Clearly and Simply

Zooming in and out of Excel Charts

Interactive zooming in and out on Charts in Microsoft Excel

If you have an XY scatter chart with a lot of data points in Microsoft Excel or even using an XY scatter chart mimicking a map in Excel, an interactive zooming function (allowing to magnify user-defined parts of the chart) can be very helpful.

Microsoft Excel does not provide such a feature natively. There have been a few workarounds published. Most of them use interactive controls like spinners or sliders to change the axes scales with OFFSET formulas and dynamic cell ranges or by VBA.

A more intuitive way of zooming into a chart would be to select an area on the chart with the mouse and zoom exactly into this user-defined part of the chart (or map).

We recently had a couple of posts taking advantage of Andy Pope's stellar idea to use a label control on top of a chart for interactive chart features:

Another Technique for Interactive Excel Charts

Selecting and Highlighting Areas on Excel Charts

Select Areas on a USA Map in Microsoft Excel

Andy’s technique is very versatile and can be a viable solution for many different use cases, including the requirement of an interactive zooming feature.

Today’s post describes an implementation of an interactive zooming feature for a map (XY scatter chart) in Microsoft Excel. As always, the workbook is provided for free download.

Select Areas on a USA Map in Microsoft Excel

Interactive radial or rectangular area selection on a map of the United States in Microsoft Excel

One of the recent posts demonstrated how to mimic Tableau’s rectangular and radial map selection features in Microsoft Excel:

Selecting and Highlighting Areas on Excel Charts

The example workbook used a map of Europe. Since more than 40% of my readership is located in the United States, I thought it might be a good idea to also share a template with a map of the USA. Here it is for free download:

Download Select and Highlight Areas on a US Map (zipped Microsoft Excel 2010 - 2013 workbook, 1.3MB)

This is an example screenshot of the dashboard:

The map (the contiguous 48 states, i.e. excluding Alaska and Hawaii) includes all cities in the United States with more than 5,000 inhabitants, divided into 2 categories (greater than or less than 500k inhabitants), visualized with different sizes of the dots.

To define a radial or rectangular selection (choose with the radio buttons), keep the SHIFT key pressed, click somewhere on the map with the mouse key pressed, move the mouse to span the selection area and – as soon as you are done with your selection - release the mouse key. The metrics above the map and the bar charts (selection statistics by states) right to the map are updated on the fly.

For more details on how to use the template and how this was implemented in Excel, please have a look at the original post.

I hope this will be helpful, especially for my friends and readers in the United States.

Stay tuned.

Export Excel Dashboards (Improved Version)

An improved version of the example workbook exporting Excel Dashboards to other applications

The previous post provided an example Excel model with the option to export dashboards to other applications and file formats.

The workbook came with one serious limitation: the PDF and XPS export routine created a separate file for each dashboard, instead of one file with all dashboards.

In the article I stated, I wouldn’t see how to get around this without using an external PDF creator. It turns out that I simply couldn’t see the wood for the trees.

It was (again!) Leonid Koyfman, long-time reader and contributor, who pointed me into the right direction. The idea is as simple as it is efficient: create a temporary Excel workbook, copy all dashboards to it (each dashboard on a separate sheet), use the ExportAsFixedFormat method of the workbook object to export the entire workbook (i.e. all dashboards) to one PDF or XPS file and finally close the temporary workbook without saving changes. So simple, so obvious. I should have figured that out on my own. But I didn’t. Many thanks to Leonid for the idea.

Here is the improved version for free download:

Download Export Excel Dashboard to other Applications – Improved Version (zipped Microsoft Excel 2010 – 2013 workbook, 210K)

Stay tuned.

Export Excel Dashboards to other Applications

How to export Microsoft Excel Dashboards to PowerPoint, Word, PDF, XPS or Pictures

Earlier this week I received an email from Andrea, one of my few, but faithful readers. Andrea stumbled across a post from 2010 describing how to export Excel dashboards to PowerPoint and asked if I was planning a follow-up post about exporting from Excel to Microsoft Word.

Truth be told, not up to that point. I personally barely export from Excel at all, but if I do, I usually export to PowerPoint.

However, I found Andrea’s idea interesting for several reasons: exporting Excel dashboards to other applications and file formats may indeed be helpful, e.g. for creating reports or papers in Microsoft Word. Furthermore the original implementation exported three different dashboards, but the best use case for a bulk export to another application is an Excel dashboard displaying one selected period out of many or a dashboard with various filter options. In this case it can be a real time-saver if you have the option to export e.g. all weekly reports of a quarter or a defined set of filter combinations in one go. Last, but not least, it is actually no big deal to adjust the original code for other applications and file formats.

Today’s article provides an example workbook which allows to export the dashboards to PowerPoint, Word, PDF, XPS and some picture file formats (PNG, JPEG, GIF, BMP). As always, the post includes a link to the Excel workbook for free download.