|
What's New |
| Topic |
Date |
|
Using R for Advanced Charts
- While trying to make advanced Excel based
charts, I often asked myself the question "...should I use R
for this chart instead of Excel". These charts were readily available in R.
I was reluctant to take on the R learning curve, I felt it was better to
use a tool that I knew and avoid the learning curve of a package like R.
I finally developed a set of VBA procedures to build a
full trellis chart. When I completed the Excel - VBA trellis
chart, I reconsidered R because I now know what it will take for me to develop the
trellis advanced charting that was already available in R.
Why reinvent trellis charts in Excel when they were
readily available in R? To answer this question, I needed to find
out how difficult the R learning curve was, I already knew what it takes
to develop these tools in Excel - VBA. The post video shows both
the Excel-VBA trellis chart tool and R trellis charting. |
4/4/08 |
Showing Categorical Data on Trend Chart
- Another great New York
Times chart -
The New York Times graphics team (30 strong) is a great
source for ideas on good charting. I particularly like their
March 2,
2008 trend chart of global temperature anomalies and El Nino - La
Nina episodes. This chart does not need any surgery, rather, it offers a challenge to Excel charters, how can we do that in Excel?
I've put together a workbook and video to show how we can add change
point rectangles to a XY trend chart.
Take a look.... |
3/7/08 |
Environmental Economics Article - Global Warming: Man versus Sun?
Environmental Economics website published this global warming article on
February 29, 2008.
The paper demonstrates effective data analysis and the use of charts to
demonstrate analysis points.
From a data visualization standpoint, the charts can be improved by
removing the Excel default background color and heavy grid lines. |
3/4/08 |
|
VBA Code to Generate
Monthly Cycle Chart Automatically -Trend charts show the progression of your data over time. Some of
our time series data exhibit cyclical patterns, possibly
annual cycles related to seasons or weekly patterns related to work
schedules. This tutorial presents a workbook and VBA code that
automatically produces a
monthly cycle chart in Excel. |
2/25/08 |
|
Escape from Spreadsheet Hell - Dynamic Ranges Can Help -
An Excel Chart User forum visitor recently posted this
request for help: "I am always charting 2 years of data. I have 2
spread sheets, one has multi charts and the other is all the data for
the charts. I'm tracking about 6 different data points in a line
chart. Each month the data sheet gets the previous months production
data. I'd like to have it automatically adjust the charts. Drop the
oldest month and add the newest month to the chart. That would save me
the time of manually updating the charts." Ravens Fan (Excel
Chart User Forum, 12/3/07) I invited Ravens Fan
to send me his workbook. He sent it to me. Here's my Chart Doctor
diagnosis, solution to his problem and Raven's Fans report on how much
time he saves each month using dynamic range names.
|
12/30/07 |
|
Downloads - I've added a downloads
page to help keep track of the Excel workbook files that I have posted. |
12/4/07 |
|
Segmented - Piecewise Regression - Linear regression can
be done with all the data or just parts (segments) of the data to see if
there are abrupt changes in the relationship. The boundaries between the
segments may be called breakpoints. This post shows how to
prepare a two segment regression analysis of trend data. The
downloadable workbook includes an interactive method and a Solver based
method to find breakpoint. |
12/3/07 |
|
Replace Legend with Series Labels -
JuiceAnalytics.Com,
one of my favorite sites, has an interesting tool to help users select
the appropriate chart for their data. Juice's Line Chart example
includes a legend that tells the reader what color represent which data
series. Legends make it harder for the reader to interpret the chart
because he/she must move their eye back and forth between the series and
the legend.
Let's replace the legend with data labels for each series to make it
easier to interpret. We don't want our message to get lost in the
legend.
The labels are added with a simple VBA procedure included in this
file. |
11/27/07 |
|
Interactive Regression This post shows how to
build an interactive regression worksheet that allows user to
adjust X value start and end points with scroll bars, automatically
compute regression values using Excel LINEST function,
assess goodness of fit, plot the results, display the regression line, r2
and significance of F test on the plot. Conditional formatting is used
to highlight F and t test significance. This workbook provides
equivalent regression results to the Analysis Toolpak Regression
procedure using standard Excel functions and formulas. |
11/27/07 |
|
Request for
Plotting a Line From Runway Name - An Excel Chart User Forum
reader asked for help to draw runways based on the runway number
(heading). This is an interesting question, because the reader wants
to draw a line based on a name. The runway numbers drop the last digit
of the 3-digit heading, so 07 is actually 70 degrees..
We can use an XY chart to plot our lines. Since it only takes 2
points to define a line, we can use 0,0 to define one end and calculate
the X,Y coordinates for the 2nd point with simple trigonometry
functions. We can then plot our line with the start and end
points. This is the link
to the workbook. |
11/23/07 |
|
Request for Interactive Chart - Multi Data Sheets - One of the
Excel Charting User Forum readers, asked if anyone had ideas on how to
create an interactive chart tool that lets the user interactively select
which data sheet and variable data column to use for the Y axis values
in a chart. The X axis is time, the reader also wanted the tool to let
the user select the start and end time. The resulting downloadable
workbook provides several features:
1.Drop down menus for the data sheet
2. Drop down menu for variable
3. Scroll bar for minimum X axis value
4. Drop Down menu for X axis time increment
5. Macro to adjust X axis for min value & increment
6. Macro to prepare list of data sheets |
11/20/07 |
Excel Regression Tools
- Excel provides a number of functions
that allow users to perform regression analysis of times
series/ trend data. This post shows 6 ways to
use Excel for regression analysis, from simple to advanced:
1. Add trend trend line with display of
regression and r2 to chart 2. Prepare manual
calculations 3. Use Excel Functions (INTERCEPT,
SLOPE, RSQ) 4. Use Excel Function - LINEST 5.
Use Excel's Analysis Toolpak add-in 6. Use
Combination of Excel Statistical Functions
Each approach is demonstrated using the same data set for each approach, annual
average temperatures, oC, in Vaexjoe, Sweden between 1918 and
2001. These annual values have been calculated from daily
observations archived by the European Climate Assessment and Dataset (ECAD)
site. The data and exhibits are all available in a
downloadable Excel workbook. |
11/9/07 |
|
Beginning Day of Snowmelt - 3 Midwest Basins - Earlier snowmelt
is one of the potential results of global warming. This post reviews
work by P Neuman and the Open Mind blog on the beginning day of snowmelt
in 3 Midwest basins from 1910 to 2003. A downloadable workbook is
provided. The analysis includes trend charts, moving average charts,
CuSum control charts and change point analysis as well as regression
analysis to understand the trends in these 3 basins. |
11/3/07 |
|
One Trend Chart Better than Two Pie Charts This Chart Doctor case
shows the share of world energy use by region for 1991 and 2006. The
original graphic uses two pie charts to show this data. From a
data visualization standpoint, we want the reader to be able to easily
compare energy share trends by region. The two pie charts require
the reader to scan back and forth between the pie charts to see the
changes for each region between 1991 and 2006. The
Chart Doctor chart version uses an XY trend chart so that the reader can
clearly see the energy share by region for both years and changes
between these years. The Chart Doctor
version
labels the1991 and 2006 point of each series to provide the actual data
values. |
11/1/07 |
|
Map Excel Data With Google
Maps
Google offers two mapping platforms: Google Earth and Google Maps. This
posts shows how to access web based KML files and display them in Google
Maps. The KML file is generated by the
MapExcelData.XLS workbook which incorporates VBA code by JuiceAnalytics and A
Simon into a reusable tool that lets you quickly generate KML files and
display your data in either Google Earth of Google Maps. |
10/19/07 |
XY Chart Show
Trends Better than Clustered Column Chart This Chart Doctor case
shows trends in crime distribution by location for three categories in
Keene, NH. The original version used a clustered column chart. From a
data visualization standpoint, we want the reader to be able to easily
compare trends by the location category. The clustered columns make it
more difficult for the viewer to follow the trends of each location. The
Chart Doctor chart version uses an XY trend chart so that the reader can
clearly see the crime distribution trend by location. The Chart Doctor
version also
labels the last point of each series rather than use a chart legend.
Finally, removing the data labels
makes the chart easier to interpret. |
10/16/07 |
|
Map Excel Data With Google Earth
Google Earth is a powerful mapping tool that is readily available and
can be used to import and map user data. This workbook
demonstrates how to obtain the latitude and longitude for your Excel
data locations and how to export your Excel data to a Keyhole Markup
Language (KML) file for easy import into Google Earth. The attached
MapExcelData.XLS workbook incorporates VBA code by JuiceAnalytics and A
Simon into a reusable tool that lets you quickly generate KML files and
display your data in Google Earth. |
10/15/07 |
|
Temperature Trend Analysis The
European Climate Assessment and Dataset
site maintains files of continuous daily mean temperature data for 100's
of European stations. The Stockholm, Sweden station has continuous daily
mean temperature data from 1756. This 250 years of daily Stockholm mean
temperature data were summarized into annual mean temperatures so
that I could assess the long term climate trends. The Stockholm
Temperature Trend Analyzer workbook includes ten (10) trend analysis
tools. |
6/13/07 |
|
Interactive
Tool to AnalyzeTemperature Trends: 5 Swiss Stations - Analysis
and interpretation of long term temperature data can be challenging.
This post shows how to make an interactive analysis tool to help in
interpretation of 100 years of daily temperature data from 5 Swiss
stations. |
4/3/07 |
|
Multiple Trend Lines - Excel provides trend lines as part of the
chart package. How can show trend lines for 2 or more subsets of your
data? This example shows you how to add trend lines for up to 5 subsets
of your overall data set. The example shows 4 trend lines for user
selected periods of Northern Hemisphere temperature anomalies data set
for the period 1880 - 2006. |
3/13/07 |
|
Global Warming Trends - This
page has been updated with a Law Dome ice core CO2 trend
chart; a consolidated horizontal panel trend chart of Vostok, Law Dome
and Mauna Loa Observatory CO2 data for the past 420,0000
years using two time scales in the same chart CO2 emission
trends chart since 1750, a horizontal panel chart of CO2
emissions per capita for selected countries in 2000 and a link to an
interesting YouTube Video on an innovative way to display a global
temperature trend chart. |
2/24/07 |
|
Paleoclimate Trends - Continuous temperature records based on
thermometers only go back about 100 years. Paleoclimatology, the study
of past climate, uses several proxy data techniques to estimate climate
conditions over geologic time scales. The collaborative ice-core project
between Russia, the United States, and France at the Vostok station in
Antarctica extend the climate record back approximately 420,0000 years
in time. This page includes an Excel based vertical panel chart of the
CO2, methane and temperature trends for the past 420,000 years.
|
2/5/07 |
|
Global
Temperature Changes Temperature changes by location, day of year
and time of day. How do we assess long term climate changes? To
facilitate assessments of long term climate trends, climatologists
compare the global mean temperature for a base period with the annual
mean for individual years. Differences between the annual mean and
baseline mean are called anomalies. NASA's Goddard Institute of
Space Studies (GISS) uses the
1951 - 1980 period for their baseline period. They use the difference
between the global temperature mean for a year and the baseline mean to
determine the global temperature anomaly for the year. This page
presents an Excel based chart, using GISS data available,
that shows the annual global temperature anomalies for the period 1880 -
2006.
|
1/30/07 |
|
Custom Chart Axis Tutorial
XY Charts let us accurately place
data markers exactly where we want in a 2
dimensional grid. Excel lets us format our chart axes by adjusting the scale range,
interval and axis number formats.
There are times when we need to use more than Excel's standard XY Chart axis
formatting to have the X or Y axis look the way we want. We can use custom
axes to make those critical charts that Microsoft did not include with Excel:
dot plots, bumps charts, panel charts and others.
|
1/17/07 |
Dot Plot with 2 Level Y Axis Labels This Chart Doctor case shows
a Data360.org column chart of automobile CO2 emissions by vehicle. The
vehicle labels are aligned vertically, making reading difficult. The
vehicle name combines manufacturer, vehicle type and model into a single
name, limiting group comparisons. From a data visualization standpoint,
we want the reader to be able to easily compare emissions by vehicle
type, not have to scan across. The Excel chart version uses a dot plot
with 2 level Y axis labels so that the reader can compare by vehicle
type.
|
1/9/907 |
|
Stacked Bar Charts Not
Clear - This Chart Doctor case shows a stacked bar chart of
world oil consumption growth and an alternative trend chart. Stacked bar
charts are a poor chart type in many cases because they require the
reader to do quick arithmetic calculations to assess the lengths of the
bar segments to assess the changes. From a data visualization
standpoint, we want the reader to see the trend, not have to calculate
it. The Excel workbook includes the data and shows how to add custom X
and Y axes. |
12/1/06 |
|
Banking to 45o to Enhance Visualization
Cleveland has shown that we can enhance XY chart visualization by
careful selection of the data rectangle (area inside axes) height to
width (h/w) aspect ratio. Banking to 45o is a technique that
adjusts the aspect ratio so that the line segment orientations average
45o.
This page presents an Excel workbook that implements Cleveland's aspect
ratio and banking to 45o
techniques. |
11/15/06 |
|
Advanced Charting Techniques -
I use a number of techniques and tips over and over to make my enhanced
Excel charts. I have grouped these techniques into 5 learning steps to
provide my recommended road-map for learning enhanced Excel charting.
These techniques will help you to add lines, add text, make dummy axis
series, label points, make dynamic/interactive charts and dashboards. |
10/30/06 |
Chart Doctor - Operating Room
Schedule - I received an e-mail request from a real doctor who wanted help
developing a chart to show the schedule for an operating room. The
doctor sent along his hand sketch. He wanted to be able to
show time of operation from 6:00 AM till 8:00 PM .
I developed a
floating bar chart using a simple XY chart with error bars. |
10/24/06 |
|
Sea
Level Changes - The United Nations Environment Programme reports
that mean sea levels have risen 10 to 25 cm over the past 100 years.
This sea level increase is caused by thermal expansion of warmer water,
retreat of glaciers and ice caps and a net positive contribution from
the huge ice sheets of Greenland and Antarctica.
The linked workbook provides sea level trend data for 11
locations along the North Atlantic. Users can select the location from a
pull down list and generate a trend chart for that location. |
10/14/06 |
| CO2
Trends - CO2 has been increasing as a result of
fossil fuels. This page presents an Excel based CO2
trend chart and monthly cycle chart of monthly CO2 data from Mauna
Loa Observatory, Hawaii. |
10/14/06 |
|
Global Warming Trends - Global
warming is a very serious, complex and controversial subject. This page
presents Excel charts of global warming related data. Each post
includes a link to the data source and where appropriate, sites that
provide the scientific/theoretical underpinnings to the demonstrated
analysis. |
10/14/06 |
| Global Environmental
Trends - As an environmental engineer, I have been concerned about the
environment for many years. This new page, combing my data
analysis and environmental interests, presents Excel charts that
show global environmental trends. I have made each
chart in Excel from on-line data sources. The workbooks are available on
request.
|
9/30/06 |
| Chart Doctor -
This new page presents examples of published charts that have been
improved/ enhanced with the use of Cleveland/ Tufte data
visualization principles and Excel charting techniques presented in
this site. I got the idea for this page from Kaiser Fung's
Junk_Charts.com
site, one of my favorite data visualization sites. Kaiser clips
interesting charts/graphs from publications and critiques them from
a data visualization standpoint, often presenting one or more
alternative ways to display the data more effectively.
Borrowing Junk_charts.com's approach, from time to time, I will
present a published chart, diagnose it's data visualization health
and produce an Excel version. Readers are
encouraged to perform their own surgery on
my chart. I'll be happy to post any effective chart surgery results that readers
submit. |
9/30/06 |
| Data
Visualization and Excel - In deciding what type of chart/ graph
to use, it is helpful to understand your chart viewers graphical feature
interpretation skills. W. Cleveland (1984) conducted experiments to
measure these abilities. This page uses Cleveland's results to assess
standard Excel charts effectiveness. |
6/20/06 |
Panel Charts
W. Cleveland advocates the use of trellis like displays, Tufte advocates
the use of small multiple charts. Advanced statistical and graphical
packages allow users to prepare trellis, small multiple charts.
While not a default chart type, Excel users can develop trellis
display/small-multiples like charts in Excel by using standard |
6/20/06 |
| Bumps Chart -
These charts are very useful in showing before - after changes in rank
or value. Originally developed to track crew race outcomes in England,
they can be applied to many situations where excel users rely on stacked
or clustered bar charts. This page shows several Excel bumps charts. |
6/20/06 |
| Panel Dot
Plot - While Excel provides both pie and doughnut charts, there
are a number of data visualization problems associated with these charts
so that users should rarely use them. Dot plots provide Excel chart users
an effective alternative to pie/ doughnut charts. Panel dot plots
can be used to show changes over time with small multiple -
trellis like displays. This page and download shows an Excel panel
dot plot using standard Excel charting, data transformations and
dummy axis techniques that are all explained in this site. |
6/7/06 |
|
Horizontal Panel Chart - Alternative to Stacked Column Chart -
Stacked charts have data visualization limitations such that users
should look for alternatives before using them. Horizontal panel charts
are a good alternative. this example shows how to use dummy axes to
construct a panel chart similar to S-plus trellis like charts. Shows
horizontal panel chart of UK Hospital Bed trends for the period FY 1988
to 2005. The original stacked column chart is shown to provide a
comparison of the effectiveness of both chart types. |
6/4/06 |
| Parallel
XY Trend Chart in Excel - Data visualization researchers
have similar advice when plotting multivariate data:
Tufte and
Few recommend
"small multiples",
Cleveland and Robbins
recommend "Trellis Displays". Advanced statistical and graphical
analysis systems like R and
S-Plus
include Trellis display capabilities. Trellis like chart displays increase your
ability to visualize your data. This tutorial and example workbook show you
how to build a small multiples trend chart to get a trellis like display affect
in Excel. |
5/24/06 |
| Monthly
Cycle Chart in Excel Trellis like chart displays increase your
ability to visualize your. This tutorial and example workbook show you
how to build a monthly cycle chart to get a trellis like display affect
in Excel. |
5/22/06 |
| No Chart Junk
New page dedicated to data visualization information for the rest of
us. Includes reviews on data visualization books, links to data
visualization sites, and links to articles on pros and cons of Excel for
statistical analysis and charting. |
5/16/06 |
| Date Dummy
Axis Series We can use a dummy date axis series to label our
months and/or years the way we want, and improve on the default data
formatting. The
workbook also shows how to build a Step chart in Excel. |
5/9/06 |
|
Stacked Trend Charts - Data Transformation Technique - This tutorial
is one of two on this Site that show you how to build a series of XY trend charts
that are aligned
vertically so that you can compare trends between several parameters at the same
time. This page shows the data transformation and dummy Y axis series technique
and is based on the example found in
Stacked_Trend_Chart_transformed_data.zip |
5/2/06 |
| Learn How To Add Events to Your Trend Charts -
Trend charts show values for a data series over time. There are usually
outside factors that affect our trend data series. The addition of these
events can significantly enhance the educational value of our trend
charts. This tutorial and workbook show you how to add event information
to your trend chart to increases its explanatory value. |
5/1/06 |
|
Interactive -
Dynamic Excel Trend Chart video - Excel has powerful
interactive charting capabilities that many Users do not use because
they are unaware of them. This
video and
workbook
demonstrate how a combination of dynamic range names, controls and VBA
can be used to transform static data and charts to an interactive tool
that can help users analyze and understand their trend data.
Workbook Download |
4/28/06 |
| Dot Plots -
Alternative to Pie Charts - Many data visualization writers
recommend against use of Pie charts. This workbook compares
a Dot plot and Pie Chart for the same data. It shows you how to create
axis label (dummy) series for Y axis and log scale X axis. |
4/13/06 |
|
Interactive Trend Chart - Checkboxes - This workbook shows you
how to use dynamic range names and checkboxes to let user select which
data series should be plotted. |
4/13/06 |
| Excel Box Plots -
2 Working Examples - Excel does not provide a pre-made Box
Plot option. With a few steps, however, Users can make there own Box
Plots. |
4/12/06 |
| Excel Chart
Links -This workbook includes links to 150 Excel chart articles
and downloads. Use the built in query macro to find links to articles on
your topic. |
4/7/06 |
| Excel
Dashboard Sheet Layout Video - This 5 minute video shows you how
to layout your worksheet. The accompanying
workbook includes the
VBA procedure demonstrated in the Video, |
4/6/06 |
| Data Scrubbing
- This workbook includes 7 VBA procedures to handle a wide
range of data scrubbing situations often found in working with process
data. |
4/5/06 |
| Using Excel's Camera
Tool with Dashboards |
3/31/06 |
| Process Dashboard
Video |
3/30/06 |
| Day of
Year Trend Chart |
3/28/06 |
| XY Trend
Chart Animation |
3/24/06 |
| Excel Process Data How
To's |
3/23/06 |
| Process Data Tool Kit Video
- 6 minute Introduction to this Excel -VBA treatment plant data
management system |
3/21/06 |
| Trend Charts and
Missing Data |
3/17/06 |
| Size - Align
Charts |
3/15/06 |
| Freeze Text
Size |
3/15/06 |
| Interactive
Moving Average Chart |
3/14/06 |
| Add
Vertical Line to XY Chart |
3/13/06 |
| Highlight
Min & Max Values on XY Chart |
3/13/06 |
| Adjusting Cell Size with VBA |
3/10/06 |
| Making a Chart in a Cell with VBA |
3/10/06 |
| Build Control Chart |
3/10/06 |
| Add
Horizontal Line to XY Chart |
3/10/06 |
|
Stacked XY Trend Charts
|
3/10/06 |
|
Control X Axis Min - Max Values |
3/10/06 |