Charts from a dropdown list

Charts from a dropdown list in Excel

Many people who use Excel can generate a chart or two on their spreadsheets. This is a relatively easy task to perform in Excel. These charts will either sit in data sheets or in their own sheets.

Don’t you sometimes wish you had a button to click in Excel which gives you a list of charts to display on your sheet? Well, I can show you how to do this!

Just to let you know, you can do an excel course with us to learn this in practice.

First of all, you will need some charts. It doesn’t matter which types of charts they are. The screenshot below shows an example of a sheet containing data and charts:

Charts from a dropdown list

Once you have your charts up and running, you can begin to build your interactive button. The first thing you need to do is to select the cells which are behind the first chart, as shown below.

Charts from a dropdown list
Sales+Costs Chart

After doing this, click in the Name box (top left next to the Formula bar). In here, give this selection of cells a name, for instance Sales. Do the same for all the other charts you wish to add to the list. These names will be used later to choose the right chart from the list. Now, in a different place on the sheet, or in another sheet, type a list of your chart names you want to display in the dropdown box (see my example below ).

Charts from a dropdown list
List

Select this list and give it a name (in the Name box again), as shown above. This name will be used to generate the dropdown list. We are now ready to create the dropdown button. Add a new sheet to the workbook and name it Output. Activate the Developer tab in the ribbon. Click File – Options – Customize Ribbon, then tick the box next to Developer in the right hand side box. Select the Developer tab in the ribbon, then click the Insert button.

Charts from a dropdown list
Developer

This opens a toolbox from which you select the Combo Box item. Now, in the Output sheet, draw the Combo Box near the top of your sheet with your mouse. Afterwards, press Ctrl+1 (format control). A dialogue box opens as shown below:

Charts from a dropdown list
Format

Click in the Input range box and then type the name which you gave earlier to your list of charts  (I called mine ChartTypes). Next, click in the Cell link box, then click in any empty cell in your spreadsheet. This cell reference now sits in the Cell link box. We shall use this cell later to pick a chart.

The next thing we need to do is to define a name which uses Excel’s Choose function to pick the correct chart from the list.

Step 1: Select the Formulas tab, then select Define Name.

Step 2: Type SelChart into the Name box. (SelChart is my example)

Step 3: Type the following into the Refers To box:    =choose(                                                            Now select the cell you selected for the Cell link box earlier. Next, type the names you gave your charts in the Name box.

=choose(selected_cell,Name1,Name2,Name3)  (selected_cell is the cell you used in the Cell link box earlier. The other names are the names you gave the cell ranges behind your charts.)

Step 4: Click OK.

Almost there! We now need to again select the cells behind each chart, (one chart at a time), then right-click the selection. In the dialogue box, click Copy, then go to your Output sheet. Right-click below your dropdown combo box and select Paste Special – Linked Picture. (See below)

Charts from a dropdown list
Paste Special

Hopefully, you now have an image of your chart in that location on your sheet. Click in the formula bar and type =SelChart (again, this is my example). Press Enter. Do this for all your charts. Now you can create Charts from a dropdown list.

 

 

What’s New in Excel 2016?

 

Whats new in Excel 2016

Here’s what’s New in Excel 2016

With the launch of Office 2016 in the Autumn of 2015, you may be wondering about the new features in 2016 and what’s changed. With Excel at the core of many businesses, it would help to have all of the new features explained. We have compared the different versions of Excel and come up with a quick overview of What’s New in Excel 2016.

To learn more about that, please take a look at our Excel courses.

Changes from Excel 2013

The main changes between Excel 2016 and 2013 are associated with the Business Intelligence (BI) features. They can be located on the Insert and Data tabs and include several new chart types, a Power Maps tool and a Forecast Sheet feature. There is also a new Get & Transform section for creating and working with queries.

The Tell Me box

‘Tell Me what you want to do’ on the Home ribbon is now available across Office 2016. Type what action you would like to take and you get some useful tips to help you get started. ‘Tell Me’ remembers what you have asked and further actions to try.


New Chart Types

On the Insert tab there are several new Chart Types available only in Excel 2016.

Waterfall
Box & Whisker
Treemap
Sunburst
Histogram – Pareto

Waterfall

Being able to create a Waterfall chart with one click will amaze anyone who has attempted to create such a chart in previous versions of Excel. It would have involved a lengthy work around using formulas, recolouring bars, white boxs and adjusting the scale.

Recap: A Waterfall Chart, sometimes called a ‘flying brick chart’ is a way of visualizing a series of positive and negative data such as monthly cash flows. The bars appear to fly or float between the start and end columns giving the impression of a waterfall or a bridge.

Suppose you have the following data and wish to display it in a Waterfall Chart:

What's New in Excel 2016? - Waterfall

 

With Excel 2016 you click in the data and choose Insert, Waterfall from the Waterfall and Stock Chart button.

 What's new in Excel 2016 - Waterfall2

Some formatting is needed but most of the work is done.

See How to create a waterfall chart with Excel 2010

Treemap

This is a brand new chart type and a great way to visualize hierarchies of data.

Suppose you have PivotTable data based on car sales. A Treemap can’t be created directly from a PivotTable so you will have to copy as values to another location. Now click in the data and choose

Insert, Hierarchy Chart, Treemap

 What's new in Excel 2016 - Treemap3

Sunburst

Another way to display this type of data is with a Sunburst chart.

 What's new in Excel 2016 - Sunburst

Box & Whisker

 What's new in Excel 2016 - Box Whisker

The Box & Whisker chart is used to show statistical information about a set of data. The line in the middle indicates the median value (middle value) while the bottom and top of the boxes represent the spread of the data from the first to the third quartile (25thpercentile to the 75th percentile). The lines extending vertically (whiskers) shows the spread of data outside this range.

Histogram

From the same data you can now easily create a Histogram chart.

 

 What's new in Excel 2016 - Histogram

Right clicking on the axis and choosing Format Axis allow you to change the number of bars (bins) or the bin width.

Pareto Chart

A Pareto chart displays a series of figures as a combination of a cumulative line chart and columns chart sorted in descending order.

Pareto Sorts your Bars: Highest first. This highlights which Bars have the biggest impact/return. This will influence your decision on where to assign your resources.

 What's new in Excel 2016 - Pareto

To create a Pareto chart, click in the data and select

Insert, Recommended Charts, Pareto

 

Power Map

Now available on the Insert tab is Power Map. Click inside some data containing locations and a map is inserted onto a separate sheet as a new scene. Click the Add field button and Add Category to represent the data graphically.

The following graph can be created from data shown.

 What's new in Excel 2016 - Map1

Click Layer Options to control bar thickness and height.

Power Map can also detect post codes. This UK map shows the location of training events based on post codes which have been hidden on this sheet.

Tip: To hide cells in an Excel worksheet Select the range of cells Right Click, Format Cells Select Custom and type ;;;””

 What's new in Excel 2016 - Map2

The pie charts represent the number of events broken down by each course.

The maps are initially inserted onto a new sheet but can be copied back to an Excel worksheet by selecting a copy image button.

With Power Map you can even create a video to show a series of changes to a map over time.

Forecast Sheet

New to Excel 2016 on the Data tab is Forecast Sheet. This automatically creates formulas to make a forecast of your existing data.

 What's new in Excel 2016 - Forecast1 What's new in Excel 2016 - Forecast2

 

Suppose you have monthly sales pivot data for two years and wish to predict the next 12 months taking into account seasonal patterns if there are any. To create the sheet, click a cell in the table data and select:

Data, Forecast Sheet

In the dialog box set the Forecast end date and click Create.

Next you will see a new sheet with forecasted data and a graph including upper and lower levels of confidence for the forecast.

 What's new in Excel 2016 - Forecast4

 

Time Grouping in PivotTables

When creating PivotTables in Excel 2016, data containing date fields the dates will be grouped automatically.

Opening up Excel Workbooks with the New Charts on an Older version

What happens if you are using Excel 2013 or 2010 and open an Excel 2016 workbook containing the new chart types or maps?

Rather than see the new chart you will see is a text box with a warning not to save your workbook into the older file format.

 What's new in Excel 2016 - Save 2013

You may need to PDF workbooks containing the new chart types or cut and paste them as pictures if you want people with previous versions of Excel to view them.

What’s new for Excel 2010 users?

There are many people currently using Office 2010 and for those considering upgrading there will be even more new features to explore. Previously only available as Add-ins, Power Pivot, Power Query and Power View can now be accessed directly from the Excel 2016 ribbon.

Those who make use of these Business Intelligence tools will be working in new ways with Excel Tables and Table connections. Others will discover Slicers can be used with Tables as well as with Pivot Tables and many will find useful and fun ways to use Data, Flash Fill.

We wish you a happy Excel 2016 upgrade! 


For more information on Excel training courses London, have a look at the full range of our courses.