How can we create Dynamic Chart in Excel?

-Amit PanasaraVadodara,

Gujarat, India

Chart (Dynamic + Interactive)

-A baby-step tutorial….

What Is Dynamic & Interactive Chart?

• When user add the data in the database & chart will incorporate newly inputted data-row, it is called dynamic chart i.e. chart span changes with data entry (in our chart data table if you insert additional data in the 15th row chart axis span, title etc will change accordingly)

• When user is able to get response from chart / database on basis of requirement it is called interactivity. (In our chart by using the scrollbar we are responded via tracker point)

Preview

DEFINING DYNAMIC DATA RANGE

to feed the chart Dynamically

Go to Formulas > Name Manager

Click on New Button to add a field

Add cost & date_field range label one by one with given formulas to create Dynamic Range

CREATING INTERACTIVE CHART CONTROL TABLE

to feed the chart for interaction

Create the table shown at the left side and add the formulas as below

Date CostMax_cost =INDEX(date_field,MATCH(G3,cost,0),0) =MAX(cost)Min_cost =INDEX(date_field,MATCH(G4,cost,0),0) =MIN(cost)

Tracker Button Value 36 =F6/10Total No. of Date =COUNTA(date_field)Nearest Larger Cost =INDEX(date_field,FLOOR(G6,1),0) =OFFSET(B2,FLOOR(G6,1)-1,0)Nearest Smaller Cost =INDEX(date_field,CEILING(G6,1),0) =OFFSET(B2,CEILING(G6,1)-1,0)

x_axis projection =F12 0Tracked Point =F8+(F9-F8)*($G$6-FLOOR($G$6,1)) =G8+(G9-G8)*(G6-FLOOR(G6,1))y_axis projection =A2 =G12Co

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="Cost Analysis (from " & TEXT(MIN(date_field),"mmm yy") & " to " & TEXT(MAX(date_field),"mmm yy")&")"

iteration for Tracking axis

Plotting of Tracking Lines

Formula of linear interpolation

ADDING CHARTS

Go to Insert > Line Chart

Chart Tools > Design > Select Data

If Chart Tools ribbon group is not visible then click on the chart area , it will be automatically shown in the title bar.

Click on Add Button & fill Series name & Series values as shown

Similarly add Horizontal Axis Label by clicking on Edit button

HIGHLIGHTING MAX-MIN VALUES

Add the Max_cost Series same as we had added the Cost Series

Similarly add Min_cost point to the graph

INSERTING TRACKER POINT WITH PROJECTION LINES

Insert simple Tracked point with random value as Max_cost point initialized & then change its chart type

Formatting the projection lines & Tracker point

Select the “Tracker Point” Series and go to Format Data Series via right-clicking

Make changes shown as below

Adding Value to the Tracker Point

Select the Tracker Point & add the Data Label as shown in snapshot

PLACING CONTROLS FOR INTERACTIVITY

Adding the Developer Tab

Developer Tab contains the various type of Form buttons & ActiveX buttons like command button, checkbox, toggle button, scrollbar, option(radio) button etc.

This tab is useful for VBA developer, but we will not use VBA coding in this tutorial session.

Adding Scrollbar

Scrollbar to interact with tracker point

Right click on the scroll bar and input following required fields

Formatting the Horizontal axis

Axis OptionsChanging the Base Unit, Minor unit etc will useful for smooth operation of tracker point shift.

These changes should be done after declaring full chart means after defining Max_cost, Min_cost and Tracker point chart series ( as we have already defined as XY Scatter Graph) .

If Axis defined with Base Unit as Days in prior stage then during changing the chart type of Max/Min/Tracker Point as XY Scatter, computer will take more process time (or may be hanged) to place the these points because of 365 Days within a year to be controlled.

(try it on dummy graph)

ADDING DYNAMIC CHART TITLES & AXIS LABELS

Adding Static Title & Labels

Referencing the Title+Axis Label to make it dynamic with content

Chart Parameter Reference cellChart Title =Sheet1!$E$1Verticle Axis Name =Sheet1!$B$1Horizontal Axis Name =Sheet1!$A$1

Select the chart title and then write cell reference in the formula barSimilarly, allocate the cell reference to the axis labels also.

Application

• Dashboard simulation• Stock-market Tracker• Control Panel Creation• …...• …..• ….• …• ..• .

TH^NK YOU FOR PATIENTLY ENJOYING THE TUTORIAL

Make experiments on the attached graph to be familiar with Dynamic cum Interactive chart and formulas used e.g. INDEX, OFFSET, FLOOR, COUNTA etc.…………. Create an static chart(without dynamic range) and feel the difference……….