to calculate such things as Excel pivot tables alone cannot function like the way you want. You can use DAX formula EXCEPT() to achieve this. For example,
=CALCULATE(SUM(data[sales]), EXCEPT(ALL(data[filter_column]), VALUES(data[filter_column]))) can tell you the sum of [sales] column in the data table by ignoring slicer selected values.
Hope that helps.
Hi Chandoo,
Thank you for your quick reply. I am not familiar with DAX but it sounds like I won't be able to apply the calculation you provided after converting the power pivot to excel formulas via OLAP.
Cyleste
Thanks Chandoo, I like yours tricks & always I use slicers. Regards from México.
Hi Chandoo,
I have a lot of text in the slices (Pivot table). The text is not completely visible. What should I do?
Please Help
Thanks
Hi Girish,
Slicers are useful only for items with short text, for ex: categories, product names etc. For longer values, you are better off using form controls for interaction - Here is an overview of form controls Form Controls – Adding Interactivity to Your Worksheets
Thanks so much for this, it's brilliant! I think it's almost there - I've actually followed the steps on the example linked in my post. I just can't get it to filter properly; it just returns 0 when I add a date into Cell O2. Should I be doing it differently?
slicers dont work with non-admin roles in OLAP Pivot Tables