Excel Charts Interactive Totals. Show totals in an interactive Excel chart, and use check boxes and drop down lists to show and hide data. Get the free workbook. Introduction. In this interactive chart, enter a data range on the dashboard sheet, select criteria from the Range and Category lists, then click the Quantity and Price check boxes, to control which data is shown. There is no programming required, just formulas. This technique works best for small to mid sized tables. Formulas are added to the data table, so the workbook will slow down if you have thousands of rows of data. The Workbook Setup. There are four worksheets in the completed workbook Below is a brief description of each sheet, and the formulas are explained in the next section. Dashboard Sheet. This sheet has the interactive chart, check boxes to show or hide the Quantity and Price, and cells for the date range and criteria. There is a formula in cell B1, to calculate a chart title, based on the start and end dates. SalesData Sheet. Interactive zooming in and out on Charts in Microsoft Excel. Excel Pert Chart Templates for Project is one of the basic project management tool. Today management become more complex especially when you are dealing with a big. How to use the Microsoft Slider Control to implement a range filter input feature in Microsoft Excel. This sheet has a named Excel table tbl. Sales with sales order data. In columns A to E there is sales data, but no formulas. For each sales order, we have an order date, region, category, quantity and total sale price. NOTE The Data Only workbook has this sheet, with the data columns, and no formulas. It does not have the Dashboard, AdminLists or ChartData sheets. In the completed workbook, there are formulas in columns F to L, to create values for the interactive chart. This user guide will introduce you to some of Excels more complex functionality. Specifically when analysing data. Need a Gantt Chart Heres a free Excel template. Or save time by creating your Gantt in Smartsheet. Try it free. What version control systems have you used with MS Excel 20032007 What would you recommend and Why What limitations have you found with your top rated version. AdminLists Sheet. This sheet has a two lists, in named ranges Region. List and Cat. List. Those lists are used to create drop down lists for criteria, on the dashboard. There are two cells with formulas, and those cells are also named Start. Yr. Mth and End. Yr. Control Charts Excel Free Download' title='Control Charts Excel Free Download' />Mth. ChartData Sheet. This sheet has links to the check boxes, and formulas to calculate the date range and the total amounts for the chart. Dynamic named ranges are defined, and used in the chart series. Start the Dashboard Sheet. If you are starting from scratch, follow these steps to create the dashboard sheet Insert a new sheet, and name it Dashboard. Type headings for the criteria cells. B3 Start Date. D3 End Date. F3 Region. H3 Category. To identify the criteria entry cells, format cells B4, D4, F4 and H4 with light green fill and a border. Make the columns between the green cells narrower. Name the Criteria Cells. Next, name each of the green criteria cells. Select the cell, click in the Name Box, at the left of the formula bar, type a one word name, then press EnterLater, youll use these names in formulas B4 Start. Date. D4 End. Date. F4 Sel. Reg. H4 Sel. Cat. Add the Check Boxes. Next, youll add two check boxes, for Quantity and Price. When the box is checked, its data will appear in the. To add a check box On the Ribbon, click the Developer tab. If the tab is not visible. Developer tabClick the Insert command, and in the Form Controls section, click. Check Box. On the worksheet, click in cell C6, to add a check box. Right click the check box, and click Edit Text, then delete the caption text. Make the check. box narrower, to fit in column C. Right click the check box, and click Copy, then paste in cell E6. In cell D6, type Quantity and in cell F6, type Price. Go to the View tab on the Excel Ribbon, and turn off the gridlines. NOTE You could add data validation in the start date and end date cells, to ensure that valid dates are entered, and the end date is on or after the start date. Add the AdminLists Sheet. Next, follow these steps to create the AdminLists sheet Insert a new sheet, and name it AdminLists. Type headings for the Named Ranges. B1 Region. D1 Category. F1 Start. Yr. Mth. F4 End. Yr. Mth. In cells B2 B3, type the region names East, West. In cells D2 D5, type the category names Snacks, Cookies, Bars, Crackers. Name cells B2 B3 as Region. List. Name cells D2 D5 as Cat. List. Name cell F2 as Start. Yr. Mth. Name cell F5 as End. Yr. Mth. Add the Dashboard Criteria. Next, follow these steps to add drop down lists in the Region and Category criteria cells on the dashboard sheet. The drop down lists are created with the Data Validation feature. Region List. To create a Region drop down list On the Dashboard sheet, select cell F4. On the Ribbon, click the Data tab, and click Data Validation. From the Allow drop down, select List. Click in the Source box, and press the F3 key, to see a list of named ranges. Click on Region. List, then click OKClick OK, to complete the drop down list of regions. Category List. To create a Category drop down list On the Dashboard sheet, select cell H4. On the Ribbon, click the Data tab, and click Data Validation From the Allow drop down, select List. Click in the Source box, and press the F3 key, to see a list of named ranges. Click on Cat. List, then click OKClick OK, to complete the drop down list of categories. Enter the Test Criteria. To set up some criteria for testing, enter the following dates on the Dashboard Start Date March 1, 2. End Date June 3. Next, fill in the other two criteria cells Click the arrow in the Region cell F4, and select East. Select Cookies as the category from the drop down list in cell H4. Add the ChartData Sheet. Next, follow these steps to create the ChartData sheet Insert a new sheet, and name it ChartData. Type headings for the chart data. B3 IDC3 Date Range. D3 Quantity. E3 Price. F3 Mth. End. In cells B4 B3. To identify the chart data cells, select cells B3 F3. All Borders border. Also, add borders to cells D2 and E2 these cells will be linked to the check boxes on the dashboard. Name cell D2 as Link. Qty, and name cell E2 as Link. Price. Link Check Boxes to Cells. The next step is to connect the dashboard check boxes to the cells on the ChartData sheet. On the Dashboard sheet, right click on the Quantity check box, and click Format Control. Click in the Cell Link box, and type Link. Qty the name of the linked cell on the ChartData sheet. Click OK to close the Format Control window. Click OK to close the Format Control window. Next, right click the Price check box, and link it to the Link. Price cell. To test the linked cells Click each of the check boxes, to remove the check mark, if it has one. Go to the ChartData sheet, and each of the linked cells should contain FALSE. Go back to the Dashboard, and add a check mark in each check box. Toshiba Wireless Driver For Windows 7. Now the linked cells on the ChartData sheet, should contain TRUE. NOTE If you clear those cells, or type FALSE, it will also clear the check boxes. Add Filter Formulas for Data. Next, you will add columns with formulas on the data sheet, to check each record for the selected date range, region and category. Introduction To Computation And Programming Using Python Pdf. Add Filter Column Headings. On the Data sheet, add the following headings in cells I1 N1 Sel. Date, Sel. Reg, Sel. Cat, All. OK, Calc. Qty, Calc. Price. The table will expand automatically to include the new headings. Colour the heading cells, so they stand out from the other headings. Add Filter Column Formulas. On the Data sheet, add the following formulas in the filter columns. The formulas are entered in the first data row, and will fill down automatically. Test the 3 Criteria. The first three formulas check the criteria, and return TRUE or FALSE. The two minus signs double unary at the start of the formula change TRUE to 1 and change FALSE to 0. Cell I2, to check if the record is in the selected date range ANDOrder. Date Start. Date,Order.