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Excel chart learning: how to use controls to create bar charts

青灯夜游
Release: 2022-09-02 10:52:33
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In the previous article "Excel chart learning: How to make the chart move like a web page", we learned how to make the Excel chart move like a web page. Today we continue to share the tutorial on how to make Excel dynamic charts. There are even check boxes to select the data that need to be displayed! If anyone uses this chart to give a work report, I guarantee that the boss will look at you twice. Are you sure you don’t want to learn such a high-level and easy-to-learn dynamic chart?

Excel chart learning: how to use controls to create bar charts

1. Tutorial on making dynamic charts with Excel control

As shown below, the picture shows the company Expenditure status of various expenses from 2015 to 2017. When 2015 is checked, the data for 2015 will be displayed; when 2017 is checked, the data for 2017 will be displayed. This kind of dynamic chart will be very intuitive when displayed. Today we will learn to make an Excel dynamic chart with check boxes.

Excel chart learning: how to use controls to create bar charts

The original data is as follows:

Excel chart learning: how to use controls to create bar charts

Need to create a dynamic chart with the effect of the beginning of the article. By observing the renderings, we can see that the main ones are:

  • 1. There are three check boxes on the left side of the top of the chart that can be selected or deselected;

  • 2. When a year is selected, the chart will display the data of that year in real time; if it is deselected, it will be hidden;

  • 3. The chart can display the data of three years at the same time, also You can not display the data of a year;

2. Steps to create Excel dynamic charts

( 1) Excel chart control production: Insert check box

Excel itself has check boxes in "Development Tools". But many people haven't found it because that feature is turned off by default and needs to be turned on manually.

Click the "File" button in the menu bar, find the "Options" button in the pop-up window, and click to open the excel file options window

Excel chart learning: how to use controls to create bar charts

Excel chart learning: how to use controls to create bar charts

In the excel options window, select "Customize Ribbon".

Excel chart learning: how to use controls to create bar charts

In the custom ribbon (B) on the right, select "Main Tab", we select the box in front of "Development Tools" and click OK. You can see the development tools option in the main menu bar

Excel chart learning: how to use controls to create bar charts

Excel chart learning: how to use controls to create bar charts

Select "Development Tools" in the menu bar and select Insert "Check Box", and then drag a check box directly in excel. Repeat the steps to drag a total of 3 checkboxes.

Excel chart learning: how to use controls to create bar charts

Select the check box, right-click, select "Edit Text" in the pop-up window, and change the text of the three check boxes to "2015", "2016" and "2017".

Excel chart learning: how to use controls to create bar charts

The effect is as follows:

Excel chart learning: how to use controls to create bar charts

(2) Construct cartographic data

Our main production idea is to construct an area containing all data for three years as the mapping data area. When a certain year is selected, the data for that year in the cartographic data area is real data; if it is not selected, the data area for that year in the cartographic data area is empty.

1. Set the cell that binds the check box value

When the check box is selected, the value of the linked cell is TRUE; when the check box When not selected, the value of the linked cell is FALSE.

Select the check box of "2015", right-click, select "Format Control" in the pop-up window, select the "Control" option in the pop-up window, and set the cell link to "$A $17”

Excel chart learning: how to use controls to create bar charts

1Excel chart learning: how to use controls to create bar charts

At this time, if "2015" is selected, the value of cell A17 is TRUE; if it is not selected, the value of cell A17 is FALSE. The same setting is used for "2016", the cell link is "$A$18"; the cell link for "2017" is "$A$19".

2. Create dynamic chart data

As shown in the figure below, area 1 is the charting data we need.

A17, A18, and A19 are the link cells of the check box.

When "2015" is selected, the value of A17 is TRUE, and we copy the data of A3:I3 to B17:J17;

When "2015" is not selected When, the value of A17 is FALSE, we set the data of B17:J17 to empty.

To complete this setting, enter the formula in cell B17:

= IF($A17=TRUE,A3,""), pull down to the right and fill in 2015 year's data.

1Excel chart learning: how to use controls to create bar charts

Formula analysis:

If the value of cell A17 is TRUE, the content of cell B17 is the content of cell A3, otherwise it is empty.

After this step, you can test it by unselecting 2015, the value of cell A17 becomes FALSE, and the data in area B17:J17 is cleared;

1Excel chart learning: how to use controls to create bar charts

(3) Make a bar chart

Select the area B16:J19 as the drawing data, click "Insert"-"Bar Chart"-"Clustered Bar Chart" .

1Excel chart learning: how to use controls to create bar charts

Drag the obtained bar chart position below the check box, double-click the icon title, and set the chart title to "Company Expenses from 2015 to 2017" , get the following effect.

1Excel chart learning: how to use controls to create bar charts

(4) Excel chart beautification

Click to select the abscissa axis, right-click and select "Format Axis" , in the pop-up window, set the maximum value of the coordinate axis option to "100";

1Excel chart learning: how to use controls to create bar charts

1Excel chart learning: how to use controls to create bar charts

Click to select the grid line and press delete key to delete, the final effect is as follows.

1Excel chart learning: how to use controls to create bar charts

3. Learning and Reflection

Dynamic graphics can switch to display different content on one picture , is a commonly used Excel advanced chart.

The main difficulty lies in the construction of mapping data. Because we need to add or delete data based on whether the check box is selected. So we need to first know whether the check box is selected, and use its cell link to directly reflect whether the check box is selected or not by whether the value of the linked cell is TRUE.

Use the IF function to determine the value of the corresponding link cell. If it is TRUE, the data of this year is copied to the cartographic data area; if it is FALSE, the data of this year is empty. The graph made using empty data is invisible, so the final result is that the selected years are displayed on the graph, and the unselected years are hidden on the graph.

I hope that through this tutorial on Excel dynamic charts, you can learn from one example and apply dynamic charts in your daily work!

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