How to create customizable, meaningful tooltips on XY Scatter Charts in Microsoft Excel
Back in December 2010, I published an article about Better Chart Tooltips with Microsoft Excel. The post described the weaknesses of Microsoft Excel’s standard chart tooltips and provided a VBA-based technique how to get to customizable, meaningful and more useful tooltips in Excel.
Today, I would like to revisit this topic for several reasons:
Firstly, Microsoft Excel hasn’t done anything about this shortcoming in the versions 2013 and 2016. The problem of insufficient chart tooltips in Excel remains.
Secondly, the workbook provided in 2010 implemented the better chart tooltips on another dashboard with additional features, which was published here: Bluffing Tableau Actions with Microsoft Excel. Many people have asked for a simplified, generic template only providing the tooltips on a standard XY Scatter chart.
Next, reader Will Clark came up with the great idea of using a camera object instead of a simple textbox, in order to have more formatting options.
Last, but not least, I discovered another approach for creating interactive charts in Excel. I already used and published this in several posts (Another Technique for Interactive Excel Charts, Selecting and Highlighting Areas on Excel Charts, Select Areas on a USA Map in Microsoft Excel and Zooming in and out of Excel Charts), but this technique is also viable for implementing chart tooltips.
Today’s post will discuss again Excel’s shortcomings in terms of chart tooltips, briefly describe 4 different techniques how to overcome this issue and – as always - provide the Microsoft Excel workbooks for free download.