Monitoring Monthly Service Levels using Excel Charts [Example]

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Recently, I wrote a tutorial on tax burden in USA chart.

Jared, One of our readers liked this chart very much. Jared works as a workforce scheduler and has data similar to our chart. So he applied the same technique to analyze monthly service levels for last 7 years & sent me the file so that I can share it with all of you.

Monthly service levels in last 7 years – Demo:

First take a look at the demo of Jared’s chart.

Monitoring service levels over last 7 years - Excel Chart by Jared - Demo

 

Recipe of this chart

This chart construction is similar to our Tax burden chart. Only addition is the cool scroll bar at bottom to see any month’s service level across years.

How does the scroll bar work?

  1. If you have never used scroll bar or any other form controls, read our introduction to form controls page.
  2. The chart has one extra series that shows selected month’s value and a bunch of #N/As.
  3. Scroll bar is setup to have minimum 1, maximum 12 and is linked to a cell.
  4. Based on scroll-bar selection, we turn on one of the months and make the rest of values NA()
    1. Using a simple IF formula
  5. For this extra series, Jared added 100% negative error bar so that a nice drop line is shown when you select a month.

That is all.

Download Jared’s Example and get inspired

Click here to download this workbook. Play with it to learn more. Use this idea in your work and impress someone. Become awesome.

Do you like this example? Say thanks to Jared…

I really loved Jared’s creativity and simple solution. Not to mention his kindness to share this with me and all of you. This shows that by using easy features like scroll bars, slicers, regular charts we can create something that is stunning, meaningful and powerful – right inside Excel.

What about you? Do you like this example? If you learned something new, say thanks to Jared for sharing this with us.

PS: If you want to share your story of how you use Excel to do something awesome, please email me. I am eager to learn from your examples and share your stories on Chandoo.org.

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13 Responses to “Data Validation using an Unsorted column with Duplicate Entries as a Source List”

  1. Vipul says:

    Pivot Table will involve manual intervention; hence I prefer to use the 'countif remove duplicate trick' along with 'text sorting formula trick; then using the offset with len to name the final range for validation.

  2. Rich says:

    if using the pivot table, set the sort to Ascending, so the list in the validation cell comes back alphabetically.

  3. Kieranz says:

    Hui: Brillant neat idea.
    Vipul: I am intrigued by what you are saying. Please is it possible to show us how it can be done, because as u said Hui's method requires user intervention.
    Thks to PHD and all
    K

  4. sam says:

    Table names dont work directly inside Data validation.
    You will have to define a name and point it to the table name and then use the name inside validation
    Eg MyClient : Refers to :=Table1[Client]
    And then in the list validation say = MyClient

  5. Vipul says:

    Kieranz,
    Pls download the sample here http://cid-e98339d969073094.skydrive.live.com/self.aspx/.Public/data-validation-unsorted-list-example.xls
    Off course there are many other ways of doing the same and integrating the formulae in multiple columns into one.

  6. Vipul says:

    Pls refer to column FGHI in that file. Cell G4 is where my validation is.

  7. Kieranz says:

    Vipul:
    Many thks, will study it latter.
    Rgds
    K

  8. [...] to chandoo for the idea of getting unique list using Pivot tables.  What we do is that create a pivot table [...]

  9. Playercharlie says:

    @Vipul:

    Thanks, that was awesome! 🙂

  10. Vipul says:

    @Playercharlie Happy to hear that 🙂

  11. Enrique says:

    Great contribution, Hui. Solved a problem of many years!

  12. FARIS says:

    Thanks to you, A LOT

  13. Mohamed says:

    Hi Hui,
    Greeting
    hope you are doing well.
    I'm interested to send you a private vba excel file which i need to show detail of pivot in new workbook instead of showing in same workbook as new sheet.

    Please contact me on muhammed.ye@gmail.com

    Best Regards

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