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Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

Charting Utility Upgrades

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

My posting has been light for a week or so because I’ve been upgrading my commercial charting utilities. The most important upgrade has to do with RefEdit controls.

RefEdit Problems

I’ve written here about Using RefEdit Controls in Excel Dialogs, and I use them a lot because they come in handy when the user has to identify a range of cells. However, I’ve also written about an Unspecified but Painfully Frustrating Error which has been associated with these controls. This error has led to an inordinate amount of customer support to update customer installations and correct the errors.

System Error &H80004005 (-2147467259). Unspecified error

Read more »

Upcoming Excel Training Sessions

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

Mike Alexander of DataPig Technologies is teaming up next month with Dick Kusleika of Daily Dose of Excel and Jon Peltier of Peltier Technical Services to bring you a couple of high intensity training sessions on Excel and related technologies. Mike and Dick will hold their Excel and Access Power User Workshop on April 20-22, then Mike and Jon will present their Excel Dashboard and Visualization Bootcamp on April 27-29. Register before the end of March for a hefty discount. As usual, the Excel Dashboard and Visualization Bootcamp will be awesome. I’m sure the Excel and Access Power User Workshop will be pretty good, too.

Excel and Access Power User WorkshopExcel and Access Power User Workshop

Dallas TX, April 20 – April 22

Microsoft MVPs Dick Kusleika (Daily Dose of Excel) and Mike Alexander (DataPig Technologies) bring you our first ever Excel and Access Power User Workshop! The topics presented during this 3-day workshop will help you go beyond basic spreadsheets and databases, and implement robust professional-grade solutions. Learn how to:

  • Move Data between Excel and Access using MSQuery and SQL
  • Use ADO Scripting to build robust data entry models in Excel
  • Automate Excel from Access
  • Run Access Processes from Excel
  • Automate Outlook Interactions
  • Build client-side solutions that use SQL server as the back end
  • Improve your VBA skills, going beyond simple Functions and Procedures

Excel Dashboard and  Visualization BootcampExcel Dashboard and Visualization Bootcamp

Dallas TX, April 27 – April 29

Microsoft MVPs Jon Peltier (Peltier Technical Services) and Mike Alexander (DataPig Technologies) are joining together again to bring you our acclaimed Excel Dashboard and Visualization Bootcamp! This 3-day boot camp is designed for Excel users who need to more effectively synthesize data into meaningful dashboards, charts, and visualizations. Learn how to:

  • Synthesize data in meaningful views with advanced charting techniques
  • Automate creation and formatting of charts and dashboards
  • Create reports and dashboards that communicate and get noticed
  • Create interactive reporting mechanisms
  • Implement macro-charged reporting
  • Automate the creation of PowerPoint slides directly from Excel
  • Integrate external data into your reports

Don’t miss these great opportunities to learn from the experts. If you have specific questions, contact Mike Alexander.

High-Low Line Alternatives in Excel Charts

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

High-low lines are a feature of Excel line charts that connect the high and low points at a given category. For example, in a stock chart the high-low lines connect the high and low value for each date in the chart.

Stock Chart with High Low Lines and Open-Close Ticks

A high-low line connects the highest of the values for a given category to the lowest of the values at that same category. All that is needed is two or more series with a point at that category.

If there are line series on primary and secondary axes, then you can have high-low lines for the primary axis group of series, and an independent set of high-low lines for the secondary axis group.

Connecting Any Two Points With High-Low Lines

An Excel user emailed me with a question: How can I connect any two points with high-low lines?

The user did not provide context for this question, so I’ve invented my own context.

Suppose I have two sets of points I want to use for high-low lines, and I want to plot two other series to show how (or whether) they fit within the limits defined by these high-low lines. The following data shows data for the two lines to be connected (Connect 1 and 2) and the two series to be compared (Series 1 and 2).

Data for the Arbitrary High-Low Lines

Here are these four series in a line chart:

Line Chart for the Arbitrary High-Low Lines

When high-low lines are added, they do not automatically connect the two series we want connected. The high-low lines connect the highest and lowest points, just like the name implies.

Line Chart with non-Arbitrary High-Low Lines

Excel is nothing if not flexible, and there are at least three ways to accomplish the goal of connecting only the Connect 1 and 2 series with high-low lines.

Adding High-Low Lines to an Excel Chart

In Excel 2003 and earlier it is easy and straightforward to add high-low lines to a set of line chart series. Double click any of them to open the Format Series dialog. Click on the Options tab, and check the High-Low Lines box. The high-low lines are automatically assigned to all series in the same axis group.

Adding High-Low Lines in Excel 2003

In Excel 2007 adding high-low lines is a bit more obscure. Select the series, then go to the Chart Tools > Layout tab. Over towards the right, in the Analysis group, click Lines, then High-low Lines.

Adding High-Low Lines in Excel 2007

High-low lines can be formatted the same way as any other line elements in a chart.

Arbitrary High-Low Lines Using Secondary Axis

Move Series 1 and Series 2 to the secondary axis.

Arbitrary High-Low Lines via Secondary Axis

Delete the secondary Y axis (Excel usually doen’t give us a secondary X axis if the chart types are the same). This keeps the series in separate axis groups, but all series use the existing axis scales.

Arbitrary High-Low Lines via Secondary Axis

Add high-low lines to Connect 1 and 2 on the primary axis. These lines now ignore Series 1 and 2.

Arbitrary High-Low Lines via Secondary Axis

Format as desired. I’ve used the high-low lines to indicate a range within which Series 1 and 2 values might be expected to lie.

Arbitrary High-Low Lines via Secondary Axis

Arbitrary High-Low Lines Using XY Series

High-low lines only connect line chart series, while ignoring XY and other series. We exploit this behavior by changing Series 1 and 2 to XY chart type series.

Arbitrary High-Low Lines via XY Series

Delete the secondary axis, or better yet, move Series 1 and 2 to the primary axis.

Arbitrary High-Low Lines via XY Series

Add high-low lines to Connect 1 and 2.

Arbitrary High-Low Lines via XY Series

And format as required.

Arbitrary High-Low Lines via XY Series

High-Low Lines Using Error Bars

You can use Y error bars to simulate high-low lines. You need to add a column to the data table which has the difference between Connect 2 and Connect 1. This column will be used for custom error bar values.

Data for the Arbitrary High-Low Lines

No need to change any series chart types or move series between axes. Just add error bars to Connect 1 using the added Delta column above as positive Y custom values.

Arbitrary High-Low Lines via Error Bars

Hide Connect 1 and 2 (format with no markers and no lines). In fact, Connect 2 doesn’t even need to be in the chart.

Arbitrary High-Low Lines via Error Bars

Error bars can be formatted like any other line element, so format away.

Arbitrary High-Low Lines via Error Bars

Adding Error Bars to an Excel Chart

I’ve covered error bars in Error Bars in Excel 2007 Charts. It’s straightforward in Excel 2003 and earlier, but remarkably obscure in Excel 2007. Progress, eh?

I didn’t just describe the Excel 2007 error bar aggravation in the article above. I built an add-in to make error bars easier to create in 2007. The add-in works in Excel 2007 but also in earlier versions. You can download the add-in from a link near the end of the article.

Dialog for Peltier Tech Error Bar Utility

High-Low Line Alternative Without Lines

I’m not sure why the user wanted high-low lines to apply to only some series in the chart. Possibly he was adding a data series to a stock chart, some kind of market index, and it was changing the high-low lines for his stock data. I covered this problem in Stock Charts in Excel 2007.

If the high-low lines are there to indicate for example an acceptable range for Series 1 and 2, keeping the Connect 1 and 2 lines might help delineate the limits defined by the high-low lines.

Arbitrary High-Low Lines via Secondary Axis

But all these lines are a distracting way to indicate a particular range on a chart. Why not build a shaded region to do this?

Change the data for Connect 2 so it uses the Delta column, then convert Connect 1 and 2 into stacked area chart type series.

High-Low Line Replacement via Area Chart Series

If desired change the X axis so the Y axis crosses “between categories” (2003) or “between tick marks” (2007).

High-Low Line Replacement via Area Chart Series

Format Connect 1 so it’s invisible (no border, no fill), then remove the border of Connect 2 and use a light shade for its fill.

High-Low Line Replacement via Area Chart Series

Charting NBC Olympic Coverage

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

My friend Jimmy of Code for Excel and Outlook twittered about a chart on TechCrunch that showed the general online assessment of the Olympic coverage by NBC. How We Hate NBC’s Olympics Coverage: A Statistical Breakdown shows an analysis of nearly 20,000 tweets and 5,700 blog posts. The highlight of this analysis is the following chart:

NBC Olympic Coverage - Original Donut Chart

Actually, this isn’t the original chart, theirs was substantially larger. Since theirs was obviously constructed in Excel 2007, I transcribed their data and built my own. Though smaller, this chart lacks none of the features of the original.

Read more »

Reforming a Health Care Reform Chart

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

While in line at the bank last week, I picked up a copy of the Worcester MA Telegram and Gazette, and stuck in the middle of the front section I saw a chart showing how much a family of four would have to pay for health care for the three health reform plans under debate. I had to reproduce it from memory: it wasn’t my paper, and I can’t find an online version. The chart was a bubble chart that looked much like this:

health care comparison bubble chart

Okay, as you move left to right, the bubbles get larger. The bubbles in the top row are larger than the rest, but except for the first bubble in the second row, the bubbles don’t change much from row to row. If not for the numerical labels, we wouldn’t notice any difference at all.

Read more »

Contour and Surface Charts in Excel 2007

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

Some time ago I wrote about Surface and Contour Charts in Microsoft Excel in Dian Chapman’s TechTrax Ezine. In that article I outlined the data requirements for surface and contour charts, and described some of the formatting idiosyncrasies of these charts. That article was valid for Excel versions 97 through 2003, but like so many other aspects of charting, Excel 2007 changed all that.

For these examples, let’s use this simple dataset. Each value in the grid is the product of the corresponding row and column headers.

Data for Contour and Surface Chart Examples

Excel 2003 Contour and Surface Charts

Select the data and insert a contour chart, and you will get something like this. I have removed the horizontal and vertical axis features (actually, the “category” and “series” axes), and selected a simple color scheme for the data bands. To format the bands, you format the legend key for that band, the small square in front of the label.

Excel 2003 Contour Chart with Default Scale

Read more »

Main Effects and Interaction Plots

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

In Dating Site Photo Effectiveness I proposed dot plots to show how different topics of profile pictures lead to different success rates of attracting attention from potential dates. The original analysis in The 4 Big Myths of Profile Pictures used bar charts which were potentially confusing because the origin of the bars was not zero, but instead was the average of all the data. Since my earlier post, Nathan wrote Get a Date With Your Online Profile Pic – Myths Debunked in his Flowing Data blog, and I was inspired to write about some simple graphical statistical tools.

The original analysis showed also the effects of facial expressions and eye contact on photo effectiveness. Profile pictures of women making eye contact are more effective than those without eye contact, for all of the facial expressions. Flirty-face pictures with eye contact are the most effective, while flirty-face pictures without eye contact are least effective.

Women's Photo Effectiveness Factors - Original Bar Chart

Read more »

Monthly And Cumulative Spending Charts

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

The Chart Porn blog referred me to an attractive but remarkably ineffective chart, in UK Quantitative Easing. The chart appeared in the British newspaper the Guardian, and shows the “money injected into the UK economy by the British government to help ease the recession.”  [cite] This illustration is reduced to fit; click on this image to open the original in all of its full sized glory.

Original Quantitative Easing Illustration

Apparently there has been much criticism of this chart. On the one hand, it is eye-catching. On the other, it does not clearly show anything without a lot of mental gymnastics. If you view it at full size, you can at least read the numeric labels in the margin, but reduced to fit into a medium sized monitor, it’s illegible.

Read more »

Pareto Charts

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

In Pareto lines on bar charts – an Excel fudge, Alex Kerin of Data Driven Consulting took data from a very badly distorted pie chart, and generated a Pareto chart. I busted the pie in Extra Distortion in a Pie Chart, but thought I’d chime in on the subject of Pareto Charts.

A Pareto Chart is a horizontal or vertical bar chart with its data sorted in descending order. The largest items (categories) in the chart are listed first for emphasis. Often a line is overlaid on the bar chart, showing cumulative sums or percentages of the total.

Read more »

Extra Distortion in a Pie Chart

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

148Apps recently treated us to a fancy pie chart in Apple iTunes App Store Metrics, Statistics and Numbers for iPhone Apps which demonstrated how easy it is, if you’re not satisfies with how much a 3D pie chart can distort data, to add extra distortion. If ever there was a job for Chart Busters, this is it. I originally learned about this exciting chart from Alex Kerin, in Pareto lines on bar charts – an Excel fudge.

In all of its glory, here is the original 3D not-quite-exploded pie chart.

Original 3D pseudo-exploded pie chart

What’s Wrong?

What’s wrong with this chart? Well, it’s a pie, and we’ve covered this ineffective visualization method before. It’s rendered in 3D, which through the magic of simulated parallax distorts the apparent sizes of the data points (i.e., the wedges). Also the legend is truncated: the last three items are left off the bottom. They’re each only 0% of the total, but you can see paper-thin wedges struggling to remain upright in the pie.

In a few moments I’ll describe the larger visualization sin. But first I’ll try to duplicate this same chart.

Read more »

PTS Waterfall Chart Utility PTS Cluster-Stack Column Chart Utility PTS Box and Whisker Chart Utility PTS Marimekko Chart Utility PTS Dot Plot Utility PTS Cascade Chart Utility

Create Excel dashboards quickly with Plug-N-Play reports.