Little Chart Widgets

Doughnut, Line, Scatter, Stacked Column & Area Chart Widgets to use in Excel

Version 2.2
01Nov 2016

Little Chart Widgets Documentation

By: Mark Kubiszyn
Little Chart Widgets NEW Excel Screenshot

Little Chart Widgets Doughnut Chart Excel Screenshot

Little Chart Widgets Line Chart Excel Screenshot


Here are five different types of simple little Chart Widgets, Doughnut, Line, Scatter (2x2), Stacked Column and Area. The Doughnut Chart can be used to display the percentage in a Doughnut. The design allows you to select the individual layers in the "Selection Pane" of the "Arrange" Group of the "DRAWING TOOLS" Tab on the Ribbon. You can change the Colours of the Doughnut including the background Circle and Percentage for the Chart. These little fellows look nice in Excel at any Zoom level. The Line Chart is a Value versus Month Chart where you can plot a single Series against a half Year. You can add more Series or lengthen the Months if required. These are nice to show Quarterly Sales patterns and are visually very pleasing. The Stacked Column Chart stacks 2 Series in Columns for 12 Months of the Year. The Area Chart layers 2 Series for 12 Months and 4 Quarters of the Year. I have kept all of the Colours the same and provided the RGB values. The settings are all clearly marked with Series Values shown as 'Input' Style and Calculations show as 'Calculation' Style. I have deliberately kept these little Charts plain - you can add Titles, Axis Tiles etc. if you wish.

NEW for Version 2, Area Chart C and Line Chart B. Both of these Charts use different Colours to display data snapshots by Financial Quarter

FEATURES

- Doughnut Chart with grouped objects that can be moved around and looks good zoomed at any level


Doughnut Chart Excel Screenshot

- Line Chart with single Series displaying 6 Months - a lovely little Chart to add to a Powerpoint Slide


Line Chart Excel Screenshot

- Scatter Chart with 2x2 Grid

Scatter Chart Excel Screenshot

- Stacked Column Chart with 2 Series displaying 12 Months


Stacked Column Chart Excel Screenshot

- Area Chart with 2 Series displaying 12 Months and 4 Quarters


Area Chart Excel Screenshot

REQUIRED

Excel 2010 or Excel 2013

THE DOUGHNUT WORKSHEET

Editing the settings

On the "Doughnut" Worksheet you will see a 2 Doughnut Charts linked to the Values underneath the 'Chart Settings' Header. The grey Cells with bright orange Font are the Calculation Cells used to derive the Percentage (%) and should not be touched. The Input settings are the orange Cells - these are the Actual and Max Values. Leave the 'Max' setting as '100' and change the 'Actual' setting to a number from 0-100. You will see the Doughnut Chart adjust to the new Percentage shown next to the 'Percent' setting. The 'X' and 'Y' setting Caluclations are used by the Doughnut Chart Series 1.

Zooming the Doughnut Chart

Try Zooming the Chart by changing the 'Zoom' level using the '-' and '+' buttons at the bottom right of the Excel Workboo to 'Zoom in' and 'Zoom out'. The Doughnut Chart should look nice at all Zoom levels.

Moving the Doughnut Chart

You can move the Chart by grabbing the 'Plot Area' and dragging it to a new location on the Worksheet. You can move the Chart to another Worksheet by selecting the Chart Group and pressing CTR+X to Cut the Chart and associated Objects. Navigate to a different Worksheet within the Workbook and press CTRL+V to Paste the Chart and associated Objects. The Colours used for the Doughnut slices are shown as RGB Values.

Changing the Doughnut Chart Colours in Excel 2013

In Excel 2013 you can change the Doughnut Colours by clicking once over the Chart and then clicking again in the middle of the Chart to select the Chart Object itself. On the 'CHART TOOLS' Tab, select the 'FORMAT' Tab and click 'Format Selection' on the 'Current Selection' Group on the Ribbon. You will see the 'Format Plot Area' sidebar slide out on the right-hand side of the Excel Workbook - adjust the Colours as neccessary by clicking on each slice of the Doughnut on the Doughnut Chart Object and changing the 'FILL' and 'BORDER' Colours.

Changing the Doughnut Chart Colours in Excel 2010

In Excel 2010 you can change the Doughnut Colours by clicking once over the Chart, then clicking again. On the 'Chart Tools' Tab, select the 'Format' Tab and click 'Format Selection' on the 'Current Selection' Group on the Ribbon. You will see the 'Format Plot Area' Dialog appear. Now select a Doughnut slice on the Doughnut Chart and it will change to the 'Format Data Series' Dialog. Adjust the Colours as neccessary for each slice of the Doughnut Chart by changing the 'Fill' and 'Border Colour' / 'Border Styles' on the individual Tabs of the Dialog.

Using the Selection Pane to view the Assosiated Grouped Objects for the Doughnut Chart in Excel 2013

In Excel 2013 click once on the Doughnut Widget (top, left-hand side). You will see the 'DRAWING TOOLS' Tab appear on the Ribbon. Select this and you will automaitcally be in the 'FORMAT' Tab. Now click on the 'Arrange' Group and press the 'Selection Pane' to slide out the 'Selection' Dialog on the right-hand side of the Worksheet. You will see 2 Dougnuts with grouped associated Objects. Underneath either 'DoughnutChartA' or 'DoughnutChartB' you can click 'Circle' to select the Shape used for the Percentage or 'Doughnut' to select the Chart used to display the Doughnut slices. Once you have selected the individual Objects, then you can adjust any of their settings. You can also click 'Group' on the 'Arrange' Group of the 'FORMAT' Tab on the Ribbon to Ungroup the associated Chart and Objects - this will leave you with the 'Chart' and the 'Circle' Shape.

Using the Selection Pane to view the Assosiated Grouped Objects for the Doughnut Chart in Excel 2010

In Excel 2010 click on the Widget (top right-hand side) and then select the 'DRAWING TOOLS' Tab that appears at the top of Excel. On the 'Arrange' Group click 'Selection Pane' to bring up the Objects available to select on the 'Selection and Visibility' Pane (right-hand side). You will see 2 Dougnuts with grouped associated Objects. Underneath either 'DoughnutChartA' or 'DoughnutChartB' you can click 'Circle' to select the Shape used for the Percentage or 'Doughnut' to select the Chart used to display the Doughnut slices. Once you have selected the individual Objects, then you can adjust any of their settings using right-click or any of the available Ribbon Groups. You can also click 'Group' on the 'Arrange' Group of the 'FORMAT' Tab on the Ribbon to Ungroup the associated Chart and Objects - this will leave you with the 'Chart' and the 'Circle' Shape.

THE LINE WORKSHEET

Editing the Chart Series

On the "Line" Worksheet you will see a 2 Line Charts linked to the Values for the 'Line1' Series. The Values for the Series are the orange 'Input' Cells - these are shown for JAN through to JUN, 6 Months. Try changing the Values - the Charts will adjust to your new settings. To see how the Chart uses the Series, click anywhere on the Object and then use right-click, 'Select Data...' to bring up the 'Select Data Source' Dialog.

THE SCATTER (2x2) WORKSHEET

Editing the Chart Data

The data used to build this Chart is fairly complex and is built from an excellent example by Jon Peltier which goes into great detail around how to design these type of Scatter plot grids. You can find the article here: Scatter XY Shaded Quadrant Chart

THE STACKED COLUMN WORKSHEET

Editing the Chart Series

On the "Stacked Column" Worksheet you will see a 2 Stacked Column Charts linked to the Values for the 'Column1' and 'Column2' Series. A Stacked Column Chart builds a Column Chart by 'Stacking' each Series ontop of the other. The Values for the Series are the orange 'Input' Cells - these are shown for J (January) through to D (December), 12 Months. Try changing the Values - the Charts will adjust to your new settings. To see how the Chart uses the Series, click anywhere on the Object and then use right-click, 'Select Data...' to bring up the 'Select Data Source' Dialog.

THE AREA WORKSHEET

Editing the Chart Series

On the "Area" Worksheet you will see 2 different Area Charts, 'Area Chart A' and 'Area Chart B'. These are linked to their respective Series, 'Area1' and 'Area2'. An Area builds a graphical Chart by 'Layering' each Series ontop of the other (similar to the Stacked Column Chart but as a filled Area of Colour). The Values for each Chart Series are the orange 'Input' Cells - these are shown for J (January) through to D (December), 12 Months for 'Area Chart A' and Q1 (Quarter one, January, February & march) through to Q4 (Quarter 4, October, November & December). Try changing the Values - the Charts will adjust to your new settings. To see how each Chart uses the Series, click anywhere on one of the Objects and then use right-click, 'Select Data...' to bring up the 'Select Data Source' Dialog.

USING A CHART IN YOUR OWN WORKBOOK

Moving the Charts into your own Workbook

To move any of the Charts in your own Workbooks, you can Copy in the entire Worksheet containing the Chart that you want. To do this open 'LittleChartWidgets.xlsx' and your own Workbook. Select the 'LittleChartWidgets.xlsx' Workbook and right-click on the Tab of the Worksheet that contains the Chart that you want to Copy. Select 'Move or Copy...'. On the 'Move or Copy' Dialog, underneath 'Move selected sheets' and 'To book:', select your Workbook (this is the Workbook where we will create the Copy of the Chart). Then underneath 'Before sheet:' select the Worksheet where you want to insert the Copy. Now ensure that you tick the 'Create a copy' Checkbox at the bottom of the Dialog and click 'OK' to Copy the Worksheet. The Chart will now be added into your Workbook as a new Worksheet. Now you can change the input Values or link the Charts to your own Series or input Values.

Copying a single Chart into your own Workbook and using your own Values as the input Value or Series

To Copy a Chart into oyour own Workbook and then link up the Chart Value or Series to your own input Value or Series, you can do the following. Select the Chart you want in the 'LittleChartWidgets.xlsx' Workbook and press CTRL+C to Copy the Object(s) to the Clipboard (in the case of the Doughnut Chart Widget you will need to select the Group of Objects). Now switch to your Workbook and select the Worksheet that you want to Paste the Chart into - click CTRL+V to Paste the Object(s). The Chart will appear in your Workbook, but the Data Series will still link to the 'LittleChartWidgets.xlsx' Workbook. To link the Series, click anywhere on the Object and then use right-click, 'Select Data...' to bring up the 'Select Data Source' Dialog. Now Edit the Series, for example, using the Doughnut you just confirm the 'Series values' to your own 'X' and 'Y' Values (you will need to switch Workbooks as you do this as by default Excel will switch Workbooks when you try to select your new Value). In the case of the Doughnut Widget Chart you will also need to select the 'Circle' Shape Object that displays the Percentage (%) Value and then change the Source Cell link to the Value (derived Percentage) in your own Workbook as well as link the Series for the Chart (use the 'Selection Pane' on the 'Arrange' Group of the 'FORMAT' Tab on the Ribbon. If the Colours change for the Doughnut, then you will need to adjust these to your own Colours or to the Colours that I use in the Examples in the 'LittleChartWidgets.xlsx' Workbook.

How I add the Charts when I want to use them in another Project

I prefer to Copy in the Worksheet for the Chart I want to use. I then use CRTL+X to Cut the Chart to the Clipboard and then use CTRL+V to Paste it into the Worksheet I want it on. This way I get the Chart in my Workbook and the inputs / calculations stored in the Worksheet that I copied in. Then you can always reference these inputs / calculations from another Sheet if required and then hide the Worksheet.

Q&A

Q. Can I delete the License Worksheet?
A. Yes, once you have purchased Little Chart Widgets and read the Terms & Conditions of the License, you may remove it - please try to ensure that somewhere in your Workbook you leave an attribution to the author as follows:

Attribution to software creator must remain in situ:
© Copyright/Author:
Mark Kubiszyn 2016
A License is required to use Little Chart Widgets
Website:
http://www.kubiszyn.co.uk/
 


Changelog

01.11.2016 - (Version 2.2) released. Additional Area Chart C & Line Chart B

18.03.2016 - (Version 2.1) released. Additional Scatter XY Shaded Quadrant Chart (2x2)

01.01.2016 - (Version 2) released. Additional Chart Widgets included

08.11.2015 - (Version 1) released with only Doughnut Chart Widgets