Yesterday, I talked about how you don’t have to know how to code in order to highly leverage VBA. All you need to know is how to Google, Cut, and Paste. As discussed then, I ‘volunteered’ KV under pain of exposure to empty the contents of his secret satchel onto the virtual table, so that we can rummage through it. So without further ado, please put your hands together and give a warm Chandoo welcome to secret agent KV.
[Secret transmission starts…]
Hello, this is my first guest post on Chandoo.org (or any Excel website for that matter), and I will try to keep it simple, but useful for our readers.
I have been using spreadsheets since 1990, and Excel since 1995 – which sort of makes me a veteran in this sphere of business applications 🙂
One of my favorite topics in Excel is – “How can I make my day-to-day tasks in Excel easier and faster ?”. In fact, this is a topic that I think about in everything to do with computers.
There are many ways one can do this in Excel, but among the more effective and scalable ones, is storing commonly used macros in your Personal Macro Workbook.
This post is about some of the stuff that I have put in my Personal Macro Workbook over the years. You can read more about how to set up a Personal Macro Workbook, in this excellent tutorial on Ron de Bruin’s website. Like nuclear war, It’s a one-time exercise. And you can easily port it to any other computers that you use – or even share it with your friends and allied spooks.
This is the first bunch of macros which I use most frequently. Hopefully I will get a chance to post some more if this post is found to be good enough 🙂
So here goes.
1: Find the value of ActiveCell within selection, or in the whole sheet
This is a very useful macro which helps to search for the value in the ActiveCell within the selected range or the whole worksheet (if only ActiveCell is selected).
Sub SearchOnActiveCellContents()
' Keyboard Shortcut: Ctrl+Shift+G
On Error GoTo NotFound
If Selection.Cells.Count > 1 Then
Selection.Cells.Find _
(What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False, SearchFormat:=False).Activate
Else
Cells.Find _
(What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False, SearchFormat:=False).Activate
End If
Exit Sub
NotFound:
MsgBox "No cells found with this cell's contents"
End Sub
As you will notice, the macro checks whether the selection is 1 cell or multiple cells, and accordingly executes the Cells.Find command.
2: Filter on value NOT equal to ActiveCell value
This is another handy macro, which filters the current column based on the value of the active cell, except that the filter is applied as “show records NOT equal to the value of the active cell”
The macro itself is a fairly simple one-line command :
Sub AutoFilterSelectionNOT()
' Keyboard Shortcut: Ctrl+Shift+K
Dim lField As Long
lField = ActiveCell.Column - ActiveCell.CurrentRegion.Column + 1
If TypeName(Selection) <> "Range" Then Exit Sub
Selection.AutoFilter Field:=lField, Criteria1:="<>" & ActiveCell.Value
End Sub
3. Show or Hide zeros in active sheet
This macro toggles the display of zero-value cells on the active sheet.
Sub Hide_Zeros()
' Keyboard Shortcut: Ctrl+Shift+Z
If TypeName(Selection) <> "Range" Then Exit Sub
ActiveWindow.DisplayZeros = Not ActiveWindow.DisplayZeros
End Sub
4: Show or Hide page-breaks in active sheet
This macro toggles the display of page-breaks on the active sheet.
Sub ShowHidePageBreaks()
' Keyboard Shortcut: Ctrl+Shift+J
If TypeName(Selection) <> "Range" Then Exit Sub
ActiveSheet.DisplayPageBreaks = Not
ActiveSheet.DisplayPageBreaks
End Sub
As the name suggests , this macro will show or hide the display of page breaks on the active sheet.
5: Display the 'GoTo special' xldialog
Quite often I find myself needing to use the GoTo Special command.
Of course, you can do it the way it was designed in Excel – press F5 to display the GoTo dialog box, and click on the Special… button. This takes one keystroke and a mouse-click; or 3 keystrokes (if you don’t use the mouse) 🙂
Or you can display the Goto > Special… dialog box (using a macro) with just 1 click of the mouse or 2 keystrokes (if you pin it on the QAT) !
Sub xlSelectSpecial()
On Error GoTo NotFound
If Selection.Cells.Count = 1 Then
MsgBox "Select more than 1 cell...", vbExclamation, "Select more cells..."
Exit Sub
End If
Application.Dialogs(xlDialogSelectSpecial).Show
Exit Sub
NotFound:
myMsgText = "No such cells found"
myTitle = "Not found"
myConfig = vbOKOnly + vbExclamation
myMessage = MsgBox(myMsgText, myConfig, myTitle)
End Sub
As you will notice, the macro has an error-checking line in case the type of ‘special cell’ you selected is not found. E.g. if you’re looking for blank cells in the selection, and all the cells in it are non-blank, the macro will display a message accordingly.
The macro also checks whether more than one cell is selected before executing the dialog. The reason for this is that if a single cell is selected, many of the options in the GoTo Special dialog box will execute on the entire ‘UsedRange’ of the spreadsheet, instead of the selected range.
If you wish, you can comment out the If … End If construct and test the macro to see what I mean.
6: Zoom-in / Zoom-out
These macros zoom in or zoom out on the worksheet, in increments of 5%.
Sub MyZoomIn()
' Keyboard Shortcut: Ctrl+E
Dim ZP As Integer
ZP = ActiveWindow.Zoom
If ZP >= 400 Then
ZP = 400
Else
ZP = ZP + 5
End If
ActiveWindow.Zoom = ZP
End Sub
Sub MyZoomOut()
' Keyboard Shortcut: Ctrl+Shift+E
Dim ZP As Integer
ZP = ActiveWindow.Zoom
If ZP <= 10 Then
ZP = 10
Else
ZP = ZP - 5
End If
ActiveWindow.Zoom = ZP
End Sub
As you will notice, will increase or decrease the zoom percentage by 5 points each time the macro is executed. The If… Then… Else… constructs are there to prevent an error if the current zoom percentage is already at the maximum or minimum level, when the macro is executed.
That’s all for this post from my side. I hope you will find it useful.
I welcome comments, suggestions for improvement & criticisms from readers on this topic, and the macros I have shared in this post.
[Secret transmission ended.]
Hey, thanks KV for sharing those shortcut-charged shortcuts. I look forward to torturing some more of that ill-gotten wisdom out of you. (While I don’t condone torture, I hate inefficient use of Excel even more. So while it’s going to hurt you more than me, it’s for the greater good.)
About the Author
KV is an undercover secret agent who spends his time rescuing the world from the crushing weight of evil, bloated spreadsheets.
His mild-mannered alter ego - Khushnood Viccaji - is a freelance professional and an expert in Management Information Systems and Business Applications with a focus on Data Management, Analytics, Transformation, Auditing, and Reporting.
Both these chaps have a flair for understanding and applying technology in business processes and an ability to present business information in many different ways. And one of them wears lycra.
36 Responses to “Visualizing Financial Metrics – 30 Alternatives”
Although I am one of the contestants, I must wholeheartedly admit that the Dashboard of Chandeep is the best of all. It's design, colors, message-conveying is the greatest. My regards!
I would like to learn how Chandeep highlighted the graph when he made a selection on the slicer.
Any links to previous posts perhaps where this was covered by Chandoo?
Thank You
Ahmad
Dashboard from Abhay simply rocks. To the point and conveys the intended message even for a novice.
Infographic by Pinank - is looking good
I have also contributed to this contest. I am really inspired by various entries in above post. Based on following parameters i would like to rate these:
1. Explanatory - Whether dashboard will be used to explain certain thing or mention a story. This type of dashboard will be static.
2. Exploratory - Here user would like to interact more with the dashboard to extract the relevant story or meaning which is not apparent. Hence, this type dashboard needs to have more interactivity.
3. Scalability - If new or more data can be added to dashboard and still the functionality will work. If user wants to add more companies, years, etc. will it work.
Based on above criteria I would rate following entries as top ones:
1. Explanatory - by Pinank
2. Exploratory - by Chandeep
3. Scalability - In most of the entries additional work would be required to include more data except for mine. new years or companies can be easily added and analysed in chart by me.
These entries are really inspiring i will definitely use it to revise my dashboard.
Abhay's dashboard is good however, if Chandeep can go with the trend analysis Abhay has done (line graphs), then maybe Chandeep's dashboard can excel.
And now I'm angry that I haven't noticed contest announcement earlier and I've sent what I've sent... Building a dashoboard was supposed to be my goal but lack of time forced me to sent sth simplier and now I can see how big mistake it was (when it comes to fighting a competition like this). Nice work guys! It's realy inspiring! Even less advanced works are intresting because of different task approach. So wance again: thanks 🙂
If I had to choose the best ones (IMHO) I would go for William and Edouard as a second place (for both). Despite some weak sides (like label errors or "work place" next to a final chart) they meet my sense of clear data visualisation and contain intresting interactive elements.
The best entry is definitly Chandeep's. Although there was some failing with automatical comenting feature (#arg! in my Excel'10) it's full of advanced dashboarding tricks which makes it easy to read. Furthermore, as one of the few he finished(?) his project - it opens in a "secured mode", with no place to mess anything, no data trash - just choose, point and read/print.
It all deserves to get the Grand Prize!
and BTW: when can we expect another contest? 🙂
Big round of applause to everyone who participated. I'm amazed at the creativity of our community. 🙂
My vote would be for Chandeep, MF Wong, and Miguel.
I have not contributed, but have read this post with a lot of interest. I would like to congratulate all participants for there work & inventiveness.
My #1 spot goes to Gerald for showing all the data in 1 graph & to have still kept it simple & readable.
I would give a prize for innovation to Pinank for the use of icons.
Great to see so much creativity.
I have not contributed also, but have wait his post for a long time (because I have the same kind of issue in my "daily life").
My top 3 is the following :
- Pinank for the effeiciency and for the style
- Arnaud for the calculation behind the chart
- Miguel for the elegant business oriented dashboard
All the entries look very good. However I feel Pinanks entry seems the best as it is very explanatory with good innovative thoughts.
Hi all,
Some brilliant dashboard and interactive entries - really nice stuff and lots of clever tricks.
However, given that the initial question was "Need to quickly visualize 3 variables ( Company, years, Financials) in a single […] chart", unfortunately I don't think any dashboards - as cool as they are - really answer that question. The interactives also assume that this will be opened in Excel rather than seen in a printed hand-out, which essentially means you'd need multiple charts to show all the variables or be limited to a computer screen. Even Chandoo's initial panel chart approach - which is static, and also very simple and clean - is not really a 'single chart'. Furthermore, most of the interactives don't actually show all variables at once but rather slice the data into more manageable chunks, which is not staying true to the original brief.
So, in light of the above, I'd vote for Gerald in first place, Edwin in second and finally my third chart option in third place (yes, I know, voting for yourself is poor form but unfortunately I think the original question disqualifies most of the entries).
Anyway, a fun competition and thanks for following up on this Chandoo.
I am once again in awe of the submittals to a Chandoo contest. The results are so impressive. I have been trying to build nice dashboards for years and take so many courses, but I don't seem to have the eye for design. The color choices, fonts and chart choices are so important and I'm amazed at how some people really have a great talent for making the best selections.
It's nice to have such quality inspiration!
I saw Chandeep's entry on his website and I must say that I was very impressed by it. Simply loved it. Somewhat makes it difficult to keep an open mind towards the other entries.
My ranking:
1. Chandeep for its completeness as dashboard.
2. MF Wong/Miguel for "simple" but smart graphs.
3. Pinank's entry looks like a page from a glossy magazine.
During scrolling I stopped at Chirayu's entry: easy to the eye.
But honestly congrats too all for having the balls to participate and thank you for sharing your creativity!! Hat's off to you.
Miguel, MF Wong, and Pinank.
Thanks to Chandoo and everyone who contributed for the great ideas.
Hi,
I personally liked the dashboard of:
1. Chandeep - His dashboard is clear, crisp and informative, his color combination and design is awesome, also he has shared few details like operating leverage plus he has added few comments. In totality, its a complete packaged dashboard.
2. Miguel - His dashboard is simple and all the information is visible in one shot.
It's very interesting looking through these - you can definitely tell who's done courses in dashboard design and with whom!
I particularly liked Pawels 'sperm chart' 😉 ... squint your eyes - you'll see what I mean). each of the charts or dashboards are put together well - but I agree with Elchin on this one - Chandeeps dashboard set 'tells a story' of the data. Student of Mr Few??
Without a doubt, Chandeep deserves #1. #2 goes to Abhay, and #3 to Pinhank, for the great presentation style if nothing else.
MF Wong
Do not apologize for any delay! Moving from one town to the next only 10 miles away is tough enough - let alone a family moving from one country to another!
THANK YOU for this excellent post!
As one of the participants, I have been looking forward to this post for long. But totally understood the reason of delay, so never mind! Hope all is well in NZ.
Thank you very much to those who like my chart! 🙂
Also thanks Chandoo for suggesting a name for it "Container Chart", which I have never thought about.
Personally I like the infographic by Pinank. Very outstanding design and use of icons. My two-cent worth: Just the lower part of "Yearly Trend" is actually good enough to answer the question, isn't it? 😉
Cheers,
What an outburst of creativity!
Vote for Chandeep and Pinank!
Agreed!
Awesome dashboards
Infographic by Pinank is awesome
Thank you so much for sharing!! i learn so much from these posts
Highly appreciated
Ahmad
South Africa
Fantastic responses from all the contestants. Some really great ideas. I'm inspired and will adapt some of these to my own dashboard work. Thanks for hosting such a great contest!!
Thank you for sharing this valuable resources !!!
I have only a couple of question that wasn't able to solve regarding data-origin.
Nowadays I have the data coming from a "current" situation from a big database containing all kind purchase-orders information of many different projects. I can calculate the current status of each project investments, but I am not able to track automatically the progress of it month to month or week to week by freezing the calculated metrics on each date. This would let me calculate new graphs and the speed of investments execution.
My question would be, if it is possible to calculate something with an excel formula and automatically freeze this values in a new row or new column. I guess that right now, Basic is the only way, but I guess that there could be a function to copy-a-range, insert-range-as-value-only as a new row or a new column or display everything down or left.
This would preserve the excel formulas defined, and add new data, everytime that it is re-calculated.
Any idea?
Great post , loved all chart representation. Congratulations to all participants and winners.
I need updates to this article.
I didn't even realize this got posted. Came across it today. Thanks
Fantastic post but I was wondering if you could write
a litte more on this subject? I'd be very thankful if you could elaborate a
little bit further. Thank you!
Hi Chandoo,
I comeback after a long time on your Blog. So I saw it lately. Its a brilliant idea.
I like all entries and these are amazing efforts from all participants.
Regards
The report presented by Pinanik is excellent and very innovative. Could be an interesting work for portfolio presentation