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Power excel 2016 with mrexcel Master Pivot Tables, Subtotals, Charts, VLOOKUP, IF, Data Analysis in Excel 2010–2013 (Bill Jelen) (z-lib.org).pdf
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PART 4: MAKING THINGS LOOK GOOD

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Normally, you would create another range with the monthly data and create a chart from that range. But, Excel 2013 introduces the Funnel icon to the right of the chart. Click the Funnel and you can uncheck certain data points.

Figure 1115 Remove each Quarter from the chart.

The result: a monthly chart:

Figure 1116 No more spikes.

CREATE PIVOT CHARTS FROM DETAIL DATA IN EXCEL 2013

Say that you have hundreds of rows of detail data. Select the entire data set and use Insert, Recommended Chart. Excel will recommend that you let it create pivot charts to summarize the data. You will see tiny

Pivot icons on each chart tile.

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Figure 1117 Excel offers pivot charts.

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USE FORMULAS FOR CHART LABELS IN EXCEL 2013

Excel 2013 introduces a new feature where the chart labels can come from other cells on the worksheet. In the Figure below, formulas in column C build a label to identify the largest and second largest sales amount.

t

Figure 1118 As the results change, the labels will move.

Here are the steps to assign the labels from cells:

1. Select the data and Insert, Recommended Chart, OK.

2. Use the Plus icon to the right of the chart. Add a checkmark to Data Labels.

3. Plus Icon, hover to right of Data Labels. Click Triangle, choose Data Callout. 4. Plus, Data Labels, Triangle, More Options.

5. Click the 3-Column chart icon in the Format Data Labels Task Pane. 6. Click on Label Options.

7. Checkmark Value From Cells.

8. Excel will ask you to highlight the range. In this case, it is C2:C10. 9. Uncheck Category Name and Value.

INTERACTIVE CHART TO SHOW ONE CUSTOMER

Problem: We have a monthly meeting to review accounts. They want one chart per customer that we can review at the meeting.

Strategy: Build one chart showing all customers, but then hide all customers but one using a filter. By default, when you hide rows in the worksheet, they get hidden in the chart.

Figure 1119 Chart for one customer.

PART 4: MAKING THINGS LOOK GOOD

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Figure 1120 Choose another customer from dropdown in A15.

During the creation of this chart, the chart looks bad, then really bad. It finally makes sense in the last step.

1. Select your range of customers and sales.

2. Insert a clustered column chart.

3. Excel will assume you want customers in the legend and quarters along the axis. Click the Switch

Row/Column icon.

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Figure 1121 Use Switch Row/Column to move customers to the legend.

At this point, your chart will be unreadable. You are one step away from having a good chart.

4. If you’ve added Filter by Selection to the Quick Access Toolbar, you can select one customer in the worksheet and click Filter by Selection. Otherwise, select a customer, use Data, Filter, then open the customer dropdown and choose one customer.

5. Because the chart now has one visible series, you get the name of that series in both the title and the legend. Click the legend and press the Delete key to remove the redundant information.

6. You can now choose a customer from the dropdown and the chart will update to show the new cus- tomer.

Again, this trick takes advantage of the default behavior that the point in the chart will be hidden when the row or column in the worksheet is hidden.

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TIE THE CHART TITLE TO A CELL

Problem: I want the chart title to be calculated on the fly.

Strategy: Build your formula in a cell on the worksheet. You can use any formula and concatenation to build a complete title.

Figure 1122 Build the text for your title in a formula.

Select the title in the chart. Make sure that it has a solid box around the title. If you have a dashed line around the title, you are in text edit mode. Click on the dashed line to make it a solid line.

Click in the formula bar. Type an equals sign. Click on the cell that contains your formula. The formula bar will show a formula that looks like it is pointing to another worksheet, =’Daily Plan’!$N$30. When you press enter, the words from the cell will appear in the title. You might need to adjust the font to make it fit.

Figure 1123 The title will update as the formula recalculates.

EXCEL 2016 ADDS A WATERFALL CHART

Problem: I need to create a waterfall chart.

Strategy: Excel 2016 introduced a waterfall chart. It is great at handling columns that cross the zero axis. It offers the connectors between columns. But it is a little difficult to change the colors.

When you initially select your data and insert a waterfall chart, none of the columns are marked as Total columns. This means that all of the columns will be floating.

Click on the first column that should be a total. All of the columns will be selected. Click on the same col- umn a second time. Only that one column will be selected. Right-click the column and choose Set as Total.

Gotcha: You will notice in the figure below that you can change the Fill and Outline of each individual point. If you want your waterfall to appear in the universal colors of Green for positive and red for negative, you might be tempted to right-click each column and manually change the colors. Don’t do this! If the data changes from positive to negative, the colors won’t change. Further, the legend will stay with the original colors of blue, teal, and green. It will be a confusing mess.