All articles with 'downloads' Tag

Have you ever wanted to fetch live stock quotes from excel? In this post we will learn about how to get stock quotes for specified symbols using macros. We use Yahoo! Finance API to fetch the stock quotes and other information related to a company using excel macros. Along the way, we will also learn various interesting things about Excel VBA. Think of this post as a crash course in VBA.

This is a guest post by Daniel Ferry.

The FIFA World-cup 2010 edition is around the corner. Like millions of people around the world, I too am an ardent fan of football. (although, I have played only one game of soccer in which I waited near opponents goal post as I was too lazy to run around. And when my team mates kicked […]

In the last installment of our dynamic dashboard tutorial, we will take all that we have learned in first 3 parts and combine that to create a final dashboard. We are going to use concepts like table of contents, macros and data validation to help us get ahead. You can find the entire macro and downloadable workbook inside the post. Read on…

Out of curiosity I took the data from Matt McKeon’s Privacy on Facebook chart and try to re-do the chart in Excel. I made a panel chart depicting how Facebook’s privacy policies have changed since 2005. You can see a bigger version of chart as well as get the download excel from the post. Read on…

In this article we will learn what a Panel Chart is and how you can construct a panel chart in Excel.
What is a Panel Chart?

A panel chart is a set of similar charts neatly aligned in panels to help us understand some data which has multiple variables in it. Panel charts are also called by names “trellis displays” or “small multiples”. They are an effective way to display multi-variable data.

Here is an example panel chart showing the total defects per module over the last 4 weeks.

Denice, an Excel School student emailed me an interesting problem. I have a bunch of data from which I want to find the sum of values that meet a criteria. But I also want to exclude any rows that are hidden. Well, we know how to find sum of values that meet a criteria – […]

If anybody asks me what is the best function in excel I am drawn between Sumproduct and Data Tables, Both make handling large amounts of data a breeze, the only thing missing is the Spandex Pants and Red Cape!

How often have you thought of or been asked “I’d like to know what our profit would be for a number of values of an input variable” or “Can I have a graph of Profit vs Cost”

This post is going to detail the use of the Data Table function within Excel, which can help you answer that question and then so so much more.

In a recent consulting assignment I had a tricky data validation problem. The customer wanted to have an either-or condition in the data validation, like this: My initial reaction to this requirement was “hmm… that is not possible“. But before shooting the email back to client, I got curious and checked if excel data validation […]

In yesterdays post – Find Quarterly Totals from Monthly Data, we have learned how to use SUMPRODUCT formula to find totals by Quarter from a set of monthly values. The approach is fine, but has one glaring draw back. It only works when you have data for one year. In that post, Martin said, … […]

Here is a problem we face very frequently. You have a list of values by months. And you want to find out the totals by Quarter. How do you go about it? There are 2 options: You can make a pivot report from the data and then group dates in that to find totals by […]

Ok, it is Friday again. That means poll time. I would like to know what color choices you prefer for your charts?
My Favorite Colors for Charting are,

These are the colors I use when making charts in Excel 2007 (it has capability to set any color for chart elements).

In this post we are going to look at a simple example of the VBA behind the Dynamic Dashboard. Essentially we will learn to write macros for doing this. Read the rest of this post to find code samples and downloadable files to play with.

This is continuation of our earlier post Preparing Quarterly and Half yearly P&L using grouping option. You can also do budget v/s actual comparison using Pivot Tables. For this we will use calculated items feature of Excel PivotTables.

To begin, we have to add one more column to our data. I have added column Data Source to the end of data table. Existing data is marked as Actual and I have added more data rows which are marked as Budget. You can download new file with updated data and basic Pivot P&L.

Bar chart or Line? Scatter plot or box plot? These are the questions we ask ourselves when we set out to make a chart. Because, “Selecting right chart for our data” is very important to tell our story.

In this article, we will learn how to “select the right chart” based on our data and situation.

In a follow up to last week’s how to visualize survey data in excel, we will explore how you can create an incell dot plot panel chart. Please follow the links in the article to get more commentary and insights from established persona in the visualization world (including Stephen Few, Naomi, Jon etc.)