There are times when there is a need to cut down on the available data to have a focused view or to make a decision. Or, we might want to create a live tool, such as that for a Dashboard. These are mainly achieved through solutions implemented in VBA in Excel. But … VBA is really not necessary. And Jordan (aka Option Explicit) will be showing us the ‘how’ of this. The result will be a chart controlled by a drop-down menu, which would contain different data categories. You can choose any sort of chart or any tool besides this, and select the data categories as you like.
This where you create a drop-down menu, in C7. Go to Data > Data Validation and select ‘List’ under ‘Validation Criteria’. Select B2:B4 under source. This array contains the categories of your data.
This is where we try to find relative position of the category we choose in C7 from the list of data categories. Insert the formula =MATCH(C7,B2:B4,0) in C8. MATCH takes three inputs:
Here, the data related to the category selected shows up. Insert =C7 in B11 and =INDEX($C$2:$K$4,$C$8,C10) in C11. INDEX also takes three inputs:
Now drag the formula in C11 to K11.
You will see some data produced this way. Under the selected category in C7, look at the original data set. The two must be the same. You have now created a way to select the data corresponding to the category selected from the dropdown menu. Now select B11 to K11 and Insert > Column Chart. In the graph, select the chart title and type “=” without the inverted commas. Now select the cell B11. And there you have it. A live (chart) tool which can be controlled from the drop-down menu. Notice that the last step ensures that the chart title corresponds to the data depicted in the chart. This is a very neat and cool technique. You can choose to hide away the data rows or have your data in a hidden sheet.
Start experimenting with this awesome trick. Make Dashboards, live analysis tools or whatever you may like. The sky is the limit. And, most importantly, share it with your friends.
Excel Data Visualization: Presidential Approval Ratings with Slicers & Power Query – Chart Tricks
Advanced Excel Tutorial – VLOOKUP() Speed in Excel | Excel TV, Episode 54
Excel Tutorial Concat Function in Excel with TEXTJOIN – Excel.TV Episode: 53
Please log in again. The login page will open in a new tab. After logging in you can close it and return to this page.