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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

447

 

 

Figure 1124 Initially, the waterfall has no columns marked as Totals

Instead, go to Page Layout tab. Open the Colors dropdown. At the bottom, choose Customize Colors. While looking at the chart legend and the Create New Theme Colors dropdown, you can tell that Accent 1 color is used for Increase, Accent 2 is used for Decrease and Accent 3 for Total. Change these three colors and the colors in the Waterfall Chart will change. Hope that nothing else in your workbook has charts or relies on theme colors.

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Figure 1125 The old hacks for creating a waterfall that could go negative were painful.

Each column is connected to the next column by a thin grey connector line. To see these lines, it might help to hide the chart gridlines. Click on one of the middle chart gridlines to select all gridlines. Press the

Delete key. You can now clearly see that the connector lines are there, but are a faint grey. If you attempt to format the connector lines as black 3 point, you will quickly see that the connector lines and the column outlines share the same setting. So, for all practical purposes, the only way to make them darker is with a Sharpie after printing.

The Waterfall chart is one of 7 chart types designed on the new Ivy charting engine. This engine is supposed to be better, but so far, it offers a disappointing lack of customizable features.

USE AN INVISIBLE SERIES TO FLOAT COLUMNS

Problem: I need my chart columns to float in the air.

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Figure 1126 Have your bars or columns float.

Strategy: This is a common trick. You will have the bars sitting on top of a rogue series and then make the series invisible. Follow these steps:

1. Next to your original data, build a new data range that will be used for the chart. You will have two series. You can call them anything, but here I’ve used “Hide” and “Show”.

2. Use formulas to calculate the height of the visible column and the height at which the column should float. Below, Step 3 is 175 tall and is floating 275 in the air. The 275 is the height of the previous two bars.

3. Create a stacked column chart.

4. Click on one of the bottom columns to select the Hide series.

5. On the Format tab, open the Shape Fill drop- down and choose None.

Figure 1127 The bottom columns will go away

6.If the lower columns have an outline, click the Shape Outline dropdown and choose None. The bot- tom columns will now disappear.

7.Click on the legend and press Delete.

The original figure in this topic used arrows instead of columns. This is easy to do. 1. Use Insert, Shapes, Arrow and draw an upward facing arrow near the chart.

2. Click on the arrow shape to select it.

3. Ctrl+C to copy the arrow.

4. Click on one of the visible columns in the chart. This will select all of the column in the series. 5. Press Ctrl+V to paste. This will replace the columns with the arrows.

A similar trick is used to make waterfall charts. The black columns are series 1. The white columns are series 3. An invisible series 2 makes the white columns float.

The waterfall chart here uses a hidden series 2 to achieve the basic effect. The data labels are the most difficult part of the chart.

1. .

Figure 1128 This is a stacked column chart with a hidden series 2.

PART 4: MAKING THINGS LOOK GOOD

449

 

 

 

1.

Convert the origi-

 

 

nal source data in

 

 

the second column to

 

 

three columns of data

 

2.

as shown here

 

Create a stacked col-

 

3.

umn chart.

 

Format series two to

 

4.

have no fill.

 

Format any one se-

 

 

ries to have no Gap

 

Width.

Figure 1129 The 2450 is =3500-1050. The 1470 is =2450-980.

5.Select series 1 and add data labels to the center.

6.Select series 3 and add data labels to the center.

It is frustrating that you can not choose Outside End for the data labels. You must manually move each label into position. Follow these steps.

7. Click one label in series 1 to select all labels in the series. 8. Click one label again to select the individual label.

9. Drag the label up to the correct position.

10.Choose the next individual label and drag it.

11.Repeat step 10 for each label.

12.Repeat steps 7-11 for series 3.

USE ROGUE SERIES FOR SHADING

Problem: I want to shade the areas between the gridlines in this chart.

4

Figure 1130 Add alternating shading between the gridlines.

Strategy: Use four series as stacked area charts.

To use this method, you need to take control of the vertical axis. Format the vertical axis. Figure out the minimum, maximum, and major unit that you will be using.

Figure 1131 Make sure the scale won’t change.

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1.Go back to the original data. Insert a new series for each gridline. These series will be stacked. The first series of

200 will run from 0 to 200. The second series of 200 will be on top of series 1 and will run from 200 to 400. Have your Sales series be the last series.

Figure 1132 One rogue series for each band of alternate shading.

2. Choose Insert, Area, Stacked Area chart. Don’t worry that the initial chart looks completely wrong.

Figure 1133 It is typical for these trick charts to look wrong at first.

3. Select the Sales series. Use Design, Change Chart Type. Change it to a Line chart.

4. Format the vertical axis. Go back to the settings in Figure 1131.

5. Click on one of the gridlines to select all the gridlines. Press Delete.

6. Select series One. Use Format, Shape Fill and choose a light color.

7. Repeat step 6 for the remaining area series, choosing alternating dark and light colors.

At this point, the effect is complete, but the legend is giving away your secret. You can delete individual entries in the legend.

Figure 1134 You need to delete 80% of the legend.

8. Click once on the legend to select it.