Bonavista Chart Tamer Kicks ass.

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Note: This product is no longer available. Andreas passed away sometime ago. May his soul rest in peace.

You can use Excel 2013 / 2016’s built in recommended charts feature along with default color scheme make this product almost irrelevant.

 

Readers of this blog repeatedly ask these questions when it comes to charting,

  • Which chart should I use?
  • What colors to use?
  • How to format the chart better so that it looks good when printed / presented?
  • How to do all this without wasting big part of my day?

Well, my dear reader, if this rings a bell with you, then you should probably consider Bonavista Chart Tamer excel add in. It is designed by the same folks who made the Bonavista Excel Microcharts product.

I was part of the private beta team which tested this great product few months back and have been using off and on ever since. So, when Andreas (the person behind Bonavista Systems, more here) mailed me 3 weeks back about the release of this tool, I couldn’t wait to write a review of this.

So what is Chart Tamer all about?

Chart tamer aims to solve the 2 pressing problems any excel user faces: (1) Which chart should I use? (2) How do I format it better?

You select some data, hit the chart tamer button in your excel interface, pick a chart based on what you want to show and bingo, you have your chart ready.

Who is behind this product?

Trust me when I say this not a run of the mill product. This tool is conceptualized and designed by Stephen Few (author of Information Dashboard Design), Bonavista Systems and Maureen Stone of Stone Soup Consulting who specializes in digital color. The combination sounded too good to be true. But yes, they got together and designed this wonderful little tool.

What is so great about chart tamer?

Chart selection made simple

bonavista chart tamer ribbon button

When you are ready to create a new chart using chart tamer, just hit the chart tamer icon from your excel menu. And you see this beautifully designed UI. There are 2 ways to get started.

(1) You can specify the type of relationship your chart should depict and Chart tamer recommends the charts you should use. For eg. if you want to show the distribution of values, select “distribution” and you will see that the recommended charting options are Column, Bar, Line, Stacked Column, Stacked Bar and Dotted Line.

(2) You can also select the type of chart directly. This is more suitable if you already know what type of chart you want to construct.
Chart Selection UI - Chart Tamer
Colors that work

We are good with numbers, charts and analysis. But when it comes to colors lot of don’t know the difference between magenta and margarita. And we shouldn’t really bother too.  That is where chart tamer can help you. It has a color picker tool that provides excellent contrast and comparison. See it below.
Chart Tamer Color Picker Tool
Better formatted charts by default

How many times you have created a chart in excel and then tweaked it to get the desired effect. Well, with chart tamer, hopefully you spend less time formatting the chart and more time selling your story. Chart tamer reduces chart junk (like axis, labels etc.) by default and strives to improve data to ink ratio. See an example chart below.
Chart Tamer Sample Chart

Box plot, dot strip plotCharts like box plot and dot&strip plot are bundled

Yes, that is true. When you install chart tamer, you can also create box plot and dot&strip plot with out any extra work.

See my review of chart tamer in You tube:

Youtube link in case you are not able to see this: Bonavista Chart Tamer Video review

What is not so great about it?

Chart tamer is designed for people who would love to stick to strong visualization principles and make good charts. That means, no to certain types of charts like donut charts, 3D charts etc. But the good news is, you can still create those charts using excel’s own charting options. What more, you can color the charts using chart tamer’s color picker dialog.

So, go ahead and give it a try

You can download a 30 day trial version of the software or buy a license of it from the chart tamer product page.

You can even buy a bundled version of chart tamer along with Bonavista microcharts. Go here.

I have used my affiliate code to recommend this product because I think it totally kicks ass.

What do you think about the chart tamer?

Have you tried it? Tell me what you think about it.

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24 Responses

  1. I’d suggest simply using the subtotal function and filtering the data using the Win/Loss column.  You get the same results and the formula is more comprehensible.

    1. @John

      That is one option.

      There are times however when you want to see the whole data table or a filtered subset and still want to produce summary reports against an unfiltered field.

  2. Is there a particular reason why you are using a comma and the unary (–) operator for the second array in the SUMPRODUCT formula?  It seems to work the same if you were to string the arrays together using the asterisk (*).  The advantage is that SUMPRODUCT treats the entire string of arrays as a single array.

  3. Is there a way to do this on a large set of data? As in ~100,000 rows? When I try I get an error because the formula becomes too long. It says the max length of a formula is 8,192 characters. Excel 2010.

  4. How do I incorporate a specific text within a cell for the second array. For instance, – -(C7:C13=”Apple”)
    when I chose a specific text the formula does not work.

    1. @RB

      I am not sure what is the issue as if I use the sample data in the post the following work fine

      Count:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)), –(C7:C13=”L”))
      Sum:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)),(C7:C13=”L”)*(D7:D13))

      You may want to check that there are no leading or trailing spaces in your list of Apples

      1. I should have given a better explanation. Heres my situation. I have a column with cells filled with names like Column 1, Column 2, Pier 1, Pier 2, etc. If the cell just contained Pier and searched for that it works. But because it has other characters in the cell its not recognizing the pier. So how can I extract specific characters of a string of text in this formula?

        Hopefully this was a better explanation

  5. Hello-

    This formula works pretty well for me except that it slow down excel and prevents some of my macros from working. I was wondering if there was a way to program this in VBA so that excel isn’t always trying to recalculate it. I would like to use a push of a button to get it to run then paste in a cell.

    Thanks!

  6. I am trying to sum filtered data in a column, but would want to ignore the negative values in the column. How to go about doing this?

      1. The negative values are required for reporting purposes, but their effect on the total is distorting the required output. Please advise.

  7. I have this working for counting and summing, however, I have a list and for the second array, I need a criteria. That is, I’m looking for b13:b200=”01.??.??” or =left((a1,2) or something like that. These types of criteria matches do not appear to work as I get a blank as a result.
    Thanks!

    1. @Bob

      As your formula b13:b200=”01.??.??” looks like you are trying to check the first day of the month of the range
      What about trying Day(B13:B200)=1

  8. Hai Experts,
    i understood this formula well and working fine in MS Excel 2013
    but when the same am trying to place in google Spreadsheet it shows error as
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 2014, column count: 1.” and as a result #VALUE! Appears in cell.
    Can anyone please help me how would i get it done in Google Spread sheet
    or is there any other formula as a substitute for this.
    Thank you very much.

    1. @Vivek

      I don’t know

      I just downloaded the file and it is working fine and not showing that error

      Goto the Formulas, Calculation Options Tab and check that Calculation is set to Automatic

      What version of Excel and Windows are you using ?

  9. I know that this forum is for MS Excel, but I am trying to help someone who is working in Google Sheets. The below formula works in Excel but Google Sheets returns:
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 39000, column count: 1.” and as a result #VALUE! Appears in cell.
    This is the same problem asked by Srichirin above. Does anyone know if there is a formula for Google Sheets that will replicate what MS Excel does?

    =SUMPRODUCT(SUBTOTAL(3,OFFSET($C$6:$C$39500,ROW($C$6:$C$39500)-MIN(ROW($C$6:$C$39500)),,1)),- -($C$6:$C$39500=H1),($D$6:$D$39500))

  10. Trying to find a SUMPRODUCT formula that counts the word Closed by date for the last 7 days in a filtered list.
    =COUNTIF(M:M,”>”&TODAY()-7) works ok for unfiltered count Column M contains Closure dates (blank if open) and Column L is Status Open or Closed

  11. I used this formula and worked like a charm! But, now I’ve been requested to use it but adding not one but two criteria in the same formula. For instance the sum I was doing added negative and positive numbers. I’ve been asked to use the exact same formula but adding that only positive numbers were considered… any idea on how to do this?

  12. Thank you so much brother literally I have been struggling since morning to get the sum of the filtered category, however, after reading your blog attentively i got my solution, so thanks a lot once again.

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