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
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.
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.
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.
Charts 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.
24 Responses to “Free Excel Risk Map Template”
Why didn't you include the mitigation or risk IDs in the chart?
You can easily add such detail by modifying the TEXTJOIN function. Another way to use them is to add a slicer to highlight all risks that have a specific mitigation strategy or team member assigned to them. I left out those bits fto keep the article short.
I tried adding a slicer filter for the mitigation step but the TEXTJOIN is not affected by it. I added a helper column called "Visible" using the AGGREGATE function but I am unable to think of a method to pass that on to the map.
Could you please help, Chandoo?
Thanks
Never mind. I got it working. 🙂
Apologies, I didn't thank you for the file to begin with.
Great concept. thanks!
Awesome.. good to hear that Rajesh and of course you are welcome 🙂
Hello everyone,
Another amazing tutorial, great content and tips! My question is about slicers. How do you add slicers to this matrix? I've added 2 columns in my workbook table (Work Stream and Project Name) and I want to be able to filter (slice) the matrix on Project Name, but having some trouble with this. The slicer works fine in the data table, but how do I connect it to the risk matrix, so that only risk titles show up for the selected project?
Many thanks in advance for your guidance,
MyvJ
Can you create a sheet in live stock market data price change with profit and loss graph with time. which could indicate live profit and loss in each time frame 5minute, 10 minute, 15 minute, 30minute, hourly with some modifications
Hi
I've tried to get your formula to work, but likelihood / impact 1/1 does not seem to work.
Hi Chandoo
Awesome instructions! Thank you so much, this really helped me.
I was wondering if it would be possible to list the Risk ID number along with the Risk Title with a dash in between, rather than a bullet point? I have had a try at this but I keep getting a #VALUE error. I can see it's wrong but can't figure out what it should be instead. If you have time do you mind letting me know what I'm doing wrong?
{=" - " & TEXTJOIN(CHAR(10)&" - ",TRUE,
IF(RiskRegister[Likelihood]=$A17,IF(RiskRegister[Consequence]=F$3,CONCAT(RiskRegister[ID],RiskRegister[Risk Title]),""),""))}
Thank you!
Sally
Hey Sally, You are welcome.
I think the CONCAT inside TEXTJOIN is the culprit. Try this and hopefully you should see the ID too.
{=" - " & TEXTJOIN(CHAR(10)&" - ",TRUE,
IF(RiskRegister[Likelihood]=$A17,IF(RiskRegister[Consequence]=F$3,RiskRegister[ID]&RiskRegister[Risk Title],""),""))}
Hi Chandoo
You're a legend! Thank you so much! I had to make a minor tweak but otherwise it worked perfectly. Here is the tweaked version in case it helps anyone else:
=TEXTJOIN(CHAR(10),TRUE,
IF(RiskRegister[Likelihood]=$A8,IF(RiskRegister[Consequence]=C$3,RiskRegister[ID]&" - "&RiskRegister[Risk Title],""),""))
Thank you again!
Hi, Im not able to change the formula when trying to add risk Id instead of bullet point.
trying this: ="• "&TEXTJOIN(CHAR(10)&"• ";TRUE;IF(risks[Probability of Occurance *]=$C5;IF(risks[Severity of potential Impact *]=H$8;risks[Risk ID]&". "[Title *];"");""))
Cant see any solution on this.
thankful for help
Hi Chandoo,
This is perfect - One quick question, How can I add a hyperlink to the risks - So that I can click on the particular risk and it takes me to the actual row of that item.
Many thanks in advance.
HI Chandoo,
Is there a way to only display filtered item. Once the list gets big, it's hard to see all risk.
Kind regards,
SinYen
Hi Chandoo,
Quick question
1) Is there a way to remove duplicates within each risk block?
2) Is there a way to have the results in the chart update based on a filter or slicer?
Thanks a lot
Hi Chandoo,
The risk map is a brilliant tool, and I wanted to the risk map to only show Open risks. How can I do that?
Just found this today as I am making a risk matrix as well. I got the formula to work with this, where a risk score is above 30. Risk score = probability*impact*modifier.
So this works flawlessly, ="- "&TEXTJOIN(CHAR(10)&"- ",TRUE,IF('Risk tracker'!G4:G27>=30,IF(Table1[Urgency]="Now",'Risk tracker'!A4:A27,""),""))
I am trying to find a range now. Risk score in between 21-29. I tried using the AND function, but I couldnt get it to work. Is there anyway to get this formula to work with a range as mentioned above?
Thanks Eric.
You can't use AND() as it is not able to return arrays. You can try below formula.
="- "&TEXTJOIN(CHAR(10)&"- ",TRUE,IF(('Risk tracker'!G4:G27>=21)*('Risk tracker'!G4:G27<=29),IF(Table1[Urgency]="Now",'Risk tracker'!A4:A27,""),""))
Hello, this template is nice, thank you but im facing a problem when I need to find a range of impact. I cant figure out how..
My actual form is "="• "&TEXTJOIN(CHAR(10)&"• ";TRUE;IF(Table1[Impact]=A8;Table1[Title];"");"")"
Where A8 is number "1" so this formula finds everything with impact 1 and shows the titles.
What I need to get is a range so,
A8 is "1" and A9 is "2" and I need the formula to find all titles which impact is between 1 and 2.
I tried the AND function and so on, nothing worked..
Can you help me please?
i tried everything in your video in the end i only get the bullet... please guide me through
Sorted it... i was flash filling the other cells and it took other columns...
i do have another question though... how can i use slicers to filter the content of the matrix, so that it'll show only the departments i select?
slicer is working fine with the table, but the matrix still shows all the results
Just want to thank you for this.
It is awesome.
Hello everyone,
I think I accidentally nested my question in another thread. Apologies!
This is another amazing Excel tutorial, with great content and tips! My question is about slicers. How do you add slicers to this matrix? I've added 2 columns in my workbook table (Work Stream and Project Name) and I want to be able to filter (slice) the matrix on Project Name, but having some trouble with this. The slicer works fine for the data table, but how do I connect it to the risk matrix, so that only risk titles show up for the selected project?
Many thanks in advance for your guidance,
MyvJ
This is another amazing Excel tutorial! My question is about slicers. How do you add slicers to this matrix? Please advise