Tag Archives: creative

Eat Your Waffles

Ok, don’t eat the waffle chart

In a previous post, I discussed making a Button Bar Chart. That whole process really inspired me to think about simplified charts for presentations.

Which got me thinking about Waffle Charts.

4 category waffle chart
Note how the smallest group stands out

Waffle charts are excellent for looking at data sets where the smallest numbers are the important ones. You can use colour (as I have above) to make those numbers stand out.

But oddly, I don’t see people using a lot of waffle charts in their presentations. And there is no template for a waffle chart in Excel.

You can find some interesting ideas about building Excel waffle charts for dashboard purposes and I recommend this article to you: Interactive Waffle Charts in Excel

However, I was looking for something different. Something that wouldn’t have me counting and colouring cells manually (shudder).

Building the Waffle

I chose to build the waffle chart using a series of conditional formatting rules. The first step was creating the formula to count the cells of the waffle.

Waffle chart base formula
Counting the cells in a 100 grid waffle

In case the picture is a bit small, the formula used here is:
=(MOD(ROW()+8,10)*10)+(COLUMN()-2)+1

This uses the row and column position of the cell to count from 1 to 100 in a 10 by 10 grid.

I then built on that base formula with this monster formula:

=IF((((MOD(ROW()+8,10))*10)+COLUMN()-1)<=’5 Category Waffle’!$A$2,’5 Category Waffle’!$A$2, IF((((MOD(ROW()+8,10))*10)+COLUMN()-1)<=(‘5 Category Waffle’!$A$2+’5 Category Waffle’!$A$3),’5 Category Waffle’!$A$3, IF((((MOD(ROW()+8,10))*10)+COLUMN()-1)<=SUM(‘5 Category Waffle’!$A$2:$A$4),’5 Category Waffle’!$A$4, IF((((MOD(ROW()+8,10))*10)+COLUMN()-1)<=SUM(‘5 Category Waffle’!$A$2:$A$5),’5 Category Waffle’!$A$5, IF((((MOD(ROW()+8,10))*10)+COLUMN()-1)<=SUM(‘5 Category Waffle’!$A$2:$A$6),’5 Category Waffle’!$A$6,0)))))

The sheet BTW is called 5 Category Waffle.

5 category formula
The 5 category waffle formula result

The formula checks the position number of the cell generated by the base formula and sees if it is less than or equal to the number of values in each category in column A. It then returns the value of the category in each cell.

Because I wanted to put symbols in the cell like these examples.

talking head icon used in waffle chart
Talking Heads waffle chart
bomb icon waffle chart
Bombs waffle chart

I took that monster formula and made it into a named formula.

 

 

This made building the conditional formatting rules much easier to do(simply because the conditional formatting dialog is so cramped).

Lastly, I built a series of conditional formatting rules to change the background colour of the cell based on the value returned by the formula. For the waffles using symbols, the rule formats the colour of the font, instead of the background.

A couple of additional pointers

  • To create a perfect grid, switch the view in Excel to Page Layout View. Page Layout View uses the same measurement scale for both row height and column width.  Set your measurements here.
  • For the symbol waffles, use the File> Options>Advanced> Display Options for this worksheet and turn off the display of gridlines. That way when you copy the waffle, the gridlines will be invisible.

 

Button Bar Chart

Simple or Complicated?

Simple or complicated? It’s been my observation that anyone can make a subject sound complicated – but it takes real understanding of a topic to simplify it in a way that is meaningful.

This is why, when I saw this sample slide below from designer Julie Terberg, I sat up and paid attention. Here is a wonderful example of a chart that is simple in a beautiful and useful way. Immediately, you can see that an audience would find this chart easy to read and understand

Button Bar Chart by Julie Terberg
Julie Terberg’s Button Bar Chart from her #SlideADayProject project

I paid even more attention when I saw the way that Neil Malek put together an Excel version of the chart. Neil introduces a clever technique using shapes in data labels.  Here is the YouTube video:

Unfortunately, Neil’s clever technique is only available in Office 2016. I wanted to build the chart in Office 2010, for the benefit of my clients still using 2010.

Button Bar Chart Slide example
Button Bar Chart Slide, in PowerPoint 2010

I think that in the end, I succeeded. If you are interested in building this chart, and like me you are restricted to Office 2010, then I have a few pointers for you.

Button Bar Chart Pointers

  • Data Labels in 2010 can not use shapes. Instead, I tweaked the Shadow setting for the label, by setting the colour to match the fill on the label and the size to 150%. I left all other settings to zero. Shaping the label this way means that you can never achieve the circle that Julie used in her example. Instead, the best you can do is a lozenge shape. You can modify this when you change the font size in the label.
  • But once you’ve used the Shadow to enlarge your button, you can’t use it to shadow the data label. I solved this problem with an old fashioned solution. I made two charts (a 2016 and a 2017 chart). The two charts are grouped together.  Each chart has a data label for the year and a data label for the shadow. In the example below those labels are using the 1 values. The column labelled 2016 value is the length of the bar.
Where the data for the chart comes from
Button Bar Chart Data layout
  • The Shadow column must proceed the 2016 column or your shadow will wind up on top of the 2016 label. Also format your labels in that order as well, or the shadow will temporarily be on top of the 2016 label.
  • Format your shadow and label to the same font size.
  • The Chart Element selector on the Format Tab of the Chart Tools ribbon is your friend. Its’ really the only reasonable way to select the shadow data labels once they are under the visible label.
  • Link the label text to the cell in in Excel by using the formula bar and typing in the linking formula to the cell. This allows you to update the chart, by changing the text in the cell. A bit finicky to set up; but it will save a ton of time in the long run.
  • The best way to take this chart into PowerPoint is by copying/pasting the chart – as an image. Which means that you’ll need to presize the chart in Excel, so that text is not distorted by resizing once it is pasted into PowerPoint. Again, its a bit finicky – but worth it.
  • In PowerPoint, I created a layout, with text placeholders on the left and bottom of the slide.

    Layout has placeholders
    Layout has text placeholders on left and bottom of slide

All in all, a pretty reasonable version of Julie’s stellar design.

If you want to follow Julie Terberg and Neil Malek on Twitter, you’ll find them here.

Thursday – PowerPoint Links

I’ve just been working on a PowerPoint template for a Jeopardy style game. I inherited this template, and as frequently happens a little cleanup is necessary to ensure the PowerPoint template works as desired.

To help you visualize the problem – a picture of the game board

Jeopardy Game Board 1st slide
The Game Board

Each square hyperlinks to a separate slide with the question (and answer).

I felt there were a number of improvements I could do to make the presentation easier to use and maintain. I won’t go into every change today, but a couple of changes involved hyperlinks
(shortcut key Ctrl + K, if you are editing 25 hyperlinks, then the reason for using a shortcut key becomes obvious).

The first maintenance problem I ran into was that the previous designer had applied the hyperlink to both the shape AND the text on the shape (now there are 50 hyperlinks – if you are counting).

Button shape with text selected
Shape with text on top

They did this for a very good reason; that the text on a hyperlinked shape does not change state like normal hyperlink does (the state change shows if the link has been visited or not).

So if the slides the shapes are linked to are reordered or edited, the links have to be painstakingly tracked down and edited and since essentially the links are layered one on top of each other it is a real pain.

I had a better plan. Move the button shapes to the Slide Master (after creating a layout designed for the Game Board slide). Then insert text placeholders (yes, 25 of them) for the dollar values. Position the placeholders over each button. No hyperlinks here.

Now moving back to the Game Board slide in Normal View, I can hyperlink the text box. Text boxes behave differently from shapes, and do change state to show the link has been visited.

Another advantage of the text placeholder is that if the user inadvertently moves the text boxes, the Reset command will snap them back into position. (A definitely plus when editing 25 text boxes).

The other visual difficulty I had, was with the colours of the hyperlinks themselves. They didn’t have a strong contrast with my (new) button colour, and the visited colour was still (kinda) visible. I wanted a strong link colour and once visited I wanted the link to disappear. I could add animations, but why bother when I could solve both problems easily by changing the link colours in the Color Theme.

Theme Colour Panel PowerPoint 2016
Theme Colour Panel PowerPoint 2016

Here is the theme colour panel after I adjusted the Hyperlink and Followed Hyperlink Colours.

The colours in the theme were picked after playing with the free https://coolors.co/ app I also got some good advice from this article. The image at the top of the article is the colour palette created by the Coolors.co app – translated into RGB. I usually add this information as a layout in the slide master.

 

A little bit of history – lost … and found

Excel has been around for decades, so it isn’t surprising that there are many features tucked away under the hood. What is surprising is when a useful feature is lost and only careful archeology can bring it back to life.

Excel 4.0 had a rudimentary macro language, mostly using excel formula approaches to building functionality. This was replaced by the VBA programming language. But there are still useful little items tucked away in this early language that haven’t been replaced.

One of these is Get.Cell.

Get.Cell had a boatload of switches that allowed the user to pull information about the cell formatting and contents and most of these have been replaced by the Cell and Type functions in Excel.

But one piece of information that Cell and Type can’t tell you is whether your cell or cells contain formulas vs values and sometimes this is a very handy thing to know at a glance. For example, if you build a spreadsheet using formulas to estimate amounts; but then start to drop in values as more concrete information becomes available.

In this situation I like to format cells containing formulas differently from the cells containing values, so that I can see at a glance where my estimates are. Its’ handy to have the formatting change automatically, so I don’t have to remember what my rules are weeks or months later.

This is where Get.Cell shines. The syntax I’m going to use is

=GET.CELL(48,A1) – where A1 is the cell I’m going to reference.

The trick here is that Get.Cell is NOT entered in a cell, but instead as a named formula. After creating the named formula, I can reference it while applying conditional formatting. In this way, when the type of content in the cell changes the conditional formatting automatically updates.

Using a named formula in Conditional Formatting - dialog box
Using a named formula in Conditional Formatting

Where does one find information about the Get.Cell function? Not from Microsoft or at least not easily from Microsoft.

Try this post https://www.mrexcel.com/forum/excel-questions/20611-info-only-get-cell-arguments.html   to see the possible switches for Get.Cell

 

 

PowerPoint – Making a Mask

Creating a mask effect in PowerPoint is easy, once you’ve located the Shape Combine command. You can add this command to the Ribbon or the Quick Access Toolbar.

Below, you see it being added to my toolbar.Adding the Shape Combine Command to the Toolbar

Adding the Shape Combine Command to the Toolbar, alternately look for the Combine Shapes command as more options are available.The command will not be active until there are two shapes selected. Below, I’ve created a blue rectangle and a red oval. The oval shape will be cut out from the rectangle.Blue rectangle with red oval positioned for the cut out.

Blue rectangle with red oval positioned for the cut out.You may prefer to add the Combine Shapes command instead. More options are available as you can see below.

Select the shapes you wish to combine.
Both shapes are selected, so the Combine Shapes button is active

The result of the Shape Combine command, a rectangle with an oval “hole: in the center.The result of the Combine Shapes Command

The result of the Combine Shapes CommandOnce the mask is created, you can dress it up. Below, I’ve changed the fill to an image of a leafy forest floor.The forest floor has a hole in it.

The forest floor has a hole in it.Now I can layer whatever image I wish (in this case a frog) under the mask. You can animate the layer underneath the mask. Can you image a wheel of creatures rotating into the viewpoint in the center of the mask? That would be great for a talk about ecology!

Can you spot the frog?
Can you spot the frog?